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 with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 29 years before joining LPL Financial in 2022. 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 other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.

John Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for 29 years. Outside of advising, he is involved in sales of transportation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Advantage Investment Management and National Planning Corporation. Outside of advising, he is involved in beekeeping and volunteers teaching gym activities. Cambridge Investment Research Advisors serves individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers along with proprietary model strategies.

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career has been primarily with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning services.

Joseph Manley Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His prior work includes 36 years at Metlife Securities Inc. and over a decade at MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative 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 several firms, including FNCB Bank, Community Bank, INVEST Financial Corporation, and Citizens Securities, Inc. Outside of his advisory role, he is also an insurance agent specializing in non-variable life insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Peter Barrasse Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 43 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside of his advisory role, he manages a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and wrap programs, along with affiliated trust and insurance services.

Robert Caselli is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates. Outside of his advisory work, he is involved with Strategic Planning Associates, LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

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.

Jeffrey Feather is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Cambridge in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

William Portanova III is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has one year of industry experience. Before joining LPL Financial in 2025, he worked at Cadaret Grant and Assured Partners. He previously operated Electric City Axe Throwing from 2021 to 2023. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Kohut is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has three years of industry experience. His prior work includes roles at FNCB Bank and Chiaro Investment Services. 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 and model portfolio programs, and supports its advisors with various operational and research tools.

Kevin Messett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at Nationwide and Nationwide Advisory Services for over 16 years before joining LPL Financial in 2018. Outside of his advisory role, he owns New Seasons Financial, a mortgage and real estate services business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial services.

Amanda Boland is a financial advisor at Osaic with four years of industry experience and holds a Series 66 designation. Her prior roles include work at FSC and O'Brien Planning Strategies, where she served as a relationship manager. She also has experience as an insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization.

Gregory Hansen is a financial advisor with Charles Schwab in Dickson City, PA, holding Series 66 and Series 63 registrations. He has 14 years of industry experience, previously working at firms including TD Ameritrade, Scottrade, and Empower. Outside of finance, he teaches motorcycle training classes on some weekends and is the owner of a non-operational gourmet mushroom business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary managed accounts. The firm’s integrated structure supports a large client base with centralized custody, brokerage, and advisory services.

Ellen Burkey is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she serves on the boards of The Scranton Area Community Foundation and Saint Mary's Villa. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Christopher Yurkanin is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at Avantax Advisory Services and Cetera since 2009 and 2025, respectively. Outside of his advisory role, he is the owner of Yurkanin & Zabriski, P.C., a firm providing accounting services, tax preparation, and client representation before tax authorities. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Joseph Esposito is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Esposito serves on the Board of Directors and Finance/Investment Committee at Luzerne County Community College and has involvement with the Exeter Borough Council in a non-investment capacity. 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 emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.