Ryan Mccrea is a financial advisor with Equitable Advisors in Latham, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he is the owner of a short-term rental property in Newport, RI. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to deliver tailored client solutions.

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.

Steven Lisuzzo is a Series 63-licensed financial advisor with 43 years of industry experience. He has been with Cetera since 2009 and was previously affiliated with LisuZZO Agency for 38 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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. Prior to joining Cetera in 2019, he worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory role, he has been involved in the automotive business Auto Latino's Cars since 2009. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of advisors and utilizes multiple program structures and affiliations.

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 five years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved with High Adventure Ski Shop, a recreation business in Latham where he provides customer service. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad investment offerings alongside specialized financial planning.

George Brown is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Albany, NY. He has been with Raymond James since 2010 and also owns Brown Investment Strategies, LLC. Raymond James Financial Services Advisors offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliated departments.

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.

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.

Bradley Bonfante is a financial advisor with LPL Financial based in Albany, NY, holding a Series 63 designation and having 11 years of industry experience. He previously worked at Key Investment Services LLC and KeyBank before joining LPL Financial and Pioneer Bank in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

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.