Jeremy Krog is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and was previously associated with AXA Advisors, LLC during its affiliation period. He serves as power of attorney and executor for his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a combination of proprietary and third-party advisory programs to tailor investments based on client risk tolerance and personal or plan information.

Holden Borrelli is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of Ameriprise, he is involved with Stormtack LLC in practice management as an Associate Financial Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Yacoub is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank N.A., and New York Life Insurance Company. He is also an agent with ESL Investment Services LLC, a broker-dealer general agency. 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 offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.

Jacob Shea is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in retail and physical therapy settings, including roles at J.Crew and Inspire Physical Therapy & Fitness. He has also been involved in student government and nonprofit organizations during his academic career. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions, serving both high-net-worth and non-high-net-worth clients.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory career, he was involved in operations at Ladder 91 Painting Co and Dibella's Old Fashioned Subs, and he also has work experience at University at Buffalo and Agatina's Restaurant. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

Cole Weichman is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation. He has less than one year of industry experience and previously worked in manufacturing roles at Pro-Tech Mfg. and XLI Mfg. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party investment programs, focusing on customized client solutions and a range of asset classes including mutual funds, ETFs, and alternative investments.

Brian Provost is a financial advisor with OSAIC in Rochester, NY, holding Series 65 and Series 66 licenses and 22 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 14 years and Equitable Advisors for one year. Outside of advising, he operates as an independent insurance agent specializing in life, disability, and long-term care insurance and is a co-owner of an LLC that manages payroll and retirement plans for employees. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various managed portfolio strategies and alternative investments.

Eric Schwilk is a CFP® professional at Cambridge Investment Research Advisors with 37 years of industry experience. Before joining Cambridge in 2024, he worked for LPL Financial and Xceed Financial from 2011 to 2024. He is also the owner of Provios Advisors and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management with access to proprietary model strategies and multiple account platforms.

Christopher Ginther is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and bringing 23 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, KeyBanc Capital Markets, and Merrill. 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 offers a range of advisory and brokerage services, combining extensive advisory platforms with non-advisory financial activities, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Justin Myers is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining Ameriprise. Myers also owns and manages an advisory business, Myers LLC, in Lima, NY. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Carolyn Phillips is a financial advisor with MassMutual Investors Services in Mount Morris, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with MML Investors Services, Inc. since 2003 and MassMutual Financial Group since 2001. Outside of her advisory role, Phillips serves as treasurer for the First Church of Christ, Scientist, overseeing financial activities and reporting. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers through a structured, collaborative advisory process.

Lucas Yankloski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and having seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Llc, and held positions at the State University of New York and Finger Lakes Community College. 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 network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with offerings that encompass mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Matthew Prok is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He holds Series 63 and Series 65 licenses and is based in Rochester, NY. Outside of his advisory role, he is president and sole shareholder of Pinnacle Wealth Advisors Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its large network of advisors with advanced technological tools.

Vladimir Boulatnikov is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services and Merrill. Outside of his advisory role, he is involved in an international translation services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational tools.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Men's Health Network and John Fisher University, as well as entrepreneurial experience running Caraglio's Pizza. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.

Michael Ganguzza is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the Pittsford Town environmental board in New York, which advises on local environmental issues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Katherine Donegan is a financial advisor at Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she operated small businesses including Katie's Pet Sitting Services and Katie's In Home Daycare. She also worked at Cino Contracting for four years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and currently based in Rochester, NY. He has recently entered the industry, joining Equitable Advisors in 2026 after roles in various sectors including education and local government. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Thomas Mclean is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc., Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Wall Street Financial Group, Inc. Outside of his advisory role, he is involved in insurance sales and financial planning through several related business activities, including serving as president of 21st Century Financial Services. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and portfolio management programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary or advisor-managed strategies.