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Christopher H

CFP®, Series 66, Series 63

Dickson City, PA

Ameriprise

Christopher Hauber is a CFP® certificant with four years of industry experience, currently advising clients at Ameriprise in Dickson City, PA. Before joining Ameriprise, he worked briefly at The Vanguard Group and has also held roles outside the financial industry, including owning a retail business and operating an online infant apparel store. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on dependable income and tax-aware strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ron B

Series 63, Series 65

Dunmore, PA

LPL Financial

Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including twelve years managing Bednarz Financial Group and over two decades at Cadaretgrant. Bednarz operates out of Dunmore, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio models and third-party subadvisors, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy G

Series 66, Series 63

Dunmore, PA

LPL Financial

Jeremy Geadrities is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and seven years of industry experience. His work history includes roles at Prudential Investment Management Services, Gwfs Equities, Inc., and Jordan Gilmore Inc. DBA KeldairHR. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including third-party asset management and model portfolios, supported by technology tools for research and operations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shane H

Series 63, Series 66

Dickson City, PA

Charles Schwab

Shane Hart is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, following previous roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is also the owner of Hart Ventures LLC, an entity established for potential future business operations that is currently inactive. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational and supervisory infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Neal D

Series 66

Scranton, PA

Wells Fargo Advisors

Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and previously worked at Tri Mountain Ventures, LLC. Outside of his advisory role, he is involved in managing a private investment firm focused on a fine arts practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Benjamin B

Series 66

Honesdale, PA

Raymond James Financial

Benjamin Burkhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His work history includes roles at Krupa Wealth Management and coaching varsity football for the Wallenpaupack School District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Patrick I

Series 63, Series 65

Scranton, PA

LPL Financial

Patrick Iannetta is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America and Prudential Investments Management Services LLC from 2001 to 2022, followed by positions at Empower Financial Services, Inc and Empower Advisory Group. Since 2024, he has worked at LPL Financial and The Fidelity Deposit & Discount Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and investment services through a large network of advisors, offering a variety of managed portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas S

Series 63, Series 65

Honesdale, PA

Ameriprise

Thomas Sporer Jr. is a financial advisor with Ameriprise in Honesdale, PA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Ameriprise and its related entities since 2013. Outside of advising, Sporer serves on the Board of Directors and as Treasurer for the Texas Rod and Gun Club, Inc., and is also a board member of the Eagle Home Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Katherine O

Series 65, Series 63

Scranton, PA

LPL Financial

Katherine Oven is a financial advisor with LPL Financial in Scranton, PA, holding Series 65 and Series 63 licenses and 18 years of industry experience. Her career includes roles at Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. She serves as Vice President on the Dunmore Borough Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James V

Series 63, Series 66

Scranton, PA

LPL Financial

James Vanwert III is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Cuna Mutual Group and CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian W

Series 63, Series 66

Blakely, PA

LPL Financial

Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Park Avenue Securities, and First National Bank of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers access to model portfolios, third-party asset management, and various institutional platforms, supported by advanced research tools and a broad array of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alan W

Series 63, Series 66

Scranton, PA

Wells Fargo Advisors

Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Justin P

Series 63, Series 65

Peckville, PA

Mass Mutual Investors Services

Justin Patchcoski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities since 2010. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services, using firm-approved analytical tools to support collaborative, annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Gordon R

Series 66

Honesdale, PA

Cetera

Gordon Rhoads is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Securities America Inc. Rhoads also has experience with Wayne Bank alongside his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas F

CFP®, Series 63, Series 65

Blakely, PA

LPL Financial

Thomas Fiorelli III is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025 and has operated Strategic Planning Associates, LLC since 2007. Fiorelli also serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James V

Series 63, Series 65

Clifford Twp., PA

LPL Enterprise

James Verboys is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously spent 29 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and various financial planning services.

Tax-loss harvesting
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Kevin B

Series 66

Scranton, PA

Wells Fargo Advisors

Kevin Bender is a financial advisor at Wells Fargo Advisors in Scranton, PA, holding a Series 66 license with 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning options that include specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Nadine B

CFP®, Series 66

Dickson City, PA

Ameriprise

Nadine Bartkowski is a CFP®-certified financial advisor with Ameriprise, bringing 17 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a stockholder in Idle Hour Realty, a family-owned business operating two bowling alleys in Pennsylvania. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeremy P

Series 63, Series 66

Carbondale, PA

Cetera

Jeremy Patten is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Cetera and its affiliated entities since 2016. He serves as treasurer for the Masonic Hall Association of Honesdale, overseeing the organization's financial duties. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kurt K

Series 63, Series 66

Scranton, PA

LPL Financial

Kurt Kushner is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. His prior experience includes roles at Nationwide Financial Network, Nationwide Securities, LLC, and Nationwide Insurance Company spanning from 1998 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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