Michael Riorden is a financial advisor with LPL Financial and holds the Series 63 designation. He has 38 years of industry experience, including roles at Rw Lloyd Financial since 2006 and Cadaret, Grant & Co., Inc. from 2006 to 2025. Outside of advising, he is involved in the insurance business through Upstate Special Risk. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kimberly Anderson is a CFP® professional with 32 years of industry experience, currently advising clients at LPL Financial since 2019. Prior to joining LPL, she spent 25 years with Ameriprise Financial Services, Inc. In addition to her advisory role, she serves in a fiduciary capacity for the Andrew G Cole Testamentary Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and consulting services through a nationwide network of investment adviser representatives.

Nicholas Tagliarino is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 63 designation and 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

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.

Michael H Cooper is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Cooper serves on multiple nonprofit and community organization boards, including The Jewish Home of Rochester and CypherWorx Inc., and is involved in investment and foundation committees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing model-based asset allocations and proprietary research from its Chief Investment Office and global teams to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory services.

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.

Richard Miller Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Katie Rudow is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank since 2016. In addition to her financial advisory role, she has been affiliated with DICK's Sporting Goods since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Nelson Miles III is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and PNC Investments. Outside of his advisory role, he is also active as an Uber driver, providing ride-sharing and delivery services. 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’s advisory work leverages proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ross Marple is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

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.

Donald Hoyt Jr. is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2011. 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 solutions, using proprietary research and planning tools to develop tailored recommendations.

Lori Facinelli is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of her advisory role, she co-owns a financial practice, ACE Financial Group, with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research, planning tools, and simulation models to develop and present recommendations.

Richard Bucenec is a financial advisor with LPL Financial based in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years at Raymond James and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Jason Pierce is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 designations and having 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

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.

Matthew Corrigan is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining LPL Financial in 2022. Outside of his advisory role, Corrigan is an agent with Globe Life Insurance Company of New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Patricia Kwiatkowski is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an Independent Beauty Consultant for Mary Kay Inc. and an independent contractor for Isagenix International, focusing on nutritional products. 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 advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

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.

Matthew Merola is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 licenses. He has seven years of industry experience, including prior roles at Mass Mutual Life Insurance Company and AXA Advisors. Outside of his advisory work, he is an author and educator involved with Kindle Direct Publishing. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.