Sierra Serbus

Matthew Myrick is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance since 2021. He previously worked at Stewardship Investments, LLC, and holds roles at Ohio Christian University and Oak Hills Christian College, where he also serves as a part-time coach. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional approach and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Tabitha Lundstrom is a financial advisor with The Fiduciary Alliance, holding a Series 65 designation and two years of industry experience. She has been affiliated with Stewardship Investments since 2015. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific approach guided by various analytical methods and offers a distinctive business model that includes serving other advisers and utilizing performance-based carried interest arrangements for certain alternative investments.

Andrew Cloose is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Investment Centers of America and Sundquist & Associates. Outside of his advisory work, he serves as President, CEO, and Treasurer of Waypoint Food & Fuel, Inc., a gas station and convenience store in Solway, MN. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and investment management support to its affiliated advisors.

Joseph Lavine is a financial advisor with Commonwealth Financial Network holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at firms including Sundquist & Associates Financial Services, Investment Centers of America, and Red Letter Financial Group. Lavine also engages in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors through a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.