Douglas Cornish is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. Outside of finance, he was involved with the Emmaus Aquatic Club and the Blue Eagle Swim Team for several years. MML 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, and educational seminars, using collaborative annual planning processes and firm-approved analytical tools.

Brent Makarczyk is a financial advisor with Ameriprise in Shavertown, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including co-ownership and consulting roles in financial planning and tax preparation firms. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools to deliver these services, and it offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joseph Mc Donough is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Boland is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has previously held roles at FSC, O'Brien Planning Strategies, and educational institutions including Scranton Preparatory School and The University of Scranton. Boland also operates a sole proprietorship as an insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a wide range of brokerage and advisory services. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a notable corporate structure resulting from several mergers and private-equity ownership.

Joseph Houlihan is a financial advisor with Ameriprise in Kingston, PA. He holds a Series 66 designation and began his advisory career in 2024. Outside of his financial services role, he is involved in coaching youth soccer with Abington Youth Soccer. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, typically serving clients with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver customized, tax-efficient retirement recommendations.

Rachel Oberg is a financial advisor with Edward Jones in Dallas, PA, holding a Series 66 designation and two years of industry experience. She previously spent thirteen years at Misericordia University before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Candice Tohme is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 65 designations with 27 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Yurkanin is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He previously worked at Avantax Advisory Services and holds ownership roles in an accounting and tax preparation firm, Yurkanin & Zabriski, P.C., where he provides tax planning, preparation, and representation services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of advisors.

Richard Pascoe is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial Services since 1999. Outside of his advisory role, he owns a tax preparation business. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while allowing clients to retain final decision authority.

Joseph Esposito is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves on the board of Luzerne County Community College and is involved in local government through Exeter Borough Council. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities. The firm offers tailored advisory services with a focus on customized financial plans and maintains specialized programs for small businesses and public finance clients.

Jeffrey Flynn is a Series 65-licensed financial advisor at Fisher Investments with 12 years of industry experience. He has worked at Fisher Investments since 2013 with a one-year tenure at Fallline Securities in between. Outside the financial industry, he is a passive investor in a property business with family involvement. Fisher Investments serves a global client base, including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that incorporates both quantitative and qualitative research.

Ronald Mead Jr. is a financial advisor with Mass Mutual Investors Services in Kingston, PA, holding CFP® and ChFC® designations and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2010. Outside of his advisory role, he is the CEO of LoanOwl, an education service focused on student loan repayment strategies, and owns Absolute Benefits Group LLC, an insurance-related business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as ongoing collaborative relationships.

Karen Kratz is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch from 2014 to 2021 before joining Wells Fargo Advisors Financial Network in 2021. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions by offering comprehensive investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through various firm programs.

Robert Berkowitz is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for three years and spent sixteen years at East Stroudsburg University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to help clients with a range of event-driven and ongoing planning needs.

Laura Dunn is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at CION Securities, LLC and EI Capital Distributors, LLC. Dunn is currently based in Wilkes Barre, PA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Eric Hosie is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. He previously worked at M&T Securities for 12 years and has also been associated with M&T Bank since 2021. In addition to his advisory roles, he serves as an adjunct professor at the University of Scranton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management solutions.

Arthur Baird is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including roles at Cetera, Voya Financial Advisors, and Peoples Security Bank and Trust. Outside of his advisory work, he has been involved with The Lion Brewery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years at Woodbury Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brandy Ralston is a financial advisor at Morgan Stanley in Wilkes Barre, PA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at UGI Utilities, Johnson Controls, and Bank of America. Outside of her financial advisory role, she serves as an officer involved in fundraising and administrative activities at Bear Creek Community Charter School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Michael Oresick Jr. is a CFP®-credentialed financial advisor with 25 years of industry experience, currently associated with LPL Financial in Wilkes Barre, PA. His prior roles include positions at Wells Fargo Advisors, Janney Montgomery Scott, and SEI Investments. Outside of his advisory work, he serves as an instructor for Crestwood Area Community Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research, model portfolios, and various investment programs.