Salvatore Cutaia is a financial advisor at LPL Enterprise with Series 66 credentials and just over a year of industry experience. His prior work includes roles at Equitable Advisors and Paychex, as well as experience outside finance, including operating car wash businesses and involvement with local educational institutions and a district umpire association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers services such as financial planning, third-party asset manager access, and participation in the Model Wealth Portfolios wrap program.

John Anadio is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2011. He has 26 years of industry experience, including a decade at Sage, Rutty & Co., Inc. In addition to his advisory role, he is involved in insurance and human resources, and he serves as president of Canalside Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary models and third-party strategies across multiple platform arrangements.

Bruce Marche is a financial advisor with Mass Mutual Investors Services in Fairport, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with MassMutual Life Insurance Co. and Mass Mutual Investors Services since 2005. Marche serves as a board member for the Reynolds Library in Rochester, providing support and advice related to a $5 million investment fund. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and provides written recommendations while generally not exercising investment discretion in planning engagements.

Christopher LaFountain is a CFP® and ChFC® with 23 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Ciccarelli Advisory Services, FSC Securities, Wells Fargo Clearing, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies through a large network of advisors.

Tyler Shufelt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, he worked at NYLIFE Securities LLC and New York Life, and has experience outside finance in the retail and food service industries. He also serves as a Life Insurance Case Manager for Traditions Financial Group, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment strategies and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Gregory Facinelli is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years and held various roles at Morgan Stanley from 2005 to 2011. Facinelli co-owns ACE Financial Group, an investment-related business in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jason Copella is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Burton's Farm Market, Community Bank, N.A., SUNY Geneseo, Olean Food Barn, and Olean High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a large network of financial advisors.

Michael Millard is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Merrill since 1977 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory work, he owns Huston Road Press, a sole proprietorship through which he plans to publish a novel. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Courtney Laffler is a CFP® with 22 years of industry experience and has been with Edward Jones since 2011. She holds a Series 66 license and is based in Fairport, NY. Outside of her advisory role, she serves as Membership Director of the Gananda School District PTSA and is involved with the Rocky Mountain Elk Foundation Florida Chapter as a committee member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Fox is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial situations and introduces them to solutions offered by Merrill and Bank of America. He aims to provide clients with the knowledge and tools to take control of their financial lives and select the platforms that best meet their needs. Kevin holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from Carnegie Mellon University. His approach involves helping clients identify what matters most to them and their families to develop strategies aligned with their financial goals.

Richard Marlin is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and over 43 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a 33% owner of a family LLC franchise, Doody Done Quick, a pet waste cleanup business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a broad network of advisors and branch offices nationwide.

Michael Silverstein is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as a board member of the Jewish Federation of Greater Rochester and is involved with the Rochester Film Festival and the Honeoye Falls-Lima Central School District Education Fund. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management with investment options including stocks, bonds, mutual funds, ETFs, and alternatives.

Richard Glaser is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since rejoining Merrill Lynch in 2006, he leverages his background in investment banking, private equity, and entrepreneurship to provide clients with specialized wealth management strategies. Richard focuses on executive compensation, equity compensation services, family wealth management, personal retirement planning, and small business strategies, helping clients to preserve and prudently grow their wealth while developing long-term relationships as a trusted financial advisor. Before his current role, Richard worked as an investment banker in Merrill Lynch's mergers and acquisitions department and spent much of his career as a private equity investor and director of various companies. He has also served as an adjunct professor at the Rochester Institute of Technology, teaching entrepreneurship to graduate students. His involvement in the entrepreneurial and economic development communities includes co-founding Digital Rochester, serving on several boards such as the Greater Rochester Enterprise and the Rochester Angel Network, and participating in regional economic development councils. Richard holds a bachelor's degree from Haverford College and a master's degree from Columbia University's School of International Affairs. He has also studied at the London School of Economics and Middlebury College. Outside of his professional activities, Richard lives in Rochester with his children, Max and Lily, and dedicates time to volunteering with local organizations.

Kenton Hines is a Wealth Management Advisor at Merrill Lynch Wealth Management and The Hines Group, a position he has held since 2016. He began his career working as an engineer, product manager, and data analyst before transitioning to financial advising. Kenton's current role involves developing goals-based financial strategies for clients, with a focus on multigenerational wealth transfer to ensure the continuity of clients' wealth and values across generations. He also leads efforts to incorporate new technology within the firm and serves as a resource for addressing next-generation client needs. Kenton holds a bachelor's degree in Materials Science & Engineering from the University of Michigan and an MBA with concentrations in finance and entrepreneurship from the Kellogg School of Management at Northwestern University. His professional designations include CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Rochester Engineering Society and serves on its Board of Directors. He resides in Victor with his wife, Jessica, their two children, and their dog. Kenton's personal interests include outdoor activities such as hiking, mountain biking, snowboarding, camping, and backyard science experiments.

Alex Greenspon is a financial advisor with Charles Schwab in Pittsford, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade. 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 relationships with access to discretionary separately managed accounts, providing a broad range of investment solutions supported by centralized custody and operational infrastructure.

Steven Lesko is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual. In addition to his advisory work, Lesko is starting a clothing business under his personal brand, focusing initially on sweatshirts sold online. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct and manage portfolios across various investment types.

Paul Peterson is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2009. He operates out of Fairport, NY, and holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive research and operational tools.

Daniel Driscoll is a financial advisor with Ameriprise in Webster, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Driscoll is also involved in managing his advisory business through DSKJ Consulting and Cadence Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Wing is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a District Safety Director supporting the implementation of the Little League Baseball ASAP program in the Rochester community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Maley is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Manning & Napier. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.