Alexandra Marie Richey

Michael Dinich is the managing member of Your Money Matters Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 19 years of experience in the financial industry and has been involved with Your Money Matters since 1990. Outside of financial services, he owns Heritage Beef and Cattle Co., a cattle breeding and sales business. Your Money Matters Wealth Management, LLC provides personalized financial planning and discretionary portfolio management primarily for individuals and trusts. The firm maintains a small client base, offering tailored investment strategies and coordinating third-party money manager relationships as appropriate.

Joshua Fallenstein is a financial advisor at Gradient Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Gradient Securities since 2014. Outside of his advisory role, he manages tax preparation and insurance businesses under the Freedom Financial umbrella and serves on the membership committee of a local business networking organization. Gradient Securities, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining disclosure of affiliated revenue-sharing arrangements.

Sarah Carr is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2020. She also provides financial wellness coaching and is involved with the Financial Therapy Association, which bridges financial planning and cognitive behavioral therapy. Additionally, she serves as board chair of the RReclamation Collective, a nonprofit focused on education and advocacy for those affected by religious harm, and acts as treasurer for Endless Mountains Pride, supporting LGBTQ+ community initiatives. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a range of strategies and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

Brandon Walker is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2017, previously associated with AxA Advisors. Outside of his advisory role, he coaches wrestling in Waverly, NY. 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 its services through a network of Investment Adviser Representatives and utilizes a range of advisory models implemented by third-party managers and LPL-sponsored programs.

Patrick Ousterout is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He also has a concurrent role at Pella Windows & Doors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Peter Moschak is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Wells Fargo Advisors. He also operates Moschak Financial Services, an entity supporting his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, incorporating model portfolios, third-party subadvisors, and customized strategies.