Sean Rooney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Prudential Investment Management Services, Edward Jones, and Charles Schwab. Since 2021, he has been with PNC Investments in Scranton, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and third-party portfolio implementation via mutual funds and ETFs, with annual rebalancing and no direct trading by clients.

Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.

Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves on the Finance Committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs on a discretionary basis.

Thaddeus Kenny is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he serves as Treasurer on the board of the United Neighborhood Centers of NE PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Timothy Mcnamara is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been a financial advisor since 2011 and joined Merrill in 2016. He is part of The Yanoski, McGee & McNamara Wealth Management Group, where he collaborates with clients to identify their primary goals and needs, assisting with retirement planning and helping clients maintain their standard of living throughout retirement. He also advises clients on education funding for children and grandchildren, as well as philanthropic giving. Before becoming a financial advisor, Timothy worked in the mortgage industry for over eight years, including more than three years as the owner and operator of a mortgage brokerage business. He holds a Bachelor's degree in Marketing from Saint Joseph's University and a Masters of Business Administration with a concentration in Finance and Investments from Marywood University. Additionally, Timothy holds FINRA Series 7 and Series 66 registrations and is a licensed insurance producer in Pennsylvania and Florida. In 2018, he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Timothy and his wife, Lauren, live in Factoryville, Pennsylvania with their three children. He is an active community member, volunteering with various non-profit organizations and coaching youth basketball and baseball.

Gregory Rosetti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2019, focusing on understanding, planning, and assisting clients through a process designed to help them achieve their financial goals. He designs customized personal financial strategies for families and individuals, aiming to provide clients with the best life possible within their available resources. Before joining Merrill Lynch, Gregory worked in Manhattan for ten years in the financial industry and spent an additional three years in the insurance industry. He earned a bachelor's degree in Finance from Saint Joseph's University in 2004 and holds FINRA Series 7 and Series 66 registrations, along with the Personal Investment Advisor (PIA) designation. Gregory resides in Glenburn, Pennsylvania, with his wife, Brook, and their sons, Daniel and Christopher. He is involved in community organizations including Girls on the Run, the Marworth Advisory Board, and the Waverly Community House.

Ryan Namiotka is a financial advisor with LPL Financial located in Taylor, PA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked at NBT Bank and LPL Financial since 2013. Outside of his advisory role, Namiotka is the owner of Abington Kids Creative Learning Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicholas Parise is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining LPL Financial in 2019, he worked at PNC Bank and PNC Investments LLC. He is also involved with Fidelity Asset Management Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from LPL Research and third-party subadvisors.

William Colon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Insurance. Outside of his advisory work, he is involved in a recreational rental business called Luna Travel & Rentals. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Wright is a financial advisor with LPL Financial in Dunmore, PA, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved with Peoples Security Wealth Advisors, an LPL-related business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering services such as financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management options supported by research and model portfolios.

Harold Jones is a financial advisor at Raymond James Financial with over 56 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves as an officer and treasurer of HJFS Wolfe LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Van Wert Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from multiple sources.

John Smith is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for nearly three decades. Outside of his advisory role, he is also employed as a sales representative for a transportation services company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is involved in beekeeping, volunteer teaching at a gym, and operates a lawn mowing service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Peter Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at FNCB Bank and Community Bank, and has held investment-related roles since at least 2012, including serving as an insurance agent. Albano is involved with multiple business activities connected to LPL Financial, including various wealth management and investment service entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, research, and technology-driven solutions.

Peter Barrasse Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has worked with Prudential Insurance Company of America since 1979 and was previously affiliated with Pruco Securities, LLC. Outside of his advisory role, he is involved in general building administration for a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Robert Caselli is a financial advisor at LPL Financial in Blakely, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including roles at Cadaret, Grant & Co., Inc. and Strategic Planning Associates, where he continues to be involved. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a variety of advisory programs and financial planning services supported by research and model portfolios.

Kyle Mc Cloe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Kamo & Sons, LLC and IBEW LU 81, and serves as a platoon sergeant in the United States Army Reserves, where he leads training and mentoring at the company level. He is also the vice president of the American Legion Post 579, providing information to local veterans about available services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jennifer Williamson is a financial advisor with Ameriprise in Dalton, PA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she is a silent owner of a family business involved in real property and a mobile home park in Factoryville, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and affiliated investment products.