Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.

Jason Wood is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Wood serves on the board of directors for the Marian Sutherland Kirby Library in Mountain Top, PA, participating in monthly meetings and fundraisers. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory services through a range of in-house and third-party managed portfolio programs.

Kevin Rest is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He also provides accounting and tax preparation services for small businesses on a part-time basis. His prior work includes roles at D&L Distributors, Gimont and Associates, Quick Courier Service, and Wfg. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in assets under management.

Mark Santaniello is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has prior work experience in the medical technology and pharmaceutical sectors. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.

Mandie Hendricks is a CFP® with 14 years of industry experience currently serving at Janney Montgomery Scott since 2021. Her prior experience includes roles at Bank of America and Merrill. She is active in her community as a volunteer board member for both the Freeland YMCA and the Luzerne County Community College Foundation. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Alycia Rodriguez is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Legacy Financial LLC, Bankers Life and Casualty Company, and Aveanna Healthcare. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of investment approaches and maintaining dual registration as an SEC-registered adviser and broker-dealer.

Thomas Dettore is a CFP® professional currently with United Planners Financial Services of America, bringing 38 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Outside of advisory work, Dettore is president of two real estate companies focused on property management and sales. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm combines advisory and brokerage capabilities with multiple custodial and third-party management platforms, primarily managing client assets on a non-discretionary basis.

Ryan Wilson is a financial advisor with Janney Montgomery Scott, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 17 years at Janney. His community involvement includes serving as a board member for the Boys and Girls Clubs of Northeast Pennsylvania and Lehigh University's Center for Financial Services advisory council, as well as chairing the resource development committee at the Boys and Girls Clubs. He also participates in local fundraising efforts through the North Pocono Public Library. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management along with in-house custody and trustee services.

Christopher Kemmerer is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses approved model strategies managed and executed by delegates with mutual funds and ETFs, relying on algorithmic risk assessment for model selection.

Evan Murphy is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Murphy Wealth Management. He has also worked in non-financial roles at Fox Hill Country Club and Grico's Restaurant. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account-level services.

Sean Rooney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Prudential Investment Management Services, Edward Jones, and Charles Schwab. Since 2021, he has been with PNC Investments in Scranton, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and third-party portfolio implementation via mutual funds and ETFs, with annual rebalancing and no direct trading by clients.

Keith Kleinman is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Francis Nockley is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Janney Montgomery Scott, he worked at Savello USA and spent several years in full-time education. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, ranging from individuals and families to corporate and municipal clients, offering a combination of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Steven Jordan is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, previously holding roles at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Reshma Patel is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Mcnamara is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been a financial advisor since 2011 and joined Merrill in 2016. He is part of The Yanoski, McGee & McNamara Wealth Management Group, where he collaborates with clients to identify their primary goals and needs, assisting with retirement planning and helping clients maintain their standard of living throughout retirement. He also advises clients on education funding for children and grandchildren, as well as philanthropic giving. Before becoming a financial advisor, Timothy worked in the mortgage industry for over eight years, including more than three years as the owner and operator of a mortgage brokerage business. He holds a Bachelor's degree in Marketing from Saint Joseph's University and a Masters of Business Administration with a concentration in Finance and Investments from Marywood University. Additionally, Timothy holds FINRA Series 7 and Series 66 registrations and is a licensed insurance producer in Pennsylvania and Florida. In 2018, he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Timothy and his wife, Lauren, live in Factoryville, Pennsylvania with their three children. He is an active community member, volunteering with various non-profit organizations and coaching youth basketball and baseball.

Dylan Moran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies aimed at helping clients pursue their financial goals and manage investment risk. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, small business strategies, and portfolio management services. Dylan's approach centers on understanding what matters most to his clients and aligning their financial resources through disciplined, goals-based planning. He holds a Bachelor's Degree from Sacred Heart University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys a variety of adventure and recreational activities such as boating, fishing, skiing, and spending time with his family. He is also engaged in community activities and aligns with organizations committed to social and professional responsibility.

John Rey is a Series 65 licensed financial advisor with Edelman Financial Engines, based in Wilkes-Barre, PA, and has four years of industry experience. His prior work includes roles at Verizon, AT&T, Wilkes University, Old Navy, and Bon-Ton. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Gregory Rosetti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2019, focusing on understanding, planning, and assisting clients through a process designed to help them achieve their financial goals. He designs customized personal financial strategies for families and individuals, aiming to provide clients with the best life possible within their available resources. Before joining Merrill Lynch, Gregory worked in Manhattan for ten years in the financial industry and spent an additional three years in the insurance industry. He earned a bachelor's degree in Finance from Saint Joseph's University in 2004 and holds FINRA Series 7 and Series 66 registrations, along with the Personal Investment Advisor (PIA) designation. Gregory resides in Glenburn, Pennsylvania, with his wife, Brook, and their sons, Daniel and Christopher. He is involved in community organizations including Girls on the Run, the Marworth Advisory Board, and the Waverly Community House.