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.

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.

Robert Lane is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of his advisory role, he volunteers as an advisor for The Albany Promise, a community education foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

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.

George Brown is a CFP® with 40 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and is also the owner of Brown Investment Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tracy Kennedy is a financial advisor with Morgan Stanley in Troy, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2009. Kennedy serves as a board member for the True North Troy Preparatory Charter School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and a variety of investment products and services.

Keith Mason is a financial advisor with Primerica Advisors in Delmar, NY, holding a Series 63 designation and 29 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services since 1996, with prior employment at Blue Rock Energy and Frito Lay. He is also involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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.

Mary Bigelow is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Strategic Advisors, Inc., Fidelity Brokerage Services LLC, and Fidelity Personal and Workplace Advisors during her career. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Julie Applegate is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2017, with prior experience at TJX Companies. Outside of advising, she is involved in sales of loan products and home-related services for Primerica Mortgage, LLC and affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

Bradley Bonfante is a financial advisor with LPL Financial in Albany, NY, holding a Series 63 license and 11 years of industry experience. His prior roles include positions at KeyBank and Key Investment Services. He is also involved with Advisors Insurance Brokers, where he dedicates part of his time to investment-related non-variable insurance activities. 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, third-party asset management, and institutional platforms.

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 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.

Robert Scrivens is a CFP®-credentialed financial advisor with 19 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2011. Additionally, he is involved in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured, collaborative client relationships.

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.

Joseph Turo is a financial advisor with LPL Financial, holding the Series 66 designation and 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research and has operated his own CPA practice since 1999. In addition to his advisory work, he serves as treasurer for a local political campaign. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, institutions, and banks through a large network of investment adviser representatives.

Andrew Jeffreys is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2014. He specializes in retirement planning, tax minimization, estate planning, and assisting business owners with 401(k) plans. Drew works closely with clients to evaluate trust documents and their overall financial situations, including both assets and liabilities, as part of a comprehensive wealth management strategy. Raised by a Certified Public Accountant, Drew brings a practical approach to optimizing wealth, focusing on thoughtful guidance tailored to hardworking clients. He collaborates with his team to provide services that address the unique needs of active and retired business owners, medical professionals, and others, emphasizing careful consideration of the long-term impacts of financial decisions on clients' families and futures. Drew holds a Bachelor of Science degree in Finance from Siena College. Outside of his professional work, he enjoys playing golf, skiing, traveling, and spending time with family and friends. He is also an avid supporter of Siena basketball and his family's horse racing activities at Saratoga Race Course.