Alex Lincoln is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Park Maple City CDJR, Wegmans, Eastern Gateway Community College, and the United States Postal Service. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, relying on a network of Investment Adviser Representatives and third-party asset managers to implement tailored investment solutions.

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 licenses and bringing 26 years of industry experience. His career includes multiple roles at ESL Investment Services, LLC and LPL Financial since 2015. Outside of his advisory work, he is a notary public and has been involved in grocery delivery and a family business in the Rochester area. 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 financial planning and asset management solutions, utilizing both proprietary research and third-party strategies, and manages oversight of more than $819 billion in discretionary assets.

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 in Rochester, NY, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and was previously associated with AXA Advisors, LLC during its affiliation period. He serves as power of attorney and executor for his spouse. 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 uses a combination of proprietary and third-party advisory programs to tailor investments based on client risk tolerance and personal or plan information.

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 work includes positions at JPMorgan Chase Bank and JPMorgan Securities, and he has ownership interests in Mama Llama Productions and serves as Vice President of Jody B Inc., a family-operated dance studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms, serving individuals, retirement plan participants, banks, trust companies, and other institutions.

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 with Equitable Advisors in Rochester, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in retail and physical therapy settings, including roles at J.Crew and Inspire Physical Therapy & Fitness. He has also been involved in student government and nonprofit organizations during his academic career. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions, serving both high-net-worth and non-high-net-worth clients.

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. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor for his parents' estate. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses both proprietary and third-party models and managers to tailor investment solutions, including mutual funds, ETFs, and alternative investments, and offers ERISA fiduciary services to qualified plans.

John Wagner Jr. is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. He is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory support from over 22,800 investment adviser representatives.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory career, he was involved in operations at Ladder 91 Painting Co and Dibella's Old Fashioned Subs, and he also has work experience at University at Buffalo and Agatina's Restaurant. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.

Jacob Brown is a Series 66-licensed financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he held positions at Penfield Country Club, Westside YMCA, Hegedorn's, and Rochester Institute of Technology. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services supported by a nationwide network of advisors.

Benjamin Chatham is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, his work experience includes roles at Mad City Windows and Baths, Cache Part Supply, and Isaksen Solar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.