Jacqueline Vanhoy is a Series 66-licensed financial advisor with Equitable Advisors, based in Hamlin, NY, and has 24 years of industry experience. She has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of advising, she has worked in event staffing and is a New York State Notary. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models delivered through both proprietary and third-party platforms, focusing on personalized investment solutions and fiduciary services for qualified plans.

Christopher Klee is a financial advisor with Cetera who holds a Series 63 designation and has 21 years of industry experience. He has been with Cetera and its related entities since 2005. In addition to his advisory role, Klee owns and operates George Peter Klee CPA LLC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various investment program structures.

Andrew Genovese is a financial advisor at LPL Financial in Rochester, NY, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial since 2018 and has been involved with The Gaudino Group since 2017. Prior to his advisory career, he worked at Video Awareness for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Beryl Sorscher is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Prior to this, Beryl worked at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Ivaylo Tchoroleev is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for M&T Securities, Inc. for 22 years. Outside of his advisory role, he is involved in investment real estate as a landlord and property owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeremy Denny is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has held previous roles at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory work, he is the sole owner of JRDENNY LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Gary Acker is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and over 51 years of industry experience. He has been with MassMutual Life Insurance Co since 1973 and MML Investors Services, LLC since 1982. Acker serves on the board of the nonprofit organization Harbour House of Rochester, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Angella Ohara is a financial advisor at Cetera with 11 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Avantax Investment Services and Davie Kaplan, CPA, and she served on the Town of Ogden Zoning Board of Appeals from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with access to various third-party money managers and program structures.

David Mirsky is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and PFS™ designations and over 33 years of industry experience. His prior roles include positions at Mercer Global Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management Corp. He has served as a college professor at Rochester Institute of Technology and is a board trustee for Green Tech Rochester School for Boys, as well as a board member of Jewish Family Services of Rochester. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Christopher Corea is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Corea is involved in independent insurance brokering and holds a business ownership role with Cadence Associates, LLC, as well as consulting through Creative Management Consultants, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Gregory Byrd is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Primerica Financial Services since 2006 and has been associated with PFS Investments Inc. since 2008 and Jordan Health from 2009 to 2026. In addition to his advisory role, Byrd engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides advisory services mainly to individual investors rather than institutional clients.

John Wade is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has been with Ameriprise since 2016, currently serving at Ameriprise Financial Services, LLC. In addition to his advisory work, he maintains a business involvement with Cline Road LLC, which manages property-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Mark Kluge is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years with Securities America Advisors, Inc. He is active in several charitable and professional organizations, including advisory councils for the University of Rochester, Hartwick College, Colgate University, and the United Way of Greater Rochester. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and support through a complex network of affiliates and third-party managers.

Michelle Lavigne is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Beyond her advisory role, she acts as a co-trustee and power of attorney for her spouse’s investment-related matters and serves as a notary public in Denver, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing research and planning tools to develop tailored client recommendations.

Michael Kustigian is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, previously working at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by a centralized manager solutions team using both quantitative and qualitative analysis.

Alan Cooper is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated entities.

James Wehrle is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with LPL Financial since 2018 and previously spent seven years at Invest Financial Corporation. Wehrle is also a partner at Flaherty Salmin CPAs, where he is involved in tax preparation and accounting, and participates in managing an indoor turf facility through Genrich Athletic Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management approaches supported by research and technology across a large network of investment adviser representatives.

Francis Wershing Jr. is a CFP® with 38 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2011 and has also served at Greece Central School since 1989. Outside of his advisory role, he is involved in nonprofit governance as chairman of the centennial committee for the Hochstein School of Music and Dance and is an author. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Michael Sellars is a financial advisor with Ameriprise Financial Services in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at KeyBank, Key Investment Services, and JPMorgan Chase Bank. Sellars serves as President on the Board of Directors for ROC Cystic Fibrosis Awareness, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Daniel Willoth serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. In this role, he guides clients through all life stages, working collaboratively to create plans aimed at achieving their financial goals. His Chartered Financial Analyst® designation provides him with a distinctive perspective on complex financial situations, goals, and the current market environment. With over 20 years of industry experience, Daniel's background includes roles as a Portfolio Analyst at PIMCO from 2013 to 2016, an Internal Wholesaler at AIG SunAmerica from 2007 to 2013, and a Financial Advisor at Oppenheimer & Co. from 2005 to 2007. He holds a California Insurance License.