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.

Jessica Robinson is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes multiple roles at LPL Financial and ESL Investment Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services that include financial planning, model portfolio programs, and institutional platforms while supporting advisors with research tools and a broad array of non-advisory financial activities.

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 holds Series 63 and Series 66 licenses and previously worked at Citizens Bank and S and S Tap Room Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

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 in Rochester, NY, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2005 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Michael Curtis is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and 24 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. Outside of his advisory career, he has been involved with Curtis Forestry since 2001. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

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® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. since 2020 and previously worked at Paychex Inc. Ferron is also involved in tax services through a family CPA firm and has an athletic department role at Nazareth University. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, supporting both discretionary and non-discretionary management and providing access to third-party advisers and proprietary model strategies.

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.

Christopher Gaudino is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following four years at INVEST Financial Corp. Gaudino is based in Rochester, NY. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various investment strategies and technology tools.

Thomas Ferraro Jr. is a financial advisor with Cetera and holds a Series 63 designation. He has 34 years of industry experience, including long tenures with Avantax Insurance Agency and related firms. Outside of his advisory work, he is a certified public accountant operating his own tax preparation and accounting practice and is a self-employed musician. He also serves as treasurer in waiting for the Gates Historical Society, a local nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.