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Kimberly S

Series 63, Series 65

Dunmore, PA

LPL Financial

Kimberly Santarsiero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John S

Series 66

Scranton, PA

Morgan Stanley

John Sweeney Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years. He serves on the Board of Trustees and Finance Committee at the University of Scranton. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Vincent K

Series 63, Series 66

Dunmore, PA

LPL Financial

Vincent Kubilus III is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2016 and has also been associated with Peoples Security Bank & Trust since 2015, where he holds the position of Assistant Vice President. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets across a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher D

Series 63, Series 65

Scranton, PA

Merrill

Christopher Di Mattio is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Invest Financial Corporation for 21 years. Di Mattio is actively involved in several nonprofit organizations, including serving as President of La Festa Italiana, a cultural event in Scranton, and holding leadership roles with local charitable foundations and educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party teams, with features including strategic asset allocation and tax-aware options.

Tax-loss harvesting Active portfolio management Wealth management
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Collin E

Series 66

Honesdale, PA

Cetera

Collin Ennis is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has worked at Cetera and Wayne Bank since 2024 and was employed at Honesdale Golf Club from 2014 to 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William M

Series 63, Series 66

Dunmore, PA

LPL Financial

William Mcandrew is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 66 credentials and having 33 years of industry experience. His prior firms include INVEST Financial Corporation, Pfic Advisors, Inc., and Vision Asset Management 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 portfolios, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alec R

Series 66

Scranton, PA

Morgan Stanley

Alec Rodway is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America. Outside of finance, he is involved in media and entertainment activities such as video editing, event hosting, and DJing, as well as streaming on Twitch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a range of retail and institutional investment solutions.

General estate planning guidance
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Serena D

Series 66

Honesdale, PA

Cetera

Serena Durdach is a financial advisor with Cetera holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Keller Williams Real Estate and the floral business Gorgeous Floral. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott H

Series 63, Series 66

Scranton, PA

Morgan Stanley

Scott Hartshorn is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

General estate planning guidance
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Maria E

Series 63, Series 65

Dunmore, PA

LPL Financial

Maria Emiliani is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to her advisory role, she worked at Gerrity's Supermarkets for five years. Outside of her advisory work, Emiliani is employed part-time at Rhythm Fitness LLC. 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 and access to model portfolios, with a focus on combining scale and technology in support of its large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian G

CFP®, Series 66

Dunmore, PA

Edward Jones

Brian Goldsack is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he was involved with Novo Hill Real Estate starting in 2013. He co-hosts a business podcast where he interviews business owners about their industries and life stories. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and operates under a fiduciary standard, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Inheritance planning Founder/Business Owner Intergenerational Families
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Bernard F

PFS™, Series 63

Throop, PA

Cetera

Bernard Fagnani is a financial advisor with Cetera, holding a PFS™ designation and Series 63 license, and has 27 years of industry experience. He has been associated with Cetera and its related entities since 1999 and also operates a CPA practice that he has managed since 1974. Additionally, he is involved in a firearms business and works as an insurance agent selling health products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports a large network of advisors with access to various program structures, custodial relationships, and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kathleen B

Series 66

Scranton, PA

Wells Fargo Advisors

Kathleen Buck is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cheryl L

Series 63, Series 65

Waymart, PA

Cetera

Cheryl Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked extensively with Avantax Advisory Services and related entities for over two decades. Lewis has held leadership roles in regional tax and accounting professional organizations and operates a CPA consulting practice providing accounting, tax, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew K

Series 66

Scranton, PA

J.P. Morgan Securities

Matthew Kempinski is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Prudential Financial/LPL Enterprise and spent 14 years at Talen Energy/PPL Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Melissa S

CFP®, Series 66

Scranton, PA

Wells Fargo Advisors

Melissa Simrell is a CFP® professional with 19 years of experience in the financial industry. She is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of her advisory role, she is the sole owner of a real estate investment business based in Scranton, PA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and options for implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua B

Series 66

Scranton, PA

Merrill

Joshua Bradley serves as a Resident Director at Merrill Lynch Wealth Management. Since 2001, he has been providing financial advisory services to individuals and businesses, focusing on areas such as corporate benefits, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. He works with clients to identify their priorities, develop tailored strategies, and manage investment capital to meet their financial goals. Bradley holds a Bachelor's Degree in Finance and Marketing from Wilkes University and maintains the professional designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is recognized as a member of the DiMattio Bradley team, which was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list. In addition to his professional commitments, he contributes to the community through local baseball coaching. Joshua Bradley resides in Scranton, Pennsylvania, with his wife and their two children.

Wealth management Retirement income strategy General retirement planning Divorce financial planning Planning for children with special needs Financial Professional Parents Women Professionals
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Kim R

Series 63, Series 66

Scranton, PA

Morgan Stanley

Kim Reuther is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, Reuther serves as a basketball official. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured planning tools and models to help clients assess outcomes, while clients retain responsibility for implementing and updating their plans.

General estate planning guidance
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Brian C

CFP®, Series 66

Scranton, PA

Wells Fargo Advisors

Brian Corbett is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing Services LLC, Bank of America, Merrill, and Oppenheimer. Outside of his advisory work, he holds a 10% ownership stake in 1856 Capital Partners LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, leveraging proprietary research and tools to deliver tailored recommendations across various financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dustin B

CFP®, Series 66

Scranton, PA

Wells Fargo Advisors

Dustin Bender is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he holds a 25% ownership interest in 1856 Capital Partners LLC, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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