Rohini Daliya is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 63 designation and has previously worked at ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of her advisory role, she serves on the board of RCN, a nonprofit organization in Rochester, NY. Ameriprise provides 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 recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jacob Blondell is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at American Portfolios Financial Services, Inc., JPMorgan Chase Bank, and Citizens Bank among other firms. Blondell is also an insurance agent with Finger Lakes Investments Corp. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based asset allocation process and supports multiple investment strategies through a platform with extensive affiliated relationships.

Jay Lasser is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Pittsford, NY. His career includes prior roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he co-owns a real estate business in Pittsford. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Valenti is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015. Valenti serves as an active board member for the Monroe Community Hospital Foundation, supporting the mission of Monroe Community Hospital in Rochester, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and comprehensive due diligence, supported by a large-scale, integrated operational structure.

Mark Jackson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Jackson operates a beekeeping business with several hives. 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, and access to third-party asset management, supported by a large network of investment adviser representatives.

Anthony Orange is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Justin Yokajty is a Series 66-credentialed financial advisor with J.P. Morgan Securities, based in Webster, NY. He has eight years of industry experience, including prior roles at AXA Advisors and a consulting position at X-Factor Sports Consulting, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research supported by a manager solutions team and includes broader derivatives and commodities capabilities.

Emily Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for four years before joining LPL Financial in 2019. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Troy Gribnau is a financial advisor with Edward Jones in Webster, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Alliance Advisory Group, and experience in various other industries such as real estate and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors. The firm offers both discretionary and non-discretionary strategies, access to managed accounts, affiliated mutual funds, and other services under a fiduciary standard.

Terri Rumans is a financial advisor with LPL Financial in Webster, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at M&T Securities and Peoples Securities, Inc. 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 financial planning and investment management services, leveraging both proprietary and third-party strategies across various asset classes and account types.

Brian Craig is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Matthew Terp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a Monroe County Legislator in Rochester, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Kathleen Titus is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of her advisory work, she serves as a head coach for the Olympic Development Soccer Program in New York State West. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Theresa Kenyon is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 27 years of industry experience. She 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 both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and proprietary planning tools.

Richard Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience, having worked at Raymond James since 2000. Outside of his advisory role, he owns an accounting firm, Walker & Reynolds CPA's PC, and serves as an officer and treasurer on the board of a condominium association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nicole Marron is a financial advisor at Morgan Stanley in Rochester, NY, with 14 years of industry experience. She has held positions at Morgan Stanley since 2014, including a brief tenure at LPL Financial in 2018. Marron holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jacob Newkirk is a Wealth Management Advisor and one of three partners at the GLN Wealth Management Group, a Merrill Lynch Wealth Management team based in Rochester, New York. He joined the group in 2017 and has since served a select number of high-net-worth clients, including business owners, retirees, healthcare professionals, and affluent families. Jacob leads the team's institutional business by working directly with privately and publicly owned businesses to provide financial consulting for employer-sponsored retirement plans and nonprofit endowments. With over 50 years of combined experience among his team, Jacob and his colleagues offer a comprehensive, data-driven approach to financial planning. Their services include portfolio management, multigenerational trust and estate planning, college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. The GL Group was recognized by Forbes as a "Best-in-State Wealth Management Team" in 2023. Jacob earned a bachelor's degree in Finance from the University of Dayton. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). A native of Fairport, New York, he is active in the local hockey and lacrosse communities, enjoys golfing, and supports the Buffalo Bills and Buffalo Sabres. Jacob resides in Fairport with his fiancée Katey and their dog, Cali.

Melissa Blanco is a financial advisor at Osaic with Series 66 credentials and two years of industry experience. She has held roles at Ciccarelli Advisory Services, Inc. and other firms, and is also a Notary Public. At Ciccarelli Advisory Services, she worked as a Client Services Associate supporting independent RIA operations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary models.

Alexander Neri is a financial advisor with LPL Financial in Pittsford, NY, holding the CFP® and ChFC® designations, and has 12 years of industry experience. His career includes prior roles at American Portfolios Advisors, Inc., Axa Advisors, LLC, and RFG Advisory, LLC. He is involved in educational activities at Finger Lakes Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports both discretionary and non-discretionary account management.

Thomas Newberg is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Stifel since 2022 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2022. Stifel serves a wide range of clients, including individual, institutional, and municipal clients, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.