Alexandra Richey

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.

Joshua Fallenstein is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Freedom Wealth Management, LLC dba AJ Freedom Financial, Freedom Financial Insurance, LLC, and Freedom Financial Tax, LLC in various capacities since 2015. Fallenstein is also the managing member of Freedom Financial Tax, LLC and Freedom Financial Insurance, LLC, where he is involved in tax preparation, tax planning, and insurance services. Additionally, he serves on the membership committee of BNI. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer functions and works extensively with third-party managers while managing over $590 million in assets on a non-discretionary basis.

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.

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.

Patrick Ousterout is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He also has a concurrent role at Pella Windows & Doors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branches.

Peter Moschak is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Wells Fargo Clearing, and Wells Fargo Advisors, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.