Top financial advisors working with high-net-worth individuals in Hudson, NY

Scott Levine is a financial advisor with Equitable Advisors in Hudson, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including a period when the firm operated as AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and discretionary management options.

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 with OSAIC Institutions, Inc., holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of Greene County, Brickyard, Unity Ambulette, and Total Tennis. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Jeffrey Hannett is a financial advisor with Key Investment Services LLC in Hudson, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Key Investment Services in various roles since 2016 and previously worked at KeyBank. In addition to advising, Hannett is a financial education instructor at Kaplan North America’s College for Financial Planning, where he teaches and develops curriculum. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers model-based advisory products with multi-provider platform support and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Alexandra Madsen is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and previously worked with Columbia County Habitat for Humanity and Samascotts Garden Market. Alexandra is also a commissioned notary public in Hudson, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse suite of non-advisory financial activities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.