Rudy Diedreck is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as president of the BNI Greece A Team in Rochester, NY, managing weekly meetings focused on business development for salespeople and small business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Sydney Carnival is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2023, Sydney worked in various roles including positions at SUNY Geneseo School of Business and Admissions. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering advisory services on a non-discretionary basis.

Wesley Evans is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he partners with clients to develop personalized financial strategies that align with their individual goals. He emphasizes building long-term relationships based on trust, transparency, and effective communication. Wesley has experience in investment strategies, retirement planning, and wealth planning, drawing on his background as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2020 to 2024. His expertise enables clients to navigate financial complexities with confidence. Outside of his professional work, Wesley's personal interests include fitness, football, parenthood, reading, running, and traveling.

Michael Torregrossa is a financial advisor with LPL Financial in Rochester, NY, holding a ChFC® designation and Series 63 and 66 licenses. He has nine years of industry experience, including roles at ESL Investment Services, Edward Jones, and J.P. Morgan Chase Bank. Torregrossa has also been involved with Torregrossa Properties LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Waylan Barber is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their wealth management teams to develop comprehensive financial plans. He joined Fidelity Investments in 2021 and has held positions including Workplace Planning Consultant and Help Desk, Workplace Planning and Advice before his current role. His experience encompasses workplace planning and providing advisory support within Fidelity Investments, contributing to his expertise in financial planning services. Outside of his professional work, Waylan Barber engages in activities such as family activities, hiking, playing musical instruments, music, reading, and writing.

Daniel Rudd is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and New York Life Insurance Company. He is also active as a financial advisor in life, disability, and long-term care insurance. 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 provides comprehensive financial planning and asset management, utilizing firm-approved analytical tools to develop recommendations tailored to clients' goals.

Sarah Campbell is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® and Series 63 credentials and bringing 15 years of industry experience. She has worked at ESL Investment Services, LLC and LPL Financial since 2011. Outside of advising, she is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Cathy Elia is a financial advisor with OSAIC in Rochester, NY, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at Securities America Advisors and Invest Financial Corp. She is also the owner of Envision Wealth & Health, a firm providing financial and insurance services, and she assists individuals aged 65 and older with Medicare enrollment through Ahrens Benefits Co. OSAIC serves a diverse client base ranging from individual to institutional investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party solutions like Envestnet to manage portfolios across various asset classes.

Julieann Angie is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and bringing 10 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and AXA Advisors, LLC. She was involved with the Rochester Animal Shelter in 2018. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and deliver written recommendations.

Justen Cruz is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Opticool Technologies and The Lighting Division. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to clients.

Jennifer Jones is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Cetera and has previously worked at Avantax Advisory Services and 1st Global Capital Corp. In addition to her advisory role, she serves on the advisory board of Canandaigua National Bank and holds multiple positions with UR Thompson Health, including board member, audit committee member, finance committee member, and treasurer. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party strategies.

Joseph Mynio is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018, and has prior experience at Waddell & Reed, Inc and MassMutual Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Ricci Elnicki is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2016. He co-owns the Elnicki Sutter Group LLC, through which he manages an Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Christa Sharkey is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 66 license and bringing 11 years of industry experience. She has worked at Mass Mutual since 2016 and previously spent four years at METLIFE SECURITIES Inc. Sharkey is also an individual life insurance 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, wrap and money-manager programs, and educational seminars.

Daniel Coccia is a financial advisor with Cetera who holds a Series 63 designation and has 11 years of industry experience. He previously worked for Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory role, he owns an accounting and tax preparation business and serves on the board of the Reh Family Foundation, where he assists with charity selections and tax matters. He also held the position of Immediate Past President at the New York State Society of Enrolled Agents. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets across various program structures and custodial relationships.

Karl Heath Jr is a financial advisor with 22 years of industry experience. He is currently with Mass Mutual Investors Services and holds a Series 63 designation. His previous experience includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Debra Hilleman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009 and holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

Leah Coyle is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held positions at Kodak Alaris, Butler/Till, and other companies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, serving a broad client base with systematic investment approaches.

Raymond Allen Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Outside of finance, he is involved in a family-owned flooring business, Grade A Carpeting, Inc., where he performs general labor tasks. J.P. Morgan Securities 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 investment recommendations.

Joel Di Martino is a financial advisor with Merrill in Rochester, NY, holding Series 63 and Series 65 designations and seven years of industry experience. Before joining Merrill in 2025, he spent 24 years at Wilmington Trust/M&T Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.