Daniel Rundberg is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jackson Colucci is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at BankOnBuffalo, West Herr, Alliance Door and Hardware Inc., and Wegmans Food Markets. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Trevor Lacz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at ESL Investment Services, ESL Federal Credit Union, and Pittsford Federal Credit Union. Outside of finance, he has experience with Jazz at Lincoln Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, access to model portfolios and third-party asset managers, and institutional platforms such as the Bank Wealth Program.

Jarrid Rockwood is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, Rapid Response Monitoring, and United Parcel Service. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and wrap programs.

Adam Ambielli is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Northwestern Mutual and Securities America. Outside of advisory work, he is involved in insurance sales on an as-needed basis. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

John Fazio is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mathew Hill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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, non-discretionary recommendations through a centralized consulting team.

Jennifer Bustamante is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 license and 17 years of industry experience. She has been with Merrill Lynch since 2007. Outside of her advisory role, she serves as a general partner and managing member of several nutrition-related LLCs involved in selling Herbalife products and is a board member of GiGi's Playhouse – Rochester, a charitable organization providing educational and therapeutic programs for individuals with Down syndrome. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies to a wide range of clients including individuals, high-net-worth clients, and institutions.

Robert Rizzo is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2023. Rizzo operates his advisory business under the names Rizzo Financial Services and Rizzo Financial Group, both affiliated with his LPL practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Jason Nevada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves affluent individuals and families by providing a goals-based wealth management process tailored to their unique ambitions and priorities. Jason focuses on helping clients address complex financial concerns related to retirement planning, legacy planning, tax minimization, individual and corporate investment strategies, and small business strategies. Jason began his career with Merrill Lynch in 2010, initially working with the Management Team and operations for over four years before transitioning to a financial advisor role with the HF Team. He holds a Bachelor's Degree from Saint John Fisher College, where he was a member of the baseball team throughout his undergraduate studies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Rochester, NY, Jason participates in competitive softball and golf, and values spending time with his family. He is also a past member of the Board of Directors at Monroe County Baseball Region, where he contributed to providing a competitive and safe environment for serious baseball players.

Jacqueline Sinclair Parker is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating financial strategies for individuals, corporate executives, and business owners by utilizing Personal Wealth Analysis (PWA). Jacqueline offers advice in retirement planning, wealth preservation, asset allocation, income-generating investments, income distribution, and corporate benefit programs including equity compensation and various deferred compensation plans. She also arranges financing through Bank of America, N.A. for residential, investment, and commercial properties. Jacqueline has been with Merrill Lynch Wealth Management since 2006, following a 13-year tenure at Xerox Corporation. She holds a bachelor's degree in Electrical Engineering and an MBA from Rochester Institute of Technology. Her professional credentials include Series 7, 63, and 66 FINRA registrations, Life and Health Insurance Licenses, and a Personal Investment Advisor (PIA) designation. Outside of her professional role, Jacqueline enjoys playing tennis, golfing, biking, and spending time outdoors. She is involved in community organizations such as the Rochester Jamaican Organization, Order of Eastern Star, US Tennis Association, and the Genesee Women's Golf Association.

Courtenay Catalfamo is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for nine years. Outside of her advisory role, she is also a consultant for Mary Kay Cosmetics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services across multiple programs.

Edward Conklin Sr. is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1991, concurrently serving at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s broader platform, providing access to a diverse set of investment products and services.

Leslie Edgcomb III is a CFP® with 45 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His previous experience includes roles at City National Bank and RBC Capital Markets. Edgcomb is also involved in several support companies related to his financial advisory work. 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 offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Jeremy Solat is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of finance, he is a co-founder of QuadSports LLC, a sports game project that is currently patent pending and maintained as a passion project with no active business operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes involving proprietary tools and market simulations.

Christopher Edgcomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he is involved as an officer and vice president in two financial planning support companies he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and consulting through advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jason Alexander is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He leverages the depth and global reach of Merrill to create a highly personalized wealth management experience. Jason's primary focus is assisting families in achieving their financial goals in a systematic way through a wealth management process that aligns individual needs, goals, and desires with personalized financial strategies and professional portfolio management. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason earned a bachelor's degree from Cedarville University. In 2013, Merrill Lynch Executive Leadership honored him with the David Brady Award in recognition of his exceptional commitment to clients, the firm, and his community. Jason is involved with Kingdom Advisors and volunteers with Graceroad Church's teaching team in the children's ministry. He lives in Webster, NY, with his wife Sara and daughters Jillian, Analise, and Piper.

Kevin Anglim Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and recent entry into the industry. His background includes roles at Morgan Stanley since 2024, as well as experience in education and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning processes and firm-approved tools to support tailored investment strategies.

Christian Gehlen is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at ESL Investment Services, LLC and LPL Financial. Outside of his advisory role, he owns Gehlen Enterprises LLC, a business involved in product invention. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Murray is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and related entities since 2000. He is based in Pittsford, NY. 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 operates a large-scale, integrated structure combining non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing services.