Sangeetha Madhavan is a CFP®-certified financial advisor at Charles Schwab with four years of industry experience. She previously worked at Morgan Stanley and the London Business School before joining Charles Schwab in 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm leverages a large-scale, integrated structure with multi-asset model portfolios and a formal alternative investments program.

Ryan Mccrea is a financial advisor with Equitable Advisors in Latham, NY, holding a Series 66 credential and 18 years of industry experience. He has been with Equitable Advisors since 2007, including a period when the firm operated as Axa Advisors, LLC. Outside of advising, he owns an Airbnb rental property in Newport, Rhode Island. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a range of third-party advisory models alongside its own SAM program and provides ERISA fiduciary services to qualified plans.

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.

Theresa Bruce is a financial advisor with LPL Financial based in Latham, NY, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her prior work includes nearly a decade each at Key Investment Services LLC and KeyBank, along with current roles at Pioneer Bank and LPL Financial. 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 provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with investment management supported by proprietary and third-party research and multiple portfolio strategies.

Drew Prescott is a financial advisor with Cetera, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at LPL Financial and CFD Investments Inc. He is also the owner of Prescott Private Wealth, Inc., and serves as an elected board member of Wolferts Roost Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with both discretionary and non-discretionary program options.

Alexis Nikkhoo is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2016. Outside of finance, he has been involved with Auto Latino's Cars since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, featuring a multi-manager platform and assets exceeding $256 billion.

Becky Sciortino is a Senior Financial Advisor with over 20 years of experience in wealth management, currently serving clients through Merrill Lynch Wealth Management. She focuses on building personalized financial strategies that consider the real-world situations and ambitions of her clients. Becky works closely with a broad range of individuals, including business owners, corporate executives, former state employees, and families across multiple states, with particular attention to retirement planning, income generation, wealth preservation, and legacy planning. Becky began her career in 1998 at Fleet Investment Management and its legacy firms, later joining SEFCU Wealth Management Services at LPL in 2005, where she spent 16 years before moving to Merrill Lynch. She holds a Bachelor's degree in International Studies with a concentration in Economics from Russell Sage College and is a Personal Investment Advisor (PIA). Becky emphasizes educating clients on their investments and financial strategies and collaborates with CPAs and attorneys to align tax minimization and estate planning efforts. She also integrates client health considerations and social security scenarios into her planning process. Residing in Niskayuna, New York, Becky lives with her husband Paul and their three daughters. Active in outdoor and fitness activities such as hiking, biking, kayaking, rock climbing, running, and yoga, she values helping clients prepare for life’s challenges and opportunities. Becky also participates in community organizations including the American Diabetes Association, Food Pantry initiatives, and the American Heart Association Purple Stride for Pancreatic Cancer.

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 three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Cetera, she worked at Primerica Advisors and has experience in various roles in the food service industry. Outside of her advisory work, she also serves as a server and bartender at Innovo Kitchen. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.

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.

Mary Bigelow is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Strategic Advisers, Inc. since 2003, and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

Madison Boisvert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Boisvert worked at Goldman Sachs & Co. LLC and Goldman Sachs Ayco. Outside of finance, Boisvert has been involved with H.U.R.B. Landscaping since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

Nicholas Rosebrook is a financial advisor with OSAIC holding a Series 66 designation. He has been in the industry since 2022, with prior experience at Premier Financial Management and Bank of America. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various investment types.

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.

Robert Scrivens is a CFP® professional with 18 years of experience, currently serving at Mass Mutual Investors Services since 2011. He holds Series 63 and has concurrent experience at MassMutual Life Insurance Co. Outside of his advisory role, he engages in individual and group life and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers a range of programs including wrap accounts, money-manager services, and educational seminars.

Rachel Arata is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for eight years, as well as in retail roles at Eddie Bauer and Express. 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 advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from LPL Research and third-party subadvisors.

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.