Philip Serafine is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, he has served as an instructor for community education at Webster Central School District. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by comprehensive financial planning, custody, and brokerage services.

Haley Lang is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Equitable Advisors since 2020 and previously at SUNY University at Buffalo from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Bruce Charleton is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corp for 17 years. Outside of advising, he is an aerobic and spin class instructor at Harro East Athletic Club. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses various tools and third-party platforms to construct and manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

April Booth is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Cambridge since 2013. Outside of advisory work, she is an independent insurance agent and involved in direct sales for a skincare company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a variety of portfolio management options across multiple custody platforms, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Aletha Steehler is a financial advisor with Raymond James Financial, holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2007. Outside of her advisory role, she owns and operates Elite Image, a hair styling business. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers specialized advisory services such as the SIMPLE IRA Employer Advisory & Consulting Services Program for small businesses, combining plan oversight with customizable investment options.

Traci Lewis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked for Commonwealth Financial Network for eleven years. Lewis dedicates a small portion of her time to fixed insurance sales conducted at her branch location. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.

Dale Rehkopf II is a CFP®, CFA®, and Series 63-licensed financial advisor with 23 years of industry experience. He has been with Edward Jones since 2002 and is based in Pittsford, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Robert Birch is a financial advisor at LPL Financial in Fairport, NY, holding a Series 66 license with one year of industry experience. Prior to joining LPL Financial in 2025, he served 20 years in the United States Navy and worked at Heroic Public Benefit Corporation for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Lisa Harrington is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She has worked at UBS Financial Services since 2015, with brief tenures at Edelman Financial Services, LLC and EF Legacy Securities, LLC in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

James Harman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Sharman is a CFP® with 34 years of industry experience, currently serving as an advisor at LPL Financial since 2024. He has previously worked at Raymond James Financial Services from 2012 to 2024 and has been involved with Sharman Advisory Group LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Zachary Messerino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, with prior experience at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Natalie Estabrooks is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She previously worked at Esl Investment Services and LPL Financial, each for 13 years. Outside of her advisory role, she owns and operates a family farm in Avon, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Jason Milner is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to assist clients with financial planning.

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, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, Mass Mutual, and Mutual of Omaha. Valle is involved in business activities related to non-variable insurance, tax preparation, and wealth management in the Rochester and Pittsford, NY areas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

David DeCourcey is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience as a financial advisor since 1990. He specializes in portfolio management services, individual and corporate investment strategy, and retirement income planning. David applies his knowledge to support clients in making important financial decisions. He holds a Bachelor of Science degree with a major in Investments/Finance from Babson College. David also holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, he volunteers as a budget counselor and has served as a board member for the Cornell Cooperative Extension of Ontario County. David resides in Canandaigua with his wife, Judy. His personal interests include football, genealogy, photography, and spending time with his family.

Christian Reynolds is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2024, he worked at Citizens Securities, Inc. and Equitable Advisors, LLC. From 2015 to 2020, he was self-employed and operated Trunk Teepee. 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 through a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.