Laura Kane is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She collaborates with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. Laura emphasizes the importance of having a financial plan that provides stability during various life circumstances. Her experience at Fidelity Investments spans several roles, including Planning Consultant (2021-2024), Assistant Branch Leader (2023), Relationship Manager (2020-2021), and Financial Representative (2017-2020). This progression reflects her extensive background in financial planning and client relationship management. Outside of her professional work, Laura enjoys attending concerts, gardening, kayaking, engaging in outdoor adventures, skiing, and spending time with her pets.

John Gac is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His professional background includes roles at Primerica Financial Services, Pfs Investment, Inc., BAE Systems, and Uber. Outside of advisory work, he has worked as an Uber driver and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by third parties. The firm focuses on retail clients and offers multiple investment models with varying approaches, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Timothy Meigher is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63 and Series 65 credentials and offering 44 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. In addition, he serves as a FINRA arbitrator, a role he has fulfilled for over ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies.

Alexis Nikkhoo is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory career, he has been involved with Auto Latino's Cars since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services delivered through a multi-manager platform with access to affiliated and third-party managers.

Virginia Iarusso is a financial advisor with Edward Jones in Albany, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory work, she owns and manages the rental of a camp property in Indian Lake, NY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Daddario is a financial advisor with Cetera, holding a Series 63 designation and over 30 years of industry experience. His career includes extensive tenure at Avantax Advisory Services and related entities from 1995 to 2025, and he has operated his own firm, JC Daddario LLC, since 2017. Outside of financial advising, he is involved in tax preparation and accounting services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

James Daley is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Madison Wealth Managers. In addition to his advisory role, he is involved with Planning for Prosperity, LLC, an educational business where he manages IT responsibilities. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage portfolios across various asset classes.

Graham Irish is a financial advisor with Morgan Stanley in Latham, NY, holding a Series 66 designation and six years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and has experience outside finance managing a recreational retail business. Irish is also involved with High Adventure Ski Shop in a customer service role. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-sponsored financial plans.

Stephanie Yurschak is a financial advisor at Cetera with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, she worked at Primerica Advisors and Primerica Financial Services. Outside of advisory work, she has experience in the food service industry and currently works part-time as a server and bartender. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures and account types.

Johnny La Vigne is a financial advisor with Osaic Wealth, Inc. based in Clifton Park, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 16 years and has operated Lavigne Financial since 2007, conducting advisory business through Osaic. In addition to advisory services, he dedicates part of his time to insurance sales, primarily selling variable annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers to construct tailored portfolios.

Anthony Medici is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as New York Life and New York Life Insurance Co. Medici is also an aircraft rental business owner with limited pilot check-out involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jamie Hanlon is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Invest Financial Corporation and Edward Jones. Hanlon also serves as an agent for several non-variable insurance providers. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.

Khooshbu Bassi is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at NYU Langone Health for two years. Bassi holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Spratt is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, Mass Mutual Investors Services, MetLife Securities, and LPL Financial. He serves as a Foundation Board Member of Saratoga Bridges, a nonprofit organization supporting individuals with developmental disabilities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Olivia Brownell is a Financial Consultant at Fidelity Investments, where she currently works to design personalized financial plans that support clients' goals throughout various stages of life. She has held several roles within Fidelity Investments since 2022, including Investment Consultant, Workplace Planning Consultant, and Workplace Planning Associate, gaining a breadth of experience in financial advisory and workplace planning services. Beginning her tenure at Fidelity Investments in 2022 as a Workplace Planning Associate, Olivia progressed through positions that have broadened her expertise in investment consulting and financial planning. Her experience at Fidelity reflects a consistent focus on providing clients with clear and tailored financial strategies. Outside of her professional role, Olivia engages in family activities, fitness, military service, music, outdoor adventures, and traveling.

Michael De Marco is a financial advisor at Edward Jones in Ballston Spa, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Syneos Health, Ronco, and Steris Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches.

Maria Natarelli is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is involved in leadership and management activities within her office and serves on the boards of the Financial Planning Association of Northeastern New York and the Foundation for Ellis Medicine. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, with an emphasis on assets held in Ameriprise managed accounts.

Ryan Sheridan is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2019. His prior work experience includes positions outside the financial industry as well as a role at AxA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm employs a range of investment solutions through its network of Investment Adviser Representatives and third-party managers.

Nathaniel Greenwood is a financial advisor at Cetera with a Series 66 designation. He has one year of industry experience and previously worked in retail and educational settings. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary program structures.

Ryan Olsen is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Wells Fargo Bank, N.A. for six years and has a Series 66 designation. Olsen is based in Amsterdam, NY. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.