Deana King is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has worked at Cetera Investment Advisors LLC, Cetera Investment Services LLC, and The Canandaigua National Bank and Trust Co since 2021, following 15 years at M&T Securities, Inc. She also serves as a compliance officer and referrer for Canandaigua National Bank & Trust. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

David Gibbons is a financial advisor with Cetera in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Cetera since 2017 and previously worked at M&T Securities from 2012 to 2017. Outside of his advisory role, Gibbons serves as Director of Business Development for Canandaigua National Bank & Trust and is chairman of the board for Canandaigua National Bank Insurance Agency. He is also a board member of the Tennis Club of Rochester. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than 10,000 advisors and over $256 billion in assets under management.

David Guadagnino is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America, N.A. since 2009. He serves on the board and audit committee of a local nursing home and elder care facility foundation. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Bianchi is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as president of the Buffalo/Rochester VMI Alumni Association, organizing events and supporting alumni engagement. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee guidance to model client outcomes.

Andrew Comins is a ChFC® with 47 years of industry experience. He has worked at Osaic since 2025 and previously spent 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in educating clients and writing insurance coverage, including term and long-term care insurance, through a local Rochester insurance broker. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Ryan Joslyn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on a goals-based wealth management approach, reviewing all aspects of a client's life to implement disciplined wealth management processes. Ryan leads planning efforts around concentrated equity positions, tax-efficient divesting strategies, and securities-based lending. Ryan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from Saint Bonaventure University, where he studied Finance and Economics. Outside of his professional work, Ryan enjoys fishing, skiing, and traveling. He is also involved with Ducks Unlimited.

Heather Goodbody is a Private Wealth Advisor and Managing Director at Goodbody & Associates, Private Wealth Management at Merrill Lynch Wealth Management based in Rochester, New York. She oversees the financial management of a group of families alongside her team, focusing on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and portfolio management services. Heather specializes in advising ultra high net worth families, private foundations, endowments, closely held businesses regarding mergers and acquisitions, and executive benefits. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Heather has been recognized by several industry organizations, being named to the Working Mother/SHOOK Research's "Top Wealth Adviser Moms" list from 2017 through 2021. She has also been named to the Forbes "Best-in-State Wealth Advisors" list from 2018 to 2025, Forbes "Top Women Advisors" list in 2020 and 2021, and Forbes "Top Women Wealth Advisors Best-in-State" list from 2022 to 2026. In her work, Heather collaborates with families and individuals to bring purpose to their wealth while helping to realize their hopes, dreams, and goals. She has a passion for preserving and maximizing wealth across generations and shares her expertise in areas such as exit planning, impact investing, next-generation development, and socially responsible investing. Heather holds a Bachelor's degree from Daemen College and completed an Accredited Certificate Program at New York University. She has been actively involved in the community, including service as a Trustee for the Golisano Institute for Business & Entrepreneurship, former Chair of the Board of Trustees for Our Lady of Mercy School for Young Women, former Trustee of the Rochester Museum & Science Center, and former board member of the United Way of Rochester and the Finger Lakes and the Golisano Children's Hospital at Strong. Outside of her professional work, Heather enjoys boating, cooking, fishing, golfing, skiing, tennis, traveling, and spending time with her family. She resides in Rochester, New York with her husband John and their two sons.

Annette Principio is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. She previously worked at CBC Companies / Innovis for 28 years. She serves as Membership Chair for New York State Women, Inc., a professional networking group for women in the Finger Lakes region. Stifel serves a diverse client base, including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, emphasizing client discretion in implementation.

Judith Plain is a financial advisor with OSAIC based in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at FSC Securities Corp and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as treasurer for a local nonprofit church and advises a shelter organization supporting women in abusive relationships. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a range of integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managed on either a discretionary or non-discretionary basis.

Patrick Case is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2026, he spent ten years at Northwestern Mutual in various roles, including wealth management, investment services, and life insurance. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products including insurance.

John Resch is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory role, Resch serves as a board member and finance committee participant for the Victor Farmington Food Cupboard in Victor, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.