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Nicholas K

Series 66

Dunmore, PA

LPL Financial

Nicholas Kohut is a financial advisor with LPL Financial in Dunmore, PA, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at FNCB Bank and Chiaro Investment Services. Outside of his advisory duties, he has been associated with Pennsylvania State University since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers various financial planning and advisory programs, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Kevin M

Series 63, Series 66

Scranton, PA

LPL Financial

Kevin Messett is a financial advisor with LPL Financial in Scranton, PA, holding Series 63 and Series 66 designations and having 27 years of industry experience. He previously worked at Nationwide and Nationwide Advisory Services for 17 and 16 years, respectively, before joining LPL Financial in 2018. Outside of his advisory role, he is involved in non-variable insurance as an agent and owns a mortgage and real estate services firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 model portfolios and research from various sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Amanda B

Series 66

Clarks Summit, PA

OSAIC

Amanda Boland is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has previously held roles at FSC, O'Brien Planning Strategies, and educational institutions including Scranton Preparatory School and The University of Scranton. Boland also operates a sole proprietorship as an insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a wide range of brokerage and advisory services. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a notable corporate structure resulting from several mergers and private-equity ownership.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory H

Series 66, Series 63

Dickson City, PA

Charles Schwab

Gregory Hansen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 credentials. His prior experience includes roles at Empower, TD Ameritrade, and Scottrade. Outside of finance, Hansen teaches motorcycle training classes on some weekends and is the owner of a non-operational gourmet mushroom business. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Ellen B

Series 66

N Abingtn Twp, PA

Ameriprise

Ellen Burkey is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she serves on the boards of The Scranton Area Community Foundation and Saint Mary's Villa. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joseph E

Series 63, Series 65

Clarks Summit, PA

Raymond James Financial

Joseph Esposito is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Esposito serves on the Board of Directors and Finance/Investment Committee at Luzerne County Community College and has involvement with the Exeter Borough Council in a non-investment capacity. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 65

Clarks Summit, PA

Fisher Investments

Jeffrey Flynn is a Series 65-licensed financial advisor at Fisher Investments with 12 years of industry experience. He has worked at Fisher Investments since 2013 with a one-year tenure at Fallline Securities in between. Outside the financial industry, he is a passive investor in a property business with family involvement. Fisher Investments serves a global client base, including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment process that incorporates both quantitative and qualitative research.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Tyler M

Series 63, Series 66

Jermyn, PA

LPL Financial

Tyler Matechak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Park Avenue Securities and Financial Growth Partners. Prior to entering the financial industry, his background includes roles in logistics and manufacturing. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Daniel S

Series 63, Series 65

Union Dale, PA

LPL Financial

Daniel Sopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services from 2016 to 2023 and has operated Sopher Financial Group since 2003. He serves as a board member of the Lep Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Mark L

Series 63, Series 65

Clarks Summit, PA

LPL Financial

Mark Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years at Woodbury Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Christian C

Series 66, Series 65

S Abington Township, PA

Charles Schwab

Christian Cerra is a financial advisor with Charles Schwab & Co., Inc., holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work history includes roles at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm utilizes a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Dana W

Series 63, Series 65

Dunmore, PA

LPL Financial

Dana Ward is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc. and Bednarz Financial Group, where he continues his affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, proprietary research, and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Denise M

ChFC®, Series 63

Factoryville, PA

Cetera

Denise Maleski is a financial advisor at Cetera with 27 years of industry experience. She holds the ChFC® and Series 63 credentials. Her career includes roles at Davis, Gregory & Kyle Inc., DGK Insurance, and RDDM Investments LLC. Outside of advisory work, she is involved in insurance sales and administration and serves as president of a financing company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party 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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James K

Series 63, Series 65

Clarks Summit, PA

LPL Financial

James Kresge is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, OSAIC, and AIG American General Life Insurance Company. Outside of his advisory role, Kresge is a firefighter with the Eynon Sturges Hose Company #3 and founder of the AbingtonB2B Networking Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Joshua M

South Abington Twp, PA

Cetera

Joshua Murphy is a financial advisor at Cetera with three years of industry experience. He previously worked at Avantax Advisory Services and PwC and is a partner at Murphy Group CPA PLLC, a CPA firm providing tax and accounting services. He is also involved in a commercial real estate holding company managing leasing and property oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.

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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Colin D

Series 66

Dalton, PA

LPL Financial

Colin Dwyer is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Investments and H.Beck, Inc. His background also includes operating John J. Dwyer Jr. Financial Services, which provides tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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James A

Series 66

Clarks Summit, PA

LPL Financial

James Anderson is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include positions at OSAIC, Abington Financial Group, Sagepoint Financial, Christian Saunders Real Estate, and John J Dwyer Jr Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jay C

CFP®, ChFC®, Series 63, Series 65

Dalton, PA

Equitable Advisors

Jay Carpenter is a CFP® and ChFC® with 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that includes advisory and brokerage channels to deliver tailored investment solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jeremy S

Series 63, Series 66

Dunmore, PA

LPL Financial

Jeremy Schutz is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Bank. Schutz is based in Dunmore, PA. 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 provides a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

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

CFP®, Series 66

Eynon, PA

Ameriprise

Eric Gasper is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Moosic, PA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved as a distributor of nutritional supplements through Advocare. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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