Scott Zakalik is a financial advisor with Osaic, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Osaic in 2023, he operated his own CPA practice, Scott E. Zakalik, CPA, P.C., since 2005 and worked at FSC Securities Corporation from 2004 to 2023. Outside of his advisory role, he serves on the finance committees of both the Irondequoit Country Club and Temple Beth El and is a board member and treasurer of the Blackwatch Office Park Condominium Association. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools such as asset allocation, portfolio optimization, and risk management, delivering a range of programs including unified managed accounts and third-party money manager strategies.

Christopher Leone serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2000, he has worked with a wide range of clients, including dentists, physicians, business owners, and families, providing wealth management services tailored to their financial goals. His expertise encompasses trust, estate, and long-term planning, as well as specialized areas such as divorce transition planning, family wealth management strategies, retirement income, tax minimization, and services for defined benefit plans and non-profits. With a career in financial services beginning in 1998, Christopher is a founding member of the GL Group, a wealth management group based in Rochester, NY. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Christopher earned a bachelor's degree in Finance from SUNY Brockport, where he also serves on the Business Advisory Council. Outside of his professional activities, Christopher is engaged with his community through ongoing involvement with SUNY Brockport, St. Joseph’s in Penfield, and McQuaid Jesuit High School, where his two sons attend. He resides in Penfield, NY, with his wife and children, and his personal interests include boating, golfing, skiing, soccer, and traveling.

Rebecca Fountain is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Merrill since 2003 and with Bank of America N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies created by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francisco Sorge is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Wells Fargo Clearing. Sorge serves as a member of the finance committee at the Genesee Valley Club and is involved in educating clients on life insurance products through his role as a broker at BGA Insurance. 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, pension plans, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs and affiliated providers.

William Page Jr. is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. Outside of his advisory role, he serves as a committee member for the nonprofit organization Shootout for Soldiers, assisting with event sponsorship. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a blend of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jeffrey Praino is a CFP® professional affiliated with Morgan Stanley in Pittsford, NY, with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning. The firm utilizes a structured planning process supported by firm-approved tools and analytical models to assist clients in developing financial plans.

Christopher Parnell is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2014 and concurrently associated with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicklaus Catone is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in executive and equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nicklaus holds a Bachelor's Degree from St John Fisher University and a High School Diploma from McQuaid Jesuit. He is also designated as a Personal Investment Advisor (PIA). Outside of his professional role, Nicklaus is involved with the community as a McQuaid Jesuit JV Lacrosse Coach. His personal interests include basketball, cooking, football, golfing, reading, spending time with family, and traveling.

Leann Hill is a Series 66 licensed financial advisor with Edward Jones in Avon, NY, where she has worked since 2017. She has nine years of industry experience. Outside of her advisory role, she has landlord responsibilities for several rental properties in the region. 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 and offers various advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.

Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive compensation, equity compensation services, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches client relationships with compassion and empathy, treating his clients as if they are family. Outside of his professional role, Steven enjoys spending time with his family, playing ice hockey, and woodworking.

Jessica Royston is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008, with additional experience at LPL Financial, Morgan Stanley, and Bank of America. Royston serves on the finance team for Pittsford First Presbyterian Church, where she helps oversee the management of the church’s investment accounts. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Henderson is a financial advisor with OSAIC in Fairport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with OSAIC since 1997 and has worked with Paul Revere Companies since 1988. Outside of his advisory role, he is a partner in Higgins Henderson RE, LLC, which manages office property, and operates Henderson Wealth Management, his own financial planning practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools and access to third-party managers and proprietary models.

Robert Mike is a financial advisor at Morgan Stanley with 30 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 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs structured planning tools and investment modeling techniques and manages approximately $2.74 trillion in client assets.

Elizabeth Carter is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a Senior Supervision Analyst and holds a New York State insurance license, which she uses to review variable transactions in her role. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple programs, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Kiri Ramsey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously was employed at EFPR Group, LLP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Drew Beckeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in the fall of 2019 and is a member of The Hines Group, which has served clients nationwide for over 30 years. Drew holds the CERTIFIED FINANCIAL PLANNER™ professional designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Michigan. With a focus on financial planning and developing lasting relationships, Drew helps clients articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. His areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Drew's commitment is to work one-on-one with clients to develop personalized financial strategies that support their and their families' long-term goals. Originally from West Michigan, Drew resides in Farmington, NY with his wife and two sons. He is an avid runner and outdoor enthusiast and participates in endurance sports. Drew is involved in his local community through organizations such as Rotary International, Rochester Area Triathletes, and The Spot.

Ryan Miller is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Foresters Financial. Outside of his advisory work, he serves as a board director and lacrosse coach for the Fellowship of Christian Athletes, a charitable organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization and risk management tools. The firm supports various account types and investment strategies through an extensive multi-advisor platform.

Emily Mangus is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Cadence Wealth Management Solutions, Odyssey Financial Advisors, and Reliant Credit Union. Outside of finance, she has experience in the craft beverage industry with Embark Craft Ciderworks and Martin's Honey Farm and Meadery. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

Daniel Malloy is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at RNY FC, Nextcorps, and Wegmans Food Markets, among others. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Zachary Kuhn is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles in various sectors such as retail and education, including positions at Lowe’s, SUNY Oswego, and Tom Wahl’s. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.