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Michele E
Series 63, Series 66
Moosic, PA
Mass Mutual Investors Services
Michele Ednock is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. She previously worked at NYLIFE Securities LLC and The Advocacy Alliance. Michele is based in Moosic, PA. Mass Mutual 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, money-manager programs, and educational seminars.
Christopher H
CFP®, Series 66, Series 63
Dickson City, PA
Ameriprise
Christopher Hauber is a CFP® certificant with four years of industry experience, currently advising clients at Ameriprise in Dickson City, PA. Before joining Ameriprise, he worked briefly at The Vanguard Group and has also held roles outside the financial industry, including owning a retail business and operating an online infant apparel store. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on dependable income and tax-aware strategies.
Carmen F
Series 63, Series 65
Moosic, PA
Mass Mutual Investors Services
Carmen Ferranti is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company since 2004, and has been with Mass Mutual Investors Services since 2017. Outside of advisory work, she is involved in individual and group life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to develop written recommendations through annual, collaborative client engagements.
Ron B
Series 63, Series 65
Dunmore, PA
LPL Financial
Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including twelve years managing Bednarz Financial Group and over two decades at Cadaretgrant. Bednarz operates out of Dunmore, PA. 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 various portfolio models and third-party subadvisors, supported by advanced operational tools.
Jeremy G
Series 66, Series 63
Dunmore, PA
LPL Financial
Jeremy Geadrities is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and seven years of industry experience. His work history includes roles at Prudential Investment Management Services, Gwfs Equities, Inc., and Jordan Gilmore Inc. DBA KeldairHR. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including third-party asset management and model portfolios, supported by technology tools for research and operations.
Shane H
Series 63, Series 66
Dickson City, PA
Charles Schwab
Shane Hart is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019, following previous roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is also the owner of Hart Ventures LLC, an entity established for potential future business operations that is currently inactive. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational and supervisory infrastructure.
Neal D
Series 66
Scranton, PA
Wells Fargo Advisors
Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and previously worked at Tri Mountain Ventures, LLC. Outside of his advisory role, he is involved in managing a private investment firm focused on a fine arts practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.
Patrick I
Series 63, Series 65
Scranton, PA
LPL Financial
Patrick Iannetta is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 65 designations and 25 years of industry experience. His career includes roles at Prudential Insurance Company of America and Prudential Investments Management Services LLC from 2001 to 2022, followed by positions at Empower Financial Services, Inc and Empower Advisory Group. Since 2024, he has worked at LPL Financial and The Fidelity Deposit & Discount 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 provides financial planning and investment services through a large network of advisors, offering a variety of managed portfolios and institutional platforms.
Katherine O
Series 65, Series 63
Scranton, PA
LPL Financial
Katherine Oven is a financial advisor with LPL Financial in Scranton, PA, holding Series 65 and Series 63 licenses and 18 years of industry experience. Her career includes roles at Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Ameritas. She serves as Vice President on the Dunmore Borough Council. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms.
Stacy M
Series 66
Scranton, PA
Merrill
Stacy Macgregor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in 2008 as a client associate, working alongside and mentored by her parents, both financial advisors. Encouraged to pursue the role herself, Stacy now provides financial advisory services to a multi-generational client base, including many early clients and their descendants. Her advisory approach centers on delivering "sensitive and sensible" financial guidance that prioritizes client relationships alongside portfolio management. Stacy focuses on understanding life priorities such as home, health, family, and philanthropy to tailor financial strategies that simplify and clarify complex wealth matters. Her client expertise includes education planning, legacy planning, personal retirement planning, and addressing the financial needs of women. Stacy holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor’s degree in Psychology from the University of South Florida. Residing in Waverly, Pennsylvania, Stacy enjoys cooking, traveling, and spending time with her family. She and her husband support various community organizations.
Brendan D
Series 66
Dalton, PA
LPL Financial
Brendan Dwyer is a financial advisor with LPL Financial in Dalton, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. He serves as a school board director for the Lackawanna Trail School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.
James V
Series 63, Series 66
Scranton, PA
LPL Financial
James Vanwert III is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Cuna Mutual Group and CUNA Brokerage Services, Inc. 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 portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Brian W
Series 63, Series 66
Blakely, PA
LPL Financial
Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Park Avenue Securities, and First National Bank of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers access to model portfolios, third-party asset management, and various institutional platforms, supported by advanced research tools and a broad array of financial products.
Alan W
Series 63, Series 66
Scranton, PA
Wells Fargo Advisors
Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.
Justin P
Series 63, Series 65
Peckville, PA
Mass Mutual Investors Services
Justin Patchcoski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities since 2010. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual 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 and asset management services, using firm-approved analytical tools to support collaborative, annual planning engagements.
Ronald Y
Series 63, Series 65
Scranton, PA
Merrill
Ronald Yanoski is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 31 years of experience focused on goals-based planning and retirement planning for families and business owners. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Ronald works closely with clients to develop personalized financial plans that reflect their unique ambitions and priorities. He holds a Bachelor’s Degree from the University of Scranton and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ronald is a lifelong resident of the Scranton area and is actively involved in his community, contributing to local animal shelters, youth sports, and the Italian American Heritage Society. Outside of his professional work, Ronald enjoys baseball, camping, cooking, football, golfing, music, sewing, woodworking, traveling, and spending time with his family.
Steven D
Series 66
Waverly, PA
Equitable Advisors
Steven Deriancho is a financial advisor with Equitable Advisors in Waverly, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC for 17 years. Outside of his advisory role, Deriancho serves as a board member and coach for the Abington Area Girls Softball League and is a board member of LifeCraft Sciences, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of investment programs and third-party managers, focusing on matching clients to appropriate advisory models and offering ERISA fiduciary services through credentialed representatives.
Anthony L
Series 66
Moosic, PA
Mass Mutual Investors Services
Anthony Lima is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His work history includes roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/MMGP since 2024, along with prior experience in various positions from 2016 to 2024. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and structured annual planning relationships to deliver goal-based recommendations.
David G
Series 63, Series 65
Scranton, PA
Morgan Stanley
David Grudkowski is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.
Thomas F
CFP®, Series 63, Series 65
Blakely, PA
LPL Financial
Thomas Fiorelli III is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025 and has operated Strategic Planning Associates, LLC since 2007. Fiorelli also serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. 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 management services through a large network of advisors, employing both discretionary and non-discretionary strategies supported by research and technology tools.
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