Andrew Van Houten is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Door Dash as an independent contractor and held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he continues to work occasionally as a delivery driver for Door Dash. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves assessing client information and risk tolerance, utilizing third-party advisory models and portfolios, and offering a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models and third-party managers to deliver tailored investment solutions.

Christopher Leverett is a financial advisor with RBC Capital Markets in Fairport, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2005 and previously worked at City National Bank from 2016 to 2025. Leverett serves on the advisory board for the School of Business and Management at SUNY Brockport and has been involved with nonprofit activities such as organizing the March of Dimes spring walk-a-thon. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a variety of advisory programs and portfolio management services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and unified account structures.

Ashley Sullivan is the Vice President and Branch Leader at Fidelity Investments, where she oversees a team of wealth planning professionals. In her leadership role, she fosters a collaborative environment that emphasizes personalized client relationships and collective expertise to support clients in achieving their financial goals through tailored financial planning processes. Ashley has extensive experience in the financial services industry, having held various positions including Branch Leader at Fidelity Investments, Vice President and Senior Wealth Partner at 1865 Wealth Advisors, Private Wealth Advisor at LVW Advisors, and Financial Consultant at Charles Schwab and Co., Inc. She began her career as a Financial Advisor Associate at UBS Wealth Management and has held multiple roles at Fidelity Investments. She holds a California Insurance License. Outside of her professional responsibilities, Ashley's personal interests include family activities, fitness, social events with friends, parenthood, and traveling.

Richard Giangrasso is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include work related to non-variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Brian Whitbeck is a financial advisor at OSAIC in Rochester, NY, holding a Series 66 designation with five years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for ten years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of brokerage and advisory services. The firm employs various investment tools and platforms to construct portfolios incorporating multiple asset classes and supports both discretionary and non-discretionary account management.

Thomas Schultz is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at ESL Investment Services, Citizens Securities, Citizens Bank, Lowe's Inc., and Amica Mutual Insurance. In addition to his advisory work, he serves as a notary. 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, and institutional platforms, supporting advisors with various strategies and operational tools.

Alan Ginsberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. for eight years. Ginsberg also serves as a general agent for Security Mutual Life of New York and is involved in community activities including estate planning and charitable giving through the Jewish Federation of Greater Rochester and programming events at Temple Beth El Men’s Club. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports various managed-account solutions while operating a complex corporate structure with multiple affiliated platforms.

Anthony Di Gabriele is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Joseph Barcellona is a CFP®-certified financial advisor with LPL Financial, based in Webster, NY, and has 14 years of industry experience. He has been affiliated with ESL Investment Services, LLC and LPL Financial since 2011. Outside of his advisory role, he is involved in online sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services and supports advisors with research-driven tools and diverse investment options.

Jonpaul Penner is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Penner serves as treasurer for the St. Paul Blvd. Fire Association Inc., a volunteer fire department organization in Rochester. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using its own research and tools, with clients able to implement recommendations through various brokerage and advisory programs optionally.

Joseph Kapfer is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has held roles at Nazareth University, C&M Forwarding, and Rochester Wealth Management prior to his current position. 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 various asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Thomas Green is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 63 credential and over 25 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2000 and at Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory role, Green owns and operates an accounting firm, Thomas H. Green, CPA, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and consulting aligned with clients' goals.

Alexander Mapstone is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. His prior roles include positions at Rush Gravel and academic institutions such as St. Lawrence University and Hobart College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Kathleen Shedler is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and David Benedict. In addition to her advisory role, she owns a business that sells life insurance and long-term care products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services and employs advanced asset-allocation tools and third-party platforms to support portfolio management.

Grant Kohler is a financial advisor with Mass Mutual Investors Services in Rochester, NY. He holds Series 65 and Series 63 licenses and has three years of industry experience. Kohler also serves as the Business Development Director at Genesee Manufacturing Company, where he oversees sales and marketing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides tailored financial planning using firm-approved analytical tools and offers event-driven planning services including divorce and estate-settlement planning.

Gary Debellis is a financial advisor with Cetera, holding a PFS™ designation and a Series 66 license, and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Davie Kaplan, CPA, P.C., where he has provided financial planning and advisory services. Gary also serves as an independent trustee for a family trust, a role involving distribution calculations based on his long-term professional relationship with the clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across multiple program structures.

Daniel Hayes is a financial advisor with Ameriprise in Pittsford, NY, holding a Series 63 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hayes is involved in business management through several limited liability companies. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and the use of algorithmic tools.

Andrew Toomey is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, his background includes roles at the Office of Child and Family Services, Rehab Support Services, Wal-Mart, and Price Chopper. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Daniel Leonard is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 credential and 26 years of industry experience. He has worked across various Morgan Stanley entities since 2006. Outside of his advising role, Leonard serves as the head coach for the Lakefront Soccer Club in Webster, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.