Top income planning financial advisors in Hudson, NY

Scott Levine is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including time with its predecessor, AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Matthew Klein is a financial advisor at Matauro, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Klein is also involved as an insurance professional advising on fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis, utilizing a broad range of investment instruments and manager-of-managers solutions.

Shyanna Curless is a financial advisor at OSAIC Institutions, INC. with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of Greene County and Brickyard. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered through a network of investment adviser representatives.

Jeffrey Hannett is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current tenure at Key Investment Services, Hannett worked at KeyBank. He is also a financial education instructor at Kaplan North America, where he teaches and develops curriculum related to financial planning and investment industry designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in selecting investment models and provides ongoing monitoring and due diligence of third-party advisory products.

Alexandra Madsen is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to her current role, she was involved with Columbia County Habitat for Humanity and had experience in design and retail. Alexandra is also a commissioned notary public in Hudson, NY. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through 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 limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.