Erik Lawson Jefferson

Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.