Omer Yildiz is a CFA® credentialed financial advisor with one year of industry experience. He is currently with LPL Financial and has prior experience at Cooper/Haims Advisors, LLC as well as Conserve. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by proprietary research tools.

Anthony Rossi is a financial advisor at OSAIC with 55 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. for 16 years. In addition to his advisory role, Rossi is also a licensed insurance agent involved in insurance sales. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through its extensive network of advisers and employs various portfolio construction tools, third-party money managers, and unified managed accounts.

Adam Follmer is a financial advisor with MassMutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. In addition to his advisory work, he serves as Vice President and Agent at Tessera Wealth Management, focusing on insurance sales and service across multiple carriers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing financial planning, asset management, and educational programs, using comprehensive analysis tools to develop written recommendations for clients.

Lily Kuzel is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and previously worked at Prudential for four years. Kuzel is also involved in non-variable insurance activities through a related insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Aaron Wolk is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Legg Mason Investor Services, Franklin Templeton Financial Services, Benefit Street Partners, Broadstone Real Estate, and Manning & Napier Advisors. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Martin Piva is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Axa Advisors and the Ibero American Action League, Inc. He has experience outside finance in remodeling and HVAC. Equitable Advisors serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Michael Amico is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory work, he has served as an adjunct professor, teaching a college course titled "Introduction to Divestments." UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Kristine Long is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2014, including through its prior iterations as AxA Advisors and Axa Equitable. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs using a variety of third-party and proprietary investment solutions.

Andrew Ward is a financial advisor with Ameriprise in Webster, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its predecessor entity since 2014. Outside of his advisory role, Ward manages an advisory business through Council Rock Associates LLC. 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 clients with written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Brady is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Manning & Napier Advisors for four years before joining Morgan Stanley in 2018. Brady serves as a board member and treasurer for the Friends & Foundation of the Rochester Public Library, where he is involved in fundraising and investment decisions. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques to assist clients in developing tailored financial plans.

Matthew Fairchild is a financial advisor at Ameriprise with Series 66 credentials and experience beginning in 2024. Prior to joining Ameriprise, he held roles at Northern Nurseries and SUNY Geneseo. He is also associated with Council Rock Associates LLC as an associate financial advisor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rhett King is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 43 years of industry experience. His career includes long-term service at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in managing personal real estate rental properties in Brockport, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through its affiliated entities.

Gary Stirk is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Osaic since 2024, previously serving seven years at Securities America, Inc. and Securities America Advisors, as well as six years at Invest Financial Corp. He is president of GES Wealth Management Inc., a personal S corporation he uses for managing business expenses. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Sean Miller is a financial advisor with LPL Financial based in Rochester, NY, holding the Series 66 designation and four years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Equitable Advisors. Outside of finance, he has experience in the restaurant industry, having worked at Smoking Hot Chicks BBQ in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, with a focus on model portfolios, third-party asset management, and institutional platforms.

Sean Keller is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Livingston International, State Farm Insurance, and two periods of self-employment. Outside of advising, he operates an e-commerce business supplying survival kits and streams video games on Twitch. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Jessica Robinson is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes multiple roles at LPL Financial and ESL Investment Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services that include financial planning, model portfolio programs, and institutional platforms while supporting advisors with research tools and a broad array of non-advisory financial activities.

Robert Galinski is a financial advisor with LPL Financial in Brighton, NY, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Key Investment Services LLC, HSBC Securities (USA) Inc., and earlier periods at LPL Financial. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools, with oversight of substantial discretionary assets and a large advisor network.

Kyle Hulse is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of his advisory role, he is involved as a consultant with Pyzon Group and is the owner and publisher of Lion and Ox Publication, which creates and publishes print-on-demand books. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Frank Piacente is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes roles at ESL Investment Services, Eagle Strategies, New York Life, Mass Mutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. 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 financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

Isabel Di Nottia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bank of America and has experience in childcare and fitness-related activities. Outside of advising, she volunteers part-time providing childcare at a local fitness center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.