Scott Michael Gomsak

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 07/2019
  Planning Solutions Group, Llc
  Fulton, MD
• 04/2013 → 07/2019
  Triad Advisors, Inc.
  Norcross, GA
• 07/2019 → 08/2024
  Lincoln Financial Advisors
  Sykesville, MD
• 05/2023 → 08/2024
  Lincoln Financial Advisors
  Selbyville, DE
• 08/2024 → Present
  Kestra Investment Services, Llc
  Sykesville, MD
• 08/2024 → Present
  Kestra Advisory Services, Llc
  Sykesville, MD

Previous Registrations

• 2019-07-19 → 2024-08-16
  Osaic Fa, Inc.
  Sykesville, MD
  Vienna, VA
  Sykesville, MD
  Sykesville, MD
  Selbyville, DE
  Charlotte, NC
• 2013-04-29 → 2019-07-25
  Planning Solutions Group, Llc
  Fulton, MD
• 2009-06-05 → 2013-05-01
  Lpl Financial Llc
  Sparks, MD
  Forest Hill, MD
  Bel Air, MD
  Timonium, MD
  Abingdon, MD
  Baltimore, MD
  Baltimore, MD
  Perry Hall, MD
  Baltimore, MD
  Baltimore, MD
  Bel Air, MD
  Baltimore, MD
  Baltimore, MD
  Owings Mills, MD
  Ellicott City, MD
  Baltimore, MD
  Fort Mill, SC
  Catonsville, MD
  Lutherville, MD
• 2004-06-14 → 2009-06-09
  Uvest Financial Services Group, Inc.
  Silver Spring, MD
  Silver Spring, MD
  Rockville, MD

Other Businesses

Business Name: COASTLINE WEALTH MANAGEMENT POSITION: investment advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/08/2024 ADDRESS: 5707 Southwest Parkway, Bldg. 2 Suite 400, Austin TX 78735 DESCRIPTION: providing wealth management & financial planning services to clients Business Name: KESTRA ADVISORY SERVICES LLC POSITION: investment advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 08/08/2024 ADDRESS: 7520 Main St., Suite 102, Sykesville ME 21784 DESCRIPTION: providing wealth management & financial planning services to clients Business Name: EVERGREEN FINANCIAL PLANNING GROUP LLC POSITION: I am the sole owner and only member of this LLC NATURE: this LLC is strictly for tax reporting as an S Corp for more tax reporting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 32010 Baywind Walk, Selbyville DE 19975, United States DESCRIPTION: n/a - there are no ongoing operations or dutied for this LLC. The LLC is strictly for tax reporting as an S Corp beginning in 2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-11
• S63 Uniform Securities Agent State Law Examination
  1998-12-09