Lindsay Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she manages event staff selling wellness supplements at farmers' markets through an independent contracting role. Morgan Stanley Wealth Management serves individuals and institutional clients with comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a broad range of investment programs and financial strategies.

George Opira is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at United Healthcare Solutions and Avantax Advisory Services. Outside of financial advising, he owns Opira Tax & Financial Services, providing accounting, bookkeeping, and tax preparation, and serves as a board member of the Hope Initiative of Rochester. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform supporting diverse investment strategies and program structures.

Leah White is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, delivered through a centralized consulting team in partnership with financial advisors.

Matthew Valle is a financial advisor with LPL Financial based in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, and Mutual of Omaha. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Thomas Bailey is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, with three years of industry experience. His prior work experience includes roles at Aspen Skiing Company and several service businesses. He is also associated with hiring activities for another advisor, Brett Caroselli. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives and third-party advisory programs.

Donna Gaudy is a financial advisor with Merrill in Rochester, NY, holding a Series 66 designation and seven years of industry experience. She has been with Merrill since 2003. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Tette is a financial advisor with OSAIC in Rochester, NY, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as treasurer for the GC Education Foundation and is managing partner of Allied CPAs, P.C. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance assessment, and access to multiple managed account platforms.

Taylor Collins is a financial advisor at LPL Financial with 19 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2026, he worked at MML Investors Services Inc and MassMutual from 2007 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs and supports its network with various operational and research tools.

Tracy Deer is a CFP® with 16 years of industry experience currently with Mass Mutual Investors Services. She has previously worked at MetLife Securities Inc. and has been associated with Mass Mutual Life Insurance Company since 2016. Outside of her financial advisory role, she is a team manager for a youth hockey team in Rochester, handling scheduling, roster management, finances, and fundraising. 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 provides ongoing financial planning and asset management services using firm-approved analytical tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Thomas Henderson is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with Higgins Henderson LLC and Airquip Heating & Air Conditioning. Henderson is also active as a financial advisor at Henderson Wealth Management, a sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors with integrated brokerage, investment advisory, and financial planning services. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Riley Whalen Inc. since 2017 and was also employed by Daniele Family Companies from 2015 to 2017. Emily is also a commissioned notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

James Ferrari is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in health and group insurance sales as an 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, and educational seminars, using firm-approved software tools to develop collaborative, goal-based strategies without discretionary authority.

Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sarthak Bhojwani is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simon Business School, University of Rochester, and in consulting and technology positions. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.

William O'Donnell is a CFP® certificant with 11 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory work, he is also involved as a life insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform programs and third-party managed-account solutions.

Daniel Biviano is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. 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 various investment strategies and operational tools.

Alanna Lucia is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles outside the investment industry, such as work with the Country Club of Rochester and founding Techlanna, LLC, an entrepreneurial venture she has managed since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of portfolio management options and advisory tools supported by technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Jacob Lana is a financial advisor at Equitable Advisors with a Series 66 designation and new to the industry. Prior to joining Equitable Advisors, he spent ten years at Viavi Solutions. His outside activities include serving as power of attorney for several family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs through a network of advisers, utilizing third-party asset managers and advisory platforms.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member of the Rochester Philharmonic Orchestra Fund and the Davenport-Hatch Foundation’s Investment Committee, and is a consultant and partner at MAPSTONE GROUP LLC. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Shana Rivera is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Equitable Advisors since 2015, including five years at AxA Advisors. Rivera maintains outside insurance appointments as part of her professional activities. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives, employing both proprietary and third-party advisory programs.