Eric Cook is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013 and City National Bank since 2016. Outside of his advisory role, Mr. Cook serves on the boards of Saint's Place, a charity for refugee families, and Writer's & Books, a literary center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.

Maureen Pilato is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at High Probability Advisors, Leigh Baldwin & Co., High Falls Advisors, LPL Financial, and Chase Investment Services Corp. Pilato serves on the board of the YWCA of Rochester and Monroe County, where she holds the position of Treasurer and participates on the investment committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Its non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by systematic due diligence and a combination of quantitative and qualitative research.

Dale Nower is a CFP® with 22 years of experience, currently serving at Ameriprise since 2006 in Rochester, NY. He manages his Ameriprise business through Cadence Associates, LLC, and works as an instructor at Bryant & Stratton College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Evan Wilcox is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience across various industries, including hardscaping and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security planning within a defined investment universe influenced by affiliated product relationships.

Abigail Alvord is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Financial Consultants to develop personalized financial plans tailored to individual situations and goals. She utilizes the comprehensive resources available through Fidelity to support clients in achieving their financial objectives. She has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. This experience has provided her with a broad understanding of financial services and client relationship management. Outside of her professional role, Abigail enjoys cooking and baking, spending time with family, engaging in fitness activities, socializing with friends, visiting lakes, and traveling.

John Rizzolo is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop customized financial plans tailored to their individual goals and preferences. His approach emphasizes focusing on what and who matters most to clients, aiming to co-create meaningful financial outcomes. John's professional experience includes positions as Vice President and Financial Consultant at Fidelity Investments since 2019, and prior to that, he served as Regional Associate at Guggenheim Investments from 2015 to 2019. Through his work with a diverse client base, he has developed a deep understanding of clients' needs and provides guidance through various life stages. Outside of his professional responsibilities, John has personal interests in baseball, cooking and baking, football, social events with friends, and golf.

Serafino Iantorno is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes multiple roles at ESL Investment Services, LLC and LPL Financial since 2015. Outside of his advisory work, he is a notary public and has been involved in grocery delivery and a family business in the Rochester area. 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 financial planning and asset management solutions, utilizing both proprietary research and third-party strategies, and manages oversight of more than $819 billion in discretionary assets.

Frederick Goduti is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. He previously worked with Wells Fargo Clearing from 2016 to 2020. Goduti is also the owner of True North Wealth Management, LLC, a financial practice based in Huntersville, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions and other niche areas.

Paul De Loria is a CFP® credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. His prior work includes positions at JPMorgan Chase Bank and JPMorgan Securities, and he has ownership interests in Mama Llama Productions and serves as Vice President of Jody B Inc., a family-operated dance studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms, serving individuals, retirement plan participants, banks, trust companies, and other institutions.

David Quick is a CFP® certificant with 28 years of industry experience. He is currently with OSAIC and has prior experience at Securities America and Cambridge Investment Research. He serves as a successor trustee for family trusts, assisting with estate asset management. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing both discretionary strategies and third-party managers.

Sandy-Ann Robs is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Client Service Representative at Raymond James from 2018 to 2020. Her approach centers on understanding the unique needs and situations of her clients. She collaborates with clients to make the financial planning process straightforward and valuable, aiming to build relationships that endure across generations. Outside of her professional work, Sandy-Ann enjoys activities such as beach outings, boating, fishing, fitness, reading, and traveling.

John Wagner Jr. is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. He is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life 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 other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory support from over 22,800 investment adviser representatives.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.

Benjamin Chatham is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, his work experience includes roles at Mad City Windows and Baths, Cache Part Supply, and Isaksen Solar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Allan Barasch is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 66 licenses. Outside of his work at Wells Fargo, he owns and operates 152 Associates, an investment-related business. 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 range of planning options tailored to clients meeting a net-worth threshold, leveraging Wells Fargo research and various advisory tools.

Shreyansh Gangwar is a financial advisor at Ameriprise with Series 66 registration and less than one year of industry experience. His background includes roles at Leaf Group of NY and academic positions at Simon Business School, University of Rochester, and Bennett University. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

Alexander Pohlson is a financial advisor with Ameriprise in Rochester, NY, holding a Series 66 designation and having one year of industry experience. His prior work includes a position at Ascent Capital and various roles during his academic tenure at Binghamton University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brian Masker is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. His prior roles include positions at ESL Investment Services, LLC, ESL Federal Credit Union, and Citizens Bank. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Suzanne Kane is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Robert Lukasik is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at OSAIC since 2023 and previously at SagePoint Financial, Inc. He is also a sole proprietor of Genesis Insurance Group, where he assists clients with Medicare, health, and life insurance policies. In addition, he performs building and business inspections and has longstanding experience in the transportation industry. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and corporate clients, offering a wide range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network and multi-advisor platform.