Anthony Ortiz is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory role, Ortiz has ownership interests in The Captiva Group, LLC, and The JP Anthony Group Inc., both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, integrating advisory services with other financial product offerings and referral channels.

Jenelle Baker is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with OSAIC in Rochester, NY. She previously worked at KeyBank for four years and held roles at NYLIFE Securities LLC and New York Life Insurance Co. from 2016 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk assessment, and automated rebalancing in portfolio construction.

Jason Mangione is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

Henry Smith is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals who use a variety of portfolio management strategies and platform options tailored to client objectives.

Eric Britt is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Wells Fargo Advisors since 2019 and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he coaches boys basketball at the Aquinas Institute in Rochester, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Marina Graham is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2018, including a prior role at Kevin Shiltz, Mapstone Veritas Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models delivered through a network of investment adviser representatives.

Nannette Nocon is a CFP® and ChFC® credentialed financial advisor with 42 years of industry experience, currently with Ameriprise in Rochester, NY. She has been with Ameriprise and its predecessor firm since 2005. Outside of advising, she publishes a nonprofit children’s book series called Yum & Yuk, which provides a copy to an underprivileged child for each book sold, and serves as chair of the George Eastman Museum board. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, known for its Ameriprise Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Gaffney is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds the Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Mulvey is a financial advisor at J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior work history includes roles at Longhorn Steakhouse, Joe's Crabshack, and St. John Fisher College. 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.

Anmarie Rizzo is a Series 66 licensed financial advisor with Morgan Stanley, based in Rochester, NY, and has 25 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Anthony Pagano is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 21 years at AllState Financial Services LLC before joining Mass Mutual in 2021. Outside of his advisory role, he is also an insurance agent with Elmwood Agency, focusing on life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning and asset management services, utilizing firm-approved tools to deliver written recommendations without investment discretion.

Aidan Bowerman is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience with Mass Mutual Investors Services, MassMutual Life Insurance Co, and Cobblestone Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, leveraging a wide range of advisory strategies and operational tools.

Patrick Gallagher is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 66 credential and 18 years of industry experience. He previously worked at LPL Financial and ESL Investment Services, LLC. Outside of his advisory role, he is a partial owner of a family winery and serves as president of the board for a charitable fundraising organization that raises funds through gaming and local events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides ongoing, collaborative financial planning using advanced analytical tools and delivers investment strategy recommendations without discretionary authority.

Chad Jacob is a financial advisor at Morgan Stanley in Rochester, NY, with 20 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Jacob serves as a volunteer coach for the Bristol Mountain Race Club, a recreational organization in Victor, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves clients through both individual and corporate financial planning arrangements.

Philip Serafine is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, he has served as an instructor for community education at Webster Central School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by comprehensive financial planning, custody, and brokerage services.

Haley Lang is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 66 and Series 63 licenses and five years of industry experience. She has been with Equitable Advisors since 2020 and previously worked at SUNY University at Buffalo from 2016 to 2020. Equitable Advisors serves individuals across a broad range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and providing ERISA fiduciary services to qualified plans.

April Booth is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Cambridge since 2013. Outside of advisory work, she is an independent insurance agent and involved in direct sales for a skincare company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a variety of portfolio management options across multiple custody platforms, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Traci Lewis is a CFP®-certified financial advisor with seven years of industry experience. She has been with Raymond James Financial since 2026 and previously worked at Commonwealth Financial Network for 11 years. Lewis spends a small portion of her time on fixed insurance sales conducted at her branch location. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as probability modeling to support client goals.

Dale Rehkopf II is a CFP®, CFA®, and Series 63-licensed financial advisor with 23 years of industry experience. He has been with Edward Jones since 2002 and is based in Pittsford, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Robert Birch is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include serving two decades in the United States Navy and working at Heroic Public Benefit Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research tools and various integrated financial services.