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Johnathan F

Series 66

Morgantown, WV

Edward Jones

Johnathan Flowers is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in real estate and has been involved in various basketball training and coaching roles, including youth sports program leadership and hosting a sports podcast. He also has entrepreneurial experience as a consultant for an entertainment business and serves as executive director of a regional youth sports organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient management and securities-based lending.

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

Series 63, Series 65

Morgantown, WV

Equitable Advisors

Tiffany Osman is a financial advisor with Equitable Advisors in Morgantown, WV, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Equitable Advisors and its predecessor, Axa Advisors LLC, since 2010. Outside of her advisory role, she serves as executor and trustee for her parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives using a variety of proprietary and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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George M

Series 63, Series 65

Morgantown, WV

Fidelity

George Maccarelli is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model-based solutions delivered to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Matthew M

Series 63

Morgantown, WV

Edward Jones

Matthew Mc Laughlin is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Thomas B

CFP®, Series 66, Series 63, Series 65

Morgantown, WV

Cetera

Thomas Begley is a CFP® with 22 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Huntington National Bank, PRUCO Securities, and Wunderlich Securities. He serves on the board of directors at Pace Enterprises and is chairman of the alumni engagement committee for the Pi Kappa Phi fraternity, where he volunteers for student leadership educational events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated 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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Anthony A

Series 63, Series 65

Morgantown, WV

Cetera

Anthony Abruzzino is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera since 2011. Abruzzino also manages several of his own advisory entities, including Abruzzino Retirement Solutions and Abruzzino Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated 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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Zachary F

Series 66

Morgantown, WV

Fidelity

Zachary Fincher is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and West Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of multiple registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and customized advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Emma R

Series 66

Morgantown, WV

OSAIC

Emma Russell is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network and Virtus Wealth Solutions. Outside of her advisory role, she works as a server at a local Japanese restaurant in Morgantown, WV. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

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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Rickey T

Series 63, Series 65

Morgantown, WV

LPL Financial

Rickey Thomas II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Duncan Financial Planning Advisors, Cambridge Investment Research Advisors, and Metlife Securities Inc. He serves as a board member for GanaPay LLC, a for-profit entity based in St. Augustine, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by advanced operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brett C

Series 65, Series 66

Morgantown, WV

LPL Financial

Brett Clark is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Guggenheim Investments. Outside of his advisory role, he is involved with Theodore Rex Management, a non-investment business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua S

Series 66

Morgantown, WV

LPL Financial

Joshua Sowards is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Advisors, and as owner of Perfection Outdoors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason K

Series 63, Series 65

Morgantown, WV

Cambridge Investment Research Advisors

Jason Kundis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is president and owner of Kundis Consulting, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options, including proprietary and third-party model strategies, across multiple platform arrangements with both discretionary and non-discretionary investment implementations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Travis M

Series 66

Morgantown, WV

LPL Financial

Travis Maraney is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, WVU Medicine, M&S Consulting, and Accenture Federal Services. Outside of his advisory role, he is involved with Mx4 Management LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John F

Series 63, Series 65

Morgantown, WV

LPL Enterprise

John Faith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and was with Pruco Securities, LLC for 31 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Zackary N

Series 66

Morgantown, WV

Equitable Advisors

Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 credential. He has no prior industry experience in financial advising but has worked in hospitality and as a self-employed individual. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jordan B

Series 66

Morgantown, WV

Wells Fargo Advisors

Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services that can be integrated with other financial products and referral networks.

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