John Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Nationwide Securities, Inc. for 17 years and Pitt Ohio Express Inc. for 29 years. Outside of his advisory role, he works as a sales representative for a transportation services company. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is involved in beekeeping, volunteer teaching at a gym, and operates a lawn mowing service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Paul Eckenrode is a financial advisor with Morgan Stanley in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations as part of its financial planning process.

Joseph Manley Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 43 years of industry experience. His prior work includes 36 years at Metlife Securities Inc. and over a decade at MassMutual Life Insurance Company. 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 and a collaborative planning process.

Dillan Foley is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. His background includes four years of education experience at High Point University and Allentown Central Catholic. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling for asset allocation and financial planning.

Peter Albano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at several firms, including FNCB Bank, Community Bank, INVEST Financial Corporation, and Citizens Securities, Inc. Outside of his advisory role, he is also an insurance agent specializing in non-variable life insurance. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Robert Rosenberg is a financial advisor with Stifel in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2011. Outside of his advisory role, he serves as president of the Rosenburg Charitable Foundation, a family charity managing funds and distributions. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses that support informed decision-making.

Christopher Foder is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Guardian Life for 14 years before joining Mass Mutual in 2022. Outside of his advisory role, Foder is a partner managing a branch office at Meridian Financial Partners, LLC, and invests personal capital in residential real estate development through FIBI Capital LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, as well as educational seminars.

Peter Barrasse Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 43 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside of his advisory role, he manages a real estate rental business in Clarks Summit, Pennsylvania. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and wrap programs, along with affiliated trust and insurance services.

Robert Caselli is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates. Outside of his advisory work, he is involved with Strategic Planning Associates, LLC, an entity related to his LPL business. 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 range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Kyle Mc Cloe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Kamo & Sons, LLC and IBEW LU 81, and serves as a platoon sergeant in the United States Army Reserves, where he leads training and mentoring at the company level. He is also the vice president of the American Legion Post 579, providing information to local veterans about available services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jennifer Williamson is a financial advisor with Ameriprise in Dalton, PA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she is a silent owner of a family business involved in real property and a mobile home park in Factoryville, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and affiliated investment products.

Jeffrey Feather is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Cambridge and is also involved in insurance and benefits as well as operating a wealth management business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features such as advisor transition programs and compliance oversight.

William Portanova III is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has one year of industry experience. Before joining LPL Financial in 2025, he worked at Cadaret Grant and Assured Partners. He previously operated Electric City Axe Throwing from 2021 to 2023. 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 including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Kohut is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has three years of industry experience. His prior work includes roles at FNCB Bank and Chiaro Investment Services. 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, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

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.

Kevin Messett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at Nationwide and Nationwide Advisory Services for over 16 years before joining LPL Financial in 2018. Outside of his advisory role, he owns New Seasons Financial, a mortgage and real estate services business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive non-advisory financial services.

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.