Top general retirement planning 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.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.