Steven Shemirani is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is a co-owner of a personal hunting camp managed through SHC Management LLC. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

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.

Brent Carmello is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their unique situations and planning needs, utilizing the resources available at Fidelity to support clients in striving toward their financial goals. Brent has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Planning Consultant. His experience spans client relationship management and financial planning within the firm. Outside of his professional work, Brent has interests in baseball, football, golf, music, reading, and traveling.

Lisa Benchaabane is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 63 and Series 65 designations 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 and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions, and manages approximately $326 billion for roughly 477,000 clients.

Rachel Nolan is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans tailored to their unique family situations, aiming to help them achieve their financial goals and provide peace of mind through life's various events. Rachel has been with Fidelity Investments since 2014, holding roles including Financial Representative, Investment Consultant, and currently as a Financial Consultant. This experience has contributed to her expertise in financial planning and investment consulting. Outside of her professional work, Rachel enjoys activities such as barre, fitness, hiking, traveling, and exploring food. She also has an interest in pets.

Robert Whitbeck is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding Series 65 and Series 63 licenses and with 37 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also an insurance agent offering accident and health, disability, fixed annuities, index annuities, fixed life settlements, fixed life premium financing, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, using asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a broad range of investment vehicles.

Brian Dejoy is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2015. Outside his advisory role, Dejoy serves as a board member and treasurer for the House of Mercy, a nonprofit organization providing services such as food, clothing, shelter, and advocacy to underserved populations. He is also involved with the Pittsford Mustangs Soccer Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including portfolio management, financial planning, and capital markets solutions.

Kaitlyn Stagnitta is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Amanda Archer is a Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads a team of financial advisors who work with clients to deliver personalized financial planning experiences. Her approach focuses on helping clients feel confident in their financial plans while prioritizing their goals, enabling them to concentrate on what matters most to them. Amanda has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant. This extensive experience within the company has contributed to her expertise in financial advisory and client relationship management.

Heather Warne Hopkins is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 63 license and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Jacob Sadwick is a financial advisor at OSAIC with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Securities America Advisors, Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, a financial advisory LLC based in Rochester, NY. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a broad range of investment products.

Tricia Zanon is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James in 2018. Based in Rochester, NY, Zanon focuses on delivering personalized financial advice. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets for a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a range of portfolio management styles and affiliated research.

Christopher O'Dell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with families to define their financial goals and develop comprehensive plans tailored to their specific needs. His approach emphasizes financial planning as an ongoing process aimed at making sensible decisions through each stage of life to work toward financial freedom. Christopher has extensive experience in the financial services industry, having held various advisory roles since 2009. Prior to his current role, he served as a Financial Advisor at Ameriprise Financial Services Inc. from 2014 to 2019, a Financial Consultant at Allstate Financial Services Inc. from 2012 to 2014, a Financial Advisor at Merrill Lynch from 2010 to 2012, and a Planning Assistant at Ameriprise Financial from 2009 to 2010. Outside of his professional work, Christopher enjoys cooking and baking, participating in family activities, playing golf, riding motorcycles, and practicing yoga.

Markus Strauss is a financial advisor with Thrivent Investment Management in Ontario, NY, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.

Patrick Kelly is a financial advisor at UBS Financial Services with 13 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill Lynch. Kelly holds the Series 66 designation. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Zachary Wagner is a CFP® designated financial advisor with five years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise. Zachary began his career after attending St. John Fisher College. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning areas and uses proprietary research and tools to develop tailored recommendations for its clients.

Noah McDonald is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aligned with their personal goals. He engages with clients to review their progress and identify strategies that reflect their priorities and concerns. Noah has held various roles in the financial services industry, including Private Client Relationship Manager at Citizens Bank from 2024 to 2025, Associate Advisor at Northwestern Mutual from 2022 to 2024, and Financial Representative at Northwestern Mutual from 2021 to 2022. Outside of his professional work, Noah has interests in food, skiing, theater, traveling, and volunteering.

Antonio Barcelo is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior roles include positions at Key Investment Services LLC and MassMutual Life Insurance Co. before joining Mass Mutual Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and employs firm-approved software to deliver written financial recommendations within annual, collaborative planning engagements.

Denise Chapman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models and offers a broad range of investment and financial solutions.

Michael Deer is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 26 years of industry experience, including prior roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved with Deer & Yunker Financial Partners, assisting clients with life settlements and insurance brokerage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and provides specialized services such as divorce and estate-settlement planning.