Robert Rosenberg is a financial advisor with Stifel in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2011. Outside of his advisory role, he serves as president of the Rosenburg Charitable Foundation, a family charity managing funds and distributions. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses that support informed decision-making.

Christopher Foder is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Guardian Life for 14 years before joining Mass Mutual in 2022. Outside of his advisory role, Foder is a partner managing a branch office at Meridian Financial Partners, LLC, and invests personal capital in residential real estate development through FIBI Capital LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, as well as educational seminars.

Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.

Douglas Cornish is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. Outside of finance, he was involved with the Emmaus Aquatic Club and the Blue Eagle Swim Team for several years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning processes and firm-approved analytical tools.

Brent Makarczyk is a financial advisor with Ameriprise in Shavertown, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including co-ownership and consulting roles in financial planning and tax preparation firms. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools to deliver these services, and it offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joseph Mc Donough is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tracey Mitchell is a financial advisor with Merrill, holding a Series 66 designation and over one year of industry experience. She has worked at Merrill Lynch and Bank of America, with a combined tenure of nearly two decades at these firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Houlihan is a financial advisor with Ameriprise in Kingston, PA. He holds a Series 66 designation and began his advisory career in 2024. Outside of his financial services role, he is involved in coaching youth soccer with Abington Youth Soccer. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, typically serving clients with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver customized, tax-efficient retirement recommendations.

Candice Tohme is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 65 designations with 27 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Richard Pascoe is a Series 63-licensed financial advisor with Raymond James Financial in Kingston, PA, having 39 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he owns a tax preparation service in Plymouth, PA. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Ronald Mead Jr. is a financial advisor with Mass Mutual Investors Services in Kingston, PA, holding CFP® and ChFC® designations and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2010. Outside of his advisory role, he is the CEO of LoanOwl, an education service focused on student loan repayment strategies, and owns Absolute Benefits Group LLC, an insurance-related business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as ongoing collaborative relationships.

Robert Berkowitz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He also spent 16 years at East Stroudsburg University. 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 to provide written recommendations within collaborative, annual planning relationships.

Laura Dunn is a financial advisor with Merrill in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Bank of America, EI Capital Distributors, and CION Securities. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Eric Hosie is a CFP®-certified financial advisor with 36 years of industry experience, currently affiliated with LPL Financial in Wilkes-Barre, PA. His prior experience includes roles at M&T Securities and Citizens Securities, Inc. He also serves as an adjunct professor at the University of Scranton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a broad network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandy Ralston is a financial advisor at Morgan Stanley in Wilkes Barre, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at UGI Utilities, Johnson Controls, and Bank of America. Outside of her financial advisory role, she serves as an officer involved in fundraising and administrative activities at Bear Creek Community Charter School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Michael Oresick Jr. is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Advisors, Janney Montgomery Scott, and SEI Investments. In addition to his advisory work, he serves as an instructor for Crestwood Area Community Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Kevin Krugel is a financial advisor with Ameriprise in Wilkes Barre, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. His prior business interests include ownership of several non-investment-related entities that have since been closed or dissolved. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and emphasizing assets held in Ameriprise-managed accounts.

William Stella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® practitioner on the Koehl, Youngman, Levy and Rosenthal Wealth Management Group, a team based in Wilkes-Barre. The team focuses on building client relationships and providing support tailored to each client's unique financial goals and values. They offer services such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, and philanthropy, leveraging Merrill's resources alongside their collective experience. Will received both his Bachelor of Science Degree in Accounting and his Master of Business Administration from the University of Scranton, completing the dual degree within five years. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor designation. Will joined Merrill in 2015 and serves as a Relationship Manager and investment committee member for his group, contributing to client strategies based on factors like risk tolerance and market conditions. He is a graduate of the Leadership Wilkes-Barre Core Program and serves on the boards of the Cody Jude Barasse Memorial Foundation and the St. Joseph’s Center Foundation.

Robert Glycenfer is a Series 66-licensed financial advisor with Mass Mutual Investors Services, where he has worked since 2017. He has eight years of industry experience and has been with MassMutual Life Insurance Co since 2012. In addition to his advisory role, he provides education on student loan debt management through LoanOwl. 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.