Maryanne Barcellona is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2005. She also has a role at ESL Investment Services, LLC, where she has been active since 2005. Outside of her advisory work, she has conducted online sales through eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, discretionary and non-discretionary management, and utilizes research from multiple sources along with advanced technologies.

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 Series 66-credentialed financial advisor with 23 years of industry experience. He currently works at LPL Financial and previously spent 18 years at Cadaret, Grant & Co., Inc. Outside of advisory services, he is also involved as an insurance agent. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Devin Green is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Equitable Advisors and Insero & Co. CPAs, LLP, and held positions at SUNY at Brockport and Wegmans Food Markets. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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.

Alan Ginsberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. for eight years. Ginsberg also serves as a general agent for Security Mutual Life of New York and is involved in community activities including estate planning and charitable giving through the Jewish Federation of Greater Rochester and programming events at Temple Beth El Men’s Club. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports various managed-account solutions while operating a complex corporate structure with multiple affiliated platforms.

Joseph Barcellona is a CFP®-certified financial advisor with 14 years of industry experience. He has been affiliated with LPL Financial and ESL Investment Services, LLC since 2011. Outside of his advisory work, he operates a small online sales business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services employing both discretionary and non-discretionary management supported by research and model portfolios.

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 financial advisor with Charles Schwab in Pittsford, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational systems.

Thomas Green is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 63 credential and over 25 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2000 and at Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory role, Green owns and operates an accounting firm, Thomas H. Green, CPA, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and consulting aligned with clients' goals.

Kathleen Shedler is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and David Benedict. In addition to her advisory role, she owns a business that sells life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services and employs advanced asset-allocation tools and third-party platforms to support portfolio management.

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 13 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Securities America Advisors and Northwestern Mutual Wealth Management Company. Temperato is also involved in financial services partnerships and manages a tax-related LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment solutions.

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 with Raymond James Financial and holds the Series 66 designation. She has three years of industry experience, including prior roles at UBS Financial Services Inc. and Wells Fargo Advisors. Before entering the financial sector, she worked in educational and athletic administration. Outside of her advisory work, she manages a rental property in Webster, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports a wide advisor network with programs including municipal advisory and SIMPLE IRA consulting services.

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 in Pittsford, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Abbott Financial and Post Resch Tallon Group, Inc., among others. Outside of his advisory work, he is employed in sales at Dick's Sporting Goods, focusing on the golf department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Kyle McDermott is a CFP® professional with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2019. His previous experience includes roles at Mass Mutual Investors Services and Axa Advisors. Outside of advisory work, he is also involved as an insurance agent specializing in fixed insurance and Medicare sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services via independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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.