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.

Alex Lincoln is a financial advisor at Equitable Advisors in Rochester, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Park Maple City CDJR, Wegmans, Eastern Gateway Community College, and the United States Postal Service. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored programs and endorsed third-party managers.

John Rizzolo is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop customized financial plans tailored to their individual goals and preferences. His approach emphasizes focusing on what and who matters most to clients, aiming to co-create meaningful financial outcomes. John's professional experience includes positions as Vice President and Financial Consultant at Fidelity Investments since 2019, and prior to that, he served as Regional Associate at Guggenheim Investments from 2015 to 2019. Through his work with a diverse client base, he has developed a deep understanding of clients' needs and provides guidance through various life stages. Outside of his professional responsibilities, John has personal interests in baseball, cooking and baking, football, social events with friends, and golf.

Serafino Iantorno is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. His work history includes roles at ESL Investment Services, LLC and key Investment Services LLC. Outside of financial advising, he serves as a notary public and is involved in a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bruce Sunderville is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following a 13-year tenure at Metlife Securities Inc. In addition to his advisory work, Sunderville operates as an independent insurance agent with Kafl Inc., focusing on fixed annuities and various insurance products. 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 financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Jeremy Krog is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, Llc. Outside of his advisory role, he serves as power of attorney and executor for his spouse. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, employing a hybrid referral and implementation model that combines advisory and brokerage channels.

Frederick Goduti is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Wells Fargo Advisors in Rochester, NY, where he has worked since 2020, following prior roles within affiliated Wells Fargo entities. He is also the owner of True North Wealth Management, LLC, a separate financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing a broad range of investment and fee-based financial planning services using Wells Fargo’s research and tools. The firm offers specialized planning solutions and integrates advisory services with other financial product offerings.

Paul De Loria is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. His prior roles include positions at JPMorgan Chase and ESL Investment Services. Outside of finance, he is involved in family business activities, serving as Vice President of Jody B's Studio of Dance and owning Mama Llama Productions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Holden Borrelli is a financial advisor with Ameriprise in LeRoy, NY, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously worked in aluminum injection molding. Borrelli is also associated with Stormtack LLC as an Associate Financial Advisor focused on practice management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice, utilizing internal research and third-party data within a defined investment framework.

David Quick is a CFP® professional with 28 years of industry experience. He is currently with OSAIC and has previously worked at Securities America and Cambridge Investment Research. Outside of advisory roles, he serves as a successor trustee for the Wood-N-Plank Trust. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sandy-Ann Robs is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Client Service Representative at Raymond James from 2018 to 2020. Her approach centers on understanding the unique needs and situations of her clients. She collaborates with clients to make the financial planning process straightforward and valuable, aiming to build relationships that endure across generations. Outside of her professional work, Sandy-Ann enjoys activities such as beach outings, boating, fishing, fitness, reading, and traveling.

Patrick Underwood is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 20 years of industry experience. He previously worked at Metlife Securities, Inc. from 2006 to 2017. Outside of his advisory role, he manages a small residential rental property. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager services and conducts educational seminars.

Jacob Shea is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 credential and has worked with Equitable Advisors since 2021. Prior to his advisory role, Shea held positions at Jcrew and Inspire Physical Therapy & Fitness, and has been involved in student government activities during his time at SUNY Brockport. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm’s delivery model leverages LPL-sponsored programs and endorsed third-party managers, with a mix of discretionary and non-discretionary management under controlled policies.

Scott Davies is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Addison Precision, CGS Precision Technologies, and Nationwide Precision Products. 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, employing firm-approved software to deliver written recommendations through collaborative annual planning engagements.

Jordan Zehr is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and has experience outside finance, including roles at Domino's Pizza and as an executor for his parents' estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering solutions primarily through LPL-sponsored programs and endorsed third-party managers.

John Wagner Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. Wagner is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, Mallory has experience in the service and hospitality industries, including positions at a painting company, a restaurant, and a university. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed third-party managed account platforms.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.

Melinda Dix is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 16 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Outside of her advisory role, she is a landlord of a two-family house in which she resides in one unit and rents out the other. 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 programs, structuring client engagements as annual collaborative relationships that use firm-approved tools to analyze goals and provide written recommendations.

Connie Gilderhus is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including American Portfolios Financial Services Inc., Mass Mutual Investors Services, and Metlife Securities Inc. Gilderhus is also involved in fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized employer advisory programs.