William Stella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® practitioner on the Koehl, Youngman, Levy and Rosenthal Wealth Management Group, a team based in Wilkes-Barre. The team focuses on building client relationships and providing support tailored to each client's unique financial goals and values. They offer services such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, and philanthropy, leveraging Merrill's resources alongside their collective experience. Will received both his Bachelor of Science Degree in Accounting and his Master of Business Administration from the University of Scranton, completing the dual degree within five years. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor designation. Will joined Merrill in 2015 and serves as a Relationship Manager and investment committee member for his group, contributing to client strategies based on factors like risk tolerance and market conditions. He 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 at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at PNC Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Edward Jenkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

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, Inc., Christian Saunders Real Estate, and John J Dwyer Jr Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Gregory Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He worked at M&T Securities, Inc. for 23 years before joining LPL Financial, where he has been since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

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, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Amesbury serves on the boards of the Zach Kollar Memorial and Luzerne County Child Advocacy Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides clients with tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Kolojejchick Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2016. His prior experience includes roles at Peoples Security Bank and Trust, Vicus Capital, Inc., and Walnut Street Advisers Inc. He is also affiliated with Ash Brokerage for non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and institutional platforms, supported by technology tools for operational and research purposes.

Lauren Kayrish is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial in Kingston, PA. She has previously worked with Richard A. Pascoe Financial Services and Choice One Community Federal Credit Union. In addition to her advisory role, Kayrish is involved in tax preparation as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs including municipal finance and SIMPLE IRA advisory services.

Robert Bucci is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 28 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Triad Advisors, Inc. for 14 years and held roles at Cincinnati Analysts, Inc. and Guardian Life. 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 delivered through a large network of advisors, supported by technology and a broad platform including insurance and credit products.

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 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 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 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 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.