Ryan Prine is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previous work experience at Roberts Wesleyan and the Ontario Golf Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Sean Hucko is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Stokes, Visca, Hucko & Barone, CPAs, LLC, and operated his own CPA firm. Outside of advising, he has ownership interests in accounting and business services entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers multiple investment platforms and proprietary models while maintaining documented advisor business relationships with professionals providing legal and accounting services.

Christopher Harmon is a Series 66 licensed advisor with Equitable Advisors in Rochester, NY. He joined the firm in 2026 and has prior work experience across various industries including healthcare, hospitality, and logistics. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advice and implementation across a range of investment products.

Nancy Eagle is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has four years of industry experience, including roles at EQUITABLE ADVISORS llc and MassMutual Life Insurance Company. Prior to her financial advisory career, she spent 14 years in the automotive industry with Cox Automotive, AutoTrader, and KBB. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Pamela Baker is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at MassMutual and MML Investors Services since 2020, and prior to that, she was with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc from 2014 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars, with planning engagements structured as annual relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Todd Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rochester, NY, holding Series 65 and Series 66 credentials and with 20 years of industry experience. He has previously worked with firms including American Portfolios Financial Services and Commonwealth Financial Network. Harris is a partial owner of ADF Wealth Management LLC and owner of Harris Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, while also maintaining specialized municipal advisory capabilities and recently expanding its SIMPLE IRA Employer Advisory services.

Kaitlin Patt is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, her background includes roles in education and community services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party partners.

Igor Yurovskiy is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Hough is a financial advisor at Edward Jones in Rochester, NY, holding Series 63 and Series 65 credentials with nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, UBS Financial Services, Russell Tobin & Associates, Ameriprise Financial Services, and Hennion & Walsh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Robert Mojsej is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at INVEST Financial Corporation and ongoing partnerships with Salmin, Celona, Wehrle & Flaherty, LLP and Cochran, Cochran & Yale. Outside of advisory work, he is a partner at Welker Mojsej & Delvecchio CPAs, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing various investment strategies and technology tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jacqueline Centauro is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2011 and also holds partial ownership stakes in several property LLCs in the Rochester, NY area, though she has no management responsibilities in those entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christian Sparacino is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Securities America Advisors and INVEST Financial Corp. Outside of advisory work, he is a partner in an LLC that holds raw land for recreational use jointly with family members. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, pension, corporate, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes and investment vehicles.

Ann Marie Depoian is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading to BNY Mellon Advisors and custody to Pershing and Primerica Brokerage Services.

Kelvin Martinez Montes is a financial advisor with LPL Financial in Rochester, NY, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial and ESL Investment Services, he has held positions across various sectors including retail and healthcare. Additionally, he is involved with Branca Midtown in a non-investment outside employment role. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Tornatore II is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, following prior roles at Axa Advisors, LLC and Paychex Inc. He serves as a board member of the Greece Regional Chamber of Commerce and is active in several local business organizations. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and corporations. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Maureen Pilato is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at High Probability Advisors, LLC, Leigh Baldwin & CO., LLC, and High Falls Advisors. She serves on the board of the YWCA of Rochester and Monroe County, where she is Treasurer and a member of the investment committee. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Raymond Bauman is a financial advisor with Equitable Advisors in Rochester, NY, holding the Series 66 designation and one year of industry experience. His prior work includes roles at BlueZone Sports and Rochester Cornerstone Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes both firm-offered and third-party advisory programs to tailor services to client needs.

Evan Wilcox is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience across various industries, including hardscaping and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security planning within a defined investment universe influenced by affiliated product relationships.

Brian Sauers is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked with several firms including Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, where he has been involved since 2015. Sauers also serves as a board member of the Rochester Hearing and Speech Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring affiliated and third-party managers across various program structures.

Abigail Alvord is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Financial Consultants to develop personalized financial plans tailored to individual situations and goals. She utilizes the comprehensive resources available through Fidelity to support clients in achieving their financial objectives. She has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. This experience has provided her with a broad understanding of financial services and client relationship management. Outside of her professional role, Abigail enjoys cooking and baking, spending time with family, engaging in fitness activities, socializing with friends, visiting lakes, and traveling.