Glenn Van Gieson is a CFP® with 32 years of industry experience and has been with Penn First Advisors since 1993. He serves as president of Penn First Indemnity Company, managing the agency and selling insurance products. Penn First Advisors provides financial planning and investment management to individual clients, focusing on cash flow, insurance, employee benefits, retirement, taxes, and estate preservation. The firm emphasizes asset allocation, diversified portfolios, tax-aware strategies, and manages client assets on a non-discretionary basis.

Ron Frazier is a CFP® professional with 18 years of experience, operating Frazier Wealth Management in Tannersville, PA. He previously worked under the Frazier Group Financial Services and managed his own advisory services since 2014. Frazier is also an Enrolled Agent and owner of EZ1040 Tax Service, providing tax preparation and tax resolution services. Frazier Wealth Management serves individuals, high-net-worth clients, businesses, foundations, charitable organizations, and trusts with wealth management, investment advisory, and financial planning services. The firm uses both fundamental and technical analysis to build portfolios managed on a non-discretionary basis, incorporating long-term holdings alongside short-term trades and option strategies.

Nicholas King is a financial advisor at Targeted Financial Planning LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at TJB Wealth Management LLC, Financial Research Associates, Inc., Sei, BDO, and Pinnacle Financial Planning LLC. Targeted Financial Planning LLC provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and government entities. The firm employs a range of analytical techniques and both long- and short-term strategies, managing client accounts directly with discretionary authority and requiring asset custody at SEI Private Trust Company.

Richard Welch is a financial advisor at Academy Wealth Advisers, LLC in Pocono Pines, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Academy Wealth Advisers since 2011. Academy Wealth Advisers provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, businesses, and institutional clients. The firm’s investment approach is based on fundamental analysis and an asset-allocation framework aimed at balancing risk and return with a long-term orientation, while allowing for shorter-term trades as needed.

Travis Mattson is a financial professional at Vicus Capital, Inc. with experience at several firms including Mass Mutual Investors Services and Primerica Advisors. He holds a Series 65 designation and has been active in the financial services industry since 2019. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club in Stroudsburg, PA. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm uses a combination of fundamental and technical analysis across multiple strategies and provides both discretionary and non-discretionary portfolio management along with specialized fiduciary consulting services.

Yvonne Reitemeyer is a ChFC® credentialed financial advisor with 18 years of industry experience. She is currently affiliated with Vicus Capital, Inc. and has previously worked with FRM Financial Group, Cetera Wealth Services, and Frailey Insurance and Financial Services. Outside of her advisory work, she serves as Chair of the Board of Trustees at Warren County Community College and is involved in local environmental and political committees. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, combining fundamental and technical analysis with multiple strategy approaches and providing specialized fiduciary consulting alongside standard advisory offerings.

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.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

David Dahan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Josiah Grauso is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2013. He is also associated with American Senior Coordinators, where he meets with clients to discuss their financial situations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Joseph Hamoui is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, SEI Investments, and LPL Enterprise. Outside of advisory work, he is also involved as a financial professional in a non-variable insurance agency. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via a variety of model portfolios and managed account strategies.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Mutchler also operates a wealth management business and provides fixed insurance through an outside agency. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Alex Howe is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at PNC Investments LLC, Bank of America, Merrill, NBT Bank, and Honesdale National Bank. Outside of his advisory role, he is a co-owner of Stepping Stones Preschool and Childcare Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party strategists to implement portfolio strategies primarily via mutual funds and ETFs.

Kevin Yurko is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Joshua Espinoza is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE Capital Management, Edward Jones, and other firms. Outside of his advisory role, he is involved in Celebration Fireworks, a firework show and display business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Mary Reid is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2001. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Mary Beth Donas is a CFP® with 28 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2022. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning over a decade. Outside of her advisory work, she is involved with Venjenz LLC, a human and pet supplement business. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing both internal and third-party managers and a variety of investment strategies.

Greg Piechota is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BASF. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via discretionary model strategies managed by PNC or third-party strategists.

Taylor Munoz is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Heather Otto is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with one year of industry experience. She has been involved with Abundant Streams Capital Group since 2018 and FPGA since 2012. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Brookstone Capital Management, Horter Investment Management, and Abundant Streams Capital Group since 2014 or earlier. Outside of investment advising, he owns and manages American Senior Coordinators, a business providing estate planning document services through an attorney. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Troy Smith is a financial advisor with Ameriprise in Pen Argyl, PA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes over two decades at Cetera and its affiliates before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach, with a focus on assets held in Ameriprise-managed accounts.

William Newman is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

David Colon Jr. is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Primerica Financial Services since 2013 and owns Better Tax Inc., a tax consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure in its investment approach.

Jeffrey Weekes is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He serves as a board member for the College for Financial Planning and is a member of the Public Policy Council for the CFP Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Nicole O'Malley is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in wellness and natural health through her sole proprietorship, Nikki O'Malley Empowered Wellness Solutions, which focuses on Kambo and natural products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support its financial advisors.

Patrick Boran is a financial advisor with Ameriprise in Nazareth, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at ESSA Bank & Trust and Cetera Investment Services LLC. Outside of his advisory work, he coaches the 2013 girls soccer team for Lehigh Valley United. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports delivered through a centralized consulting team.

Trevor Lange is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he acts in a fiduciary capacity alongside family members. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Dunn Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 63 designation and has been with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he operates Dunn Wealth Management as a DBA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and credit solutions.

Paola Gallego is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at UBS Financial Services Inc. from 2013 to 2020. Outside of her advisory role, she is involved as a partner in Olimpico Real Estate LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s planning process utilizes structured tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Keith Scheer is a Series 66-credentialed financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2017 and was previously with Merrill from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Matthew Birnbaum is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years before joining LPL Financial. Birnbaum holds the Series 66 designation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions through its extensive network of investment adviser representatives, supported by an in-house research team that develops model portfolios and strategic implementations.

Mark Wieland is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs algorithmic automation alongside research and oversight committees to generate tailored retirement income recommendations.

Christopher Cleaver is a financial advisor with Primerica Advisors in East Stroudsburg, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he has longstanding employment with Uline, Inc. since 2008 and with Primerica Financial Services since 2002. Outside of advisory duties, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sharon Starkes is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012. Outside of finance, she is involved as an owner and operator of a fast food business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Kevin Donnelly is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Lisa Cardwell is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, she serves as an officer at D.A.C. Electric, Inc., a construction and engineering firm based in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Nancy Robilotta is a financial advisor with Morgan Stanley in Stroudsburg, PA, holding a Series 66 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Tarik El Bassiouni is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2013. Outside of his advisory role, he coaches basketball for the Stroudsburg Area School District. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and investment committee insights to deliver tailored solutions.

Rocco Stigliano is a financial advisor with Primerica Advisors in East Stroudsburg, PA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selective separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap-fee structure while maintaining oversight of investment models and related arrangements.

Michael Chell is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he serves as CEO of Chell Financial Group, Inc., a support company for Raymond James businesses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, frequently acting in an advisory and implementation-support capacity rather than as a delegated manager.

Sean Robilotta is a financial advisor at Morgan Stanley with a Series 66 designation. He joined the firm in 2024 and has prior work experience at Walmart and East Stroudsburg University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Michael Savage is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2010 and founded Savage Financial Group in 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies based on client risk profiles and providing access to a broad range of advisory and brokerage solutions.

Rodney Drysdale is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Commonwealth Financial Network and Kestra Advisory. He is also the founder of Drysdale Wealth Management and has experience as an insurance and benefits agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and third-party strategists.

Linda Worthington is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, Worthington works as a golf instructor on a part-time basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a variety of investment solutions supported by an in-house research team.

Peter Joseph is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he is involved as an executor of an estate and is a member of River Road General Store LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Blake Martin is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he serves as treasurer for both the Rotary Club of the Pocono Mountains and The Friendly Community Center. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Dale Hearn is a CFP® and ChFC® financial advisor with 38 years of industry experience. He is currently with Cetera and has been operating his own business, Strategic Financial Advisors, since 1997. Outside of his advisory work, he serves as a committee member for the Lanier Biblical Literacy Class and acts as the executor of his mother’s estate. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Ashley Bolton is a financial advisor with Raymond James Financial in East Stroudsburg, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Bolton held various roles in education and customer service. She also works as an associate at Chell Financial Group, a support company for Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.