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.

Philip Goldstein is a financial advisor with 41 years of industry experience, currently affiliated with 1st Financial Investment, Inc. He holds Series 63 and Series 65 credentials. His prior roles include consulting and educational positions with organizations such as the Society for Financial Awareness and Social Security Consultants, Inc., and he is involved in several related business ventures including insurance and tax services. Goldstein also consults on college planning and offers specialized insurance solutions for clients who have undergone bariatric surgery. 1st Financial Investment, Inc. provides personalized financial planning and non-discretionary investment management to individuals, pension plans, trusts, and small businesses. The firm employs a tailored investment policy process, combining passive index exposures with active management and option strategies, and supports client programs through third-party money managers and a wrap-fee program.

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.

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

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

Charles Galat is a financial advisor with 21 years of industry experience, currently serving at 1st Financial Investment, Inc. He holds a Series 63 designation and has prior experience with firms including Western International Securities, Inc. and Palomar Financial Services, Inc. Outside of his advisory role, he is the owner and president of Galat & Company, P.C., a CPA and accounting firm, and is involved as a shareowner and bookkeeper in several healthcare-related businesses. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension plans, trusts, estates, and small businesses. The firm employs a tailored investment policy process that combines passive index/ETF exposures with actively managed sleeves and option strategies, delivering non-discretionary advice often implemented through third-party money managers.

Glenn Ferrell is a financial advisor at Stone Securities Inc. with 11 years of industry experience. He has been with Stone Securities since 2014 and previously worked at the Pennsylvania Department of Labor from 2003 to 2019. Outside of advising, he works part time as a driver transporting cars between dealerships. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach incorporating fundamental, technical, and charting analysis, including the CAN SLIM methodology, and offers discretionary authority across growth, balanced, and bond objectives.

Cheryl Chin is a financial advisor at Stone Securities Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., L.L.C. since 1999. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach using fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection.