Kevin Rest is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He also provides accounting and tax preparation services for small businesses on a part-time basis. His prior work includes roles at D&L Distributors, Gimont and Associates, Quick Courier Service, and Wfg. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in assets under management.

Mark Santaniello is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has prior work experience in the medical technology and pharmaceutical sectors. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.

Mandie Hendricks is a CFP® with 14 years of industry experience currently serving at Janney Montgomery Scott since 2021. Her prior experience includes roles at Bank of America and Merrill. She is active in her community as a volunteer board member for both the Freeland YMCA and the Luzerne County Community College Foundation. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Veronica Dende is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Ameritas Investment Corp and operates her own private entity, Dende & Associates Financial Services. Outside of her advisory work, she teaches a college information seminar and serves as an expert witness and consultant to an attorney. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robert Kudrich Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously was with Global Financial Private Capital, LLC for two years. Kudrich also has longstanding involvement with Fortune Financial Group, where he provides insurance sales and advisor/case planning. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment strategies.

Alycia Rodriguez is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Legacy Financial LLC, Bankers Life and Casualty Company, and Aveanna Healthcare. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of investment approaches and maintaining dual registration as an SEC-registered adviser and broker-dealer.

Ryan Wilson is a financial advisor with Janney Montgomery Scott, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 17 years at Janney. His community involvement includes serving as a board member for the Boys and Girls Clubs of Northeast Pennsylvania and Lehigh University's Center for Financial Services advisory council, as well as chairing the resource development committee at the Boys and Girls Clubs. He also participates in local fundraising efforts through the North Pocono Public Library. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management along with in-house custody and trustee services.

Christopher Kemmerer is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses approved model strategies managed and executed by delegates with mutual funds and ETFs, relying on algorithmic risk assessment for model selection.

Evan Murphy is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Murphy Wealth Management. He has also worked in non-financial roles at Fox Hill Country Club and Grico's Restaurant. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account-level services.

Sean Rooney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Prudential Investment Management Services, Edward Jones, and Charles Schwab. Since 2021, he has been with PNC Investments in Scranton, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and third-party portfolio implementation via mutual funds and ETFs, with annual rebalancing and no direct trading by clients.

Keith Kleinman is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and a variety of advisory programs.

Francis Nockley is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior experience at Savello USA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Steven Jordan is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Janney Montgomery Scott since 2021, following a decade at Bank of America and over two decades at Merrill. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, corporate and retirement plan sponsors, and municipalities—offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party asset management.

Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.

Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves on the Finance Committee of The Country Club of Scranton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs on a discretionary basis.

Reshma Patel is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thaddeus Kenny is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he serves as Treasurer on the board of the United Neighborhood Centers of NE PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Timothy Mcnamara is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been a financial advisor since 2011 and joined Merrill in 2016. He is part of The Yanoski, McGee & McNamara Wealth Management Group, where he collaborates with clients to identify their primary goals and needs, assisting with retirement planning and helping clients maintain their standard of living throughout retirement. He also advises clients on education funding for children and grandchildren, as well as philanthropic giving. Before becoming a financial advisor, Timothy worked in the mortgage industry for over eight years, including more than three years as the owner and operator of a mortgage brokerage business. He holds a Bachelor's degree in Marketing from Saint Joseph's University and a Masters of Business Administration with a concentration in Finance and Investments from Marywood University. Additionally, Timothy holds FINRA Series 7 and Series 66 registrations and is a licensed insurance producer in Pennsylvania and Florida. In 2018, he earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Timothy and his wife, Lauren, live in Factoryville, Pennsylvania with their three children. He is an active community member, volunteering with various non-profit organizations and coaching youth basketball and baseball.

Dylan Moran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies aimed at helping clients pursue their financial goals and manage investment risk. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, small business strategies, and portfolio management services. Dylan's approach centers on understanding what matters most to his clients and aligning their financial resources through disciplined, goals-based planning. He holds a Bachelor's Degree from Sacred Heart University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys a variety of adventure and recreational activities such as boating, fishing, skiing, and spending time with his family. He is also engaged in community activities and aligns with organizations committed to social and professional responsibility.