Gregory Schaller is a financial advisor with Stifel who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Merrill and Bank of America before joining Stifel in 2019. He serves as a board member of the St. Bonaventure University National Alumni Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Deborah Spychalski is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 1996 and holds the Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Roberts is a financial advisor with Cambridge Investment Research Advisors in Pittsford, NY, holding Series 63 and Series 65 registrations and having 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2013 and was previously with Wall Street Financial Group, Inc. from 2006 to 2013. Outside of his advisory role, Roberts owns and operates AR Wealth Management and has experience as an insurance and benefits agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multibillion-dollar asset base across multiple platforms and custodians.

Courtney Anderson is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill Lynch since 2020. Prior to that, she spent 16 years at John Hancock Distributors LLC and John Hancock. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Peter Valade is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities in 2019, he worked at Citizens Securities Inc. and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Dylan Wiemer is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he held various roles including positions at Nazareth University and SUNY Brockport. Outside of finance, he has experience in landscaping and minor entrepreneurial activities. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by in-house and third-party strategists, and it offers a range of financial planning, advisory, and brokerage services.

Kim Mahoney is a financial advisor at Merrill in Pittsford, NY, holding a Series 66 designation with 18 years of industry experience. He has been with Merrill Lynch since 1993, totaling 33 years at the firm. 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.

Jerry Lack is a financial advisor with Cetera Investment Advisers in Pittsford, NY, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 17 years of industry experience, including roles at Cetera and Canandaigua National Bank and Trust. Outside of his advisory work, he serves as treasurer and board member of the Damascus Shriners, overseeing the organization's finances and charitable activities. Cetera Investment Advisers is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions nationwide. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment strategies through affiliated and third-party managers.

Robert Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas La Crosse is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to his career in finance, he spent eight years at Leonard's Express, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Ryan Collins is a Series 66 licensed financial advisor with OSAIC, based in Pittsford, NY. He has one year of industry experience and has also worked with Signature Advisory. Outside of his advisory work, Ryan coaches a youth soccer team and works as a footwear associate at Dicks Sporting Goods. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization supported by advanced tools, and it operates a large multi-advisor platform with a complex affiliate network.

Alec Wolfe is a financial advisor at Morgan Stanley in Pittsford, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Newday USA and has a background including roles at SUNY Geneseo and Pittsford Schools. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and investment committee analyses.

John Camp is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Key Private Bank and Northwestern Mutual. Outside of advising, he is involved in a family LLC that rents a historic barn for private events. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Thomas Worden is a financial advisor with Merrill in Pittsford, NY, holding Series 63, Series 65, and Series 66 licenses and totaling 25 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

William Mccarthy is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of the organization since 2007. He initially joined as a Financial Advisor and associate in The Claffey & McAuley Team and later served as Resident Director of the Ithaca Merrill office from 2013 to 2016. Currently, he co-leads The McAuley & McCarthy Team alongside Thomas McAuley. William specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. William holds the Chartered Retirement Planning Counselor (CRPC™) designation and the Personal Investment Advisor (PIA) credential. He is an honors graduate of Cornell University with a Bachelor's degree in Applied Economics & Management. His approach emphasizes developing a deep understanding of clients' long-term retirement goals and guiding investor behavior through disciplined allocation strategies to help clients pursue their financial objectives. Outside of his professional work, William is active in the Cornell Club of Rochester and the Crohn's & Colitis Foundation of America (CCFA). He resides in Canandaigua, NY, with his wife Meghann and their two sons, Billy and Michael. His personal interests include baseball, basketball, chess, fishing, football, golfing, reading, skiing, and spending time with his family.

Jered Maloney is a financial advisor with Cetera in Canandaigua, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He has previously worked at ESL Federal Credit Union, LPL Financial LLC, and KeyBank. In addition to his advisory role, he serves as a wealth advisor for Canandaigua National Bank and Trust, where he profiles clients and coordinates with team members to determine the most appropriate platform for each client. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of program options and custodial arrangements.

Jay Lasser is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Pittsford, NY. His career includes prior roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he co-owns a real estate business in Pittsford. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Valenti is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015. Valenti serves as an active board member for the Monroe Community Hospital Foundation, supporting the mission of Monroe Community Hospital in Rochester, NY. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and comprehensive due diligence, supported by a large-scale, integrated operational structure.

Anthony Orange is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Richard Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience, having worked at Raymond James since 2000. Outside of his advisory role, he owns an accounting firm, Walker & Reynolds CPA's PC, and serves as an officer and treasurer on the board of a condominium association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.