Seasoned financial advisors in Marietta, OH

Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Outside of his advisory role, he is involved with Dietz, Futrell & Walters Insurance Inc. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

Christin Neese is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2020, following a prior role at Converge and experience at Covenant College. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Kimberly Betz is a financial advisor with Edward Jones in Marietta, Ohio, holding a Series 66 designation and 15 years of industry experience. She has worked at Edward Jones since 2013. Outside of her advisory role, she serves as chairperson of a committee at Ashington State Community College and is a board member of The Boys & Girls Club of Washington County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

John Miller is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2006. Outside of his advisory role, he serves as chair of the Endowments Committee for the First Presbyterian Church in Marietta, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

Neal Watson is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Commonwealth Financial Services since 2023 and previously spent two years at Arbor Point Advisors and 25 years at Fleming Watson Financial Advisors, LLC. Neal is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing both fundamental and technical investment strategies.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.