Stefan Muoio is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2015. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using a combination of proprietary programs and third-party asset managers to deliver tailored advice and implementation.

Kevin Garden is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2012 to 2024. Garden is also involved in insurance sales through L&M Group Ltd., recommending insurance products as part of financial plans. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that include a variety of securities and managed-account solutions.

Jessica Petterson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with Equitable Network, LLC since 2023 and Equitable since 2020. Outside of her advisory role, she is appointed as successor executor and power of attorney on several family estates. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm’s approach includes matching clients to customized program models or discretionary managers, utilizing both proprietary and third-party solutions.

Michael Caruso is a financial advisor with Raymond James & Associates in Rochester, NY. He holds the Series 66 designation and has five years of industry experience, including four years at L3Harris Technologies prior to joining Raymond James in 2020. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Ferron is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Rochester, NY. His prior roles include work at Paychex Inc and ownership of Ferron Wealth Management. He is also employed in the athletic department at Nazareth University. 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, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Brendan Ercole is a CFP® professional with 11 years of industry experience, currently with Cambridge Investment Research Advisors. He previously worked at Sage Rutty and SEI Investments Management Corporation. Ercole is also the owner of Fairpoint Wealth Partners, Inc., based in Rochester, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party model strategies, with flexible implementation tailored to client objectives.

William Cooper is a CFP® credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously worked at Howe and Rusling, Inc. for multiple years. J.P. Morgan Securities LLC 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.

Jacob Kocher is a financial advisor with LPL Financial based in Rochester, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ESL Federal Credit Union, as well as work outside finance with Pizza Land Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions, including third-party asset management and institutional platforms, supported by operational tools like machine learning for research and administrative functions.

Joelle Donahoe is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 2006 and also serves as Chief Compliance Officer for Cooper/Haims Advisors, LLC and ESL Investment Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

John Mitrano is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities, Inc. for 13 years. He also holds a role with MassMutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, annual engagements utilizing firm-approved software to analyze client goals.

Roger Purcell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Mmb & Co., Coopercompanies, ESL Federal Credit Union, and Wegmans Food Markets. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joseph Cappello is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. He has been associated with ESL Investment Services, LLC and LPL Financial since 2009. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

Connie Dinicola is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc., Cadaret, Grant & Co., Inc., and OSAIC. She is also involved in tax preparation and accounting through her business, Har Din Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and platforms, supported by comprehensive operational and research tools.

Carrie Rodriguez is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for the Webster Central School District for five years. Outside of her advisory role, she teaches group exercise classes at the YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Anthony Murray is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc for over a decade. Outside of his advisory role, he serves as president and financial advisor at Tessera Wealth Management Inc. LLC, focusing on insurance sales and service. Mass Mutual 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, and educational programs, utilizing collaborative planning supported by firm-approved analytical tools.

Leykun Brouk is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Lincoln Financial Advisors from 2012 to 2024. He is also the owner of Brouk Capital Management, a DBA noted as an investment-related business. 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 a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.

Paul Visca is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services and Stokes, Visca & Co. LLP CPA, where he continues to provide tax services. He serves as Treasurer for The Architectural Foundation of Greater Rochester in a volunteer capacity. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary models and third-party strategies tailored to client objectives.

Kevin Brown is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.