Kevin Krugel is a financial advisor with Ameriprise in Wilkes Barre, PA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. His prior business interests include ownership of several non-investment-related entities that have since been closed or dissolved. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and emphasizing assets held in Ameriprise-managed accounts.

James Kresge is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, OSAIC, and AIG American General Life Insurance Company. Outside of his advisory role, Kresge is a firefighter with the Eynon Sturges Hose Company #3 and founder of the AbingtonB2B Networking Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

William Stella is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a Personal Investment Advisor, contributing his expertise as part of the Koehl, Youngman, Levy and Rosenthal Wealth Management Group in Wilkes-Barre. In this role, he collaborates as a Relationship Manager and serves on the Youngman, Rosenthal & Shaffer Wealth Management Group’s investment committee, helping to determine client strategies tailored to individual risk tolerance, time horizon, liquidity needs, and goals. William joined Merrill in 2015 and brings to his role a disciplined process centered on understanding each client's unique financial needs, concerns, and priorities. He and his team focus on building client relationships that address complex life and wealth stages, providing planning in investment management, liquidity event strategies, trust and estate planning, customized credit and lending, and philanthropy. He earned both a Bachelor of Science degree in Accounting and an MBA from the University of Scranton, completing his dual degrees within five years. William is a graduate of the Leadership Wilkes-Barre Core Program and serves on the boards of the Cody Jude Barasse Memorial Foundation and the St. Joseph’s Center Foundation.

Robert Glycenfer is a Series 66-licensed financial advisor with Mass Mutual Investors Services, where he has worked since 2017. He has eight years of industry experience and has been with MassMutual Life Insurance Co since 2012. In addition to his advisory role, he provides education on student loan debt management through LoanOwl. Mass Mutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Elizabeth Cordiano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at WELLS FARGO Advisors, LLC earlier that year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Jenkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Anderson is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include positions at OSAIC, Abington Financial Group, Sagepoint Financial, Christian Saunders Real Estate, and John J Dwyer Jr Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked with M&T Securities, Inc. since 1998 and has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and multiple management approaches.

Andrew Phillips is a financial advisor with J.P. Morgan Securities in Wilkes Barre, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

William Amesbury is a financial advisor with Ameriprise in Wilkes Barre, PA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, including its financial services division prior to 2020. Amesbury serves on the boards of the Zach Kollar Memorial and the Luzerne County Child Advocacy Center and is involved in financial coaching through Inspire Network, LLC. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Kolojejchick Jr. is a financial advisor with LPL Financial based in Dallas, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2016 and also works with Peoples Security Bank and Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Lauren Kayrish is a CFP® professional with 14 years of experience, currently affiliated with Raymond James Financial in Kingston, PA. Her prior work includes roles at Richard A. Pascoe Financial Services and Choice One Community Federal Credit Union. In addition to her advisory work, she is employed as a tax preparer, handling federal, state, and local tax returns. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through thorough client interviews and risk assessments, with a significant portion of its advisory business conducted on a non-discretionary basis.

Robert Bucci is a financial advisor with LPL Financial in Pittston, PA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has worked at LPL Financial since 2023 and previously served at Triad Advisors, Inc. for over 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Paul Moxen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. His prior experience includes positions at Mass Mutual Investors Services, MetLife Securities/MSI Financial, and Park Avenue Securities. He is also an independent insurance agent with C3 Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Erin Oravic is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has held roles at Morgan Stanley since 2018 and previously worked at Ameriprise Financial Services, Wilkes University, Wyoming Valley Country Club, and S&J Grocery & Deli. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and analytical tools but typically does not include individual security recommendations in standalone financial plans.

Daniel Chaump is a financial advisor with Morgan Stanley in Wilkes Barre, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney, Inc. since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

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 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 Kosek Jr. is a CFP®-designated financial advisor with Ameriprise who has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he is involved with Stephenson Foundational Management LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Brian Zabriski is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at M&T Bank since 2001 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.