Alexander Tarkowski is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and previously worked in various roles including at the University of Tulsa College of Law and Legal Aid Services of Oklahoma, Inc. He is also employed as an RSA for Thomas Tarkowski’s firm, Mapstone Veritas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party advisory programs and discretionary managers.

Robert Coombs is a financial advisor at Wells Fargo Advisors in Rochester, NY, with 47 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has ownership interests in two investment-related businesses, The Captiva Group LLC and The Coombs Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo’s research and planning tools.

Sam Irvine is a CFP® certified financial advisor with 13 years of industry experience, currently associated with Cetera. He has held roles at Avantax Advisory Services and 1st Global Advisors, among others. Irvine serves as a member of the finance committee for Greater Rochester Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large nationwide network of advisors. Its multi-manager platform offers access to affiliated and third-party managers and supports various program structures and account types.

Jared Greagan is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Eastern Managed Print Network from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its advisory process.

Jessica Burris is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Syeda Mustafa is a financial advisor at Ameriprise with a Series 65 designation and two years of industry experience. She has worked at several firms including Path Forward Advisors, Prentice Wealth Management, and Pinckney Hugo Group. Prior to her finance career, she held roles at Brandtatorship, LLC, AirFlow Catalyst Systems, Inc., and Advanced Multi-Service LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes annual advice on income sources and tax-aware withdrawal strategies. The firm combines proprietary research, third-party data, and algorithmic tools to develop personalized recommendations within a defined investment universe.

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 with LPL Financial, holding the ChFC® designation and Series 63 license, with 15 years of industry experience. His prior roles include positions at Northwestern Mutual and MassMutual, where he worked from 2010 to 2026. 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 research and operational tools.

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 with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at S.B. Fiber Direct and C&S Sealing and Management. Outside of financial advising, he works as a sales consultant for SB Fiber Direct. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Stephen Bergonzi is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several financial services firms. Outside of advising, he is also licensed to practice law and engages in Medicare sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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 with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and having five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory role, he is a co-owner of 999 Challenge, LLC, a non-investment business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, focusing on personalized client information and risk assessment to match appropriate investment models.

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 based in Rochester, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, alongside work at Genesis Communication of Rochester and UPS. Outside of finance, he is an independent contractor involved with CNY Bubbleball in Hilton, NY. Primerica Advisors is a large institution with nearly 3,700 advisors and approximately $15.5 billion in assets under management, serving primarily individual investors as well as corporate and charitable clients. The firm offers a wrap-fee asset management program centered on model-delivery strategies developed by unaffiliated asset managers and supported by third-party custodians and overlay managers.

Matthew Keenan is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory role, he is involved in consulting and life settlements through the Ashar Group. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party sponsors, offering diversified investment options and ERISA fiduciary services.

David Stoller is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment models and does not sponsor its own wrap fee program or advertise hypothetical performance.