Aletha Steehler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James since 2007. Outside of finance, she owns and operates Elite Image, a hair styling business in Rush, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with both advisory and institutional consulting services.

Robert Birch is a financial advisor at LPL Financial in Fairport, NY, holding a Series 66 license with one year of industry experience. Prior to joining LPL Financial in 2025, he served 20 years in the United States Navy and worked at Heroic Public Benefit Corporation for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Jeffrey Sharman is a CFP® with 34 years of industry experience, currently serving as an advisor at LPL Financial since 2024. He has previously worked at Raymond James Financial Services from 2012 to 2024 and has been involved with Sharman Advisory Group LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Natalie Estabrooks is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She previously worked at Esl Investment Services and LPL Financial, each for 13 years. Outside of her advisory role, she owns and operates a family farm in Avon, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Matthew Valle is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, Mass Mutual, and Mutual of Omaha. Valle is involved in business activities related to non-variable insurance, tax preparation, and wealth management in the Rochester and Pittsford, NY areas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

David DeCourcey is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience as a financial advisor since 1990. He specializes in portfolio management services, individual and corporate investment strategy, and retirement income planning. David applies his knowledge to support clients in making important financial decisions. He holds a Bachelor of Science degree with a major in Investments/Finance from Babson College. David also holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, he volunteers as a budget counselor and has served as a board member for the Cornell Cooperative Extension of Ontario County. David resides in Canandaigua with his wife, Judy. His personal interests include football, genealogy, photography, and spending time with his family.

Christian Reynolds is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2024, he worked at Citizens Securities, Inc. and Equitable Advisors, LLC. From 2015 to 2020, he was self-employed and operated Trunk Teepee. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Kilmer serves as Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1998. In this role, he focuses on assisting high-net-worth individuals, families, business owners, and corporate executives with tailored wealth management strategies that align with their long-term goals and priorities. His expertise includes advising on business succession, liquidity events, wealth preservation, multi-generational planning, executive compensation, retirement planning, and managing concentrated equity positions. Matt holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor™ (CRPC). He is also designated by Merrill as a Retirement Benefits Consultant, working with corporate and institutional retirement plans of $10 million or more. A cum laude graduate of the University of Rochester, he has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2026. Beyond his client work, Matt holds leadership roles within Merrill and is active in community service. He currently serves as Chair of the Merrill Financial Advisor Advisory Council to Management (ACTM), representing Merrill advisors nationwide. He has over 15 years of leadership and board service with the Greater Rochester YMCA, including roles as Board Chair and Annual Campaign Chair. Matt resides in Pittsford, New York, with his wife and three daughters, and enjoys boating, golfing, skiing, and spending time with his family.

Thomas Henderson is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with Higgins Henderson LLC and Airquip Heating & Air Conditioning. Henderson is also active as a financial advisor at Henderson Wealth Management, a sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors with integrated brokerage, investment advisory, and financial planning services. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Shannon Romach is a financial advisor with LPL Financial in Fairport, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2022, Romach worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2012 to 2022. Romach is also involved with Halleran Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various portfolio strategies supported by its research and third-party subadvisors.

Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Riley Whalen Inc. and Daniele Family Companies. Additionally, she is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Theodore Lenz is a financial advisor with Stifel in Fairport, NY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, he is involved as an investor in Means Enterprises. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Evan Oxley is a financial advisor with LPL Enterprise LLC and holds a Series 66 license. He has been in the industry since 2025, with prior experience at Equitable Advisors, LLC, and has worked in various roles outside of finance, including in brewing and lawn care. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Raymond Demonte Jr. is a financial advisor with Stifel, holding a Series 66 credential and nine years of industry experience. He previously worked at Brighton Securities Corp. and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2022. Demonte is a member of the Monroe Golf Club board and its Golf Committee, contributing to event organization and facility planning. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis by its Investment Strategy Group, offering asset allocation and planning guidance that supports client decision-making.

Devon Littlefield is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with Cco Investment Services Corp. Outside of his advisory role, he is involved with Reliant Community Federal Credit Union. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Mark Alvut is a financial advisor at Merrill with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes longstanding tenures at Merrill since 2006 and Bank of America since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Anderson is a Series 66-licensed financial advisor with Merrill in Pittsford, NY, where he has worked since 2016. He has 15 years of industry experience, including four years at Toro Run Winery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sara Durso is a Series 66-credentialed financial advisor with Merrill in Pittsford, NY, and has seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William O'Donnell is a CFP® certificant with 11 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory work, he is also involved as a life insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform programs and third-party managed-account solutions.

Mary Robertson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She has held positions at Cambridge Investment Research Advisors since 2024 and previously worked for Cadaret, Grant & Co., Inc. for 27 years. Robertson also operates MRB Financial Services, LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.