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Gavin F

CFA®, Series 66

Hershey, PA

OSAIC

Gavin Flowers is a financial advisor at OSAIC with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining OSAIC, he worked at J.P. Morgan Chase & Co and Centric Financial Corporation. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization tools, and a broad selection of managed and third-party strategies.

Annuities Private / alternative investments
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Michael S

Series 66

Harrisburg, PA

Edward Jones

Michael Shott is a financial advisor at Edward Jones in Harrisburg, PA, with three years of industry experience. Prior to joining Edward Jones, he worked at Mission BBQ and TE Connectivity Ltd. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63

Hershey, PA

Cambridge Investment Research Advisors

David Edwards is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at LPL Financial, Cadaret, Grant & Co., Hancock Capital Management, and Princor Financial Services Corporation. Edwards also serves as a board member of the Brownstone Masonic Temple in Hershey, PA. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Vickie G

Series 66

Harrisburg, PA

Edward Jones

Vickie Geesaman is a financial advisor with Edward Jones in Harrisburg, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Dhiren C

Series 63, Series 65

Harrisburg, PA

Primerica Advisors

Dhiren Chauhan is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses. Chauhan is a partner in Pranj LLC, a beauty salon business unrelated to investment services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kevin P

Series 63, Series 65

Hummelstown, PA

LPL Financial

Kevin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2011, following five years at CUSO Financial Services, L.P. In addition to his advisory role, Parker is a notary public and is involved in an entertainment-related business. 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, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products.

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

Series 63, Series 65

Harrisburg, PA

Primerica Advisors

Ganga Khatiwada is a financial advisor with Primerica Advisors based in Harrisburg, PA, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to joining Primerica, Khatiwada served in the United States Navy and held positions at the Defense Logistics Agency, Veterans Health Administration, and United Parcel Services. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with model-driven portfolio strategies, supported by third-party asset managers and custodians.

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

Series 66

Harrisburg, PA

OSAIC

Tucker Nicholas is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work history includes roles at Orrstown Bank, Smith Barbers LLC, and several entrepreneurial ventures such as Inner State Media LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach with portfolio optimization tools and supports discretionary strategies as well as third-party managers.

Annuities Private / alternative investments
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Eric G

Series 63, Series 66

Harrisburg, PA

Cambridge Investment Research Advisors

Eric Gilroy is a financial advisor with Cambridge Investment Research Advisors in Harrisburg, PA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years with Nationwide Securities. Outside of his advisory role, he operates an independent insurance agency under Gilroy Group LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains affiliated model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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John H

Series 63, Series 65

Harrisburg, PA

LPL Financial

John Holler is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been associated with LPL Financial since 2013 and has operated his own practice, John W. Holler, since 1998. Outside of advisory work, he is involved in tax preparation through John Holler Tax Preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by operational tools and a broad non-advisory financial services platform.

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

CFP®, Series 63, Series 65

Hummelstown, PA

LPL Financial

Stephen Stackhouse is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2011. He previously worked at National Planning Corporation for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios and institutional platforms.

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

Series 66

Myerstown, PA

Edward Jones

Steven Goodhue is a financial advisor with Edward Jones in Myerstown, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory services under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Douglas R

CFP®, Series 66

Hershey, PA

Edward Jones

Douglas Russell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was involved in real estate investment through Charlee Realty LLC and worked at the Pennsylvania Higher Education Assistance Agency. He also owns Charlee Realty LLC, a real estate investment business in Hummelstown, PA. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Lebanon, PA

STIFEL

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Christopher D

Series 66

Middletown, PA

Edward Jones

Christopher Dixon is a Series 66-credentialed financial advisor with Edward Jones, based in Middletown, PA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Roy M

Series 66

Hummelstown, PA

Raymond James Financial

Roy Michaelson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Wells Fargo Clearing and multiple positions within Raymond James organizations. He is also associated with Fulton Financial Advisors, where he is involved in investment sales and service activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs across a large network, with specialized capabilities in municipal and public finance.

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

Series 66

Lebanon, PA

Edward Jones

Morgan Witman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked for 14 years at Agora Cyber Charter School. 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.

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

Series 66

Hershey, PA

Ameriprise

Ryan Smith is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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

Series 66

Lebanon, PA

Edward Jones

Alisher Aminov is a Series 66 licensed financial advisor with Edward Jones in Lebanon, PA, with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Eastern University, Grand Canyon University, and Silk Road Consulting, among others. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving tax strategies Family Business Business succession planning Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Values-based investing Religious/faith focused
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Eric F

Series 66

Lebanon, PA

Ameriprise

Eric Fox is a financial advisor with Ameriprise in Myerstown, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his primary role, he manages an advisory business through LJS Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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