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Sean R

Series 66

Stroudsburg, PA

Morgan Stanley

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Lloyd J

Series 63, Series 65

Nazareth, PA

Edward Jones

Lloyd Jones is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices and offers a range of advisory strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John S

Series 63, Series 65

Sciota, PA

LPL Financial

John Sobrinski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Triad Advisors, Inc. He also operates Sobrinski Financial Services, which he founded in 2014. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

East Stroudsburg, PA

OSAIC

Elizabeth Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Securities America Advisors and Questar Asset Management, among other firms, before joining OSAIC. Outside of her advisory role, she mentors women in leadership positions within a church setting through a special assignment in women's ministries. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by various tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Scotrun, PA

Raymond James Financial

Michael Savage is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Raymond James since 2010 and has operated his own support company, Savage Financial Group, since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Belvidere, NJ

LPL Financial

Carole Sarson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Kestra Financial Services, Cetera Wealth Services, Nationwide Securities, and 1717 Capital Management Company. Sarson serves on the Windrush III Condo Association board, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by research-driven models and technological tools.

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

Series 63, Series 65

Stroudsburg, PA

Morgan Stanley

Peter Joseph is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved as an executor of an estate and is a member of River Road General Store LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

General estate planning guidance
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Sergey K

Series 66

Sciota, PA

Equitable Advisors

Sergey Kuznetsov is a financial advisor with Equitable Advisors in Sciota, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, he is involved with the ElArte Foundation as Treasurer and has entrepreneurial interests in renewable energy and a food business called My Healthy Cookie Co. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of representatives, utilizing both proprietary and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Gary S

Series 63, Series 65

Nazareth, PA

Cetera

Gary Stoudt is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively in tax preparation and accounting through his own firms, Stoudt Financial and Stoudt Wealth Management. His prior experience includes long tenures at Avantax Insurance Agency and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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 K

Series 63, Series 66

Belvidere, NJ

Cetera

Thomas Karabinus is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2005. In addition to his advisory role, he has served on the Belvidere Board of Education since 1978. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

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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Dwayne S

CFP®, Series 63

Nazareth, PA

Cetera

Dwayne Snyder is a CFP® with 27 years of industry experience, currently serving as a wealth advisor at Cetera. His career includes over two decades with Avantax and ongoing self-employment managing Smart Cents Wealth Management. In addition to his advisory role, Snyder provides financial analysis services as a Certified Divorce Financial Analyst and offers accounting, tax preparation, and notary public services. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors, serving individual and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

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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Ashley B

Series 66

East Stroudsburg, PA

Raymond James Financial

Ashley Bolton is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked in educational and support roles outside the financial services sector. Bolton also works as an associate at support companies related to Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public finance through unique affiliations and specialized programs.

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

Series 66

Nazareth, PA

Edward Jones

Kevin Jones is a financial advisor with Edward Jones in Nazareth, PA, holding a Series 66 designation and starting his advisory career in 2026. Prior to joining Edward Jones, he has experience in the transportation and logistics sectors, including roles at MTM Medical Transportation Management, Go Go Logistics LLC, and Eccles Express LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Income planning Inheritance planning Retired Founder/Business Owner Executive
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