David Patchcoski is a financial advisor with Mass Mutual Investors Services in Peckville, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also held roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 2004. Outside of advisory work, he has been involved in insurance brokerage activities related to individual and group life, health, and fixed annuities. 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 provides ongoing financial planning, asset management, and educational seminars, using technology-driven analysis tools to deliver collaborative, goal-oriented recommendations.

James Chiaro is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He worked previously at CCO Investment Services Corp for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Thomas Hauber is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Hauber serves as President of the Endowment Board for St Mark's Episcopal Church in Moscow, PA. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

William Philipps is a Series 66-licensed financial advisor with Ameriprise in Shohola, PA, and has 12 years of industry experience. He has been with Ameriprise since 2013, including six years at the current firm. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Schuster is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies, including Monte Carlo simulations, to support its financial planning services.

Andrew Wilshinsky is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 63 credential and 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Wilshinsky serves as a co-trustee on multiple trusts, including charitable and personal trusts, and is trustee of Sigrid's Animal Trust, which is dedicated to animal-related purposes. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

James Teeple Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SagePoint Financial, Inc. for seven years and OSAIC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Hauber is a CFP® professional with four years of experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at The Vanguard Group and Ameriprise Financial. Outside of his advisory work, he owns a retail business called Mr. Mojo and operates an e-commerce store specializing in infant apparel and accessories. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Cadaretgrant and running Bednarz Financial Group. 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 financial planning and advisory services with both discretionary and non-discretionary management, supported by model portfolios and research.

Jeremy Geadrities is a financial advisor with LPL Financial in Dunmore, PA, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Prudential Investment Management Services and Gwfs Equities, Inc. He has also been involved in business activities related to Peoples Security Retirement Plan Services and Peoples Security Wealth Advisors, both DBAs associated with LPL Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Shane Hart is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, following previous roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is also the owner of Hart Ventures LLC, an entity established for potential future business operations that is currently inactive. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational and supervisory infrastructure.

Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and previously worked at Tri Mountain Ventures, LLC. Outside of his advisory role, he is involved in managing a private investment firm focused on a fine arts practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Patrick Iannetta is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Prudential Investments Management Services LLC, where he worked for 21 years. He has also been affiliated with Empower Financial Services and Empower Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Katherine Oven is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. Outside of her advisory role, she serves as Vice President of the Dunmore Borough Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by extensive research and technology.

Ryan Mcgee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on personal retirement planning, portfolio management services, and retirement income solutions tailored to clients' individual goals. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Susquehanna University. He emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Outside of his professional work, Ryan enjoys biking, fishing, football, hiking, traveling, and spending time with his family.

Stacy Macgregor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in 2008 as a client associate, working alongside and mentored by her parents, both financial advisors. Encouraged to pursue the role herself, Stacy now provides financial advisory services to a multi-generational client base, including many early clients and their descendants. Her advisory approach centers on delivering "sensitive and sensible" financial guidance that prioritizes client relationships alongside portfolio management. Stacy focuses on understanding life priorities such as home, health, family, and philanthropy to tailor financial strategies that simplify and clarify complex wealth matters. Her client expertise includes education planning, legacy planning, personal retirement planning, and addressing the financial needs of women. Stacy holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor’s degree in Psychology from the University of South Florida. Residing in Waverly, Pennsylvania, Stacy enjoys cooking, traveling, and spending time with her family. She and her husband support various community organizations.

Brendan Dwyer is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. Outside of his advisory work, he serves as a school board director for Lackawanna Trail School District and acts in a fiduciary capacity for an estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Eastburn is a financial advisor with Wells Fargo Advisors in Clarks Summit, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also fully involved in running Eastburn Wealth Management, LLC, an advisory firm he owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individual, trust, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

James Vanwert III is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with LPL Financial since 2022 and previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. outside of routine investment-related activities. 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 advisors, offering financial planning, advisory programs, retirement consulting, and brokerage services.

Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance Company, Park Avenue Securities, First National Bank of Pennsylvania, and in the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to research and model portfolios.