Connor Stein is a financial advisor with Primerica Advisors based in Rochester, NY. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of financial advising, Stein consults on tax strategy through Swiech Consulting LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies and maintains approximately $15.5 billion in assets under management.

Carolyn Tuckerrubado is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

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.

Reo Alderman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include seven years at Securities America Advisors and six years at Invest Financial Corporation. Outside of advising, he is vice president and secretary of Life on the Beach Enterprises Inc., a family-owned restaurant business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to offer customized portfolio solutions.

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.

Leah Kucharski is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her work history includes roles at JPMorgan Chase Bank, Northwestern Mutual, and St. John Fisher University. Outside of financial services, she has experience with Aladdin's Natural Eatery and the YMCA of Greater Rochester. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Anthony Bouvy is a financial advisor with Equitable Advisors in Rochester, NY. He holds Series 63 and Series 65 registrations and has three years of industry experience. Prior to joining Equitable Advisors, he held roles at Midtown Athletic Club, St. John Fisher University, Midvale Country Club, Monroe Community College, and Advance Coating Service. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Alexandra Cobb is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent one year at Bell Partners Inc. Alexandra is based in Rochester, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Michael Rager is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Mantione is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years in the industry. He has been with Cambridge since 2003 and also serves as president of Blackjack Morgan Coins & Collectibles Inc., a retail business. Additionally, Mantione leads Magnum Associates Inc., providing tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Jon Vallaro is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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.

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.

Dominick Scro is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Walmart, Amazon, and several other companies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing programs sponsored by LPL and other third-party managers to deliver advisory and brokerage 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.

Taylor Coombs is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016, following four years at Aflac. Outside of his advisory role, he has significant involvement in investment-related business activities, including ownership in The Captiva Group, LLC and The Jenaro Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm’s structured planning process utilizes proprietary research and tools, providing tailored recommendations across diverse financial needs.

Erik Schwarz is a CFP®-designated financial advisor with LPL Financial in Rochester, NY, bringing 21 years of industry experience. He has been affiliated with LPL Financial and ESL Investment Services, LLC since 2010. Outside of his advisory work, he is also a self-employed musician. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.