Thomas Borrelli is a financial advisor with LPL Financial in Brighton, NY, holding the Series 63 and Series 66 designations and possessing 18 years of industry experience. He previously worked at Key Investment Services, LLC from 2014 to 2022 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes strategic and tactical model portfolios supported by in-house research and third-party subadvisors.

Timothy Bay is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as an Investment Consultant from 2022 to 2024, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Prior to joining Fidelity Investments, he worked as a Financial Professional at Equitable Advisors from 2019 to 2020. Timothy focuses on helping local clients develop financial plans tailored to their priorities. He emphasizes a dedicated and trustworthy approach to assist clients in growing, protecting, and maintaining their wealth, aiming to provide them with confidence in their financial strategies. Outside of his professional work, Timothy has interests in fitness and football.

Stephen Fornarola is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His prior work history includes roles at RBC Capital Markets and Penfield Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Robert Walker III is a financial advisor with LPL Financial in Rochester, NY, holding CFP® and ChFC® designations and bringing 25 years of industry experience. He has worked with ESL Investment Services, LLC and Key Investment Services LLC during his career. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, with resources from LPL Research and third-party subadvisors.

Melinda Lenzi is a CFP® professional with 20 years of experience in the financial industry. She has been with LPL Financial since 2010 and also works with ESL Investment Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Priscilla Hennig is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and Horace Mann Companies. She also holds a dual position as a financial advisor at the University of Illinois Credit Union. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kaden Helmer is a financial advisor with Ameriprise in Victor, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he worked at Under Armour and has a background that includes roles at Duquesne University and Victor Junior/Senior High School. He also manages an advisory business under Creative Management Consultants, LLC. Ameriprise provides a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations with tax-smart withdrawal strategies and algorithmic automation to support client planning.

Alyssa Cruz is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Financial Freedom Group and has experience in content creation for social media platforms such as Instagram and TikTok. She also holds a public notary designation. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of securities and third-party management solutions.

Michael Booth is a Series 66-licensed financial advisor with Edward Jones in Rochester, NY, where he has worked since 2016. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Corey Burke is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at the Hurricane Junior Golf Tour and several other organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas such as retirement, education, and niche planning needs. The firm uses proprietary research and tools to develop customized recommendations delivered through meetings and detailed client summaries.

Edward Denning is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corp. for 22 years. In addition to advising, Denning sells and services accident/health insurance, traditional life insurance, and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various platforms and asset-allocation tools to construct customized portfolios across multiple asset classes.

Troy Nelson is a financial advisor with Merrill based in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at J.W. Cole Advisors, Montage Wealth Management, and Bank of America, N.A. Outside of his advisory work, he is involved with Aurora Brewing and The Athletic Campus. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Looman is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2014. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, risk, and wealth-transfer services. The firm combines advisory services with other financial products and referral channels to serve clients meeting certain net-worth criteria.

Kristen Gawron is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 designation and four years of industry experience. She has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Robert O'Dea is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Wells Fargo Advisors and previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 institutions. The firm offers a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through various brokerage or advisory programs.

Robert Wright is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Key Investment Services LLC, and Key Bank NA. Wright is also associated with ESL Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

John Prouty is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously worked for the Rush-Henrietta Central School district for 14 years. Outside of his advisory role, he serves as an elder at St. Paul Lutheran Church and is a board member of SPIRIT NYS, an organization supporting homeless teens in the Rochester area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based planning across various financial topics, offering both one-time and ongoing engagements without discretionary portfolio management.

Chris Collins is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010, progressing through several roles including Investment Representative, Account Executive, and Vice President. Prior to joining Fidelity, he was a Financial Advisor at Waddell & Reed from 2006 to 2008. In his current role, Chris helps investors create comprehensive financial plans tailored to their goals and circumstances. His approach involves thorough analysis, clear communication, and ongoing support to identify opportunities and provide customized recommendations. Outside of his professional work, Chris enjoys baseball, boating, cooking and baking, football, and traveling.