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.

Terry Jue is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including managing consulting activities through The TEEJ Organization, LLC. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals approaching or in retirement with significant investable assets and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

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.

John Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously spent eight years at Wells Fargo Clearing. He also operates Lewis Wealth Management as a separate business activity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

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.

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.

William Carmody is a financial advisor with Cetera in Honesdale, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also serves as a trustee of an irrevocable life insurance trust for family members. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

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.

Jennifer Denapoli is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Cambridge Investment Research Advisors, Central Penn Wealth Advisors, and Charles Schwab. Outside of financial services, she is involved with the Linn McDonald School of Dance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery and approved tools to develop tailored plans, while also offering investment programs supported by a Global Investment Committee and a variety of financial products.

James Gardas is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and The Dime Bank since 2008. Outside of his advisory roles, Gardas owns an ice cream and fast food business, J & J Creamery, in Hawley, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform combining affiliated and third-party strategies.

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.

Tyler Matechak is an advisor with LPL Financial holding Series 63 and Series 66 credentials. He has one year of industry experience and has previously worked at Park Avenue Securities and Financial Growth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.

Armando Sallavanti is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2020 and facilitates a consulting group of financial advisors through his ownership of Sallavanti Consulting LLC. Sallavanti also has a background in education, with ongoing roles at Kings College and prior work in the Old Forge School District. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop written client recommendations.

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously was with Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he has involvement in a real estate rental activity in Clarks Summit, PA. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.