Dylan Stoller is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation. He has worked in the financial services industry since 2022, including roles at Mapstone Veritas Financial Group and Equitable Advisors. Prior to his advisory career, he held various positions in education and other sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Emily Freund is a Financial Consultant at Fidelity Investments, where she has worked since 2019 in various roles including Financial Consultant, Financial Consultant I, Planning Consultant, and Relationship Manager. Prior to joining Fidelity Investments, she was a Client Services Associate at Manning & Napier from 2016 to 2019. In her current role, Emily partners with clients to develop personalized long-term financial plans that align with their goals and needs. She leverages her experience along with Fidelity's resources to create tailored financial strategies. Outside of her professional work, Emily enjoys cooking and baking, exploring culinary interests, hiking, outdoor adventures, skiing, and spending time with her family.

Michaela Covert is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior work includes roles at Niagara University and Wegmans. Equitable Advisors serves a diverse client base—including individuals, high-net-worth clients, retirement plans, and institutions—offering financial planning, brokerage services, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer. The firm participates in LPL-sponsored programs and emphasizes both discretionary and non-discretionary portfolio management solutions.

Vincent Calcagno is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Equitable Advisors since 2019, following a brief tenure at Axa Advisors and prior work at St. John Fisher College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Miguel Fernandez is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and having nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Morgan Stanley, and JP Morgan. Outside of his advisory work, he is a business owner of a food cart enterprise based in Orlando, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Jennifer Hartmann is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley since 2013 and has served at Morgan Stanley Private Bank, National Association, since 2015. Outside of her advisory role, she is Chair of the Investment Committee for the Stephen Gaynor School in New York. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning, utilizing structured discovery processes and approved planning tools, while managing approximately $2.74 trillion in client assets.

Eddaliz Colon Santiago is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Alesco Advisors LLC, Merrill Lynch, and Bank of America. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

David Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he spent 14 years at JPMorgan Chase. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Omer Yildiz is a CFA® charterholder affiliated with LPL Financial, based in Rochester, NY, with one year of industry experience. He has held roles at Cooper/Haims Advisors, LLC and Conserve, and previously worked at Amazon and in academic positions at the University of Rochester and Monroe Community College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Adam Follmer is a financial advisor with MassMutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. In addition to his advisory work, he serves as Vice President and Agent at Tessera Wealth Management, focusing on insurance sales and service across multiple carriers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing financial planning, asset management, and educational programs, using comprehensive analysis tools to develop written recommendations for clients.

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.

Aaron Wolk is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Legg Mason Investor Services, Franklin Templeton Financial Services, Benefit Street Partners, Broadstone Real Estate, and Manning & Napier Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Martin Piva is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. Before joining Equitable Advisors in 2019, he worked at Axa Advisors and was involved with the Ibero American Action League, Inc. from 2015 to 2018. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Kristine Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2014, including a period associated with Axa Equitable, and has also worked at AxA Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Gary Stirk is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Osaic since 2024, previously serving seven years at Securities America, Inc. and Securities America Advisors, as well as six years at Invest Financial Corp. He is president of GES Wealth Management Inc., a personal S corporation he uses for managing business expenses. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Sean Miller is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at ESL Federal Credit Union and Equitable Advisors. Outside of finance, he was involved with Smoking Hot Chicks BBQ in 2021. LPL Financial is an 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 model portfolios and research from multiple sources.

Sean Keller is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Livingston International, State Farm Insurance, and two periods of self-employment. Outside of advising, he operates an e-commerce business supplying survival kits and streams video games on Twitch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

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.

Robert Galinski is a CFP® professional with 22 years of experience in the financial industry. He currently works with LPL Financial in Brighton, NY, where he has been since 2022. Prior to joining LPL, he spent six years at key Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.