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.

Brian Zabriski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at LPL Financial since 2021 and has also been associated with M&T Bank since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 licenses, and has 10 years of industry experience. His previous roles include positions at OSAIC and SAGEPOINT FINANCIAL, Inc. He is also involved in a non-variable insurance business related to his advisory activities. 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 wide range of advisory and brokerage services, utilizing a variety of investment approaches and operational tools while managing over $819 billion in discretionary assets.

Michele Ednock is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. She previously worked at NYLIFE Securities LLC and The Advocacy Alliance. Michele is based in Moosic, PA. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

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.

Carmen Ferranti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company since 2004, and has been with Mass Mutual Investors Services since 2017. Outside of advisory work, she is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to develop written recommendations through annual, collaborative client engagements.

Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including twelve years managing Bednarz Financial Group and over two decades at Cadaretgrant. Bednarz operates out of Dunmore, PA. 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 advisory and brokerage services, utilizing various portfolio models and third-party subadvisors, supported by advanced operational tools.

Jeremy Geadrities is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Prudential Investment Management Services, Prudential Insurance Company of America, and Gwfs Equities, Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

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 Scranton, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America and Prudential Investments Management Services LLC from 2001 to 2022, followed by positions at Empower Financial Services, Inc and Empower Advisory Group. Since 2024, he has worked at LPL Financial and The Fidelity Deposit & Discount Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and investment services through a large network of advisors, offering a variety of managed portfolios and institutional platforms.

Katherine Oven is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked with firms including Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. Outside of her financial advisory role, she serves as Vice President of the Dunmore Borough Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by advanced research and operational tools.

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 with LPL Financial in Dalton, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. He serves as a school board director for the Lackawanna Trail School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

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 bringing 16 years of industry experience. His career includes roles at Cuna Mutual Group and Cuna Brokerage Services, Inc. He is involved in operating a related business under PenFed Wealth Management affiliated with his LPL activities. 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 advisory services including financial planning, model portfolios, and access to third-party asset managers, supported by both discretionary and non-discretionary investment strategies.