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Paul E

Series 63, Series 65

Scranton, PA

Morgan Stanley

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

General estate planning guidance
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Joseph M

Series 63

Moosic, PA

Mass Mutual Investors 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.

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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Peter A

Series 63, Series 65

Dunmore, PA

LPL Financial

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 FNCB Bank and Community Bank, and has held investment-related roles since at least 2012, including serving as an insurance agent. Albano is involved with multiple business activities connected to LPL Financial, including various wealth management and investment service entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, research, and technology-driven solutions.

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

Series 63, Series 65

Clarks Summit, PA

LPL Enterprise

Peter Barrasse Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has worked with Prudential Insurance Company of America since 1979 and was previously affiliated with Pruco Securities, LLC. Outside of his advisory role, he is involved in general building administration for a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Robert C

ChFC®, Series 63, Series 65

Blakely, PA

LPL Financial

Robert Caselli is a financial advisor at LPL Financial in Blakely, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including roles at Cadaret, Grant & Co., Inc. and Strategic Planning Associates, where he continues to be involved. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a variety of advisory programs and financial planning services supported by research and model portfolios.

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

Series 66

Dunmore, PA

Edward Jones

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.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner
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Jennifer W

Series 63, Series 65

Clarks Summit, PA

Ameriprise

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.

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