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Logan B

Series 66

Pittston, PA

LPL Financial

Logan Buglio is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles in public service and community engagement, notably serving as deputy coroner for Luzerne County and working at the family-run Krapf & Hughes Funeral Home. He is also active as a self-employed musician, serving as an organist at various local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support a broad 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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Rebecca B

CFP®, Series 63

Kingston, PA

Ameriprise

Rebecca Bartuska is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she teaches middle school science at Agora Cyber Charter School. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Victor M

Series 63, Series 65

Trucksville, PA

Ameriprise

Victor Matthews Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has been involved in investment-related real estate ownership in Hanover Township, PA. Ameriprise is an institutional firm that offers retirement-income planning services for high-net-worth individuals, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with financial advisors, emphasizing assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William H

Series 63, Series 65, Series 66

Conygham, PA

LPL Financial

William Horan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He worked at M&T Securities for 19 years before joining LPL Financial in 2021. 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 financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client account management.

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

Series 63

Hazle Township, PA

Cetera

Christopher Kubishin is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2001. In addition to his advisory role, Kubishin is an owner and officer at Kubishin & Ator, PC, an accounting firm, and serves as a shareholder and officer involved in financial decisions at a grocery store. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program 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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William W

CFP®, Series 63, Series 66

Kingston, PA

LPL Financial

William Walsh is a CFP®-designated financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has prior experience at firms including T. Rowe Price and Empower Advisory Group. Walsh has also worked at Loyola University Maryland in recreational sports and held roles at Fidelity 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 offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and a broad non-advisory financial platform.

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

Series 66

Wilkes Barre, PA

Morgan Stanley

Ryan Hinkle is a financial advisor at Morgan Stanley with one year of industry experience. His background includes service in the U.S. Army from 2017 to 2021. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

General estate planning guidance
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Stacey W

Series 65, Series 66

Wilkes Barre, PA

Merrill

Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge. Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General tax planning Women Professionals Women's Finance
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Drew P

Series 66

Wilkes-Barre, PA

Mass Mutual Investors Services

Drew Patton is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and began his professional career at MassMutual Life Insurance Company in 2024. Patton completed his studies at Niagara University in 2023. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and focuses on recommending investment categories and strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Roxanne F

Series 66

Wilkes Barre, PA

Morgan Stanley

Roxanne Flannery 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 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 wide range of advisory programs and tailored financial planning supported by proprietary tools and research methods.

General estate planning guidance
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Joseph K

Series 63

Wilkes Barre, PA

Morgan Stanley

Joseph Karcutskie is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo, Stifel, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Robert K

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Robert King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, and offers both direct client planning and Corporate Financial Planning agreements.

General estate planning guidance
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Gary S

Series 63, Series 65

Wilkes Barre (Plains), PA

Wells Fargo Clearing

Gary Swartz is a financial advisor with Wells Fargo Clearing in Wilkes Barre, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Luzerne County Planning Commission, where he reviews zoning permits. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by extensive research and analytics, serving a broad client base with diverse financial products.

Retired Founder/Business Owner
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Charles Y

Series 66

Wilkes Barre, PA

Merrill

Charles Youngman is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the field. He specializes in areas such as college education planning, corporate executive services, divorce transition planning, liquidity management, managing new wealth, and retirement income. His practice emphasizes personal client service combined with long-term investment planning, aiming to understand clients' financial goals and provide straightforward advice. Charles holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Shippensburg University. His professional affiliations include serving as a Dallas Borough Councilman and as a member of the Board of Trustees for the Greater Wyoming Valley YMCA. He has been involved in his community through various roles and has a background as a former business owner. His client-focused approach is supported by a disciplined investment management process designed to provide peace of mind to his clients.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies Parents
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Brian K

Series 63, Series 65

Kingston, PA

Ameriprise

Brian Kuhns is a financial advisor with Ameriprise in Scranton, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Marianne L

Series 63

Wilkes Barre, PA

Cambridge Investment Research Advisors

Marianne Lyons is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 33 years of industry experience, including 15 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and over three decades as a self-employed professional. In addition to her advisory work, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Mary M

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Mary Mcevoy Dockeray is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Eileen S

Series 63, Series 66

Wilkes Barre, PA

Edward Jones

Eileen Song is a financial advisor with Edward Jones in Wilkes Barre, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Richard H

Series 63, Series 65

Hazle Township, PA

Primerica Advisors

Richard Houseknecht is a financial advisor with Primerica Advisors in Hazle Township, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mark C

Series 63, Series 66

Kingston, PA

Mass Mutual Investors Services

Mark Carey is a financial advisor with Mass Mutual Investors Services in Kingston, PA, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. His work history includes over a decade at MML Investors Services and MassMutual, alongside ownership and sales roles at Carey Insurance Agency since 2005. He is also involved with Torquato Drilling Accessories, Inc., overseeing sales and operations. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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