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Tyler B

Series 66

Dover, PA

LPL Financial

Tyler Baker is a financial advisor with LPL Financial in Dover, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments and Grove Point Advisors from 2022 to 2025 and has operated Baker Financial Group since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Christopher G

Series 65, Series 63

Elizabethtown, PA

Thrivent Investment Management

Christopher Grant is a financial advisor with Thrivent Investment Management in Elizabethtown, PA, holding the Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Lowe's from 2013 to 2017. Outside of his advisory role, he has volunteered for over a decade with Cigars for Good, a nonprofit organization focused on raising funds to support children and families in need. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Cameron G

Series 66

York, PA

LPL Financial

Cameron Goodling is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Geller Brothers LLC. He also has experience working in education and retail sectors, including a role with the West York Area School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology solutions.

College savings (529s, UTMA, etc.)
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Bryan E

Series 66

Elizabethtown, PA

Ameriprise

Bryan Everhart is a Series 66-licensed financial advisor with Ameriprise in Columbia, PA, with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he is also an Associate Financial Advisor at Liberty Wealth Advisory Group, where he provides investment and retirement planning advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides 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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Brian G

Series 63, Series 65

York, PA

Raymond James Financial

Brian Gleason is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Raymond James, he worked at Prospera Financial Services for six years. Gleason also serves as a branch manager and brokerage compliance officer at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional investors. The firm offers tailored non-discretionary planning and consultative services, utilizing analytical tools and encourages implementation through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Eugene K

Series 63, Series 65

York, PA

Raymond James Financial

Eugene Klesser II is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors LLC, OneDigital Investment Advisors, JPMorgan Chase Bank, and J.P. Morgan Securities. He is currently associated with Jeffrey A. Gay, CFP, supporting the financial advisor practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning and consulting tailored to client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Russel U

ChFC®, Series 63, Series 66

Etters, PA

Cetera

Russel Urffer Jr. is a financial advisor at Cetera with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cetera in 2025, he spent over 17 years with Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance products, and is treasurer of the Harrisburg Forest #43 Tall Cedars of Lebanon International. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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