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Aaron B

Series 63

Pittsford, NY

Cetera

Aaron Brown is a financial advisor with Cetera in Pittsford, NY, holding a Series 63 designation and bringing 10 years of industry experience. He has worked previously with ESL Investment Services, LPL Financial, and ESL Federal Credit Union. In addition to his advisory role, he serves as a relationship manager at Canandaigua National Bank & Trust, focusing on planning and client relationship development. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers diverse investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures and custodial platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Russell C

CFP®, Series 63, Series 65

Pittsford, NY

Cetera

Russell Corona is a CFP® with 14 years of experience in the financial services industry. He currently serves at Cetera and has prior experience at TIAA and M&T Securities. Outside of his advisory role, he is involved with youth football as an equipment manager, board member, and coach for the Ogden Bears Football program. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a wide range of portfolio management and financial planning services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers multiple investment program options including model portfolios, third-party managers, and bespoke strategies across various custodial and discretionary structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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