Timothy Meisenzahl is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerri Palermo is a CFP® professional with 10 years of industry experience, currently serving at Charles Schwab in Pittsford, NY. Her prior experience includes roles at Ameriprise Financial Services and Northwestern Mutual Wealth Management. She also serves as a board member for the Monroe Community Hospital Foundation, where she assists with fund allocation and fundraising efforts. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated brokerage, custody, and advisory services with a combination of non-discretionary client relationships and access to discretionary separately managed accounts.

Patrick Caufield is a financial advisor at Edward Jones with 11 years of industry experience. He has held positions at Edward Jones since 2016 and previously worked at Guardian Life from 2014 to 2016. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Daniel Cusato is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Lincoln Financial Advisors Corporation, ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of investment advisory, he is a licensed notary public and also acts as an insurance agent, offering disability, fixed and indexed annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional investors, and various organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset allocation tools and access to third-party managers to construct portfolios across a broad spectrum of investment types.

Kyle Preston is a CFP® professional with six years of industry experience. He is currently affiliated with LPL Financial and previously worked at Mass Mutual and Genesee Construction. Preston is also involved with ESL Investment Services, LLC, where he has been engaged since 2019. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Benjamin Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Jurs Montgomery Brokerage LLC and RC Imaging. Outside of his advisory work, he is a commissioned notary public in Rochester, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Means is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is an owner and partner of a CrossFit facility in Canandaigua, New York. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Craig Danieluk is a financial advisor with Equitable Advisors in Penfield, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2009. Outside of his advisory role, Danieluk serves as a board member of the Penfield Rangers Soccer Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Nichols is a financial advisor with Osaic Wealth, Inc., holding CFP® and ChFC® designations, and has 38 years of industry experience. He worked at Signator Investors, Inc. for 30 years before joining Osaic in 2018. His other business activities include operating a sole proprietorship focused on the sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and third-party services to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Pascucci is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Paychex and John Hancock Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jamie Di Cataldo is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch since 2019, following six years at Oppenheimer & Co. Merrill, alongside its affiliate Managed Account Advisors LLC, 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, and institutional investors.

Eric Hurley is a financial advisor with LPL Enterprise in Pittsford, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Evans Bank, LPL Financial, and New York Life, among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust-related services.

Noah Stmary is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2014. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hugh Hamlin is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he chairs the investment committee and serves on the finance committee for the Landmark Society of Western New York, overseeing the organization's endowment and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and asset allocation models.

John Zicari is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Bank of America and Merrill from 2013 to 2019. Outside of his advisory work, he serves on the advisory board of the Wilmot Cancer Institute and acts as treasurer for Warrior Cards, Inc., an organization that provides gifts to pediatric cancer patients. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

Timothy Pease is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes 26 years at Cadaret, Grant & Co., Inc. and over three decades with Commonwealth Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and technology tools.

Sean O'Brien is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at William J Head, CPA, PLLC and ROC Group, and has been involved with Cure Childhood Cancer Association. O'Brien maintains involvement in accounting and tax preparation through his association with William J. Head, CPA, PLLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Dangler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at M&T Securities, Five Star Bank, and 1st Global Advisors Inc. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Susan Acker is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Mariano is a financial advisor at UBS Financial Services in Rochester, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Mariano serves on the board of the Italian American Community Center, a cultural and educational nonprofit in Rochester. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of investment products and proprietary research to support tailored client strategies.