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Matthew F
Series 63, Series 66
Sciota, PA
LPL Financial
Matthew Field is a financial advisor with LPL Financial in Sciota, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes seven years with Nationwide and Nationwide Securities LLC. He is involved with Hagy Financial Services, LLC and Hagy Insurance Agency, which provides property and casualty insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of portfolio management strategies and research resources.
Nancy R
Series 66
Stroudsburg, PA
Morgan Stanley
Nancy Robilotta is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding a Series 66 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.
Samantha P
Series 66
Phillipsburg, NJ
Cetera
Samantha Prusia is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked at multiple firms including Cetera Advisors and First Allied Securities. Prusia also operates EM Winters Financial Services, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with both discretionary and non-discretionary program options.
Tarik E
Series 66
Stroudsburg, PA
Morgan Stanley
Tarik El Bassiouni is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2013. Outside of his advisory role, he coaches basketball for the Stroudsburg Area School District. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and investment committee insights to deliver tailored solutions.
Rocco S
Series 63, Series 65
East Stroudsburg, PA
Primerica Advisors
Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.
Timothy F
Series 66
Columbia, NJ
Equitable Advisors
Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and hospitality. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, providing financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various sponsored programs and third-party managers to offer advisory and brokerage solutions.
Michael C
Series 63, Series 65
East Stroudsburg, PA
Raymond James Financial
Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 designations with 41 years of industry experience. He has been with Raymond James Financial and its affiliate since 2010. In addition to his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James business operations. 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, utilizing analytical tools and models to align with client goals, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Gregory M
CFP®, Series 63
Hackettstown, NJ
LPL Financial
Gregory Meehan Sr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 1998, totaling 31 years of industry experience. He holds a Series 63 license and provides financial planning services from Hackettstown, NJ. In addition to his advisory role, Mr. Meehan assists clients in divorce financial planning as a Certified Divorce Financial Analyst and also offers tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, and retirement consulting through a national network of representatives, offering both discretionary and non-discretionary management supported by research and model portfolios.
Yamei C
Series 66
Hackettstown, NJ
RBC Capital Markets
Yamei Chang is a financial advisor with RBC Capital Markets in Hackettstown, NJ, holding a Series 66 designation and having 24 years of industry experience. She previously worked at Merrill for 11 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Ronald G
Series 65
Hackettstown, NJ
Cetera
Ronald Guenther is a Series 65-licensed financial advisor with six years of experience at Cetera and ten years at Haber & Guenther LLC. He is based in Hackettstown, NJ. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures, third-party money managers, and a diverse range of investment strategies.
Robert C
Series 63
Belvidere, NJ
LPL Financial
Robert Claussen is a financial advisor with LPL Financial in Belvidere, NJ, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling group health insurance as an independent broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.
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.
John S
Series 65, Series 63
Sciota, PA
LPL Financial
John Sobrinski Jr. is a financial advisor with LPL Financial in Sciota, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Triad Advisors, Inc., and has operated Sobrinski Financial Services since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing a variety of model portfolios, third-party subadvisors, and technologies including machine learning.
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.
Joseph P
Series 63, Series 65
Hope, NJ
LPL Financial
Joseph Proscia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Alliance Bernstein for 20 years before joining LPL Financial and First Hope Bank in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
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.
Rahn S
Series 63, Series 66
Hackettstown, NJ
Cetera
Rahn Singer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Capital Corp. Singer is also a CPA and owner of Rahn J. Singer, CPA LLC, a firm he has operated since 1987. Outside of advising, he serves on the board of the National Kitchen & Bath Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, managing over $256 billion in assets.
Robyn J
CFP®, Series 63, Series 66
Hackettstown, NJ
Edward Jones
Robyn Jensen is a CFP®-certified financial advisor with Edward Jones, based in Hackettstown, NJ. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns a vacation home in Chincoteague, VA, which is occasionally used as a rental property but is not currently rented. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, mutual funds, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.
Kurt S
CFP®, Series 63, Series 65
Hackettstown, NJ
LPL Financial
Kurt Schroeder is a CFP®-certified financial advisor with LPL Financial in Hackettstown, NJ. He has 35 years of industry experience, including roles at Private Portfolio Partners, LLC and LPL Financial. Schroeder is also involved in the sales and service of fixed life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research from LPL Research and third-party subadvisors.
Matthew C
Series 66
Hackettstown, NJ
Fidelity
Matthew Chanda is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Avantax Investment Services and Edward Jones. Outside of financial services, he has experience in the hospitality industry with roles at multiple establishments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.
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