William Bender is a financial advisor with Wells Fargo Advisors in Scranton, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at Merrill, Bank of America, N.A., and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is co-owner of Sunset View Farm Heritage, LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines research and planning tools with optional brokerage and advisory programs delivered by its network of financial advisors.

Jude Stambone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with LPL Financial since 2011. He also operates Stambone Financial as a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes various model portfolios and research resources.

Nicole Reviello is a financial advisor at Ameriprise with 21 years of industry experience. She has held positions at Ameriprise since 2017 and previously worked at Lincoln Financial Advisors Corporation. She holds the Series 66 designation and is based in Moosic, PA. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Christopher Albright is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Astra Wealth Advisors, a business entity for tax and investment purposes. 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 plan consulting, utilizing both discretionary and non‑discretionary management supported by research from LPL and third-party subadvisors.

Shay Gillen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Their background includes roles at Lee University and running a soccer training business. Outside of advising, Shay has been involved in youth soccer activities, including working with Soccer Shots. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual reviews.