Leontios Akavalos is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He is also the owner of LA Capital Management LLC, though he does not actively work in this business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Richard Warner is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years before joining LPL Financial in 2025. Warner is also an insurance agent, dedicating part of his time to non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools and a large network of over 22,900 advisors.

Brent Ascroft is a financial advisor at Edward Jones in Canandaigua, NY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Nowakowski is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with professionals and their families to develop financial plans that align with their goals. He works as part of the Burns / Nowakowski Group, which has over 30 years of experience serving clients in managing their financial situations. Luke's approach focuses on helping clients navigate financial decisions by identifying their priorities and constructing tailored plans. He emphasizes transparency and takes his responsibility seriously in managing his clients' financial well-being. His expertise includes comprehensive financial planning and investment advisory services. He grew up in Orchard Park, NY, and holds a bachelor's degree in Political Science from Wittenberg University. After college, Luke served in the United States Air Force as a photojournalist and pursued an MBA at Regis University while enlisted. Following his honorable discharge, he entered the wealth management field, continuing his family legacy in the profession. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He currently resides in Buffalo, NY, and participates in sports and outdoor activities during his free time.

Devin Green is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise since 2024. His prior experience includes roles at Equitable Advisors, Insero & Co. CPAs, LLP, SUNY At Brockport, and Wegmans Food Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Michelle Raymond is a financial advisor at Morgan Stanley with Series 63 and Series 66 designations and 15 years of industry experience. She has worked with Morgan Stanley since 2009 and specifically with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she organizes community donation drives through the youth and community organization Hwa Rang Kwan in Geneva, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Mark Thomas is a financial advisor with Morgan Stanley in Pittsford, NY. He holds a Series 66 designation and has experience working at JP Morgan Chase, Star Cider, Hobart and William Smith Colleges, Fresh Ayr Farm Market, and Red Jacket School District. Outside of his advisory role, he is a partner at Emu Imports LLC, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and a broad range of retail and institutional offerings.

Jennifer Knapp is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is involved with the Junior Americans U9 Hockey Team in Pittsford, NY, serving as assistant team manager and helping with fundraising and travel organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, which supports client decision-making through tailored asset allocation and financial planning.

Colin Phoenix is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Charles Schwab since 2016 and previously spent three years at Fidelity. He is based in Pittsford, NY, and holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a primarily non-discretionary client relationship model combined with access to discretionary SMAs, multi-asset model portfolios, and a formal alternative-investment onboarding process.

Scott Fredereksen is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in September 2011, Scott has worked alongside his business partners Mark Eidlin and Matthew Kilmer, focusing on advising affluent individuals and families, business owners, corporate executives, medical professionals, foundations, and endowments in Rochester and surrounding areas. He emphasizes taking a client’s complete financial picture into account to align recommendations with their best interests and values a personal connection with clients to better serve their needs. Scott’s areas of expertise include college education planning, corporate benefits, divorce transition planning, employee financial health, executive compensation, equity compensation services, and tax minimization. He offers a wide range of wealth management services such as retirement planning, qualified plans, wealth transfer strategies, and philanthropic giving. Scott holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from Cortland University. Outside of his professional role, Scott is engaged in community service and volunteers with various organizations. His personal interests include basketball, camping, fishing, football, golfing, music, and spending time with his family.

Mark Temperato is a financial advisor at OSAIC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Northwestern Mutual and Securities America Advisors. Outside of his primary advisory role, Temperato is involved in managing a financial advisory partnership and operates a marketing DBA for his services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as advisor-managed portfolios, Unified Managed Accounts, and third-party money manager options.

Paul Hanrahan Jr. is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Samantha Caruso is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Advisors. Outside of her advisory role, she manages a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Lorie Helmbold is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

William Abbott is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Post Resch Tallon Group, Inc. and Cadaret, Grant & Co., Inc. He also operates Abbott Financial and works outside the industry as a salesperson in the golf department at Dick's Sporting Goods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Brian Katz is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Merrill since 1993 and concurrently with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Ditzell is a financial advisor with Mass Mutual Investors Services, holding the Series 63 designation and 15 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and has worked with MassMutual Life Insurance Co since 2009. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, money-manager programs, and educational seminars, structuring financial planning as annual, collaborative relationships with clients.

Nathan Elvers is a financial advisor with Osaic Wealth, holding a Series 63 designation and 17 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Northwestern Mutual in various investment management and insurance roles. In addition to advisory services, he owns and manages a tax preparation and planning firm, Dash Tax, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, with a broad array of programs including managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Christopher Lamphere is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and having 10 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individual and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Gregory Rahmlow is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing since 2016, following prior roles at American Portfolios Advisors, Inc. and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions.