Susan Kyle is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

Jason Nevada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves affluent individuals and families by providing a goals-based wealth management process tailored to their unique ambitions and priorities. Jason focuses on helping clients address complex financial concerns related to retirement planning, legacy planning, tax minimization, individual and corporate investment strategies, and small business strategies. Jason began his career with Merrill Lynch in 2010, initially working with the Management Team and operations for over four years before transitioning to a financial advisor role with the HF Team. He holds a Bachelor's Degree from Saint John Fisher College, where he was a member of the baseball team throughout his undergraduate studies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Rochester, NY, Jason participates in competitive softball and golf, and values spending time with his family. He is also a past member of the Board of Directors at Monroe County Baseball Region, where he contributed to providing a competitive and safe environment for serious baseball players.

Jacqueline Sinclair Parker is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating financial strategies for individuals, corporate executives, and business owners by utilizing Personal Wealth Analysis (PWA). Jacqueline offers advice in retirement planning, wealth preservation, asset allocation, income-generating investments, income distribution, and corporate benefit programs including equity compensation and various deferred compensation plans. She also arranges financing through Bank of America, N.A. for residential, investment, and commercial properties. Jacqueline has been with Merrill Lynch Wealth Management since 2006, following a 13-year tenure at Xerox Corporation. She holds a bachelor's degree in Electrical Engineering and an MBA from Rochester Institute of Technology. Her professional credentials include Series 7, 63, and 66 FINRA registrations, Life and Health Insurance Licenses, and a Personal Investment Advisor (PIA) designation. Outside of her professional role, Jacqueline enjoys playing tennis, golfing, biking, and spending time outdoors. She is involved in community organizations such as the Rochester Jamaican Organization, Order of Eastern Star, US Tennis Association, and the Genesee Women's Golf Association.

Courtenay Catalfamo is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for nine years. Outside of her advisory role, she is involved in consulting for Mary Kay Cosmetics. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, using various tools and platforms to construct diversified portfolios tailored to client needs.

Edward Conklin Sr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Nazareth College.

Leslie Edgcomb III is a CFP® with 45 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His previous experience includes roles at City National Bank and RBC Capital Markets. Edgcomb is also involved in several support companies related to his financial advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Jeremy Solat is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of finance, he is a co-founder of QuadSports LLC, a sports game project that is currently patent pending and maintained as a passion project with no active business operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes involving proprietary tools and market simulations.

Christopher Edgcomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he is involved as an officer and vice president in two financial planning support companies he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and consulting through advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jason Alexander is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in assisting families with wealth management strategies that align individual needs, goals, and desires with personalized financial strategies and professional portfolio management. Jason focuses on areas including family wealth management, legacy and retirement planning, philanthropic planning, and socially responsible investing (including ESG investing). He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is an honors graduate of Cedarville University. Jason was recognized in 2013 with the Merrill Lynch David Brady Award for his commitment to clients, the firm, and the community. Jason is a member of Kingdom Advisors and is involved in his community through participation in Graceroad Church's teaching team for the children's ministry. He resides in Webster, NY with his wife Sara and their three daughters, Jillian, Analise, and Piper.

Kevin Anglim Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and recent entry into the industry. His background includes roles at Morgan Stanley since 2024, as well as experience in education and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning processes and firm-approved tools to support tailored investment strategies.

Christian Gehlen is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at ESL Investment Services, LLC and LPL Financial. Outside of his advisory role, he owns Gehlen Enterprises LLC, a business involved in product invention. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Murray is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and related entities since 2000. He is based in Pittsford, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated structure combining non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing services.

Elise Syberg is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and previously worked at Merrill for six years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Humbert is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2018 and also maintains an affiliation with Canandaigua National Bank & Trust, where he works as a wealth advisor. In this role, he profiles clients and collaborates with team members to determine the most suitable platform for client needs without making investment decisions or handling securities transactions. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary approaches across multiple program and custodial relationships.

James Henry is a financial advisor with Osaic Wealth, Inc. based in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior career includes roles at Cetera and Foresters Financial Services. He is also the owner and president of Atlas Wealth Advisors LLC, an advisory practice and OSJ, and works as an insurance producer focusing on fixed insurance and annuity sales. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services and employs various tools and third-party solutions to construct and manage portfolios across asset classes.

Dean Licata is a financial advisor with OSAIC in Pittsford, NY, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with OSAIC since 2024 and previously worked at Securities America Advisors from 2016 to 2024. Licata also operates Dean Licata and Associates, an independent advisory business established in 1994. Outside of advisory services, he has a long-standing role in insurance sales. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Thomas Higgins is a CFP® with 43 years of industry experience and has been with OSAIC since 1993. He is based in Fairport, NY. In addition to his advisory role, Higgins owns and operates an insurance business offering life, disability, group, and long-term care insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios incorporating a wide range of investment vehicles.

Russell Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Paychex Securities Corporation, CUNA Brokerage Services Inc., and M&T Securities. Outside of advising, he works as a front desk associate at World Gym. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches along with various model portfolios and research resources.

Steven Patton is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following seven years at JPMorgan Investment Management. Outside of his advisory work, Patton serves on the board of the Greater Rochester Amateur Athletic Federation. Ameriprise offers retirement-income planning services targeted to individuals approaching or in retirement, generally with at least $1 million in investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, with a focus on delivering written, research-driven retirement income recommendations.

Roxanne Mcelroy is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at UBS Financial Services Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, providing clients with tailored analyses to support their investment decisions.