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Jeffrey F

Series 63, Series 65

Clarks Summitt, PA

Cambridge Investment Research Advisors

Jeffrey Feather is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Cambridge and is also involved in insurance and benefits as well as operating a wealth management business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features such as advisor transition programs and compliance oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William P

Series 66

Dunmore, PA

LPL Financial

William Portanova III is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cadaret Grant and Assured Partners. Outside of his advisory work, he operated Electric City Axe Throwing for two years. LPL Financial is an 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, retirement plan consulting, and brokerage services supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Nicholas K

Series 66

Dunmore, PA

LPL Financial

Nicholas Kohut is a financial advisor with LPL Financial in Dunmore, PA, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at FNCB Bank and Chiaro Investment Services. Outside of his advisory duties, he has been associated with Pennsylvania State University since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers various financial planning and advisory programs, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Kevin M

Series 63, Series 66

Scranton, PA

LPL Financial

Kevin Messett is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and having 27 years of industry experience. He previously worked at Nationwide and Nationwide Advisory Services for 17 and 16 years, respectively, before joining LPL Financial in 2018. Outside of his advisory role, he is involved in non-variable insurance as an agent and owns a mortgage and real estate services firm. 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 and financial planning services, utilizing model portfolios and research from various sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Theresa D

Series 66

Tunkhannock, PA

LPL Financial

Theresa Detrick is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Morgan Stanley in various roles. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Amanda B

Series 66

Clarks Summit, PA

OSAIC

Amanda Boland is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has previously held roles at FSC, O'Brien Planning Strategies, and educational institutions including Scranton Preparatory School and The University of Scranton. Boland also operates a sole proprietorship as an insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a wide range of brokerage and advisory services. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a notable corporate structure resulting from several mergers and private-equity ownership.

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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Gregory H

Series 66, Series 63

Dickson City, PA

Charles Schwab

Gregory Hansen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Empower, TD Ameritrade, and Scottrade. Outside of finance, Hansen 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 wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

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

Series 66

N Abingtn Twp, PA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher Y

Series 66

Moosic, PA

Cetera

Christopher Yurkanin is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He previously worked at Avantax Advisory Services and holds ownership roles in an accounting and tax preparation firm, Yurkanin & Zabriski, P.C., where he provides tax planning, preparation, and representation services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of advisors.

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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Joseph E

Series 63, Series 65

Clarks Summit, PA

Raymond James Financial

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.

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

Series 65

Clarks Summit, PA

Fisher Investments

Jeffrey Flynn is a Series 65-licensed financial advisor at Fisher Investments with 12 years of industry experience. He has worked at Fisher Investments since 2013 with a one-year tenure at Fallline Securities in between. Outside the financial industry, he is a passive investor in a property business with family involvement. Fisher Investments serves a global client base, including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that incorporates both quantitative and qualitative research.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Leigh S

Series 63, Series 66

Scranton, PA

Morgan Stanley

Leigh Schield is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2020, Schield worked at Prudential Retirement Services and spent significant time as a homemaker. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that combine broad retail and institutional capabilities.

General estate planning guidance
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Jennifer D

Series 66

Scranton, PA

Morgan Stanley

Jennifer Denapoli is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and bringing 18 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Charles Schwab. Outside of finance, she is involved with the Linn McDonald School of Dance in Scranton. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist clients in making informed decisions.

General estate planning guidance
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Cindy B

Series 66

Scranton, PA

Morgan Stanley

Cindy Brink is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools in its financial planning services.

General estate planning guidance
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Tyler M

Series 63, Series 66

Jermyn, PA

LPL Financial

Tyler Matechak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Park Avenue Securities and Financial Growth Partners. Prior to entering the financial industry, his background includes roles in logistics and manufacturing. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kristin M

Series 66

Scranton, PA

Merrill

Kristin Mccann is a Senior Financial Advisor with Merrill Lynch Wealth Management. She partners with clients to develop personalized wealth management strategies that reflect their unique financial goals and changing market conditions. Kristin emphasizes a collaborative approach that goes beyond investment portfolios, focusing on defining what matters most to each client as they prepare for various life stages. Her expertise centers on guiding clients through seven key life priorities: family, finances, health, home, leisure, work, and giving. With an understanding that financial journeys are rarely linear, she assists individuals in navigating life’s changes while maintaining alignment with their long-term objectives. Kristin holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kristin earned a high school diploma from Bishop Hannan and a bachelor’s degree from Marywood University. Outside of her professional work, she enjoys drawing, sketching, painting, photography, golfing, reading, and spending time with her family.

Wealth management
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Daniel S

Series 63, Series 65

Union Dale, PA

LPL Financial

Daniel Sopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services from 2016 to 2023 and has operated Sopher Financial Group since 2003. He serves as a board member of the Lep Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Mark L

Series 63, Series 65

Clarks Summit, PA

LPL Financial

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years at Woodbury Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Christian C

Series 66, Series 65

S Abington Township, PA

Charles Schwab

Christian Cerra is a financial advisor with Charles Schwab & Co., Inc., holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work history includes roles at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. 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 utilizes a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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

Series 63, Series 65

Dunmore, PA

LPL Financial

Dana Ward is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc. and Bednarz Financial Group, where he continues his affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, proprietary research, and third-party subadvisors.

College savings (529s, UTMA, etc.)
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