Bryant Dudek is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank for four years and held positions at Chase Bank, Waste Management, and other firms. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Maria Opett is a financial advisor at Key Investment Services LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also offering access to third-party discretionary managers and providing supervisory oversight.

Mason Mondo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Key Investment Services, he worked with KeyBank and Bankers Life Securities, Inc. Outside of finance, he has experience with Hunger & Thirst Group and T.C. Hooligans. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee models, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring, while also offering access to third-party discretionary managers and comprehensive supervisory oversight.

Isabella Foltyniak is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has a background that includes roles at multiple real estate firms and hospitality companies. Outside of her advisory work, she serves as a project management consultant for the Society for the Protection and Care of Children, assisting with event planning and marketing efforts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and offers access to third-party discretionary money managers alongside supervisory oversight and due diligence.

Thomas Sheehan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He previously worked for Equitable Advisors and Axa Advisors, LLC, spanning from 2005 to 2025. He is also co-owner of Wisehaven Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Terri Torregrossa is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with Key Investment Services and Key Bank since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment profiles and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Ana Ventura is a financial advisor with Commonwealth Financial Network in Rochester, NY. She holds a Series 66 designation and has been with Commonwealth and TK & Associates since 2025. Her prior experience includes roles in hospitality and education, including positions at Serendipity Labs, Courtyard by Marriott, and Rosen College of Hospitality. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Philip Guinn is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wisehaven Financial, Commonwealth Financial Network, Equitable Advisors, AXA Advisors, and Paychex. Guinn is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Melissa Siesto is a ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Eagle Strategies (NY Life) and has held roles at Verro Financial Group, JR Special Events, NYLIFE Securities LLC, and New York Life insurance. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, American Portfolios Advisors Inc., and Wealth Management Group, LLC. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Benjamin Montreuil is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil has served in the US Army Reserve since 2017 and the US Marine Corps from 2010 to 2018. He also represents Yarmouth Road residents as part of a neighborhood association that advocates for local community interests. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Michael Nash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Key Investment Services in 2022, he spent a decade at J.P. Morgan Securities and previously worked at J.P. Morgan Chase. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with an established due diligence process for third-party advisory products.

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.

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.

Jena Crawford is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience, including roles at ESL Investment Services, LLC and ESL Federal Credit Union. Outside of her advisory work, she is a part-owner of a family business, NJC Property Maintenance, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Richard Giangrasso is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked with Prudential Insurance Company of America since 1990 and joined LPL Enterprise in 2024. In addition to his advisory role, he is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Amy Bennage is a financial advisor with LPL Enterprise in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. She is also involved in non-variable insurance activities through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to proprietary model portfolios and third-party asset managers. The firm’s integrated platform combines advisory programs with brokerage and insurance product sales.

Lily Kuzel is a financial professional with LPL Enterprise and holds the Series 66 designation. She has prior experience at Prudential from 2021 to 2025 and has recently engaged in an insurance-related business activity. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Rhett King is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, where he worked from 1983 until joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment adviser programs, third-party asset management, and insurance products.

Jessica Robinson is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial and ESL Investment Services, LLC during her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.