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Logan P

Series 66

Williamsport, PA

Raymond James & Associates

Logan Pick is a financial advisor with Raymond James & Associates in Williamsport, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he was involved with several ventures including JSM & Graphics and The Starboard. He has also worked at Williamsport Country Club and engaged with The Lion's Den and Pennsylvania State University in recent years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Timothy B

ChFC®, Series 63, Series 66

Williamsport, PA

Cetera

Timothy Benner is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors and The Comprehensive Financial Group. Outside of his advisory roles, he serves on the Endowment Committee of the First United Methodist Church of Muncy. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options 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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Mitchel T

Series 66

Williamsport, PA

Merrill

Mitchel Thomas is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to help them develop strategies aligned with their financial goals. His approach includes serving as a resource for a range of financial needs, including investing, retirement planning, and managing unexpected expenses. Mitchel's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Bloomsburg University of Pennsylvania and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Mitchel is involved with the MSG Sean Thomas Foundation and Rotary. He enjoys basketball, chess, tennis, spending time with his family, and watching movies.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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Joshua S

Series 63, Series 65

Williamsport, PA

Raymond James & Associates

Joshua Sunanday is a financial advisor with Raymond James & Associates in Williamsport, PA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior work history includes eight years at Morgan Stanley Smith Barney and ongoing affiliation with CitiGroup Global Markets Inc since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James M

Series 63, Series 65

Williamsport, PA

OSAIC

James Moff III is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial for 20 years. Outside of advising, he owns raw land used for recreational purposes and leases it for farming. OSAIC serves a diverse client base including individual investors, pension plans, and corporations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolios constructed using asset-allocation tools, risk assessments, and automated rebalancing that include a variety of 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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David C

Series 66

South Williamsport, PA

Mass Mutual Investors Services

David Craig is a financial advisor with Mass Mutual Investors Services who holds a Series 66 credential and has seven years of industry experience. He has worked with MassMutual since 2017 and joined Mass Mutual Investors Services in 2019. Outside of his advisory role, he is also licensed as an individual disability insurance agent. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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