Leykun Brouk is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Lincoln Financial Advisors from 2012 to 2024. He is also the owner of Brouk Capital Management, a DBA noted as an investment-related business. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.

Patricia Kwiatkowski is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an Independent Beauty Consultant for Mary Kay Inc. and an independent contractor for Isagenix International, focusing on nutritional products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Brent Carmello is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their unique situations and planning needs, utilizing the resources available at Fidelity to support clients in striving toward their financial goals. Brent has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Planning Consultant. His experience spans client relationship management and financial planning within the firm. Outside of his professional work, Brent has interests in baseball, football, golf, music, reading, and traveling.

Jennifer Moss is a financial advisor with LPL Financial in Brighton, NY, holding Series 63 and Series 66 designations and having 17 years of industry experience. She previously worked at Key Investment Services LLC for seven years before joining LPL Financial. Outside of her advisory role, she is active as a licensed mortgage and real estate services agent with Empire Realty Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by research and operational tools.

Charles Gadsden is a financial advisor at J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation with two years of industry experience. His work history includes positions at JPMorgan Chase Bank and J.P. Morgan Securities since 2023, as well as roles in real estate and medical billing. 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 within a non-discretionary program supported by centralized due diligence and a mix of quantitative and qualitative research.

Rachel Nolan is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans tailored to their unique family situations, aiming to help them achieve their financial goals and provide peace of mind through life's various events. Rachel has been with Fidelity Investments since 2014, holding roles including Financial Representative, Investment Consultant, and currently as a Financial Consultant. This experience has contributed to her expertise in financial planning and investment consulting. Outside of her professional work, Rachel enjoys activities such as barre, fitness, hiking, traveling, and exploring food. She also has an interest in pets.

Marcia Ford is a financial advisor at Cetera with 43 years of industry experience and holds a Series 63 designation. She has worked within the Cetera network since 2013. In addition to her advisory role, she is licensed as a fixed insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment approaches.

Amanda Archer is a Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads a team of financial advisors who work with clients to deliver personalized financial planning experiences. Her approach focuses on helping clients feel confident in their financial plans while prioritizing their goals, enabling them to concentrate on what matters most to them. Amanda has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant. This extensive experience within the company has contributed to her expertise in financial advisory and client relationship management.

Christopher Gaudino is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following four years at INVEST Financial Corp. Gaudino is based in Rochester, NY. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various investment strategies and technology tools.

Jacob Sadwick is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Securities America Advisors, Inc., Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, an LLC through which he operates as a financial advisor. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of advisory services delivered through a multi-advisor platform.

Barry Sullivan is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he is the owner and trustee of Sullivan & Associates Wealth Management, LLC, a firm he has maintained since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria, using proprietary research and planning tools to develop customized recommendations.

Christopher O'Dell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with families to define their financial goals and develop comprehensive plans tailored to their specific needs. His approach emphasizes financial planning as an ongoing process aimed at making sensible decisions through each stage of life to work toward financial freedom. Christopher has extensive experience in the financial services industry, having held various advisory roles since 2009. Prior to his current role, he served as a Financial Advisor at Ameriprise Financial Services Inc. from 2014 to 2019, a Financial Consultant at Allstate Financial Services Inc. from 2012 to 2014, a Financial Advisor at Merrill Lynch from 2010 to 2012, and a Planning Assistant at Ameriprise Financial from 2009 to 2010. Outside of his professional work, Christopher enjoys cooking and baking, participating in family activities, playing golf, riding motorcycles, and practicing yoga.

Daniel Ioos is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within J.P. Morgan entities since 2019 and a period at the State University of New York College at Oneonta. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations.

Brian Blaustein is a financial advisor with OSAIC in Rochester, NY, holding a Series 63 designation and bringing 28 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities America, Inc. Blaustein is involved in fixed insurance product sales and marketing through BlueMark Advisors, which partners strategically with the Greater Rochester Chamber of Commerce to offer insurance reviews to its members. OSAIC serves a diverse client base, including retail and institutional investors, with a multi-advisor platform that provides brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization and supports various investment strategies, serving individual investors, retirement plans, charities, and corporate clients.

Thomas Ferraro Jr. is a financial advisor with Cetera and holds a Series 63 designation. He has 34 years of industry experience, including long tenures with Avantax Insurance Agency and related firms. Outside of his advisory work, he is a certified public accountant operating his own tax preparation and accounting practice and is a self-employed musician. He also serves as treasurer in waiting for the Gates Historical Society, a local nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Simon Devenish is a financial advisor with LPL Financial in Spencerport, NY, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles in health and life insurance brokerage and ownership of a website design business. Devenish has also been involved with the Spencerport Depot and Canal Museum. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology tools.

Noah McDonald is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aligned with their personal goals. He engages with clients to review their progress and identify strategies that reflect their priorities and concerns. Noah has held various roles in the financial services industry, including Private Client Relationship Manager at Citizens Bank from 2024 to 2025, Associate Advisor at Northwestern Mutual from 2022 to 2024, and Financial Representative at Northwestern Mutual from 2021 to 2022. Outside of his professional work, Noah has interests in food, skiing, theater, traveling, and volunteering.

Justin Wolf is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Equitable Advisors, LLC for three years and is involved with MC Management since 2022. He also operates Elderly Care Guidance LLC and has held various roles in related fields. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.