Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.

Justin Patchcoski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities since 2010. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual 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 and asset management services, using firm-approved analytical tools to support collaborative, annual planning engagements.

Ronald Yanoski is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 31 years of experience focused on goals-based planning and retirement planning for families and business owners. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Ronald works closely with clients to develop personalized financial plans that reflect their unique ambitions and priorities. He holds a Bachelor’s Degree from the University of Scranton and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ronald is a lifelong resident of the Scranton area and is actively involved in his community, contributing to local animal shelters, youth sports, and the Italian American Heritage Society. Outside of his professional work, Ronald enjoys baseball, camping, cooking, football, golfing, music, sewing, woodworking, traveling, and spending time with his family.

Gordon Rhoads is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Securities America Inc. Rhoads also has experience with Wayne Bank alongside his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated managers across multiple program structures.

David Grudkowski is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Thomas Fiorelli III is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025 and has operated Strategic Planning Associates, LLC since 2007. Fiorelli also serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. 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 financial planning and investment management services through a large network of advisors, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Kevin Bender is a financial advisor at Wells Fargo Advisors in Scranton, PA, holding a Series 66 license with 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning options that include specialized areas such as business-owner transition and special-needs planning.

Nadine Bartkowski is a CFP®-certified financial advisor with Ameriprise, bringing 17 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a stockholder in Idle Hour Realty, a family-owned business operating two bowling alleys in Pennsylvania. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeremy Patten is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Cetera and its affiliated entities since 2016. He serves as treasurer for the Masonic Hall Association of Honesdale, overseeing the organization's financial duties. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform and various program structures.

Kurt Kushner is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. His prior experience includes roles at Nationwide Financial Network, Nationwide Securities, LLC, and Nationwide Insurance Company spanning from 1998 to 2018. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Krupa is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services, Inc., where he has worked since 2020, following six years at Wells Fargo. Krupa is the owner and president of Krupa Wealth Management, a support company based in Honesdale, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports client implementation through various advisory programs.

Thomas Tulaney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He takes a disciplined approach to financial advising, beginning by understanding his clients' families, financial situations, and priorities. Thomas holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from King's College.

Cory Melisky is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Bank of America. Melisky has been with Morgan Stanley and its Private Bank since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning using firm-approved tools and methodologies without providing individual security recommendations as part of its standalone planning program.

Eric Odell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at several firms including New York Life and The Dime Wealth Management, where he also provides administrative support. Prior to his financial services career, he held various roles in education, construction, and the golf industry. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Thomas Occhipinti is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. since 2026. His prior roles include positions at Pontera, Pump.co, and the Native American Agriculture Fund. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning approach utilizes firm-approved tools and modeling techniques, providing advisory services without individual security recommendations as part of standalone plans.

Mark Zakoski is a financial advisor with LPL Financial based in Dunmore, PA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been affiliated with LPL Financial and Peoples Security Bank & Trust since 2016 and previously worked at OSAIC Institutions, Inc. and Uvest Financial Services Group, Inc. Zakoski also serves as Executive Vice President of Peoples Security Bank and Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Kelly Fischer is a Series 66-licensed financial advisor with Raymond James Financial, based in Honesdale, PA. She has worked in financial services since 2023 and has prior experience in healthcare and homemaking. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to help clients evaluate potential outcomes.

Jude Leibman is a Wealth Management Advisor with the EH&L Group at Merrill Lynch Wealth Management. He joined Merrill in 2000 and has over two decades of experience in helping clients navigate market volatility and achieve their financial goals. Jude specializes in investment analysis, asset management, and portfolio construction, focusing on tailored strategies that align with clients' risk tolerance, liquidity needs, and long-term objectives. Jude holds several professional credentials including the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute™, and the Chartered Retirement Planning Counselor (CRPC) certification awarded by the College for Financial Planning. He also holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma/GED from Pittston Area. Residing in West Pittston, Pennsylvania with his wife Leslie and their son Curtis Jude, Jude is engaged in community activities and enjoys spending time with his family. His personal interests include football, golfing, ice hockey, music, and swimming.

Kevin Kelly is a CFP® and ChFC® with 28 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Pruco Securities, LLC for 26 years. Kelly also serves as a financial advisor through his own DBA, Kelly Asset Management, and provides property and casualty financial advisory services. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and provides access to third-party asset managers, while also offering affiliated trust, insurance, and lending services.

Madison Sickler is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 2025, bringing over seven years of prior experience in banking, lending, insurance, and wealth management. Madison and her team collaborate with clients to understand their key priorities, identify opportunities, mitigate risks, and deliver solutions founded on trust, disciplined planning, and long-term value. Madison holds a bachelor's degree in Banking and Finance with a minor in Small Business Management and Entrepreneurship from Pennsylvania College of Technology. In 2026, she earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. As a CRPC professional, she works with clients to develop personalized retirement roadmaps addressing both pre- and post-retirement needs, including tax and estate planning considerations. Born and raised in Northeast Pennsylvania, Madison values community engagement and dedicates time to volunteering. She focuses on enhancing financial literacy, building financial confidence, and supporting smart investing and legacy planning within her community. Outside of work, she enjoys spending quality time with her family.