Yi Weng is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and having 10 years of industry experience. Prior to joining LPL Financial in 2016, Yi has been associated with ESL Investment Services, LLC from the same year. Yi also serves as a notary public. 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, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and various investment strategies.

Travis White is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Five Star Bank, Tompkins Trust Company, Tompkins Wealth Advisors, and The Summit Federal. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management options supported by model portfolios and research.

Yolibeth Garcia Mcgowan is a financial advisor at RBC Capital Markets in Rochester, NY, with 18 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Harry Kaplan is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before his current role. Prior to joining Fidelity, Harry worked as a Financial Advisor at Prudential from 2022 to 2023. His earlier experience includes roles focused on high net worth clients at Vanguard and shareholder services and trade processing at Manning & Napier from 2017 to 2022. Harry partners with clients to build financial plans centered around their priorities, engaging in a collaborative process to empower clients to take confident steps toward their financial future. Outside of his professional work, Harry's interests include cooking and baking, golf, music, and parenthood.

Kenneth Ingersoll is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Cambridge Investment Research. In addition to his advisory work, he serves as a partner at Allied CPAs P.C. and holds a vice president position at Allied Financial Services, Inc. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, leveraging multiple advisory platforms and third-party partnerships to offer diversified investment solutions.

Mark Blakeney is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Prudential Insurance Company of America, and Pruco Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Paul Deagle is a CFP® and PFS™ professional with nine years of industry experience, currently affiliated with Cetera. He is also a partner at LaDelfa Schoder & Walker P.C., an accounting and tax preparation firm, where he has worked since 2008. Deagle serves as treasurer for the Livingston County Historical Society and owns Vespoke Wealth Management, a financial services practice. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to affiliated and third-party managers.

Kyle Semrau is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a brief period at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Robert Coombs is a financial advisor at Wells Fargo Advisors in Rochester, NY, with 47 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has ownership interests in two investment-related businesses, The Captiva Group LLC and The Coombs Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo’s research and planning tools.

Jessica Burris is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Brian Ginty is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Vanderbilt Securities for 21 years and OSAIC for 4 years. Ginty is a board member of Ulster Federal Credit Union and president of Hudson Valley Financial Services, which offers financial advising and tax preparation services. He also coaches a girls lacrosse team. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation available through multiple programs and channels.

James Schaefer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Northwestern Mutual and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Michael Morgante is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual goals and priorities. He joined Fidelity Investments in 2024, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Michael held several positions at Mutual of America Financial Group, including Retirement Plan Consultant from 2014 to 2020, Regional Vice President from 2020 to 2022, and again as Retirement Plan Consultant from 2022 to 2024. His experience spans retirement planning and investment consulting. Outside of his professional work, Michael has interests in baseball, family activities, golf, hiking, military service, and snowboarding.

Richard Sylvester is a CFP® and ChFC® with 36 years of experience in the financial services industry. He currently works at Cetera and has previously been affiliated with firms including Commonwealth Financial Network and Summit Financial Group Inc. Outside of his advisory role, he serves as vice president and treasurer of the Rochester Lady Lions travel softball organization and holds coaching and treasurer positions with local sports programs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting discretionary and non-discretionary account structures.

Frederick Spagnola is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. 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 investment and financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop recommendations.

Stephen Bergonzi is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms. Outside of advising, he is also licensed as an attorney and offers Medicare-related insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services through a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Bruce Sears is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Janney Montgomery Scott and RBC Capital Markets Corporation. Outside of his advisory work, he is involved in a solar panel land lease and a spouse’s furniture-making business in Skaneateles, NY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options using proprietary research and tools. The firm integrates advisory services with other financial products and referrals across a large network of advisors.

Stephen Puccia Jr. is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Adams is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His career includes roles with Genesis Communication of Rochester, UPS, and PFS Investments Inc. Outside of his advisory work, he operates an independent bubbleball venture in Hilton, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports services with custodial and trade execution partners.

John Bender is a Series 66-credentialed financial advisor with two years of industry experience, currently with Fidelity in Rochester, NY. His work history includes roles at CarMax, Federal Resources Corporation, Amazon, and several educational institutions prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles to registered investment companies and fund-of-funds.