Independent financial advisors in Sayre, PA

Brandon Walker is a financial advisor with Equitable Advisors in Waverly, NY, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AxA Advisors. Outside of his advisory role, he serves as a wrestling coach in Waverly. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with tailored client plans.

Michael Dinich is the sole advisor at Your Money Matters Wealth Management, LLC in Sayre, PA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has operated Your Money Matters since 1990 and owns Heritage Beef and Cattle Co., where he is involved in cattle breeding and sales. Dinich also manages an estate planning business as a side activity. Your Money Matters Wealth Management provides personalized financial planning and discretionary portfolio management primarily for individuals and trusts. The firm serves a very small client base, uses a range of investment strategies guided by client objectives, and also arranges and monitors third-party money manager relationships.

Alexandra Richey is a financial advisor at Gradient Securities, LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Citizens & Northern Bank. Outside of advising, she serves as a volleyball bookkeeper for the Troy Area School District. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable focus on third-party manager referrals and non-discretionary advice.

Derek Gowan is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and previously served in roles with the Community Foundation for the Twin Tiers and the Sayre Elks Lodge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research services.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.