Top general retirement planning financial advisors in Monticello, NY

Linda Barriger is a financial advisor with Prospera Financial Services, Inc. in Monticello, NY, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, she serves as a board member of the Kiwanis Club of Monticello, contributing to community service activities. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Hodgson is a financial advisor at LVZ, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LVZ since 2021, following 12 years at Next Financial Group Inc and 2 years at Advanced Planning Capital Corporation. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, which focuses on fixed life and long-term care insurance. LVZ, Inc. is a team-based firm managing approximately $1.125 billion in assets across 17 advisors. The firm provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, offering diversified portfolio styles that include ETFs, mutual funds, and variable annuity subaccounts within a top-down analytical framework.

Craig Crump is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Key Investment Services since 2005. Crump serves as a trustee and director on the board of the BPOE 550 Elks Lodge, overseeing its financial health and maintenance. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a diverse client base including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model supported by KeyCorp affiliates and offers primarily non-discretionary investment solutions through various wrap-fee programs.

David Skurowitz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and execution capabilities, supporting complex and large-scale client relationships.

Lori Simon is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 63 designation. Outside of her advisory role, she is a partner in DruttyHop, LLC, a business involved in rental property management. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a variety of investment strategies to support its clients.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.