CFP®-certified financial advisors in Morgantown, WV

James Sawczyszyn is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Lincoln Financial Securities Corporation for 16 years. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research, and various investment strategies.

Joseph Bezjak is a financial advisor with Mass Mutual Investors Services in Morgantown, WV, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions with Voya Financial Advisors and Northwestern Mutual. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Zachary Fincher is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and West Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of multiple registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and customized advisory solutions.

Wesley Liddle is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at PNC Bank and PNC Investments LLC, as well as experience at Socianet Media. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot available to PNC Bank employees. These programs employ approved model strategies managed by PNC or third-party strategists and use mutual funds and ETFs with annual rebalancing.

John Faith is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that features model portfolios, third-party asset management, and insurance products.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.