Independent financial advisors working with veterinarians

Michael Demkiw is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has worked with Third Tier Wealth Management LLC and Third Tier Advisors since 2012. Outside of his advisory roles, he is involved in fixed insurance sales as an insurance agent. Lifeworks Advisors serves a diverse group of individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based approach to portfolio construction, using diversified funds, third-party managers, and quantitative models, while maintaining closer operational ties to tax and accounting services than many peers.

Davin Rudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing personalized financial strategies to help clients pursue their long-term goals. He specializes in wealth management services including portfolio construction, education planning, liability management, tax minimization strategies, and cash management. Davin works closely with business owners, physicians, executives, individuals, and families across various stages of wealth. With over twenty-five years of experience in business and team management, Davin prides himself on being a dedicated professional and family man. He is a graduate of the University of Delaware and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in both English and Spanish. Davin and his family have lived in Frederick, Maryland, since 2001. He is involved in community activities including Habitat For Humanity, FC Frederick, and Elite Feet Dance Studio. Outside of his professional life, he enjoys chess, drawing, football, genealogy, photography, soccer, spending time with his family, traveling, and watching movies.

Michael Sabatino is a CFP® with 11 years of industry experience. He is the sole advisor at Sabadoodle in Princeton, NJ, and previously worked at Guide-U Wealth Advisors LLC, Lifecycle Financial Advisors, LLC, and McGraw-Hill Federal Credit Union. Sabadoodle serves veterinarians and related employer or trade-association audiences, providing personalized financial planning and portfolio management services. The firm focuses on non-high-net-worth veterinarians, offering passive, low-cost portfolios and specialized programs such as student loan analysis and workplace financial wellbeing initiatives.

Sherry Taxman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving as the sole advisor at Doctors Family Office LLC in Omaha, NE. She has been with the firm since 2014. Doctors Family Office provides financial planning and consulting primarily to medical professionals, including physicians, dentists, and veterinarians, focusing on comprehensive planning areas such as retirement, tax and estate analysis, and risk management. The firm does not manage client portfolios directly but assists clients with planning, periodic reviews, and selecting third-party advisory programs.

Matthew Taub is a financial advisor and owner of Taub Investment Planning Services LLC in Beachwood, Ohio, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual, Mutual of America, Physicians Financial Services, and MDRN Capital. Taub also maintains a legal affiliation, serving as an attorney and associate on general liability matters with a law firm. Taub Investment Planning Services LLC is a single-advisor independent registered investment adviser serving individuals, businesses, retirement plans, trusts, and other entities, with a focus on physicians, dentists, and veterinarians. The firm provides investment management through SEI Private Trust Co.’s Wealth Management Program, primarily on a non-discretionary basis, and offers financial planning and consulting that includes tax, estate, and specialized investment topics.

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.