Alexander Neri is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at RFG Advisory, American Portfolios Advisors, and Axa Advisors. Neri also teaches at Finger Lakes Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to diversified investment strategies and research from multiple sources.

Thomas Newberg is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Stifel since 2022 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2022. Stifel serves a wide range of clients, including individual, institutional, and municipal clients, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Terianne Payton is a financial advisor at OSAIC with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked with several firms including SagePoint Financial and Northwestern Mutual. Outside of finance, she owns a graphic design and apparel business on Etsy and coaches CrossFit classes at two local gyms. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, using various asset-allocation tools and third-party solutions to construct portfolios tailored to client risk profiles and investment preferences.

Thomas L Huber is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Stifel in 2018. Outside of his financial career, Huber serves as secretary for The Beamer Hughes Foundation, which raises funds to assist Rochesterians affected by Muscular Dystrophy. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Scott Ricci is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Investors Capital Corporation. In addition to his advisory work, he operates GSR & Associates, Inc., a tax preparation and accounting business. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Sisson is a financial advisor at Edward Jones in Ontario, NY, holding a Series 66 designation. He has prior work experience at Genesee Regional Bank and Paychex Insurance Agency. Brian began his career with Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Andrew Kuter is a financial advisor with LPL Financial in Pittsford, NY, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at FSC Securities Corp and as an independent insurance contractor through KAFL Inc. He is also involved as an owner and officer in tax preparation and accounting businesses in Pittsford. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from both internal and third-party sources.

Nathaniel Skinner is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to understand their unique goals and develop customized financial strategies aimed at pursuing long-term success. His approach emphasizes trust, personalized guidance, and ongoing support through every stage of life. Nathaniel's expertise includes general investing, retirement planning, managing new wealth, education planning, socially responsible and values-based investing, and retirement income strategies. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nathaniel earned a High School Diploma from the High School of Health Professions. Outside of his professional work, Nathaniel has interests in baseball, basketball, football, gardening, ice hockey, music, pickleball, reading, spending time with his family, and watching movies.

Stephen Calabrese is a financial advisor at Wells Fargo Advisors with 4 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase from 2004 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations through planning tools and research, serving clients who meet a net-worth threshold with both general and specialized planning services.

Timothy Acker is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been helping clients since 2015. He specializes in family wealth management strategies, managing new wealth, and personal retirement planning. Timothy focuses on offering a comprehensive approach to managing wealth that begins with understanding the client's financial situation, family, and priorities, followed by creating a customized and flexible wealth management plan suitable to evolving needs and market conditions. He provides clients with access to the investment insights of Merrill and the banking services of Bank of America. Timothy holds a bachelor's degree from Pennsylvania State University and is a CERTIFIED FINANCIAL PLANNER® professional. His professional designations also include Personal Investment Advisor (PIA). Outside of his advisory role, Timothy is involved with professional organizations such as Al Sigl and the Rochester Area Community Foundation. In his free time, he enjoys golfing, hockey, billiards, reading, football, and spending time with his family.

Stephen Riley is a financial advisor with LPL Financial in Fairport, NY, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he sells fixed life insurance products through Capital Care and is commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Wendy Sydeski is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Lisa Fisher is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding a Series 63 designation and 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and spent seven years prior at Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a costume coordinator for the Honeoye Falls Lima High School drama club and operates a sewing business creating phone pouches for female runners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions while managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kelly Whalen is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology.

Thomas Mc Auley Jr. is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Merrill since 1992, concurrently serving at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates internal and third-party management while supporting trading and account administration.

Colin Worden is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Western New York. He serves families, business executives, and young professionals across the United States, assisting them in investing for their futures and achieving their financial goals. Colin's areas of focus include retirement planning, college education, small business strategies, legacy planning, and customized investment portfolio creation tailored to individual client needs. He holds a Personal Investment Advisor (PIA) designation. Colin earned his undergraduate degree, a Bachelor of Arts in Economics with honors in Philosophy, from Case Western Reserve University in 2015, and later obtained an MBA from the Simon Business School at the University of Rochester. He resides in Rochester, NY, and enjoys drawing, reading, rock climbing, running, skiing, spending time with his family, and traveling.

Kellen Gambeski is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services LLC since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles within the institutional investment space.

Michael Riorden is a financial advisor with LPL Financial and holds the Series 63 designation. He has 38 years of industry experience, including roles at Rw Lloyd Financial since 2006 and Cadaret, Grant & Co., Inc. from 2006 to 2025. Outside of advising, he is involved in the insurance business through Upstate Special Risk. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Melissa Streber is a financial advisor with LPL Financial based in Newark, NY, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Fierce Fitness, Cuna Brokerage Services Inc., Reliant Community FCU, and Tops Markets LLC. She is also a New York State notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios, research, and advanced technologies.

John Valentine is a financial advisor with Charles Schwab holding a Series 66 designation and 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2001 and Charles Schwab Bank since 2005. 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 combines non-discretionary advisory with access to discretionary separately managed accounts, providing multi-asset model portfolios, written advice policies, and alternative investment opportunities through a centralized, integrated platform.