Kyle Hulse is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of his advisory role, he is involved as a consultant with Pyzon Group and is the owner and publisher of Lion and Ox Publication, which creates and publishes print-on-demand books. Merrill, along 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 a range of individual and institutional clients.

Frank Piacente is a financial advisor at LPL Financial in Rochester, NY, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has a work history that includes roles at ESL Investment Services, Eagle Strategies, NYLIFE Securities, New York Life, Mass Mutual, and Hornor Townsend & Kent. 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 advisors. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Soyeon Caruso is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their individual goals and changing market conditions. Soyeon provides access to Merrill’s investment insights alongside banking and lending solutions from Bank of America. She holds a Master's Degree from UCLA Anderson Graduate School of Management and a Bachelor's Degree from Rutgers University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Soyeon is also engaged in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community participation.

Ryan Caufield is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 designation and has been associated with Fidelity Brokerage Services LLC since 2014. Ryan is based in Rochester, NY. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 18 years of industry experience. He has worked at Equitable Advisors since 2007 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves as executor and power of attorney for his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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 that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Keara Hartson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at the New York State Department of Transportation and also has experience as a contracted journalist. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and various third-party managers to provide advisory and brokerage solutions.

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 with Edward Jones in Rochester, NY, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Army with the 401st Civil Affairs Battalion and currently holds a role as an Operations Officer in the Army Reserve. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Jacob Yankloski is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked in various roles including positions at Rochester Network Supply and Tagex Brands. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, providing both advisory and brokerage solutions with a mix of discretionary and non-discretionary management.

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 Series 66-licensed financial advisor with Equitable Advisors in Rochester, NY, where she has worked since 2011. She has 14 years of industry experience, including a tenure at Axa Advisors. Outside of her advisory role, she serves as power of attorney and executor for her husband’s financial affairs. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizons.

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 in Rochester, NY. He holds a Series 66 designation and has 24 years of industry experience, including over two decades with Equitable Advisors and its predecessor, Axa Advisors. Outside of his advisory work, Ashe is involved in several non-investment business ventures, including ownership and partnership roles in multiple LLCs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and asset management through third-party managers. The firm operates a hybrid advisory and brokerage model, utilizing a client intake process to tailor financial plans and advisory programs to individual goals and risk tolerance.

Yi Weng is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and having 10 years of industry experience. Prior to joining LPL Financial in 2016, Yi has been associated with ESL Investment Services, LLC from the same year. Yi also serves as a notary public. 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, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and various investment strategies.

Travis White is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Five Star Bank, Tompkins Trust Company, Tompkins Wealth Advisors, and The Summit Federal. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management options supported by model portfolios and research.

David Pitcher is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has held roles at Avantax and 1st Global Advisors, and he is also a shareholder at the CPA firm Davie Kaplan, CPA, P.C. Outside of advising, Pitcher serves as treasurer and finance chair for Nativity Preparatory Academy and is a board member and finance chair at the Rochester Hearing & Speech Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform allowing advisors to use affiliated and third-party model portfolios, with services ranging from financial planning to discretionary and non-discretionary portfolio management.

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.