Thomas Dettore is a CFP® professional currently with United Planners Financial Services of America, bringing 38 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Outside of advisory work, Dettore is president of two real estate companies focused on property management and sales. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm combines advisory and brokerage capabilities with multiple custodial and third-party management platforms, primarily managing client assets on a non-discretionary basis.

Evan Murphy is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Murphy Wealth Management. He has also worked in non-financial roles at Fox Hill Country Club and Grico's Restaurant. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account-level services.

Keith Kleinman is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Francis Nockley is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Janney Montgomery Scott, he worked at Savello USA and spent several years in full-time education. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, ranging from individuals and families to corporate and municipal clients, offering a combination of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Steven Jordan is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, previously holding roles at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves on the Finance Committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs on a discretionary basis.

Reshma Patel is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dylan Moran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies aimed at helping clients pursue their financial goals and manage investment risk. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, small business strategies, and portfolio management services. Dylan's approach centers on understanding what matters most to his clients and aligning their financial resources through disciplined, goals-based planning. He holds a Bachelor's Degree from Sacred Heart University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys a variety of adventure and recreational activities such as boating, fishing, skiing, and spending time with his family. He is also engaged in community activities and aligns with organizations committed to social and professional responsibility.

John Rey is a Series 65 licensed financial advisor with Edelman Financial Engines, based in Wilkes-Barre, PA, and has four years of industry experience. His prior work includes roles at Verizon, AT&T, Wilkes University, Old Navy, and Bon-Ton. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Ryan Namiotka is a financial advisor with LPL Financial in Taylor, Pennsylvania, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with both LPL Financial and NBT Bank since 2013. Outside of his advisory role, he owns Abington Kids Creative Learning Center, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and incorporating advanced research and operational tools.

William Jenkins III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melissa Futch is a financial advisor at Stifel with 40 years of industry experience. She has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Dennis Jumper is a financial advisor with Mass Mutual Investors Services based in Wilkes-Barre, PA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Guardian Life for 18 years. He is also an insurance agent involved in outside sales of life, disability, and fixed annuities. Mass Mutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Paul Eckmann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Demeter Designs, and Lowe’s. Outside of his advisory work, he has operated as a self-employed Uber driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Bryan Boyle is a ChFC®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge since 2011 and has also operated in financial services and insurance since 1994. Boyle serves as president of the Estate Planning Council of Northeast Pennsylvania and holds board and officer positions with local nonprofit organizations including Hospice of the Sacred Heart and The Eye Institute of the Sacred Heart. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Christine Stelmack is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as secretary-treasurer of the Annunciation Greek Orthodox Church in Wilkes-Barre, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Edward Donnelly is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Donnelly serves on the finance committee of Our Lady of the Eucharist in Pittston, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Dillan Foley is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. His background includes four years of education experience at High Point University and Allentown Central Catholic. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.

Robert Lawrence is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. He has held positions at various firms including Avantax Advisory Services and Strategic Personal Financial Management LLC, and is a partner at Lawrence Cable & Co LLP. Outside of advisory work, he is involved in managing Wendy's restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of over 10,000 advisors and manages assets exceeding $256 billion.