Robert Birch is a financial advisor at LPL Financial in Fairport, NY, holding a Series 66 license with one year of industry experience. Prior to joining LPL Financial in 2025, he served 20 years in the United States Navy and worked at Heroic Public Benefit Corporation for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Lisa Harrington is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She has worked at UBS Financial Services since 2015, with brief tenures at Edelman Financial Services, LLC and EF Legacy Securities, LLC in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Vesely is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Andrew Miller is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® designation and Series 66 license. He has two years of industry experience, including prior roles at Morgan Stanley and Equitable Advisors, LLC. Outside of his advisory work, he has experience as a freelance tennis instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technological tools across discretionary and non-discretionary management strategies.

Robert Nestrick is a financial advisor at Edward Jones in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education for over two decades, including positions at Victor Central School District and Honeoye Central School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

James Harman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Sharman is a CFP® with 34 years of industry experience, currently serving as an advisor at LPL Financial since 2024. He has previously worked at Raymond James Financial Services from 2012 to 2024 and has been involved with Sharman Advisory Group LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Zachary Messerino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, with prior experience at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Jason Milner is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to assist clients with financial planning.

Lindsay Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she manages event staff selling wellness supplements at farmers' markets through an independent contracting role. Morgan Stanley Wealth Management serves individuals and institutional clients with comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a broad range of investment programs and financial strategies.

George Opira is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at United Healthcare Solutions and Avantax Advisory Services. Outside of financial advising, he owns Opira Tax & Financial Services, providing accounting, bookkeeping, and tax preparation, and serves as a board member of the Hope Initiative of Rochester. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform supporting diverse investment strategies and program structures.

Leah White is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, delivered through a centralized consulting team in partnership with financial advisors.

Matthew Valle is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, Mass Mutual, and Mutual of Omaha. Valle is involved in business activities related to non-variable insurance, tax preparation, and wealth management in the Rochester and Pittsford, NY areas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

Thomas Bailey is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Brett Caroselli and Aspen Skiing Company. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored platforms and endorsed TAMPs to deliver its advisory and brokerage solutions.

Donna Gaudy is a financial advisor with Merrill in Rochester, NY, holding a Series 66 designation and seven years of industry experience. She has been with Merrill since 2003. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Tette is a financial advisor with OSAIC in Rochester, NY, holding a Series 66 designation and over 23 years of industry experience. His career includes prior roles at Securities America Advisors and Cambridge Investment Research Advisors. Outside of advisory work, he is managing partner of a CPA firm and serves as treasurer for the GC Education Foundation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools and access to third-party money managers.

Taylor Collins is a financial advisor at LPL Financial with 19 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LPL Financial in 2026, Collins spent 19 years at MML Investors Services Inc and Mass Mutual. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tracy Deer is a CFP® with 16 years of industry experience currently with Mass Mutual Investors Services. She has previously worked at MetLife Securities Inc. and has been associated with Mass Mutual Life Insurance Company since 2016. Outside of her financial advisory role, she is a team manager for a youth hockey team in Rochester, handling scheduling, roster management, finances, and fundraising. 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 ongoing financial planning and asset management services using firm-approved analytical tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Thomas Henderson is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with Higgins Henderson LLC and Airquip Heating & Air Conditioning. Henderson is also active as a financial advisor at Henderson Wealth Management, a sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors with integrated brokerage, investment advisory, and financial planning services. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Riley Whalen Inc. and Daniele Family Companies. Additionally, she is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.