Eddaliz Colon Santiago is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Alesco Advisors LLC, Merrill Lynch, and Bank of America. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Omer Yildiz is a CFA® charterholder affiliated with LPL Financial, based in Rochester, NY, with one year of industry experience. He has held roles at Cooper/Haims Advisors, LLC and Conserve, and previously worked at Amazon and in academic positions at the University of Rochester and Monroe Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Lily Kuzel is a financial professional with LPL Enterprise and holds the Series 66 designation. She has prior experience at Prudential from 2021 to 2025 and has recently engaged in an insurance-related business activity. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Matthew Fairchild is a financial advisor at Ameriprise with Series 66 credentials and experience beginning in 2024. Prior to joining Ameriprise, he held roles at Northern Nurseries and SUNY Geneseo. He is also associated with Council Rock Associates LLC as an associate financial advisor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rhett King is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1983 until joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment adviser programs, third-party asset management, and insurance products.

Gary Stirk is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Osaic since 2024, previously serving seven years at Securities America, Inc. and Securities America Advisors, as well as six years at Invest Financial Corp. He is president of GES Wealth Management Inc., a personal S corporation he uses for managing business expenses. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Sean Miller is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at ESL Federal Credit Union and Equitable Advisors. Outside of finance, he was involved with Smoking Hot Chicks BBQ in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Sean Keller is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Livingston International, State Farm Insurance, and two periods of self-employment. Outside of advising, he operates an e-commerce business supplying survival kits and streams video games on Twitch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Jessica Robinson is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial and ESL Investment Services, LLC during her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

Robert Galinski is a CFP® professional with 22 years of experience in the financial industry. He currently works with LPL Financial in Brighton, NY, where he has been since 2022. Prior to joining LPL, he spent six years at key Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Frank Piacente is a financial advisor at LPL Financial in Rochester, NY, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has a work history that includes roles at ESL Investment Services, Eagle Strategies, NYLIFE Securities, New York Life, Mass Mutual, and Hornor Townsend & Kent. 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 advisors. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Soyeon Caruso is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their individual goals and changing market conditions. Soyeon provides access to Merrill’s investment insights alongside banking and lending solutions from Bank of America. She holds a Master's Degree from UCLA Anderson Graduate School of Management and a Bachelor's Degree from Rutgers University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Soyeon is also engaged in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community participation.

Krystal Lang is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved with Council Rock Associates LLC in Rochester, NY. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Susan Light is a financial advisor with OSAIC based in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at SagePoint Financial, Stratos Wealth Partners, LPL Financial, The Patriot Financial Group, and MetLife Securities. Outside of her advisory work, she is a certified travel specialist planning to operate a travel service on a limited basis during her personal time. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build diversified portfolios across multiple asset classes, and supports both discretionary and non-discretionary account management.

Ryan Caufield is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 designation and has been associated with Fidelity Brokerage Services LLC since 2014. Ryan is based in Rochester, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tyler Logan is a financial advisor with Edward Jones, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in tree and landscape services, including roles at Lusk Tree Service and his own businesses, Logan Metzger Enterprises, LLC, and Logan Lawn and Landscape. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Suzanne Plain Ward is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Pace Sorscher is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a role at Wells Fargo Clearing. Outside of finance, he works as a paramedic with Rockland Mobile Care and has experience as a notary public and a background actor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, with a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses Wells Fargo research and tools to develop tailored recommendations delivered directly to clients, who may choose whether to implement them through various brokerage and advisory programs.

Thomas Kasper Jr. is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Army with the 401st Civil Affairs Battalion and currently holds a role as an Operations Officer in the Army Reserve. 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 23,000 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kevin Murdock is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Citizens Bank, and was involved with S and S Tap Room Inc for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.