Lisa Harrington is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She has worked at UBS Financial Services since 2015, with brief tenures at Edelman Financial Services, LLC and EF Legacy Securities, LLC in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Vesely is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Andrew Miller is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® and Series 66 designations. He has two years of industry experience, including prior roles at Morgan Stanley and Equitable Advisors, LLC. Outside of advisory work, he has worked as a freelance tennis instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Nestrick is a financial advisor at Edward Jones in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education for over two decades, including positions at Victor Central School District and Honeoye Central School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

James Harman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Zachary Messerino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, with prior experience at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Kyle Rhoads is a Series 66-licensed advisor with Equitable Advisors in Rochester, NY. He has one year of industry experience, having joined Equitable Advisors in 2026 after working in various roles outside the financial industry. Equitable Advisors serves individual clients, retirement plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory models, including third-party managed programs and discretionary portfolio management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Milner is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to assist clients with financial planning.

Lindsay Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she manages event staff selling wellness supplements at farmers' markets through an independent contracting role. Morgan Stanley Wealth Management serves individuals and institutional clients with comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a broad range of investment programs and financial strategies.

George Opira is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at United Healthcare Solutions and Avantax Advisory Services. Outside of financial advising, he owns Opira Tax & Financial Services, providing accounting, bookkeeping, and tax preparation, and serves as a board member of the Hope Initiative of Rochester. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform supporting diverse investment strategies and program structures.

Leah White is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, delivered through a centralized consulting team in partnership with financial advisors.

Thomas Bailey is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, with three years of industry experience. His prior work experience includes roles at Aspen Skiing Company and several service businesses. He is also associated with hiring activities for another advisor, Brett Caroselli. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives and third-party advisory programs.

Donna Gaudy is a financial advisor with Merrill in Rochester, NY, holding a Series 66 designation and seven years of industry experience. She has been with Merrill since 2003. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Tette is a financial advisor with OSAIC in Rochester, NY, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as treasurer for the GC Education Foundation and is managing partner of Allied CPAs, P.C. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance assessment, and access to multiple managed account platforms.

Taylor Collins is a financial advisor at LPL Financial with 19 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services Inc and MassMutual from 2007 to 2026. 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 institutions. The firm offers a range of financial planning and investment management programs and supports its network with various operational and research tools.

Tracy Deer is a CFP® with 16 years of industry experience currently with Mass Mutual Investors Services. She has previously worked at MetLife Securities Inc. and has been associated with Mass Mutual Life Insurance Company since 2016. Outside of her financial advisory role, she is a team manager for a youth hockey team in Rochester, handling scheduling, roster management, finances, and fundraising. 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 and asset management services using firm-approved analytical tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Riley Whalen Inc. since 2017 and was also employed by Daniele Family Companies from 2015 to 2017. Emily is also a commissioned notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

James Ferrari is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in health and group insurance sales as an agent. 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 seminars, using firm-approved software tools to develop collaborative, goal-based strategies without discretionary authority.

Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sarthak Bhojwani is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simon Business School, University of Rochester, and in consulting and technology positions. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.