Alex Greenspon is a financial advisor with Charles Schwab in Pittsford, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, providing a broad range of investment solutions supported by centralized custody and operational infrastructure.

Sara Heaton is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with three years of industry experience. Before joining Morgan Stanley in 2020, she worked at Alliance Advisory Group and held roles at American Eagle Outfitters and Yahnundasis Golf Club. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs that include tailored financial planning and investment management, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and advanced modeling tools but clients are responsible for implementing and maintaining their plans.

Steven Lesko is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual. Outside of his advisory work, he is starting a clothing business selling sweatshirts under his personal brand. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting, supported by model-based asset allocation and portfolio optimization tools.

Paul Peterson is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2009. He operates out of Fairport, NY, and holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive research and operational tools.

Pina Formicola is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Her prior roles include positions at Independent Solutions Wealth Management, Peak Brokerage Services, OSAIC, Sagepoint Financial, Sage, Rutty & Co., Ensemble Financial Services, and an earlier tenure at LPL Financial. She is also involved as an investment advisor and registered representative with other entities, and works as an insurance agent providing income and insurance solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and institutional platforms, supported by advisor-focused technology.

Quinn Nolan is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation. Nolan has been with Morgan Stanley since 2024. Prior to entering financial services, Nolan worked in education and community roles, including positions at St. Bonaventure University and local schools. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Daniel Driscoll is a financial advisor with Ameriprise in Webster, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Driscoll is also involved in managing his advisory business through DSKJ Consulting and Cadence Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Wing is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a District Safety Director supporting the implementation of the Little League Baseball ASAP program in the Rochester community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Maley is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Manning & Napier. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Keri Link is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 66 and Series 63 licenses and 17 years of industry experience. She has been with Morgan Stanley since 2012, following a one-year tenure at Merrill. Outside of her advisory work, she serves as a school board member for the Marcus Whitman School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies.

Kevin Cross is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial Services. Outside his advisory role, he volunteers as a T-ball coach for Chili Youth Baseball and owns Previs Wealth, LLC, which he uses for shared business expenses and succession planning. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager selection.

Tara Farrell is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets since 1992. Outside of her advisory role, she operates a tree service business in Ontario, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Stephen Livingston is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2017 and previously held roles at JPMorgan Chase and JP Morgan Securities. He also serves as a compliance officer at Canandaigua National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Laura Hicks is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2005. Hicks serves on the board of the Clifton Springs Area YMCA, a nonprofit organization focused on community programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Joel Maness is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc., among other firms. Outside of his advisory role, he is actively involved in the Episcopal Church of the Incarnation in several capacities, including as head of the church audit committee. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers access to third-party managers and proprietary strategies.

Lisa Testa is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Gregory Schaller is a financial advisor with Stifel who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Merrill and Bank of America before joining Stifel in 2019. He serves as a board member of the St. Bonaventure University National Alumni Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Deborah Spychalski is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 1996 and holds the Series 66 designation. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Bouchard is a financial advisor with Wells Fargo Advisors in Pittsford, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Lost Borough Brewing Company and Guglielmo Sauce LLC, as well as work at Rochester Institute of Technology. Outside of advising, he holds a notary commission in New York. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored through a broad menu of planning options. Advisors use Wells Fargo’s research and planning tools to develop recommendations that clients may implement through various brokerage or advisory programs.

Aimee Cummings is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Securities America Advisors, ESL Investment Services, LPL Financial, and Wall Street Financial Group. Outside of her advisory role, she is an independent artist. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, discretionary strategies, and access to alternative investments.