Dylan Moran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies aimed at helping clients pursue their financial goals and manage investment risk. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, small business strategies, and portfolio management services. Dylan's approach centers on understanding what matters most to his clients and aligning their financial resources through disciplined, goals-based planning. He holds a Bachelor's Degree from Sacred Heart University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys a variety of adventure and recreational activities such as boating, fishing, skiing, and spending time with his family. He is also engaged in community activities and aligns with organizations committed to social and professional responsibility.

John Rey is a Series 65 licensed financial advisor with Edelman Financial Engines, based in Wilkes-Barre, PA, and has four years of industry experience. His prior work includes roles at Verizon, AT&T, Wilkes University, Old Navy, and Bon-Ton. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Gregory Rosetti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2019, focusing on understanding, planning, and assisting clients through a process designed to help them achieve their financial goals. He designs customized personal financial strategies for families and individuals, aiming to provide clients with the best life possible within their available resources. Before joining Merrill Lynch, Gregory worked in Manhattan for ten years in the financial industry and spent an additional three years in the insurance industry. He earned a bachelor's degree in Finance from Saint Joseph's University in 2004 and holds FINRA Series 7 and Series 66 registrations, along with the Personal Investment Advisor (PIA) designation. Gregory resides in Glenburn, Pennsylvania, with his wife, Brook, and their sons, Daniel and Christopher. He is involved in community organizations including Girls on the Run, the Marworth Advisory Board, and the Waverly Community House.

Ryan Namiotka is a financial advisor with LPL Financial in Taylor, Pennsylvania, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with both LPL Financial and NBT Bank since 2013. Outside of his advisory role, he owns Abington Kids Creative Learning Center, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and incorporating advanced research and operational tools.

Nicholas Parise is a financial advisor with LPL Financial in Dunmore, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes roles at PNC Bank and PNC Investments LLC. Outside of his advisory work, he is involved with DCNP Realty, LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and supported by advanced operational tools.

William Jenkins III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melissa Futch is a financial advisor at Stifel with 40 years of industry experience. She has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Dennis Jumper is a financial advisor with Mass Mutual Investors Services based in Wilkes-Barre, PA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Guardian Life for 18 years. He is also an insurance agent involved in outside sales of life, disability, and fixed annuities. 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.

Paul Eckmann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Demeter Designs, and Lowe’s. Outside of his advisory work, he has operated as a self-employed Uber driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

William Colon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Insurance. Outside of his advisory work, he operates a recreational rental business called Luna Travel & Rentals. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with a range of investment options.

Robert Wright is a financial advisor with LPL Financial in Dunmore, PA, holding CFP® certification and securities licenses Series 63 and 65. He has 28 years of industry experience, including previous roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a focus on diverse investment strategies and operational tools.

Bryan Boyle is a ChFC®-designated financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge since 2011 and has also operated in financial services and insurance since 1994. Boyle serves as president of the Estate Planning Council of Northeast Pennsylvania and holds board and officer positions with local nonprofit organizations including Hospice of the Sacred Heart and The Eye Institute of the Sacred Heart. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Christine Stelmack is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as secretary-treasurer of the Annunciation Greek Orthodox Church in Wilkes-Barre, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harold Jones is a financial advisor at Raymond James Financial with over 56 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves as an officer and treasurer of HJFS Wolfe LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Edward Donnelly is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Donnelly serves on the finance committee of Our Lady of the Eucharist in Pittston, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

James Van Wert Jr. is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 29 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.

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.