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 financial advisor at LPL Financial based in Rochester, NY. He holds the Series 66 designation and has been with LPL Financial since 2025. Prior to this, he has worked at M&T Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys. Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017. Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.

Sharla Englerth is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant and Investment Consultant. Prior to her tenure at Fidelity, she gained experience as a ParaPlanner at Ameriprise Financial from 2014 to 2017, and held financial representative roles at American Portfolios and Centra Financial Group between 2009 and 2014. Throughout her career, Sharla has worked closely with clients and their families to understand their financial goals and develop strategies tailored to their needs. She is committed to creating and executing financial plans that provide peace of mind for her clients. Fidelity Investments is recognized as a trusted brand in the financial industry, offering options for a variety of investor styles. Outside of her professional career, Sharla has interests in art, hiking, horseback riding, pets, reading, and yoga.

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Mallory Lauffer is a financial advisor with Ameriprise in Caledonia, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement planning recommendations.

Anthony Ortiz is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory role, Ortiz has ownership interests in The Captiva Group, LLC, and The JP Anthony Group Inc., both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, integrating advisory services with other financial product offerings and referral channels.

Jenelle Baker is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with OSAIC in Rochester, NY. She previously worked at KeyBank for four years and held roles at NYLIFE Securities LLC and New York Life Insurance Co. from 2016 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk assessment, and automated rebalancing in portfolio construction.

Jason Mangione is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

Henry Smith is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals who use a variety of portfolio management strategies and platform options tailored to client objectives.

Eric Britt is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he coaches boys basketball at the Aquinas Institute in Rochester, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Marina Graham is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Kevin Shiltz, Mapstone Veritas Financial Group, and Midas Auto Service Experts. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Nannette Nocon is a financial advisor with Ameriprise in Rochester, NY, holding CFP® and ChFC® designations and over 40 years of industry experience. She has been with Ameriprise and its predecessor since 2005. Outside of her advisory role, she is involved in nonprofit work, including serving as chair of the George Eastman Museum, and publishes a children's book through a nonprofit venture that donates copies to underprivileged children. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations in partnership with financial advisors.

Brian Gaffney is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds the Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Mulvey is a financial advisor at J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior work history includes roles at Longhorn Steakhouse, Joe's Crabshack, and St. John Fisher College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthony Pagano is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 21 years at AllState Financial Services LLC before joining Mass Mutual in 2021. Outside of his advisory role, he is also an insurance agent with Elmwood Agency, focusing on life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning and asset management services, utilizing firm-approved tools to deliver written recommendations without investment discretion.

Aidan Bowerman is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Cobblestone Capital Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Patrick Gallagher is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 66 credential and 18 years of industry experience. He previously worked at LPL Financial and ESL Investment Services, LLC. Outside of his advisory role, he is a partial owner of a family winery and serves as president of the board for a charitable fundraising organization that raises funds through gaming and local events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides ongoing, collaborative financial planning using advanced analytical tools and delivers investment strategy recommendations without discretionary authority.

Haley Lang is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Equitable Advisors since 2020 and previously at SUNY University at Buffalo from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.