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.

Tracey Mitchell is a financial advisor with Merrill, holding a Series 66 designation and over one year of industry experience. She has worked at Merrill Lynch and Bank of America, with a combined tenure of nearly two decades at these firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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 19 years of industry experience. He has worked at Avantax Advisory Services and Cetera since 2009 and 2025, respectively. Outside of his advisory role, he is the owner of Yurkanin & Zabriski, P.C., a firm providing accounting services, tax preparation, and client representation before tax authorities. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Richard Pascoe is a Series 63-licensed financial advisor with Raymond James Financial in Kingston, PA, having 39 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he owns a tax preparation service in Plymouth, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Joseph Esposito is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Esposito serves on the Board of Directors and Finance/Investment Committee at Luzerne County Community College and has involvement with the Exeter Borough Council in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Robert Berkowitz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He also spent 16 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 firm-approved software to provide written recommendations within collaborative, annual planning relationships.

Laura Dunn is a financial advisor with Merrill in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Bank of America, EI Capital Distributors, and CION Securities. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Eric Hosie is a CFP®-certified financial advisor with 36 years of industry experience, currently affiliated with LPL Financial in Wilkes-Barre, PA. His prior experience includes roles at M&T Securities and Citizens Securities, Inc. He also serves as an adjunct professor at the University of Scranton. 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 financial planning and investment management services through a broad network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Arthur Baird is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Voya Financial Advisors, and PNC Wealth Management. Outside of his financial career, he has been involved with The Lion Brewery. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously was with Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he has involvement in a real estate rental activity in Clarks Summit, PA. 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, third-party asset management, and institutional platforms.

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® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Advisors, Janney Montgomery Scott, and SEI Investments. In addition to his advisory work, he serves as an instructor for Crestwood Area Community Education. 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 solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Kevin Krugel is a financial advisor with Ameriprise in Wilkes Barre, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. His prior business interests include ownership of several non-investment-related entities that have since been closed or dissolved. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and emphasizing assets held in Ameriprise-managed accounts.

James Kresge is a financial advisor with LPL Financial in Clarks Summit, PA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC, and AIG American General Life Insurance Company. Outside of his advisory work, Kresge serves as a firefighter with Eynon Sturges Hose Company #3 and is the founder of the AbingtonB2B Networking Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies supported by advisor-focused technology.