Ty Reek Sizer is a Financial Advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Enterprise Holdings, Amazon, and Chipotle Mexican Grill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Matthew Dunn is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill. In addition to his advisory role, he serves as a Company Executive Officer in the United States Marine Corps Reserve, where he develops training plans and schedules. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and a broad range of capital markets services.

Rebecca Fountain is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Merrill since 2003 and with Bank of America N.A. since 2014. 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 created by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francisco Sorge is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Wells Fargo Clearing. Sorge serves as a member of the finance committee at the Genesee Valley Club and is involved in educating clients on life insurance products through his role as a broker at BGA Insurance. 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, pension plans, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs and affiliated providers.

Stephen Wilson is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Alexander Wilson is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

Jonathan Wordingham is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of experience in the industry. Outside of his advisory role, he is the owner of a real estate LLC based in Webster, NY. 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 approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a national network of advisors and branches.

David Mattia is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Mattia serves on the Board of Directors for the Rochester Lyric Opera and participates in the maintenance and preservation efforts at the George Eastman Museum. He also serves on the Finance Committee of the Oak Hill Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a range of capital markets solutions.

Derek Brooks is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he is involved as a musician with The Lights Band, which creates and performs original music. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools, and supports clients with optional implementation through brokerage or advisory programs.

Shane Riley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has previously worked at KeyBank and Key Investment Services, with experience spanning both institutional and retail financial services. Riley also operates ESL Investment Services, an investment-related business. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

William Page Jr. is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. Outside of his advisory role, he serves as a committee member for the nonprofit organization Shootout for Soldiers, assisting with event sponsorship. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a blend of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jeffrey Praino is a CFP® professional affiliated with Morgan Stanley in Pittsford, NY, with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning. The firm utilizes a structured planning process supported by firm-approved tools and analytical models to assist clients in developing financial plans.

Thomas Kingsley is a financial advisor with Primerica Advisors in Bloomfield, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Parnell is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2014 and concurrently associated with Bank of America, N.A. since 2016. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Quilty Koval is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Triad Hybrid Solutions and Trust Financial Services. He is also involved as a life, accident, and health insurance representative. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of significant discretionary assets.

Nicklaus Catone is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in executive and equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nicklaus holds a Bachelor's Degree from St John Fisher University and a High School Diploma from McQuaid Jesuit. He is also designated as a Personal Investment Advisor (PIA). Outside of his professional role, Nicklaus is involved with the community as a McQuaid Jesuit JV Lacrosse Coach. His personal interests include basketball, cooking, football, golfing, reading, spending time with family, and traveling.

Anthony Nick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 23 years before joining LPL Financial in 2021. Outside of his advisory role, he has limited involvement in a family real estate business with minimal oversight responsibilities. 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 advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Corey Jackson is a CFP® and ChFC® with 18 years of industry experience. He is currently a financial advisor at UBS Financial Services and previously spent over a decade at Manning & Napier Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Annemarie Cook is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns a rental property in Hinesville, GA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Jessica Royston is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008, with additional experience at LPL Financial, Morgan Stanley, and Bank of America. Royston serves on the finance team for Pittsford First Presbyterian Church, where she helps oversee the management of the church’s investment accounts. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.