Benjamin Messmer is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at M&T Securities Inc., Axa Advisors, and experience in the construction industry. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering multiple investment programs and utilizing both proprietary and third-party strategies.

Rudy Diedreck is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as president of the BNI Greece A Team in Rochester, NY, managing weekly meetings focused on business development for salespeople and small business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Patricia Smith is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Thomson Chew is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., MGM Associates Insurance, Chewco LLC, TIAA-CREF, and Hornor, Townsend & Kent, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of proprietary research and technology tools.

Sydney Carnival is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously in roles at SUNY Geneseo School of Business and Admissions, as well as at Bonefish Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with capital market assumptions to build model asset allocations.

Wesley Evans is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he partners with clients to develop personalized financial strategies that align with their individual goals. He emphasizes building long-term relationships based on trust, transparency, and effective communication. Wesley has experience in investment strategies, retirement planning, and wealth planning, drawing on his background as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2020 to 2024. His expertise enables clients to navigate financial complexities with confidence. Outside of his professional work, Wesley's personal interests include fitness, football, parenthood, reading, running, and traveling.

Waylan Barber is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their wealth management teams to develop comprehensive financial plans. He joined Fidelity Investments in 2021 and has held positions including Workplace Planning Consultant and Help Desk, Workplace Planning and Advice before his current role. His experience encompasses workplace planning and providing advisory support within Fidelity Investments, contributing to his expertise in financial planning services. Outside of his professional work, Waylan Barber engages in activities such as family activities, hiking, playing musical instruments, music, reading, and writing.

Sarah Campbell is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® designation and Series 63 license. She has 15 years of industry experience, including her current roles at ESL Investment Services, LLC and LPL Financial since 2011. In addition to her advisory work, she is a commissioned notary public. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Cathy Elia is a financial advisor at OSAIC in Rochester, NY, holding a Series 63 designation with 29 years of industry experience. She previously worked at Securities America Advisors and Invest Financial Corp. Outside of her advisory role, she owns Envision Wealth & Health, a company providing financial and insurance services. OSAIC Wealth serves a diverse range of clients, including individuals, retirement plan sponsors, charities, and corporate accounts, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Ricci Elnicki is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2016. He co-owns the Elnicki Sutter Group LLC, through which he manages an Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Daniel Coccia is a financial advisor with Cetera who holds a Series 63 designation and has 11 years of industry experience. He previously worked for Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory role, he owns an accounting and tax preparation business and serves on the board of the Reh Family Foundation, where he assists with charity selections and tax matters. He also held the position of Immediate Past President at the New York State Society of Enrolled Agents. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets across various program structures and custodial relationships.

Stephen Fornarola is a financial advisor at RBC Capital Markets with 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds the Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles and utilizes a combination of in-house and third-party investment managers to implement portfolio strategies.

Jordan Orvek is a financial advisor with Ameriprise in Rochester, NY, holding Series 63 and Series 66 designations and nine years of industry experience. Prior to joining Ameriprise in 2018, he worked at Merrill and Rocky Mountain Granite. Outside of his advisory role, he is involved with LeNovel Photograph, an activity he has maintained since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Palumbos is a financial advisor at OSAIC with 25 years of industry experience. He holds the ChFC® and Series 63 designations and formerly worked at Lincoln Financial Advisors for 24 years. He serves on the board of the Wayne Cooperative Insurance Company and is CEO of Family Wealth and Legacy Coaching, providing consulting services to families and business leaders, as well as CEO of ClarityBridge Media Group, a marketing and content development firm. OSAIC serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs supported by a complex affiliate network and private-equity ownership.

Debra Hilleman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009 and holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

Leah Coyle is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held positions at Kodak Alaris, Butler/Till, and other companies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, serving a broad client base with systematic investment approaches.

Raymond Allen Jr. is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works part-time in a family-owned flooring business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. Their approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Joel Di Martino is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wilmington Trust/M&T Bank for 24 years. He is based in Rochester, NY. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Byron is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with JPMorgan Chase Bank and related entities since 2007. Outside of her advisory role, she is the owner and partner of Sparkyjoy LLC, a property holding company. 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. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Jessica Millan is a financial advisor with Edward Jones in Rochester, NY, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved as a silent partner in a healthcare-related business specializing in ramps, lifts, and scooters, and she manages maintenance and finances for a commercial property through her LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices across the country.