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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.

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

General estate planning guidance
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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.

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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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.

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

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 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.

General estate planning guidance
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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.

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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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.

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

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

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

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

General estate planning guidance
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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.

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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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.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General tax planning Women Professionals Women's Finance
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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.

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

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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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.

General estate planning guidance
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Tyler A

Series 66

Moosic, PA

Mass Mutual Investors Services

Tyler Armillay is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his industry career in 2024. Prior to joining the financial sector, he worked in academic roles at Endicott College and Assumption College. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, and other clients by providing financial planning, asset management, and educational seminars through collaborative, annual engagements.

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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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.

General estate planning guidance
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Robert K

Series 63, Series 65

Wilkes Barre, PA

Morgan Stanley

Robert King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, and offers both direct client planning and Corporate Financial Planning agreements.

General estate planning guidance
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