Top concentrated stock management financial advisors in Sayre, PA

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.

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.

Alexandra Richey is a financial advisor at Gradient Securities, LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Citizens & Northern Bank. Outside of her advisory role, she serves as a volleyball bookkeeper for the Troy Area School District and works part-time at Dunkin Donuts. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis, often utilizing third-party managers and ongoing client reviews.

Derek Gowan is a financial advisor with LPL Financial in Sayre, PA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012 and previously served with the Community Foundation for the Twin Tiers and the Sayre Elks Lodge #1148. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

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.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.