Connor Stein is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC, and various positions outside finance. He also consults part-time for Swiech Consulting LLC, providing tax strategy services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Carolyn Tuckerrubado is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Alexandra Storke is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2018. Prior to her advisory role, she worked at St. John Fisher College for four years. Alexandra is also commissioned as a notary, performing related duties on a limited basis. 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 variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party strategies, and proprietary tools across a broad range of asset classes.

Reo Alderman is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory work, Alderman is vice president and secretary of Life on the Beach Enterprises Inc., an S corporation that owns an established restaurant in Rochester, NY. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services supported by a model-based investment approach that includes portfolio optimization and multiple managed account options. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Jonathan Valerie is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has prior experience at Summit Brokerage Services. In addition to his advisory role, he provides legal advice as an attorney at Salvatore's. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Philip Franco Jr. is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2021. Outside of his advisory roles, he teaches Social Security Benefits classes through the Webster School District. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Leah Kucharski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her recent roles include positions at JPMorgan Chase Bank, N.A. and Northwestern Mutual. Outside of finance, she has been involved with Aladdin's Natural Eatery and the YMCA of Greater Rochester. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Matthew Smith is a financial advisor with Ameriprise in Corning, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he manages an advisory business through Council Rock Associates, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Alexandra Cobb is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent one year at Bell Partners Inc. Alexandra is based in Rochester, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael Rager is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various J.P. Morgan affiliated firms since 2007, including JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary, written asset allocation advice and manager research supported by centralized due diligence and quantitative and qualitative analysis.

Jon Vallaro is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Rohini Daliya is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 63 designation and has previously worked at ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of her advisory role, she serves on the board of RCN, a nonprofit organization in Rochester, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dominick Scro is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several companies including Amazon, Walmart, and Assured Partners. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Taylor Coombs is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 registrations and nine years of industry experience. Coombs has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has significant ownership in The Captiva Group, LLC and The Jenaro Group, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Erik Schwarz is a CFP® professional affiliated with LPL Financial in Rochester, NY, with 21 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2010, and previously at M&T Securities, Inc. from 2009 to 2010. Outside of his advisory work, he is also a self-employed musician. 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 services, including model portfolios, third-party asset management, and institutional platforms.

Andrew Mantione is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding a Series 66 license and 11 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2016 and also works with Joseph D. Mantione & Co. Outside of his advisory work, Mantione is involved in numismatics, including buying, selling, and appraising coins through his own consultation business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through proprietary and third-party strategies.

Keval Patel is a financial advisor at J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Lionchase North America, and Aditya Birla Investment Financial, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with a focus on eligible strategies, including ESG considerations.

David Booker is a CFP® professional with 21 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc / JHFN. Outside of his advisory role, he serves as a board member for the Oceanfront Residence Club HOA in Daufuskie Island, SC. Wells Fargo Advisors Financial Network 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 product sales and referral channels.

Melissa Blanco is a financial advisor at Osaic with Series 66 credentials and two years of industry experience. She has held roles at Ciccarelli Advisory Services, Inc. and other firms, and is also a Notary Public. At Ciccarelli Advisory Services, she worked as a Client Services Associate supporting independent RIA operations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary models.

Patrick Larkin is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Advisor at Equitable Advisors from 2024 to 2025. In his current role, Patrick focuses on collaborating with clients to understand their individual financial goals and concerns, emphasizing a personalized approach to financial planning. Patrick believes that there is no one-size-fits-all method in financial guidance and prioritizes making clients feel heard and understood. He works together with clients to develop tailored financial plans aimed at achieving their future objectives while ensuring a positive experience throughout the process. Outside of his professional duties, Patrick has interests in cars, food, football, golf, snowboarding, and soccer.