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Gregory H

Series 66, Series 63

Dickson City, PA

Charles Schwab

Gregory Hansen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Empower, TD Ameritrade, and Scottrade. Outside of finance, Hansen teaches motorcycle training classes on some weekends and is the owner of a non-operational gourmet mushroom business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Ellen B

Series 66

N Abingtn Twp, PA

Ameriprise

Ellen Burkey is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she serves on the boards of The Scranton Area Community Foundation and Saint Mary's Villa. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

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

Series 63, Series 65

Moscow, PA

LPL Financial

John Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously spent eight years at Wells Fargo Clearing. He also operates Lewis Wealth Management as a separate business activity. 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 advanced operational tools and oversight of over $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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Christopher Y

Series 66

Moosic, PA

Cetera

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.

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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Joseph E

Series 63, Series 65

Clarks Summit, PA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey F

Series 65

Clarks Summit, PA

Fisher Investments

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.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Leigh S

Series 63, Series 66

Scranton, PA

Morgan Stanley

Leigh Schield is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2020, Schield worked at Prudential Retirement Services and spent significant time as a homemaker. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services that combine broad retail and institutional capabilities.

General estate planning guidance
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Jennifer D

Series 66

Scranton, PA

Morgan Stanley

Jennifer Denapoli is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and bringing 18 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Charles Schwab. Outside of finance, she is involved with the Linn McDonald School of Dance in Scranton. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist clients in making informed decisions.

General estate planning guidance
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Cindy B

Series 66

Scranton, PA

Morgan Stanley

Cindy Brink is a financial advisor with Morgan Stanley in Scranton, PA, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools in its financial planning services.

General estate planning guidance
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Tyler M

Series 63, Series 66

Jermyn, PA

LPL Financial

Tyler Matechak is an advisor with LPL Financial holding Series 63 and Series 66 credentials. He has one year of industry experience and has previously worked at Park Avenue Securities and Financial Growth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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

Series 66

Scranton, PA

Merrill

Kristin Mccann is a Senior Financial Advisor with Merrill Lynch Wealth Management. She partners with clients to develop personalized wealth management strategies that reflect their unique financial goals and changing market conditions. Kristin emphasizes a collaborative approach that goes beyond investment portfolios, focusing on defining what matters most to each client as they prepare for various life stages. Her expertise centers on guiding clients through seven key life priorities: family, finances, health, home, leisure, work, and giving. With an understanding that financial journeys are rarely linear, she assists individuals in navigating life’s changes while maintaining alignment with their long-term objectives. Kristin holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kristin earned a high school diploma from Bishop Hannan and a bachelor’s degree from Marywood University. Outside of her professional work, she enjoys drawing, sketching, painting, photography, golfing, reading, and spending time with her family.

Wealth management
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Armando S

Series 66

Moosic, PA

Mass Mutual Investors Services

Armando Sallavanti is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2020 and facilitates a consulting group of financial advisors through his ownership of Sallavanti Consulting LLC. Sallavanti also has a background in education, with ongoing roles at Kings College and prior work in the Old Forge School District. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop written client recommendations.

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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Mark L

Series 63, Series 65

Clarks Summit, PA

LPL Financial

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.

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

Series 63, Series 65

Dunmore, PA

LPL Financial

Dana Ward is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Bednarz Financial Group from 2014 and Cadaret, Grant & Co., Inc. from 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting investment advisers with research, operational tools, and a broad spectrum of investment strategies.

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

ChFC®, Series 63

Factoryville, PA

Cetera

Denise Maleski is a financial advisor at Cetera with 27 years of industry experience. She holds the ChFC® and Series 63 credentials. Her career includes roles at Davis, Gregory & Kyle Inc., DGK Insurance, and RDDM Investments LLC. Outside of advisory work, she is involved in insurance sales and administration and serves as president of a financing company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party 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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Laura K

Series 66

Scranton, PA

Morgan Stanley

Laura Kuhn 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 LLC since 2009. Outside of her advisory work, she is involved in caregiving for a person with a disability. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured processes and firm-approved tools.

General estate planning guidance
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Matthew A

Series 66

Moosic, PA

Mass Mutual Investors Services

Matthew Atiyeh is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020. Prior to his advisory career, he was involved in the restaurant business and worked at Kutztown University. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

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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James K

Series 63, Series 65

Clarks Summit, PA

LPL Financial

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.

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

South Abington Twp, PA

Cetera

Joshua Murphy is a financial advisor at Cetera with three years of industry experience. He previously worked at Avantax Advisory Services and PwC and is a partner at Murphy Group CPA PLLC, a CPA firm providing tax and accounting services. He is also involved in a commercial real estate holding company managing leasing and property oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.

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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Elizabeth S

Series 66

Scranton, PA

Wells Fargo Advisors

Elizabeth Saba is a financial advisor at Wells Fargo Advisors with Series 66 credentials and two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Executive Edge Inc. Outside of her advisory work, she holds a partial ownership interest in a commercial office space investment. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a wide range of planning options supported by firm research and tools.

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