Gary Debellis is a financial advisor with Cetera, holding a PFS™ designation and a Series 66 license, and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Davie Kaplan, CPA, P.C., where he has provided financial planning and advisory services. Gary also serves as an independent trustee for a family trust, a role involving distribution calculations based on his long-term professional relationship with the clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across multiple program structures.

Scott Kogler is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, and maintains roles at Davie Kaplan CPA, P.C. and Davie Kaplan Wealth Care Advisors. Outside of his advisory work, Kogler serves as Treasurer for the Monroe Community College Foundation and acts as trustee for multiple grantor trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including third-party managers and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

David Pitcher is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has held roles at Avantax and 1st Global Advisors, and he is also a shareholder at the CPA firm Davie Kaplan, CPA, P.C. Outside of advising, Pitcher serves as treasurer and finance chair for Nativity Preparatory Academy and is a board member and finance chair at the Rochester Hearing & Speech Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform allowing advisors to use affiliated and third-party model portfolios, with services ranging from financial planning to discretionary and non-discretionary portfolio management.

Sam Irvine is a CFP® certified financial advisor with 13 years of industry experience, currently associated with Cetera. He has held roles at Avantax Advisory Services and 1st Global Advisors, among others. Irvine serves as a member of the finance committee for Greater Rochester Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large nationwide network of advisors. Its multi-manager platform offers access to affiliated and third-party managers and supports various program structures and account types.

Deanna Gutta is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at firms including Brighton Securities Corp. and Citizens Bank and currently serves as a board member of the Brighton Chamber of Commerce. Gutta is also involved in community and nonprofit activities such as serving on the finance and investment committees of Foodlink, Inc., and presenting educational programs through Seniors Against Scams. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of investment strategies and program structures, supported by more than 10,000 advisors and over $256 billion in assets under management.

Thomas Guider is a financial advisor with Cetera, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Cetera Investment Advisers, Cetera Wealth Services, and Davie Kaplan Wealth Care Advisors, he worked at Davie Kaplan, CPA, P.C. and has experience in various roles including positions at ESL Federal Credit Union, Burlington Stores, Inc., St. John Fisher University, and local government and education institutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide; it offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Patrick George is a financial advisor with Cetera who holds the PFS™ and Series 66 designations and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Avantax Investment Services, and is an affiliated partner at Davie Kaplan, CPA, P.C. He also serves as a trustee for third-party supplemental needs and insurance trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Jennifer Jones is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Cetera and has previously worked at Avantax Advisory Services and 1st Global Capital Corp. In addition to her advisory role, she serves on the advisory board of Canandaigua National Bank and holds multiple positions with UR Thompson Health, including board member, audit committee member, finance committee member, and treasurer. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party strategies.

Christopher Sassone is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera in Rochester, NY. He has held roles at Cetera Wealth Services, Avantax Advisory Services, and 1ST Global Advisors, among others. Outside of his advisory work, Sassone serves on the board of the Small Business Council of Rochester, where he is also the treasurer, and is a board member of Premier Community Relations, a nonprofit focused on fundraising for charitable causes. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Sauers is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Advisory Services and Davie Kaplan Wealth Care Advisors. Outside of his advisory work, he serves as a volunteer board member for the Rochester Hearing and Speech Center, where he participates in finance and executive committees. Cetera is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting over 10,000 advisors and approximately 800,000 clients.

Francis Ostrom III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has held prior roles at Avantax Advisory Services and DKCB Financial Advisors, among others. Ostrom is involved in community service as a board member and audit committee member of the Rochester Rotary Charitable Trust, which supports a summer camping program for young people with disabilities. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement diverse investment strategies across various program structures and custodial relationships.

Nicholas Piehler is a financial advisor with Cetera in Rochester, NY, holding a Series 66 designation and four years of industry experience. He has previously worked with Avantax Investment Services and has been involved with Davie Kaplan Wealth Care Advisors, LLC. Outside of his advisory roles, Piehler serves as Finance Committee Chairman for the Catholic Newman Community at the University of Rochester and is a board member of the Nativity Preparatory Academy of Rochester, a Catholic middle school. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to implement various investment strategies and model portfolios.

Gregory Miller is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and bringing 20 years of industry experience. He has worked with firms including Avantax Advisory Services and 1st Global Advisors and is a member and referring advisor at Davie Kaplan Wealth Care Advisors, where he has been active since 2006. Miller serves as treasurer and board member of the Rochester Rotary Charitable Trusts, a local nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to various program structures and third-party managers.

Glenna Durwin is a financial advisor at Cetera with the ChFC® designation and Series 66 license, and she has four years of industry experience. She has held roles at Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, where she also serves as a financial planner and operations manager in a part-time capacity. Additionally, she holds a position as a notary public in New York. Cetera Investment Advisers LLC serves a broad range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment models, accommodating various discretionary and non-discretionary program structures.

Sheila Monachino is a financial advisor with Cetera in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with several affiliated firms including Davie Kaplan Wealth Care Advisors, LLC, and Avantax entities. Outside of advisory roles, she is a shareholder and financial professional at Davie Kaplan CPA, P.C., where she prepares and reviews tax returns and manages tax and small business staff. She also serves as treasurer for the Rochester Education Foundation, a nonprofit supporting underprivileged youth. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging affiliated and third-party managers across various program structures.