Philip Goldstein

Jon Flynn is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Flynn Financial, LLC, a firm he has led since 2011, and has also been associated with Securities America Advisors and Securities America, Inc. since 2000. Outside of financial advising, Flynn co-owns a life insurance business with his wife and serves as president of an LLC that owns an office building. Flynn Financial, LLC advises individuals, high-net-worth clients, and small businesses on retirement plan design and administration. The firm provides portfolio management and comprehensive financial planning, tailoring strategies to clients’ goals and risk profiles through a variety of investment techniques and both discretionary and non-discretionary management arrangements.

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.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.

Susan Sariti is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at LPL Financial LLC, Peoples Security Bank & Trust Company, and currently serves as an owner and insurance agent at Northeast Benefit Administrators, LLC. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, as well as pension and profit-sharing retirement plans. The firm offers asset management, retirement plan services, consulting, and participant education, using tools such as the Fi360 Fiduciary Score for fund due diligence and referring clients to third-party money managers.