Tyler Logan is a financial advisor with Edward Jones, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in tree and landscape services, including roles at Lusk Tree Service and his own businesses, Logan Metzger Enterprises, LLC, and Logan Lawn and Landscape. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Shawn Richards is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY. He holds a Series 66 designation and has 21 years of industry experience, including 14 years with American Portfolios Financial Services, Inc. Richards is also an independent insurance agent specializing in life, disability, and long-term care insurance, and has an ownership interest in TeacherRetire.com, a website related to variable investments. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services including integrated brokerage and investment advisory, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Kevin Shiltz is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including during its prior association as Axa Advisors, LLC. Outside of his advisory role, Shiltz serves as executor and power of attorney for his wife. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes a variety of advisory programs and third-party asset managers to tailor solutions based on client risk profiles and goals.

Keara Hartson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. Her prior roles include work with the New York State Department of Transportation and contract journalism. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a variety of advisory models delivered through its network of Investment Adviser Representatives, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Pace Sorscher is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a role at Wells Fargo Clearing. Outside of finance, he works as a paramedic with Rockland Mobile Care and has experience as a notary public and a background actor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, with a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses Wells Fargo research and tools to develop tailored recommendations delivered directly to clients, who may choose whether to implement them through various brokerage and advisory programs.

Thomas Kasper Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has served in the U.S. Army Reserve as an Operations Officer since 2018. Prior to joining Edward Jones in 2017, he was part of the 401st Civil Affairs Battalion from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacob Yankloski is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at Rochester Network Supply and Tagex Brands, among other positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party advisory solutions, including model and discretionary management programs delivered through a network of Investment Adviser Representatives.

Kevin Murdock is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Citizens Bank, and was involved with S and S Tap Room Inc for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michelle Direnzo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 15 years of industry experience. She has worked at Equitable Advisors since 2011, including time with its predecessor, Axa Advisors, LLC. Outside of her advisory role, she serves as power of attorney and executor for her husband's financial and estate matters. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charities, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Kelley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 22 years of industry experience, including previous work with Allstate Insurance Company. Kelley also serves as an independent insurance agent for various firms through Valiant Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement advisory through a network of independent professionals using multiple platform arrangements and proprietary model strategies.

Scott Kogler is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, and maintains roles at Davie Kaplan CPA, P.C. and Davie Kaplan Wealth Care Advisors. Outside of his advisory work, Kogler serves as Treasurer for the Monroe Community College Foundation and acts as trustee for multiple grantor trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including third-party managers and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

Stephen Ashe is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, Ashe is involved as a member or partner in several non-investment business entities. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yi Weng is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2016, Yi Weng was associated with ESL Investment Services, LLC and Cudlipp Advisor Services, LLC. Outside of advisory services, Yi Weng is a commissioned Notary Public. 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 that include financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies implemented by its network of investment adviser representatives.

Travis White is a financial advisor at LPL Financial in Rochester, NY, with 11 years of industry experience and a Series 63 designation. He has worked with firms including The Summit Federal, Tompkins Trust Company, and Five Star Bank. He is also involved with The Summit Retirement and Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of advisors offering financial planning, model portfolio programs, and institutional platforms.

Harry Kaplan is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before his current role. Prior to joining Fidelity, Harry worked as a Financial Advisor at Prudential from 2022 to 2023. His earlier experience includes roles focused on high net worth clients at Vanguard and shareholder services and trade processing at Manning & Napier from 2017 to 2022. Harry partners with clients to build financial plans centered around their priorities, engaging in a collaborative process to empower clients to take confident steps toward their financial future. Outside of his professional work, Harry's interests include cooking and baking, golf, music, and parenthood.

Mark Blakeney is a financial advisor with LPL Financial based in Rochester, NY, holding the ChFC® and Series 63 designations. He has 17 years of industry experience, including prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. 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.

Paul Diduro is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 38 years of industry experience. He has worked at Metropolitan Life Insurance Company since 1987 and has been with Mass Mutual Investors Services since 2017. Additionally, he operates as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Julie Yunker is a financial advisor with MassMutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with MassMutual Investors Services since 2017 and also serves as an agent with MassMutual Life Insurance Company. Outside of her advisory role, Yunker is a board member of the Genesee County YMCA, overseeing the organization’s operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements using firm-approved tools and delivers written recommendations, with implementation arranged separately through brokerage or insurance channels.

Paul Deagle is a CFP® and PFS™ professional with nine years of industry experience, currently affiliated with Cetera. He is also a partner at LaDelfa Schoder & Walker P.C., an accounting and tax preparation firm, where he has worked since 2008. Deagle serves as treasurer for the Livingston County Historical Society and owns Vespoke Wealth Management, a financial services practice. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to affiliated and third-party managers.

Kyle Semrau is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a brief period at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.