Robert Nestrick is a financial advisor at Edward Jones in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education for over two decades, including positions at Victor Central School District and Honeoye Central School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kyle Rhoads is a Series 66-licensed advisor with Equitable Advisors in Rochester, NY. He has one year of industry experience, having joined Equitable Advisors in 2026 after working in various roles outside the financial industry. Equitable Advisors serves individual clients, retirement plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory models, including third-party managed programs and discretionary portfolio management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

George Opira is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at United Healthcare Solutions and Avantax Advisory Services. Outside of financial advising, he owns Opira Tax & Financial Services, providing accounting, bookkeeping, and tax preparation, and serves as a board member of the Hope Initiative of Rochester. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform supporting diverse investment strategies and program structures.

Leah White is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, delivered through a centralized consulting team in partnership with financial advisors.

Thomas Bailey is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, with three years of industry experience. His prior work experience includes roles at Aspen Skiing Company and several service businesses. He is also associated with hiring activities for another advisor, Brett Caroselli. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives and third-party advisory programs.

Donna Gaudy is a financial advisor with Merrill in Rochester, NY, holding a Series 66 designation and seven years of industry experience. She has been with Merrill since 2003. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Collins is a financial advisor at LPL Financial with 19 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services Inc and MassMutual from 2007 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs and supports its network with various operational and research tools.

Tracy Deer is a CFP® with 16 years of industry experience currently with Mass Mutual Investors Services. She has previously worked at MetLife Securities Inc. and has been associated with Mass Mutual Life Insurance Company since 2016. Outside of her financial advisory role, she is a team manager for a youth hockey team in Rochester, handling scheduling, roster management, finances, and fundraising. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

James Ferrari is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in health and group insurance sales as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to develop collaborative, goal-based strategies without discretionary authority.

Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sarthak Bhojwani is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simon Business School, University of Rochester, and in consulting and technology positions. Ameriprise offers a retirement-income planning service designed for 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, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.

Daniel Biviano is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jacob Lana is a financial advisor at Equitable Advisors with a Series 66 designation and new to the industry. Prior to joining Equitable Advisors, he spent ten years at Viavi Solutions. His outside activities include serving as power of attorney for several family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs through a network of advisers, utilizing third-party asset managers and advisory platforms.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member of the Rochester Philharmonic Orchestra Fund and the Davenport-Hatch Foundation’s Investment Committee, and is a consultant and partner at MAPSTONE GROUP LLC. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Shana Rivera is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Equitable Advisors since 2015, including five years at AxA Advisors. Rivera maintains outside insurance appointments as part of her professional activities. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives, employing both proprietary and third-party advisory programs.

Benjamin Geist is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. He has worked at LPL Financial and ESL Investment Services since 2016 and previously at M&T Securities from 2013 to 2016. Outside of his investment advisory role, he has involvement in providing non-variable insurance products including life, disability, and long-term care coverage. 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 a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by advisor-facing technology and a broad platform of related financial services.

Patrick Sullivan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Rochester, NY. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Parker Wichelmann is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc. Wichelmann serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Scott Shattuck is a financial advisor with LPL Financial and holds a Series 65 credential. He has over 16 years of industry experience, including 15 years at Manning & Napier Advisors. Shattuck is based in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brett Caroselli is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its prior incarnation as Axa Advisors. Outside of his advisory work, he serves as Treasurer of the Estate Planning Council of Rochester and is a board member of the Pittsford Jr. Panthers Football & Cheer organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party managers to tailor investment solutions and offers ERISA fiduciary services through credentialed representatives.