Amy Bennage is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and J.W. Cole Advisors, Inc. Bennage is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Lily Kuzel is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and previously worked at Prudential for four years. Kuzel is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Rhett King is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 43 years of industry experience. His career includes long-term service at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in managing personal real estate rental properties in Brockport, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through its affiliated entities.

Tyler Logan is a financial advisor with Edward Jones, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in tree and landscape services, including roles at Lusk Tree Service and his own businesses, Logan Metzger Enterprises, LLC, and Logan Lawn and Landscape. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Thomas Kasper Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has served in the U.S. Army Reserve as an Operations Officer since 2018. Prior to joining Edward Jones in 2017, he was part of the 401st Civil Affairs Battalion from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kevin Murdock is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Citizens Bank, and was involved with S and S Tap Room Inc for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jason Kelley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 22 years of industry experience, including previous work with Allstate Insurance Company. Kelley also serves as an independent insurance agent for various firms through Valiant Capital Management. 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 a range of services such as financial planning, investment management, and retirement advisory through a network of independent professionals using multiple platform arrangements and proprietary model strategies.

Travis White is a financial advisor at LPL Financial in Rochester, NY, with 11 years of industry experience and a Series 63 designation. He has worked with firms including The Summit Federal, Tompkins Trust Company, and Five Star Bank. He is also involved with The Summit Retirement and Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of advisors offering financial planning, model portfolio programs, and institutional platforms.

Jessica Burris is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

James Schaefer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 15 years of industry experience. His prior roles include positions at Northwestern Mutual and MassMutual, where he worked from 2010 to 2026. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Stephen Bergonzi is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several financial services firms. Outside of advising, he is also licensed to practice law and engages in Medicare sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Charleen Guck is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 brokerage and investment management capabilities.

Michael Curtis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. He also has longstanding involvement with Curtis Forestry, an entrepreneurial venture he has managed since 2001. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Alexandra Cobb is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent one year at Bell Partners Inc. Alexandra is based in Rochester, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ryan Muchard is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Securities America Advisors and Securities America, Inc., among other firms. Outside of advising, Muchard is a Senior Mechanical Engineer with QuidelOrtho. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Ferron is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Rochester, NY. His prior roles include work at Paychex Inc and ownership of Ferron Wealth Management. He is also employed in the athletic department at Nazareth University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Connie Dinicola is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc., Cadaret, Grant & Co., Inc., and OSAIC. She is also involved in tax preparation and accounting through her business, Har Din Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and platforms, supported by comprehensive operational and research tools.

Carrie Rodriguez is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for the Webster Central School District for five years. Outside of her advisory role, she teaches group exercise classes at the YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.

Devin Rasmussen is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities, Bank of America, Merrill, and US Bank. Outside of finance, he is the owner of Outlet Rod & Gun Club. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.