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Brian D
Series 63, Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Brian Dougher is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Guardian Life and has been with Mass Mutual since 2022. Outside of his advisory role, he is involved in life, disability, and fixed annuities insurance sales and manages accounting operations for Meridian Financial Partners, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering tailored recommendations using firm-approved software without investment discretion as part of the planning process.
Nyle B
Series 63, Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Nyle Berkes is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Berkes serves as a board member of the Community Giving Foundation, participating in charitable fund distribution and community events. 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 emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized services including divorce planning and employer-sponsored planning programs.
Robert K
CFP®, Series 63
Kingston, PA
Ameriprise
Robert Kosek Jr. is a CFP®-designated financial advisor with Ameriprise in Kingston, PA, holding 27 years of industry experience. He has worked with Ameriprise and its affiliates since 1999. Outside of his primary role, he manages an advisory business through Stephenson Foundational Management LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement planning advice focused on dependable income sources.
Brian Z
Series 63, Series 66
Moosic, PA
LPL Financial
Brian Zabriski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at LPL Financial since 2021 and has also been associated with M&T Bank since 2001. 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 management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Vincent R
Series 63, Series 66
Wilkes Barre, PA
Morgan Stanley
Vincent Rocco is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. Since 2014, he has also served as a professor at the University of Scranton. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a wide range of investment offerings.
Vitangelo R
Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Vitangelo Recchia is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides event-driven planning programs such as estate-settlement and employer-sponsored planning.
Russell G
Series 66, Series 63
Wilkes-Barre, PA
Ameriprise
Russell Goodman Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 66 and Series 63 designations and has been with Ameriprise and its related entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Mark K
Series 63
Wilkes Barre, PA
Morgan Stanley
Mark Korlishin is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets beginning in 1999. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.
Logan B
Series 66
Pittston, PA
LPL Financial
Logan Buglio is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles in public service and community engagement, notably serving as deputy coroner for Luzerne County and working at the family-run Krapf & Hughes Funeral Home. He is also active as a self-employed musician, serving as an organist at various local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support a broad network of advisors.
Rebecca B
CFP®, Series 63
Kingston, PA
Ameriprise
Rebecca Bartuska is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she teaches middle school science at Agora Cyber Charter School. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team and algorithmic tools.
Victor M
Series 63, Series 65
Trucksville, PA
Ameriprise
Victor Matthews Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has been involved in investment-related real estate ownership in Hanover Township, PA. Ameriprise is an institutional firm that offers retirement-income planning services for high-net-worth individuals, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with financial advisors, emphasizing assets held in Ameriprise-managed accounts.
William W
CFP®, Series 63, Series 66
Kingston, PA
LPL Financial
William Walsh is a CFP®-designated financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has prior experience at firms including T. Rowe Price and Empower Advisory Group. Walsh has also worked at Loyola University Maryland in recreational sports and held roles at Fidelity 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 offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and a broad non-advisory financial platform.
Michael E
Series 63, Series 65
Clarks Summit, PA
Wells Fargo Advisors
Michael Eastburn is a financial advisor with Wells Fargo Advisors in Clarks Summit, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also fully involved in running Eastburn Wealth Management, LLC, an advisory firm he owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individual, trust, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
Ryan H
Series 66
Wilkes Barre, PA
Morgan Stanley
Ryan Hinkle is a financial advisor at Morgan Stanley with one year of industry experience. His background includes service in the U.S. Army from 2017 to 2021. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.
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.
Stacey W
Series 65, Series 66
Wilkes Barre, PA
Merrill
Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge. Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.
Julie C
Series 63, Series 65
Pittston, PA
LPL Financial
Julie Clementi is a financial advisor with LPL Financial in Pittston, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Community Bank, First Keystone Bank, Infinex Investments, Valley National Investments, Santander Securities, and Santander Bank. Outside of her advisory work, she serves as a notary for the Eastern Monroe Public Library. 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 management solutions, utilizing both proprietary and third-party strategies.
Drew P
Series 66
Wilkes-Barre, PA
Mass Mutual Investors Services
Drew Patton is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and began his professional career at MassMutual Life Insurance Company in 2024. Patton completed his studies at Niagara University in 2023. MassMutual 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 collaborative, annual planning engagements using firm-approved software and focuses on recommending investment categories and strategies.
Roxanne F
Series 66
Wilkes Barre, PA
Morgan Stanley
Roxanne Flannery 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 since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by proprietary tools and research methods.
Joseph K
Series 63
Wilkes Barre, PA
Morgan Stanley
Joseph Karcutskie is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo, Stifel, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.
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Finding advisors...
224 advisors near
18612
within the area shown on the map
Out of 400,000+ nationwide