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.

Cole Weichman is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at XLI Manufacturing and Pro-Tech Manufacturing. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Atul Agarwal is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and four years of industry experience. He has a diverse background including roles with several delivery and logistics companies as well as involvement with the University of Rochester Medical and Nursing School and the Monroe County Board of Elections. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Christopher Miller is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual and MetLife Securities. Outside of his advisory work, he sells items on eBay and serves as a financial advisor for Krueger Financial Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers collaborative, annual planning engagements.

Francis Ostrom III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has held prior roles at Avantax Advisory Services and DKCB Financial Advisors, among others. Ostrom is involved in community service as a board member and audit committee member of the Rochester Rotary Charitable Trust, which supports a summer camping program for young people with disabilities. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement diverse investment strategies across various program structures and custodial relationships.

Allan Barasch is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 66 licenses. Outside of his work at Wells Fargo, he owns and operates 152 Associates, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, leveraging Wells Fargo research and various advisory tools.

Shreyansh Gangwar is a financial advisor at Ameriprise with Series 66 registration and less than one year of industry experience. His background includes roles at Leaf Group of NY and academic positions at Simon Business School, University of Rochester, and Bennett University. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

Alexander Pohlson is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he held various roles including associate financial advisor at Mark Palazzolo LLC and positions at Binghamton University and other local businesses. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with oversight to generate recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joseph Hurlimann is a financial advisor at LPL Financial with 27 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Lincoln National and Lincoln Financial Advisors for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

Brian Masker is a CFP®-designated financial advisor with LPL Financial, based in Rochester, NY, and has 10 years of industry experience. His prior experience includes roles at ESL Investment Services, LLC, ESL Federal Credit Union, Citizens Bank, and Citizens Securities, Inc. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning and various advisory programs utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

Brian Provost is a financial advisor with OSAIC in Rochester, NY, holding Series 65 and Series 66 licenses and 22 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 14 years before joining OSAIC in 2024. Outside of advising, he is an independent insurance agent specializing in life, disability, and long-term care insurance and is a co-owner of an LLC that manages payroll and retirement plans for employees. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party managed-account solutions.

Andrew Ness is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various positions in the financial services industry, including Wealth Management Advisor at TIAA from 2017 to 2020, Vice President and Financial Solutions Advisor at Merrill Lynch from 2012 to 2017, and Financial Advisor at AXA Advisors from 2010 to 2012. Throughout his career, Andrew has focused on building customized financial plans tailored to meet the unique needs of his clients. He emphasizes a collaborative approach and prioritizes developing strong relationships based on trust, reliability, and competency. Outside of his professional work, Andrew enjoys engaging in family activities and participating in fitness-related pursuits such as golf, hiking, skiing, and tennis.

Allison Maier is a financial advisor with Raymond James Financial holding a Series 66 designation and nine years of industry experience. She has worked at several firms, including Cadaret Grant & Co., Inc., LPL Financial LLC, and Cetera ADVISORS LLC, before joining Raymond James and Associates in 2023. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting using analytical tools and supports its advisory programs with technology and specialized municipal advisory services.

Brian Hopper is a financial advisor at LPL Financial with 15 years of industry experience. He has held roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and technology-driven solutions.

Justin Myers is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining Ameriprise. Myers also owns and manages an advisory business, Myers LLC, in Lima, NY. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rylan Searley is a financial advisor at J.P. Morgan Securities with Series 66 registration and less than one year of industry experience. His background includes roles at JPMorgan Chase Bank, the University of Rochester, and RBC Wealth Management, along with various other positions outside the financial sector. J.P. Morgan Securities 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 to inform its recommendations.

Stephen Gaudino is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp for five years. Additionally, he owns and operates a CPA firm, Stephen Gaudino CPA PC, where he has been active for over 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a variety of model portfolios and research from in-house and third-party sources.

Nicholas Piehler is a financial advisor with Cetera in Rochester, NY, holding a Series 66 designation and four years of industry experience. He has previously worked with Avantax Investment Services and has been involved with Davie Kaplan Wealth Care Advisors, LLC. Outside of his advisory roles, Piehler serves as Finance Committee Chairman for the Catholic Newman Community at the University of Rochester and is a board member of the Nativity Preparatory Academy of Rochester, a Catholic middle school. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to implement various investment strategies and model portfolios.

Leo Iacobelli is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has worked with LPL Financial since 1999 and holds leadership roles at ESL Federal Credit Union and ESL Investment Services, LLC, where he serves as Senior Vice President and Director of Wealth Management, and President and COO, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, providing both discretionary and non-discretionary management alongside access to model portfolios, research, and a range of institutional and participant advice programs.