April Booth is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Cambridge since 2013. Outside of advisory work, she is an independent insurance agent and involved in direct sales for a skincare company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a variety of portfolio management options across multiple custody platforms, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Charles Vesely is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Andrew Miller is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® designation and Series 66 license. He has two years of industry experience, including prior roles at Morgan Stanley and Equitable Advisors, LLC. Outside of his advisory work, he has experience as a freelance tennis instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technological tools across discretionary and non-discretionary management strategies.

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.

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 financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Brett Caroselli and Aspen Skiing Company. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored platforms and endorsed TAMPs to deliver its advisory and brokerage solutions.

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® designation and the Series 63 license. Prior to joining LPL Financial in 2026, Collins spent 19 years at MML Investors Services Inc and Mass Mutual. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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, holding a Series 63 designation and 12 years of industry experience. His prior work includes positions at MML Investors Services, MassMutual, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Jacob Lana is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2024. Prior to entering the financial industry, he worked at Viavi Solutions for ten years. His other activities include serving as a power of attorney for several family members. Equitable Advisors serves a diverse client base, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 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 consultant and partner at MAPSTONE GROUP LLC, sits on the board of the Rochester Philharmonic Orchestra Fund, and is a board and investment committee member of The Davenport-Hatch Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels with a focus on tailored client intake and ongoing portfolio management.

Shana Rivera is a financial advisor with Equitable Advisors in Fairport, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at AxA Advisors for five years. Rivera also maintains outside insurance appointments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage channels.

Benjamin Geist is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. He has worked at LPL Financial and ESL Investment Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

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 Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. He has held previous roles at Oppenheimer & Co. Inc. and has been involved with Seattle University. Parker serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors serves a wide range of clients including individuals, high-net-worth households, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual SEC-registered investment adviser and broker-dealer model.