Scott Davies is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Addison Precision, CGS Precision Technologies, and Nationwide Precision Products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to deliver written recommendations through collaborative annual planning engagements.

Jordan Zehr is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and has experience outside finance, including roles at Domino's Pizza and as an executor for his parents' estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, delivering solutions primarily through LPL-sponsored programs and endorsed third-party managers.

John Wagner Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. Wagner is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, Mallory has experience in the service and hospitality industries, including positions at a painting company, a restaurant, and a university. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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 a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed third-party managed account platforms.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.

Melinda Dix is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 16 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Outside of her advisory role, she is a landlord of a two-family house in which she resides in one unit and rents out the other. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that use firm-approved tools to analyze goals and provide written recommendations.

Connie Gilderhus is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including American Portfolios Financial Services Inc., Mass Mutual Investors Services, and Metlife Securities Inc. Gilderhus is also involved in fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized employer advisory programs.

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.