Brian Ginty is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Vanderbilt Securities for 21 years and OSAIC for 4 years. Ginty is a board member of Ulster Federal Credit Union and president of Hudson Valley Financial Services, which offers financial advising and tax preparation services. He also coaches a girls lacrosse team. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation available through multiple programs and channels.

John Ceddia is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Since 2007, he has also worked as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, technology-supported approaches to help clients with their financial goals.

James Schaefer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Northwestern Mutual and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Michael Morgante is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual goals and priorities. He joined Fidelity Investments in 2024, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Michael held several positions at Mutual of America Financial Group, including Retirement Plan Consultant from 2014 to 2020, Regional Vice President from 2020 to 2022, and again as Retirement Plan Consultant from 2022 to 2024. His experience spans retirement planning and investment consulting. Outside of his professional work, Michael has interests in baseball, family activities, golf, hiking, military service, and snowboarding.

Frederick Spagnola is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. 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 investment and financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop recommendations.

Jonathan Schooley is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience in sales consulting and management roles at SB Fiber Direct and C&S Sealing and Management. Outside of advising, he works as a sales consultant for SB Fiber Direct. 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 advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Stephen Bergonzi is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms. Outside of advising, he is also licensed as an attorney and offers Medicare-related insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services through a platform that integrates financial planning, model portfolios, third-party asset management, and insurance products.

Bruce Sears is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Janney Montgomery Scott and RBC Capital Markets Corporation. Outside of his advisory work, he is involved in a solar panel land lease and a spouse’s furniture-making business in Skaneateles, NY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options using proprietary research and tools. The firm integrates advisory services with other financial products and referrals across a large network of advisors.

Matthew Hartstein is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior career includes 27 years at TIAA and related entities. Outside of advising, he is a co-owner of DaizyBug LLC, an LLC that owns and manages rental properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by extensive affiliated research and model manager options.

Daniel Barrow is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of advising, he is a co-owner of 999 Challenge, LLC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Stephen Puccia Jr. is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Adams is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His career includes roles with Genesis Communication of Rochester, UPS, and PFS Investments Inc. Outside of his advisory work, he operates an independent bubbleball venture in Hilton, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports services with custodial and trade execution partners.

Matthew Keenan is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 registration and 20 years of industry experience. He has been with Equitable Advisors since 2006, including time previously under Axa Advisors, LLC. Outside of his advisory role, he is involved as a consultant through a sole proprietorship and participates in life settlements with the Ashar Group. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage 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, leveraging program sponsors and third-party managers to provide a range of advisory and brokerage solutions.

David Stoller is a financial advisor with Equitable Advisors in Webster, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. 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/insurance channels to implement client recommendations.

Michael Donahue is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. His background includes a decade at Massachusetts Mutual Life Insurance Company. 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 offers financial planning, asset management, and educational seminars, providing annual collaborative financial planning engagements supported by firm-approved analytical tools.

Mark Yuhnke is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and education programs, using firm-approved tools and a collaborative, annual planning process.

John Bender is a Series 66-credentialed financial advisor with two years of industry experience, currently with Fidelity in Rochester, NY. His work history includes roles at CarMax, Federal Resources Corporation, Amazon, and several educational institutions prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles to registered investment companies and fund-of-funds.

James Gray is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory role, he owns and manages several businesses, including an insurance agency, a farm business, and real estate rental entities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services using various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers.

James Benjamin Reid is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services and Primerica Advisors. Reid is based in Rochester, NY. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Bocach is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation. He has less than one year of industry experience, having joined Mass Mutual Investors Services in 2026. His prior work includes roles at MassMutual Life Insurance Company, West Herr, Lowes, and the Brockport School Systems. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers planning engagements using firm-approved software and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.