Robert Conderman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at American Portfolios Financial Services and Commonwealth Financial Network. He also engages in fixed insurance sales as a secondary business activity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm uses tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Paul D'aiutolo is a Series 66-licensed financial advisor with UBS Financial Services in Rochester, NY, where he has worked since 2007. He has 27 years of industry experience. Outside of his advisory role, he serves on the boards of Heritage Christian Services, the American Retirement Association, and the Rochester Hearing and Speech Center. He is also active in professional associations related to retirement plan advising, including a volunteer leadership role with The American Society of Pension Professionals and Actuaries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-based portfolio management.

Alexandra Storke is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to her advisory role, she spent four years at St. John Fisher College. Alexandra also serves as a notary in a limited capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jonathan Valerie is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has prior experience at Summit Brokerage Services. In addition to his advisory role, he provides legal advice as an attorney at Salvatore's. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Joseph Bianchi is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of advisory work, he is involved in business valuation services focused on helping business owners with exit strategies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, delivering collaborative annual planning engagements using firm-approved analytical tools.

Philip Franco Jr. is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2021. Outside of his advisory roles, he teaches Social Security Benefits classes through the Webster School District. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Matthew Smith is a financial advisor with Ameriprise in Corning, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he manages an advisory business through Council Rock Associates, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Erik Hoppin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Lisa Mulvaney is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. and MassMutual Life Insurance Co. She also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved financial analysis tools.

Marc Brondon is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors for Grace The Arts!, a nonprofit organization that provides children in need with access to arts education and opportunities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Sean Nellis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Webster Town Recreation, Delta Sonic, and Bill Grays. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Keith Bock is a financial advisor with Raymond James & Associates in Rochester, NY. He holds the CFP® designation, along with Series 63 and Series 65 licenses, and has 44 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has served as an executor for the estate of a long-term business partner. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Nicholas Cantando is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Financial Partners of Upstate New York and Bankers Life. Outside of advising, he has experience at Cobblestone Creek Country Club and Keuka College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Gary Vengelen is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory products.

Rohini Daliya is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 63 designation and has previously worked at ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of her advisory role, she serves on the board of RCN, a nonprofit organization in Rochester, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jacob Blondell is a financial advisor with OSAIC in Pittsford, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at American Portfolios Financial Services, JPMorgan Chase Bank, Citizens Bank, and Cadaret, Grant & Co. He is also an insurance agent with Finger Lakes Investments Corp. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, with portfolios constructed using firm-provided asset allocation tools and risk-tolerance assessments.

Jay Lasser is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he co-owns a real estate business, JAMR Real Estate LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, offering a broad range of advisory, brokerage, and insurance solutions.

Michael Snow is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and having 10 years of industry experience. His prior experience includes roles at Metlife Securities and MassMutual Life Insurance Co. He is also engaged in individual life, property/casualty, health, group life, and group health insurance sales as a separate business activity. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Christina Kubrich is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering tailored financial planning and advisory services that utilize a range of portfolio management styles and affiliated research.

Mark Jackson is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he owns a small beekeeping business called Jackson's Bees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services through a national network of investment adviser representatives.