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 a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Park Avenue Securities and Financial Growth Partners. Prior to entering the financial industry, his background includes roles in logistics and manufacturing. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

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 five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he owns Sallavanti Consulting LLC, where he facilitates a group of financial advisors and advises on marketing decisions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment and planning programs.

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years at Woodbury Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christian Cerra is a financial advisor with Charles Schwab & Co., Inc., holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work history includes roles at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. 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 utilizes a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Dana Ward is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc. and Bednarz Financial Group, where he continues his affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, proprietary research, and third-party subadvisors.

Denise Maleski is a financial advisor at Cetera with 27 years of industry experience. She holds the ChFC® and Series 63 credentials. Her career includes roles at Davis, Gregory & Kyle Inc., DGK Insurance, and RDDM Investments LLC. Outside of advisory work, she is involved in insurance sales and administration and serves as president of a financing company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party managers.

Laura Kuhn is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she is involved in caregiving for a person with a disability. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured processes and firm-approved tools.

Matthew Atiyeh is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020. Prior to his advisory career, he was involved in the restaurant business and worked at Kutztown University. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

James Kresge is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, OSAIC, and AIG American General Life Insurance Company. Outside of his advisory role, Kresge is a firefighter with the Eynon Sturges Hose Company #3 and founder of the AbingtonB2B Networking Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Joshua Murphy is a financial advisor at Cetera with three years of industry experience. He previously worked at Avantax Advisory Services and PwC and is a partner at Murphy Group CPA PLLC, a CPA firm providing tax and accounting services. He is also involved in a commercial real estate holding company managing leasing and property oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.

Elizabeth Saba is a financial advisor at Wells Fargo Advisors with Series 66 credentials and two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Executive Edge Inc. Outside of her advisory work, she holds a partial ownership interest in a commercial office space investment. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a wide range of planning options supported by firm research and tools.

Jordan Ubertini is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder and leader of The Ubertini Group, a boutique wealth management group. He began his career in wealth management in 2007 and leads a specialized advisory practice serving a select group of multigenerational families, entrepreneurs, corporate executives, and founders. Jordan and his team develop personalized strategies tailored to clients' unique goals, values, and priorities, and provide investment consulting services to nonprofit organizations and institutional retirement clients through philanthropic and retirement benefits platforms offered by Merrill and Bank of America. Jordan holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors. He earned a Bachelor of Science in Finance with a minor in International Business Studies from the University of Delaware's Alfred Lerner College of Business and Economics. Jordan was named to Forbes "Best-in-State Next Generation Wealth Advisors" list in 2019, 2023, and 2024, and has served on Merrill's Next Gen Leadership Council. He is active in his community, serving as a director for Wayne Highlands Little League and having held leadership roles with the Honesdale Rotary and Honesdale Area Jaycees. Jordan lives in Northeastern Pennsylvania with his wife, Chelsey, and their four children. His personal interests include adventure sports, biking, golfing, music, and spending time with his family.

Terry Swartzentruber is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee return estimates and Monte Carlo simulations as part of its advisory process.

Colin Dwyer is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments and H.Beck, Inc. His background also includes operating John J. Dwyer Jr. Financial Services, which provides tax preparation and accounting services. LPL Financial is a national 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 consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Karen Bieniecki is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Timothy Rose is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools while managing approximately $2.74 trillion in client assets.

William Bender II is a financial advisor with Wells Fargo Advisors based in Scranton, PA, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC, Bank of America, NA, and Merrill. He is also a 25% owner of 1856 Capital Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, delivering tailored recommendations using proprietary research and planning tools.

James Anderson is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include positions at OSAIC, Abington Financial Group, Sagepoint Financial, Christian Saunders Real Estate, and John J Dwyer Jr Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.