Michael Roorda is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at M&T Securities, Inc. from 2015 to 2018 before joining TIAA-CREF in 2018. He serves on the board of the Colin F Kennedy Foundation, a local nonprofit focused on aiding underserved youth and their families. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard for its advisory services and operates a vertically integrated model using affiliated funds.

Kristin Holbrook is a financial advisor at Citizens Securities, Inc. in Rochester, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Timothy Eddy is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

William Schiefer is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. His career background includes roles at Empower Financial Services, Paychex, Five Star Bank, JPMorgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Kleeman is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at TIAA-CREF since 2017 and previously spent nine years at M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to the TIAA Donor Advised Fund.

Emily Burdett is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Ameriprise, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She also works as a paraplanner for CNMK Operational Support LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through in-house and third-party solutions.

Benjamin Montreuil is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil has served in the US Army Reserve since 2017 and the US Marine Corps from 2010 to 2018. He also represents Yarmouth Road residents as part of a neighborhood association that advocates for local community interests. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Peter Edelstein is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66), and has 19 years of industry experience. He has worked with Regent Financial Group since 2013 and Kestra Advisory Services since 2016. Outside of his advisory roles, he provides firearms instruction focused on safe handling and marksmanship. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms within a supervisory framework.

Joseph Feeney is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. Feeney is based in Rochester, NY. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, alongside traditional brokerage and managed account services.

Jamie Abbott is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Abbott serves on the board of Eagle Star Housing, an organization that provides housing for local veterans. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered adviser and broker-dealer services and manages both discretionary and non-discretionary assets.

James O'Brien is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Putnam Investment Management and Allspring Funds Distributor before joining TIAA-CREF. He serves as Treasurer for the Victor Girls Lacrosse Booster Club, managing financial reporting and tax filing for the organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Jennifer Vogler is a financial advisor at Allworth Financial, L.P. with five years of industry experience. She previously worked at High Falls Advisors, Inc. for 21 years and maintains a part-time solo law practice focused on estate planning and real estate. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches such as Buffered Equity ETFs and options-based overlays, and uses technology to manage held-away retirement accounts without requiring client login information.

Michael Nash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Key Investment Services in 2022, he spent a decade at J.P. Morgan Securities and previously worked at J.P. Morgan Chase. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with an established due diligence process for third-party advisory products.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Kendig is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at NanoArk Corporation and SUNY Geneseo College. Outside of his advisory role, Kendig is involved in community activities such as volunteering with the American Legion’s Boys State program in Monroe County, hosting the RocPulse podcast, and participating in the Rochester Rotary and East Rochester Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment programs based on personal and plan information.

Matthew Hettinga is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at PNC Investments, Morgan Stanley Private Bank, and PNC Bank. Outside of finance, he is also a self-employed musician who performs stringed instruments at events and concerts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual relationships focused on client goals and written recommendations.

Joshua Catanese is a Series 66-credentialed financial advisor with Equitable Advisors, based in Rochester, NY. He has been with the firm since 2026 and has prior work experience outside the industry, including roles at LA Fitness and Lakeshore Learning. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party advisory models to implement customized investment solutions.

Garrett Bunch is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Alsworth Capital Management, Core Wealth Management, and Raymond James Financial Services. Outside of financial advising, he has a history of involvement with community organizations including the Corning YMCA and Corning Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent professionals and provides multiple investment implementation options and proprietary model strategies.

Peter Fornarola is a Series 66-licensed advisor at LPL Financial with experience at M&T Bank since 2015. He joined LPL Financial in 2025 and is based in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Donna Sudyn is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and totaling 38 years of industry experience. Her prior roles include positions at Securities America Advisors and key Investment Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party strategies across various custody platforms.