Peter Edelstein is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66), and has 19 years of industry experience. He has worked with Regent Financial Group since 2013 and Kestra Advisory Services since 2016. Outside of his advisory roles, he provides firearms instruction focused on safe handling and marksmanship. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms within a supervisory framework.

Timothy Odell is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He previously worked at Equitable Advisors, LLC and has served as a Medical Operation Officer in the United States Army Reserve. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program using ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Joseph Feeney is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. Feeney is based in Rochester, NY. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, alongside traditional brokerage and managed account services.

Jamie Abbott is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Abbott serves on the board of Eagle Star Housing, an organization that provides housing for local veterans. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered adviser and broker-dealer services and manages both discretionary and non-discretionary assets.

James O'Brien is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Putnam Investment Management and Allspring Funds Distributor before joining TIAA-CREF. He serves as Treasurer for the Victor Girls Lacrosse Booster Club, managing financial reporting and tax filing for the organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Jennifer Vogler is a financial advisor at Allworth Financial, L.P. with five years of industry experience. She previously worked at High Falls Advisors, Inc. for 21 years and maintains a part-time solo law practice focused on estate planning and real estate. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches such as Buffered Equity ETFs and options-based overlays, and uses technology to manage held-away retirement accounts without requiring client login information.

Michael Nash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Key Investment Services in 2022, he spent a decade at J.P. Morgan Securities and previously worked at J.P. Morgan Chase. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with an established due diligence process for third-party advisory products.

Michael Petix is a financial advisor at &Partners with 43 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining &Partners in 2024. He holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Jeffrey Douglass is a financial advisor with Principal Financial Services, holding a Series 63 designation and 11 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of his advisory role, he mentors individuals seeking to start their own businesses, providing guidance on business planning and go-to-market strategies. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Kendig is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at NanoArk Corporation and SUNY Geneseo College. Outside of his advisory role, Kendig is involved in community activities such as volunteering with the American Legion’s Boys State program in Monroe County, hosting the RocPulse podcast, and participating in the Rochester Rotary and East Rochester Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment programs based on personal and plan information.

William Schoff is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Schoff serves on the board of directors for Gilda’s Club Cancer Support Center, an organization supporting people affected by cancer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

Matthew Hettinga is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at PNC Investments, Morgan Stanley Private Bank, and PNC Bank. Outside of finance, he is also a self-employed musician who performs stringed instruments at events and concerts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual relationships focused on client goals and written recommendations.

Salvatore Mazzola is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Joshua Catanese is a Series 66-credentialed financial advisor with Equitable Advisors, based in Rochester, NY. He has been with the firm since 2026 and has prior work experience outside the industry, including roles at LA Fitness and Lakeshore Learning. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party advisory models to implement customized investment solutions.

Mark Stone is a financial advisor with Ameriprise in Rochester, NY, holding CFP® and Series 63 credentials and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Stone is involved in managing marketing and administrative activities through Creative Management Consultants, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning. The firm’s approach incorporates proprietary research and third-party data, with an emphasis on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Charles Sawyer is a CFP® with over 30 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise in Rochester, NY since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, he is a part-time musician. Ameriprise provides retirement-income planning services primarily for individuals 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 through affiliated entities.

Keenan Cardona is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and serves on the board of directors for TRU-IMPACT Inc., a nonprofit organization. His prior work includes roles in education and publishing. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

Garrett Bunch is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Alsworth Capital Management, Core Wealth Management, and Raymond James Financial Services. Outside of financial advising, he has a history of involvement with community organizations including the Corning YMCA and Corning Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent professionals and provides multiple investment implementation options and proprietary model strategies.

Anthony Anzalone is a Financial Advisor at UBS Financial Services in Rochester, NY. He holds a Series 66 designation and has been with UBS since 2026. His prior work includes service with the New York State Air National Guard and roles in education and business operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.