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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

Donald Galade is the principal advisor at GFS Financial Advisors, LLC, an independent firm based in Hazleton, PA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Cheradon and Associates LLC and Galade Financial Services, Inc., where he also operates as an insurance agent and sells gold and silver products. In addition to his advisory work, he owns a business consulting firm focused on employee benefits. GFS Financial Advisors provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm offers a subscription newsletter and facilitates client relationships with third-party money managers, using a documented process to tailor investment strategies based on client goals and risk tolerance.

General retirement planning Income planning College savings (529s, UTMA, etc.) General tax planning
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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Hari G

Series 66

Ringtown, PA

Omsai Com LLC

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kevin K

Series 63, Series 65, Series 66

Nesquehoning, PA

3Edge Asset Management, LP

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Northern Lights Distributors, LLC and Toews Corporation. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach, primarily implementing strategies through index ETFs and offering ESG-focused investment options.

ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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John F

CFP®, Series 66

Mountaintop, PA

Madison Avenue Securities, LLC

John Fazzini is a CFP® with eight years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2017. Prior to this, he worked at King's College from 2014 to 2017. He is also president of John P Fazzini & Associates LLC, where he is involved in the sale of insurance and fixed indexed annuities. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Andrea E

CFP®, Series 63

Berwick, PA

Hornor, Townsend & kent, LLC

Andrea Empie is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and Series 63 credentials and bringing 21 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and also works as an insurance agent with Penn Mutual Life Insurance Company. Additionally, she is a member of Daddio Financial Advisors LLC, where she provides life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Brad W

Series 66

Mifflinville, PA

Capital Analysts

Brad Warhurst is a financial advisor with Capital Analysts, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he is involved in a real estate partnership with his wife focused on long-term investment properties and provides clients with fixed life insurance, annuities, Medicare plans, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, and institutional investors. The firm employs a quantitative investment process managed by an in-house team that constructs model portfolios and offers customized solutions across mutual funds, ETFs, and stocks, managing approximately $8.9 billion in advisory assets as of the end of 2024.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Randy R

Series 63, Series 66

Hazleton, PA

PNC Wealth Management

Randy Rutkoski is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2012, including time at PNC Investments LLC and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Michael V

CFP®, Series 66

Hazleton, PA

Janney Montgomery Scott

Michael Vergari is a CFP® with 14 years of experience in financial advising, currently practicing at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2011, with a brief hiatus from 2020 to 2021. Vergari serves as a volunteer board member for the Conyngham Valley Civic Organization and participates on the Pastor Relations Committee at Black Creek United Methodist Church. Janney Montgomery Scott is an enterprise-level firm managing approximately $100.8 billion in client assets, supporting over 1,200 advisors and more than 235,000 clients. The firm offers a multi-channel investment platform that integrates third-party manager strategies, model-based solutions, and in-house portfolio management through Janney Capital Management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Jennifer K

Series 66

Hazleton, PA

Janney Montgomery Scott

Jennifer Karnoski is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and has been with Janney since 2004. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a broad range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Brandon C

Series 66

Hazleton, PA

Janney Montgomery Scott

Brandon Costantino is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Monster Beverage Corporation and Jacobi Capital Management, LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a range of services including portfolio management, financial planning, and retirement plan advisory.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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John S

Series 66

Hazleton, PA

Janney Montgomery Scott

John Schwear Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has been with Janney since 2015. Outside of his advisory role, Schwear is involved in several community organizations in the Hazleton, PA area, including serving as Chairman of the Board for Can Do Inc., a nonprofit economic development corporation, and participating on multiple local boards focused on education and community revitalization. Janney Montgomery Scott manages approximately $100.8 billion in client assets and supports over 1,200 advisors. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions. Its investment platform combines third-party manager strategies, model-based solutions, and in-house portfolio management through Janney Capital Management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Robert J

Series 63, Series 65

Drums, PA

Wells Fargo Advisors

Robert John is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns RJ ARAS Corp, a support company for his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using its proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jace W

Series 66

Hazleton, PA

Wells Fargo Advisors

Jace Whitaker is a financial advisor with Wells Fargo Advisors in Hazleton, PA, holding a Series 66 license and having two years of industry experience. Prior to his advisory role, he worked in various positions including at Double Diamond Resorts. He serves as Treasurer for the United Way of Greater Hazleton, participating in financial oversight and board communications. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ronald A

Series 63, Series 65

Hazle Township, PA

Ameriprise

Ronald Amentler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 1992. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dennis J

Series 63, Series 65

Mountain Top, PA

Mass Mutual Investors Services

Dennis Jumper is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes extended tenures at Primerica Advisors and Guardian Life Insurance Company. He is also involved in outside insurance sales, focusing on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses comprehensive planning tools and provides event-driven planning programs, including recent additions like standalone Divorce Planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Marti J

Series 66

Hazleton, PA

Edward Jones

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erik S

CFP®, Series 66

Sugarloaf, PA

LPL Financial

Erik Sharkey is a CFP® with four years of industry experience currently associated with LPL Financial. His previous roles include positions at MML Investors Services, MassMutual Life Insurance, Equity Services, and National Life Group. In addition to his advisory work, he operates a full-service accounting firm and provides student loan education focused on refinancing and payoff strategies. LPL Financial offers advisory and brokerage services through a nationwide network serving individual investors, retirement plan sponsors, and institutions. The firm provides a range of investment programs and solutions, combining in-house research, third-party subadvisors, and various investment vehicles to support client customization and suitability decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael D

Series 66

Lansford, PA

Ameriprise

Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley S

Series 63

Drums, PA

Cambridge Investment Research Advisors

Bradley Swisher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at multiple firms including Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He is also the owner of Swisher Financial, an independent insurance agency. 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, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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William F

ChFC®, Series 63, Series 65

Hazleton, PA

LPL Financial

William Feudale Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at INVEST Financial Corporation and SagePoint Financial. Feudale also operates Feudale Financial Services LLC, an insurance agency offering term, whole, universal, disability, and long-term care insurance products. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm supports a range of investment approaches through in-house research, model portfolios, third-party managers, and customizable advisory arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nyle B

Series 63, Series 66

Berwick, PA

Mass Mutual Investors Services

Nyle Berkes is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 66 licenses and 20 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a board member of the Community Giving Foundation, which distributes funds for charitable purposes in Berwick, PA. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, as well as educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ryan M

Series 63, Series 66

Hazleton, PA

LPL Financial

Ryan Mcandrew is a financial advisor with LPL Financial in Hazleton, PA, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior work includes roles at Northwest Bank and various positions connected to The Pennsylvania State University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nicholas K

Series 66

Hazle Township, PA

Cetera

Nicholas Kubishin is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Financial Specialists LLC since 2023. Outside of his advisory role, he is involved with Kubishin & Ator, PC, providing accounting and tax services. 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 variety of portfolio management and financial planning services, combining retirement and fiduciary capabilities within a broad institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Franklin A

Series 63

Hazle Township, PA

Cetera

Franklin Ator is a financial advisor with Cetera, holding a Series 63 designation and over 23 years of industry experience. He has been with Cetera since 2003 and is also a 50 percent shareholder of Kubishin & Ator, PC, a CPA firm. Additionally, he is involved as a shareholder and officer in White Haven Market, Inc., a grocery store, where he participates in financial and strategic decisions. Cetera Investment Advisers serves a broad range of clients, including individuals, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored models, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Neal D

Series 66

Hazleton, PA

Wells Fargo Advisors

Neal Deangelo III is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2020. Prior to that, he was involved with Tri Mountain Ventures, LLC and DeAngelo Brothers Inc. Deangelo is also involved in managing a fine art practice through Art & Alan, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sondra T

Series 63, Series 66

Berwick, PA

LPL Financial

Sondra Turnbach is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with LPL Financial since 2008, with a brief period at Private Advisor Group, LLC and Capital Planning Wealth Management from 2018 to 2023. Outside of her advisory role, she is involved in a real estate rental business in Berwick, Pennsylvania. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and lending services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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William H

Series 63, Series 65, Series 66

Conygham, PA

LPL Financial

William Horan is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has worked at M&T Securities since 2002 and joined LPL Financial in 2021. 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 wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christopher K

Series 63

Hazle Township, PA

Cetera

Christopher Kubishin is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has been with Cetera and its affiliated entities since 2000 and is also an owner of Kubishin & Ator, PC, an accounting firm. Outside of his advisory work, he is involved as an officer and shareholder in a grocery store business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Alan W

Series 63, Series 66

Hazleton, PA

Wells Fargo Advisors

Alan Whitaker is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, Whitaker participates in several investment-related ventures, including executive decisions at Cedar and Holly LLC and managing operations at Art & Alan LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop individualized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Anthony D

Series 63, Series 65

Tamaqua, PA

OSAIC

Anthony Damiano Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he is a substitute teacher in the Panther Valley School District and has maintained a long-standing insurance agency offering various insurance products and annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm’s investment approach utilizes risk-tolerance assessments combined with asset-allocation software and portfolio optimization tools, supporting a wide range of investment strategies and platforms.

Annuities Founder/Business Owner Executive Retired
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Richard H

Series 63, Series 65

Hazle Township, PA

Primerica Advisors

Richard Houseknecht is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at PFS Investments Inc. since 2001 and with Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Samuel N

Series 66

Hazleton, PA

LPL Financial

Samuel Nalesnik is a Series 66 licensed financial advisor with LPL Financial. He has worked in financial services since 2022, including positions at BBD, LLP, Wagner, Dreese, Elsasser & Associates, P.C., Northwest Bank, and LPL Financial. Prior to his advisory career, he was employed in education at King’s College and Pocono Mountain East High School. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of investment programs and financial planning services while managing more than $819 billion in advisory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Deron G

Series 63, Series 65, Series 66

Hazle Township, PA

Edward Jones

Deron Glickert is a financial advisor at Edward Jones with 15 years of industry experience and holds Series 63, 65, and 66 designations. His prior roles include positions at Wealth Resources Network and LPL Financial, among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Matthew M

Series 63, Series 65

Hazle Township, PA

Ameriprise

Matthew Manfredi is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Ameriprise and its related entities since 2015. Manfredi also owns and manages Manfredi and Associates, an advisory business based in Hazleton, PA. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas S

Series 63, Series 66

Hazleton, PA

Edward Jones

Thomas Seigendall is a financial advisor with Edward Jones in Hazleton, PA, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Wealth management Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Christopher K

Series 66

Conyngham, PA

LPL Financial

Christopher Kokinda is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with M&T Securities since 2003 and joined LPL Financial in 2021. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Donald G

Series 63, Series 66

Hazle Township, PA

Edward Jones

Donald Glickert is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he serves as an adviser for Faith Assembly of God. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Retirement income strategy Charitable giving tax strategies Wealth management ESG / Sustainable investing Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused Values-based investing
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Joshua P

Series 66

Mountain Top, PA

Edward Jones

Joshua Perry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at The University of Scranton for nine years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Francis D

Series 66

Mountain Top, PA

Edward Jones

Francis Dalykas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Rent-A-Center for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Passive / index investing Financial Professional Founder/Business Owner
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Ryan K

Series 63, Series 65

Sugarloaf, PA

LPL Financial

Ryan Keegan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at LPL Financial and M&T Securities since 2021 and previously held positions at Citizens Securities, Citizens Bank, and Pacer Financial. Before entering the financial industry, he worked in education at The Pennsylvania State University and Hazleton Area School District. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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