Chelsea Barrows is a CFP® professional with 15 years of industry experience. She is currently with Opal Wealth Advisors, LLC and has previously worked at Facet Wealth, CUSO Financial Services dba PenFed Wealth Management, and Axa. She serves as a board member for the NEPA Youth Shelter and the Oak Glen HOA. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning and portfolio management. The firm manages approximately $1.24 billion in assets, offering tailored portfolios through mutual funds, ETFs, bonds, and independent managers, along with educational seminars and extensive client outreach.

Peter Egolf is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with six years of industry experience. He has been with Kilter Group since 2025 and previously worked at One Day In July LLC for five years. His background includes roles at organizations such as the City of Burlington, Vermont, and the Institute for Gender and the Economy. Kilter Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach using various investment vehicles and integrates technology tools, including AI, to support portfolio management and financial planning.

Richard Leet is a CFP®-certified financial advisor with 41 years of industry experience, currently with Vicus Capital, Inc. in Lakewood, PA. His career includes long tenure at Nationwide Insurance Company and Nationwide Advisory Services, Inc., and he manages several business ventures, including a tree farming operation and nonprofit cemetery association. He also owns and manages commercial real estate and insurance agencies. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis with diverse strategies and places a strong focus on retirement-plan consulting and fiduciary services.

Aaron Soden is a financial professional at Vicus Capital, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple firms including 1938 Wealth Advisors, Cetera Wealth Services, and Nationwide Financial. Outside of advisory roles, he serves as assistant chief of the Susquehanna Fire Department, where he is responsible for training and emergency response oversight. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a range of strategies, including fundamental and technical analysis, and emphasizes retirement plan consulting and fiduciary services alongside access to third-party managers and customized portfolio solutions.

Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.

Luke Brown is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, First Financial, and The Vanguard Group. Outside of his advisory work, he is also an Uber driver in San Francisco. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through its network of investment adviser representatives. The firm typically implements investments using model portfolios developed by its research team and third-party strategists, offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

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.

Ellen Burkey is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she serves on the boards of The Scranton Area Community Foundation and Saint Mary's Villa. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Tyler Matechak is an advisor with LPL Financial holding Series 63 and Series 66 credentials. He has one year of industry experience and has previously worked at Park Avenue Securities and Financial Growth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Daniel Sopher is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He founded Sopher Financial Group in 2003 and has worked with Kestra Advisory Services and Veravest Investment Advisors. He serves as a board member of the Lep Foundation, a nonprofit organization. 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 institutions. The firm offers a range of investment strategies and technology tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Denise Maleski is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. She is currently co-owner and financial professional at RDDM Investments LLC and has held roles in insurance and financial services, including executive administration and agent positions at Davis, Gregory, and Kyle Inc. She is also president and office manager of Premier Premium Services, a financing company. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, retirement services, and access to third-party money managers through various program structures and custodial relationships.

Colin Dwyer is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Grove Point Investments, LLC and H.Beck, Inc. Dwyer is also involved in tax preparation and accounting services alongside his advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services supported by advanced operational tools.

Jay Carpenter is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he manages a family-owned property near Elk Mountain Ski Resort in northeastern Pennsylvania. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory platforms to implement customized investment solutions.

Samuel Matechak is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for six years and spent over two decades at Guardian Life Insurance in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with a range of investment strategies and technology tools.

Brendan Dwyer is a financial advisor with LPL Financial in Dalton, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H Beck, Inc. He serves as a school board director for the Lackawanna Trail School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Steven Deriancho is a financial advisor with Equitable Advisors in Waverly, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors, LLC for 17 years. Outside of his advisory role, Deriancho serves as a board member and coach for the Abington Area Girls Softball League and is a board member of LifeCraft Sciences, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of investment programs and third-party managers, focusing on matching clients to appropriate advisory models and offering ERISA fiduciary services through credentialed representatives.

James Verboys is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously spent 29 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and various financial planning services.

Jeremy Patten is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Cetera and its affiliated entities since 2016. He serves as treasurer for the Masonic Hall Association of Honesdale, overseeing the organization's financial duties. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and approximately 800,000 clients. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform and various program structures.

Laura Bullock is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities at Raymond James and prior firms including MassMutual and M&T Securities. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Kevin Kelly is a CFP® and ChFC® with 28 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Pruco Securities, LLC for 26 years. Kelly also serves as a financial advisor through his own DBA, Kelly Asset Management, and provides property and casualty financial advisory services. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and provides access to third-party asset managers, while also offering affiliated trust, insurance, and lending services.

Richard Doeringer is a financial professional with 41 years of industry experience, currently serving at Cetera. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cetera Wealth Services, LLC and Tower Square Securities, Inc. Outside of his advisory work, he operates as an independent insurance agent focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various investment program options and third-party managers.

Cheryl Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked extensively with Avantax Advisory Services and related entities for over two decades. Lewis has held leadership roles in regional tax and accounting professional organizations and operates a CPA consulting practice providing accounting, tax, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a variety of portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.