Jacob Zimmer is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Kitu Life Inc. and Zimmer Sales and Services Corp, as well as time spent at the University at Buffalo and McQuaid Jesuit High School. Equitable Advisors serves individuals across various wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consultation, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory programs and emphasizes matching clients to models or discretionary managers based on risk tolerance and personal data.

Paul Visca is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at American Portfolios Financial Services and a long-standing position at Stokes, Visca & Co. LLP, a CPA firm. Outside of his advisory work, he serves as Treasurer for the Architectural Foundation of Greater Rochester. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Lea Bancroft is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of her advisory role, Bancroft is a partner in a restaurant/bar and a martial arts instructor in Mount Morris, NY. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning services.

Justen Cruz is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 credential and has worked across various roles prior to joining Equitable Advisors in 2023, including positions at Opticool Technologies and The Lighting Division. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a broad network of advisers and third-party managers.

Robert Chapman is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ credential and Series 63 license. In addition to his advisory role since 2000, he serves as president of Chapman & Co CPA, P.C., an accounting and tax practice active since 1998, and he oversees payroll and benefits processing at New York Payroll Relief Corp. Chapman is also involved in jewelry design and sales through Hearts Embraced, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and provides access to affiliated and third-party money managers.

David Locurcio is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes 25 years at Cadaret, Grant & Co., Inc. and eight years at Neubert Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options supported by proprietary research and technology tools.

Robert Levine is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 16 years with Cadaret, Grant & Co., Inc., as well as 17 years at Post Resch Tallon Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and employs various operational and research tools to support its services.

Christopher Kenney is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked in automotive sales and education sectors, including roles at Bob Johnson Toyota and Nazareth College. He also serves as a trustee for a family trust. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to a diverse client base, utilizing a range of third-party and proprietary investment programs supported by a network of Investment Adviser Representatives.

Edward Laders is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for 15 years and has been involved with The Independent Advisor Network LLC since 2010, where he serves as President and Owner. He also acts as Executive Director of Association Benefit Services, providing support and services related to fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers.

Sean Hucko is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Cambridge, he spent three years at Stokes, Visca, Hucko & Barone, CPAs, LLC, and operated his own CPA practice from 2016 to 2022. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Christopher Harmon is a Series 66 licensed advisor with Equitable Advisors in Rochester, NY. He joined the firm in 2026 and has prior work experience across various industries including healthcare, hospitality, and logistics. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advice and implementation across a range of investment products.

Kaitlin Patt is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, her background includes roles in education and community services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party partners.

Robert Mojsej is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at INVEST Financial Corporation and ongoing partnerships with Salmin, Celona, Wehrle & Flaherty, LLP and Cochran, Cochran & Yale. Outside of advisory work, he is a partner at Welker Mojsej & Delvecchio CPAs, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing various investment strategies and technology tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Arshia Zarei is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with prior roles at TD Ameritrade and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Trevor Smith is a financial advisor with Osaic in Pittsford, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cambridge Investment Research and RFG Advisory, among others. Outside of his advisory work, he owns TD Smith Tax LLC, a tax preparation business. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Michael Tornatore II is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at AXA Advisors and Paychex Inc. He serves on the board of the Greece Regional Chamber of Commerce and is active in several local business organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and focuses on matching clients to suitable investment models and discretionary managers.

Jacob Boyce is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 license and has worked previously at M&T Securities, American Portfolios Advisors, Equitable Advisors, and Merrill. Outside of finance, he has worked as a bartender for North American Breweries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristen Storey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked with MML Investors Services, LLC since 2022 and MassMutual Life Insurance Co since 2020. Prior to her current roles, she was employed at Maximus Federal Services from 2014 to 2022. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative plans tailored to client goals.

Raymond Bauman is a financial advisor with Equitable Advisors in Rochester, NY, holding the Series 66 designation and one year of industry experience. His prior work includes roles at BlueZone Sports and Rochester Cornerstone Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory programs to tailor services to client needs.

Alex Lincoln is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Park Maple City CDJR, Wegmans, Eastern Gateway Community College, and the United States Postal Service. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, relying on a network of Investment Adviser Representatives and third-party asset managers to implement tailored investment solutions.