Richard Welch is a financial advisor with Academy Wealth Advisers, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Academy Wealth Advisers since 2011. The firm provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts and estates, corporations, businesses, and institutional clients. Its investment approach is based on fundamental analysis and asset allocation, with a long-term orientation and internal due diligence to select equities, fixed income, and cash holdings.

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Susan Sariti is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at LPL Financial and Peoples Security Bank & Trust Company. She is also involved as an insurance agent through Northeast Benefit Administrators, LLC. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, retirement plan services, consulting, and educational programs. The firm utilizes mutual funds and third-party managers, applying the Fi360 Fiduciary Score for due diligence and managing a mix of discretionary and non-discretionary assets.

Sandra Galdieri Kosiba is a financial advisor with Capital Wealth Investments in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Bernardo Wealth Planning, Mutual Securities, and Wells Fargo Advisors. She also works as an independent insurance agent, recommending health and life accident products to clients. Capital Wealth Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and other business entities. The firm employs customized asset allocation, continuous monitoring, and may use sub-advisors to implement alternative investment strategies, including private equity and hedge funds.

Tracy Zullo is a financial advisor with Capital Wealth Investments in Scranton, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked at multiple firms including Wells Fargo Advisors and Mutual Securities, Inc., and currently serves as Managing Director of Zullo Investment Group, a registered investment advisor. Outside of investment advisory, she operates as an independent insurance agent affiliated with several insurance companies. Capital Wealth Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm employs a two-advisor structure managing a high client load and utilizes multiple sub-advisors and strategies including borrowing and derivatives within separately managed accounts.

Jonathan Kline is a financial advisor at Lakewood Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northeast Financial Group, Inc. and JP Morgan Securities Inc. He has been with Lakewood Financial Group since 2026. Lakewood Financial Group manages approximately $90.6 million for individuals and families, offering integrated investment management and financial planning services. The firm uses a blend of strategic core and tactical overlays in its investment approach, emphasizing tax-sensitive implementation and access to public and private investment vehicles.

John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

Perry Rose is a CFP® professional with 39 years of industry experience, currently serving at Alliance Wealth Advisors, LLC since 2017. His prior roles include positions at Financial Services International Corp and Wells Fargo Advisors. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans, managing approximately $498 million in assets. The firm employs a goals-based planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Michael Cordaro is a financial advisor at Alliance Wealth Advisors, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Brown Brothers Harriman for five years before joining his current firm. Alliance Wealth Advisors is a team-based registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, business owners, trusts, and retirement plans. The firm employs a goals-based, comprehensive financial planning process and offers risk-based discretionary investment strategies alongside option-based strategies and a firm-managed fixed income program.

Kathleen Tatulli is a Series 65-licensed advisor with Capstone Wealth Management Group, LLC, where she has worked since 2019. She has seven years of industry experience and also operates Tatulli and Associates, LLC, a business she has been involved with since 2005. Capstone Wealth Management Group is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $292 million for around 573 clients, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services using a long-term strategic asset allocation combined with a tactical overlay.

Robert Schultz is a financial advisor with Capstone Wealth Management Group, LLC in Dunmore, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Capstone Wealth Management Group since 2016. Outside of his advisory role, Schultz serves as an assistant junior high softball coach in the Tunkhannock School District and is the sole member and owner of Spruce Street Enterprises LLC. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term strategic asset allocation approach combined with tactical overlays, utilizing fundamental analysis to select low-cost mutual funds, ETFs, and individual securities while offering comprehensive wealth management and retirement plan advisory services.

Sean Dempsey is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wayne Bank. Outside of finance, he has worked at Elmhurst Country Club for six years. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning approach with customized asset allocations, risk analytics, and a range of investment strategies, while also offering retirement plan consulting and investor education programs.

Jude Mcdonough is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Alliance Wealth Advisors, LLC since 2019 and previously held roles at LPL Financial LLC and INVEST Financial Corp. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based planning process and utilizes risk analytics and diverse investment strategies, including options and fixed-income portfolios, to serve its clients.

Christopher Ross is a CFP® with 22 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2017 and previously held roles at Financial Services International Corp, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and retirement plans. The firm uses a goals-based financial planning process and offers discretionary investment management with risk-based strategies, option implementations, and retirement-plan fiduciary services.

Bryan Kupchik is a Certified Financial Planner® with 28 years of industry experience. He is a principal at Capstone Wealth Management Group, LLC, where he has worked since 2016, following a tenure at LPL Financial. Capstone Wealth Management Group serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans by providing comprehensive wealth management and financial planning services. The firm employs a long-term strategic asset allocation approach augmented by tactical adjustments, using fundamental analysis to select low-cost mutual funds, ETFs, and individual securities.

Douglas Holcomb is a financial advisor with Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member of Ariel Land Owners, Inc., managing a recreational lake. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Joseph Alu is a financial advisor at Capstone Wealth Management Group, LLC with eight years of industry experience. He also serves as a Certified Public Accountant at Joseph M. Alu and Associates, PC, a firm he has been affiliated with since 2004. Capstone Wealth Management Group provides investment advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, employing both strategic and tactical asset allocation while selecting low-cost mutual funds, ETFs, and individual securities.

Andrew Cross is a financial advisor with Capital Analysts, holding a Series 66 designation and seven years of industry experience. He previously worked at Arendt's Outdoor Services, Inc. for eleven years before joining Lincoln Investment in 2019. Outside of his advisory role, he serves on the Finance Committee of Heritage Baptist Church, assisting with budgeting and giving statements. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Di Gesu is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Belpointe since 2019. Outside of his advisory role, he is involved in tax preparation through a separate business, AM TAX PLANNING. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by a network of advisors and affiliated businesses.