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.

Richard Anthony is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2014 and previously at VOYA Financial Advisors. Outside of his advisory work, he coaches independent financial advisors through his business, Getting Results Coaching. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both affiliated and third-party investment options.

Jamie Hanlon is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, Hanlon worked at Invest Financial Corporation and Edward Jones. He also serves as a non-variable insurance agent with multiple firms, including Penn Mutual and Lincoln. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from both internal and third-party sources.

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.

Karl Seitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Seitz owns racehorses and is involved in horse racing activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, which distinguishes it among large institutional advisers.

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.

James Lennon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Stacey Colao Gardner is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at UBS Financial Services for nine years before joining RBC in 2024. Outside of finance, she has involvement in the catering and event service industry, specifically providing waitressing and event support for weddings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that incorporate both in-house and third-party investment managers and provide options such as tax management and responsible investing.

Daniel O’Keefe is a CFP® and CFA® credentialed advisor with 16 years of industry experience. He is affiliated with LPL Financial and has been serving clients through WealthOne LLC since 2016. Outside of his advisory work, he is a 10% owner of The Neary Group LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Nathaniel Greenwood is a financial advisor with Cetera holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera Investors, he worked in retail and education roles, including four years at Happy Jacks Shops and five years at Glens Falls Middle and High Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Natalie Hart Shepperly is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Brokerage Services, and Brown Brothers Harriman. Outside of her advisory work, she serves as a golf coach for The Albany Academies’ high school golf team. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans to client goals and risk tolerances.

Ryan Olsen is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior experience includes six years at Wells Fargo Bank, N.A. He is based in Amsterdam, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Eldon Harris is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and LPL Financial. Outside of his advisory role, Harris is involved as a board member of Metropolitan NTM Baptist Church and operates a sports cards retail business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support tailored financial plans.

Mitchell Calabrese is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Capital Financial Planning, and LPL Financial. Outside of finance, he has experience working in the restaurant and catering industries. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, providing solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

R. Paul Moroukian Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by research and third-party model portfolios.

Christopher Streich is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial. Outside of finance, he owns and operates Alfies Hotel, a 14-bedroom hotel, and coaches skiing at Hunter Mountain. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors.