Patricia Collins is a financial advisor with LPL Financial who holds a Series 63 designation and has 41 years of industry experience. She has been with LPL Financial since 2004. Collins is involved in a business entity, Collins & Laese LLC, which serves tax and investment purposes but is not investment-related. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Christian Pappas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Cetera since 2019 and previously was employed by Foresters Financial Services and Foresters Advisory Services LLC from 2014 to 2019. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using multiple program structures, model portfolios, and third-party managers.

Bruce Charleton is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corp for 17 years. Outside of advising, he is an aerobic and spin class instructor at Harro East Athletic Club. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses various tools and third-party platforms to construct and manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Aletha Steehler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James since 2007. Outside of finance, she owns and operates Elite Image, a hair styling business in Rush, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with both advisory and institutional consulting services.

Robert Birch is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include serving two decades in the United States Navy and working at Heroic Public Benefit Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research tools and various integrated financial services.

Lisa Harrington is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She has worked at UBS Financial Services since 2015, with brief tenures at Edelman Financial Services, LLC and EF Legacy Securities, LLC in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Sharman is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Raymond James Financial Services and Chase Investment Services Corp. He operates Sharman Advisory Group LLC, which he has led since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by extensive resources and technology tools.

Natalie Estabrooks is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She previously worked at Esl Investment Services and LPL Financial, each for 13 years. Outside of her advisory role, she owns and operates a family farm in Avon, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Matthew Valle is a financial advisor with LPL Financial based in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, and Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

David DeCourcey is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience as a financial advisor since 1990. He specializes in portfolio management services, individual and corporate investment strategy, and retirement income planning. David applies his knowledge to support clients in making important financial decisions. He holds a Bachelor of Science degree with a major in Investments/Finance from Babson College. David also holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, he volunteers as a budget counselor and has served as a board member for the Cornell Cooperative Extension of Ontario County. David resides in Canandaigua with his wife, Judy. His personal interests include football, genealogy, photography, and spending time with his family.

Matthew Kilmer serves as Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1998. In this role, he focuses on assisting high-net-worth individuals, families, business owners, and corporate executives with tailored wealth management strategies that align with their long-term goals and priorities. His expertise includes advising on business succession, liquidity events, wealth preservation, multi-generational planning, executive compensation, retirement planning, and managing concentrated equity positions. Matt holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor™ (CRPC). He is also designated by Merrill as a Retirement Benefits Consultant, working with corporate and institutional retirement plans of $10 million or more. A cum laude graduate of the University of Rochester, he has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2026. Beyond his client work, Matt holds leadership roles within Merrill and is active in community service. He currently serves as Chair of the Merrill Financial Advisor Advisory Council to Management (ACTM), representing Merrill advisors nationwide. He has over 15 years of leadership and board service with the Greater Rochester YMCA, including roles as Board Chair and Annual Campaign Chair. Matt resides in Pittsford, New York, with his wife and three daughters, and enjoys boating, golfing, skiing, and spending time with his family.

Thomas Henderson is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with Higgins Henderson LLC and Airquip Heating & Air Conditioning. Henderson is also active as a financial advisor at Henderson Wealth Management, a sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors with integrated brokerage, investment advisory, and financial planning services. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Shannon Romach is a financial advisor with LPL Financial in Fairport, NY, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Morgan Stanley, Wells Fargo Advisors LLC, and Wells Fargo Clearing. She is also associated with Halleran Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a wide network of advisors and advanced operational tools.

Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Riley Whalen Inc. since 2017 and was also employed by Daniele Family Companies from 2015 to 2017. Emily is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

Theodore Lenz is a financial advisor with Stifel in Fairport, NY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, he is involved as an investor in Means Enterprises. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Evan Oxley is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at Equitable Advisors, LLC, and has diverse experience across various industries including education and small business operations. Oxley also has involvement in non-variable insurance agency activities related to his advisory role. LPL Enterprise serves individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Raymond Demonte Jr. is a financial advisor with Stifel, holding a Series 66 credential and nine years of industry experience. He previously worked at Brighton Securities Corp. and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2022. Demonte is a member of the Monroe Golf Club board and its Golf Committee, contributing to event organization and facility planning. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis by its Investment Strategy Group, offering asset allocation and planning guidance that supports client decision-making.

Devon Littlefield is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and totaling 27 years of industry experience. His career includes roles at Wells Fargo Clearing, CCO Investment Services Corp, CUNA Brokerage Services, and Reliant Community Federal Credit Union, where he continues to serve. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Mark Alvut is a financial advisor at Merrill with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes longstanding tenures at Merrill since 2006 and Bank of America since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Anderson is a Series 66-licensed financial advisor with Merrill in Pittsford, NY, where he has worked since 2016. He has 15 years of industry experience, including four years at Toro Run Winery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.