Sara Durso is a Series 66-credentialed financial advisor with Merrill in Pittsford, NY, and has seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. 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.

William O'Donnell is a CFP® certificant with 11 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory work, he is also involved as a life insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform programs and third-party managed-account solutions.

Mary Robertson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She has held positions at Cambridge Investment Research Advisors since 2024 and previously worked for Cadaret, Grant & Co., Inc. for 27 years. Robertson also operates MRB Financial Services, LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Maryanne Barcellona is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. She also holds the Series 63 designation and operates through ESL Investment Services, LLC. Outside of her advisory work, she maintains a notary role and manages a small online sales business on eBay. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions using model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Benedict Tarantino is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS in various capacities since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Leontios Akavalos is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He is also the owner of LA Capital Management LLC, though he does not actively work in this business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Richard Warner is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years before joining LPL Financial in 2025. Outside of his advisory work, he maintains a non-variable insurance agent role. 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, model portfolios, third-party asset management, and institutional platforms.

Brent Ascroft is a financial advisor at Edward Jones in Canandaigua, NY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devin Green is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work history at Equitable Advisors, Insero & Co. CPAs, LLP, SUNY at Brockport, and Wegmans Food Markets. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Mark Thomas is a financial advisor with Morgan Stanley in Pittsford, NY. He holds a Series 66 designation and has experience working at JP Morgan Chase, Star Cider, Hobart and William Smith Colleges, Fresh Ayr Farm Market, and Red Jacket School District. Outside of his advisory role, he is a partner at Emu Imports LLC, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and a broad range of retail and institutional offerings.

Alan Ginsberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. for eight years. Ginsberg also serves as a general agent for Security Mutual Life of New York and is involved in community activities including estate planning and charitable giving through the Jewish Federation of Greater Rochester and programming events at Temple Beth El Men’s Club. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports various managed-account solutions while operating a complex corporate structure with multiple affiliated platforms.

Joseph Barcellona is a CFP® professional affiliated with LPL Financial, with 15 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2011. Outside of his advisory work, he is involved in an online sales activity based in Webster, NY. 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 financial planning and advisory services, including model portfolio programs and third-party asset management, supported by advanced advisor tools and a broad non-advisory financial platform.

Jennifer Knapp is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is involved with the Junior Americans U9 Hockey Team in Pittsford, NY, serving as assistant team manager and helping with fundraising and travel organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, which supports client decision-making through tailored asset allocation and financial planning.

Colin Phoenix is a financial advisor with Charles Schwab in Pittsford, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2016. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational systems.

Thomas Green is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 63 credential and over 25 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2000 and at Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory role, Green owns and operates an accounting firm, Thomas H. Green, CPA, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and consulting aligned with clients' goals.

Kathleen Shedler is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and David Benedict. In addition to her advisory role, she owns a business that sells life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services and employs advanced asset-allocation tools and third-party platforms to support portfolio management.

Scott Fredereksen is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in September 2011, Scott has worked alongside his business partners Mark Eidlin and Matthew Kilmer, focusing on advising affluent individuals and families, business owners, corporate executives, medical professionals, foundations, and endowments in Rochester and surrounding areas. He emphasizes taking a client’s complete financial picture into account to align recommendations with their best interests and values a personal connection with clients to better serve their needs. Scott’s areas of expertise include college education planning, corporate benefits, divorce transition planning, employee financial health, executive compensation, equity compensation services, and tax minimization. He offers a wide range of wealth management services such as retirement planning, qualified plans, wealth transfer strategies, and philanthropic giving. Scott holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from Cortland University. Outside of his professional role, Scott is engaged in community service and volunteers with various organizations. His personal interests include basketball, camping, fishing, football, golfing, music, and spending time with his family.

Mark Temperato is a financial advisor at OSAIC with 14 years of industry experience. He holds the ChFC® designation and previously worked at Northwestern Mutual and Securities America Advisors. He is also involved in managing a tax-related LLC and operates a financial advisory marketing DBA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Paul Hanrahan Jr. is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Samantha Caruso is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Advisors. Outside of her advisory role, she manages a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.