Maryanne Barcellona is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2005. She also has a role at ESL Investment Services, LLC, where she has been active since 2005. Outside of her advisory work, she has conducted online sales through eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, discretionary and non-discretionary management, and utilizes research from multiple sources along with advanced technologies.

Nicholas Cherchio is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He serves as a financial partner, assisting clients in navigating their financial journeys and working toward personally significant financial goals. Nicholas collaborates with clients to review their financial situations, discuss priorities and timelines, and co-create financial plans aimed at providing confidence for them and their families. Prior to his current role, Nicholas gained experience as a Financial Representative and Financial Services Representative at Fidelity Investments from 2024 to 2026. He also worked as an Associate Mortgage Banker at BNY Wealth from 2020 to 2024 and held the position of Associate Vice President at Citi Private Bank from 2015 to 2020.

Joshua Ciolek is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the owner of RadHaus LLC, an automotive and transportation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Scott Battle is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes eight years at Securities America Advisors, Inc. and ongoing work in life insurance and annuities sales since 1996. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with access to third-party money managers and utilizes various portfolio construction tools and platforms to support client investment needs.

Benedict Tarantino is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS in various capacities since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Richard Warner is a Series 66-credentialed financial advisor with 23 years of industry experience. He currently works at LPL Financial and previously spent 18 years at Cadaret, Grant & Co., Inc. Outside of advisory services, he is also involved as an insurance agent. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Guy Guarrera is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Securities America Advisors and Estate & Financial Planning Associates prior to joining OSAIC. In addition to his advisory role, he owns Estate & Financial Planning Associates, where he is involved in insurance sales and consulting on Medicaid and trust issues. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios that may include various asset classes managed on both discretionary and non-discretionary bases.

Daniel Keirsbilck is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. He also has a background in education, having been affiliated with the Saunders College of Business at RIT for several years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios, combining adviser programs with brokerage and insurance products on an integrated platform.

Christopher Andolina is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at First Bank of the Lake and various positions outside the financial sector. Equitable Advisors serves a broad mix of 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, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Devin Green is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Equitable Advisors and Insero & Co. CPAs, LLP, and held positions at SUNY at Brockport and Wegmans Food Markets. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Debby Mellenger is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked with Wells Fargo Advisors and affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients choosing their level of implementation through various brokerage or advisory programs.

Todd Everts is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Vivacity Management and Bristol Mountain Ski Resort, as well as time spent at SUNY Geneseo. 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. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers.

Andrew Van Houten is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Door Dash as an independent contractor and has held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he has worked as a delivery driver for Door Dash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Penfield, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 1999, continuing from his time at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory, brokerage, and insurance channels to deliver tailored client solutions.

Christopher Leverett is a financial advisor with RBC Capital Markets in Fairport, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2005 and previously worked at City National Bank from 2016 to 2025. Leverett serves on the advisory board for the School of Business and Management at SUNY Brockport and has been involved with nonprofit activities such as organizing the March of Dimes spring walk-a-thon. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a variety of advisory programs and portfolio management services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and unified account structures.

Ashley Sullivan is the Vice President and Branch Leader at Fidelity Investments, where she oversees a team of wealth planning professionals. In her leadership role, she fosters a collaborative environment that emphasizes personalized client relationships and collective expertise to support clients in achieving their financial goals through tailored financial planning processes. Ashley has extensive experience in the financial services industry, having held various positions including Branch Leader at Fidelity Investments, Vice President and Senior Wealth Partner at 1865 Wealth Advisors, Private Wealth Advisor at LVW Advisors, and Financial Consultant at Charles Schwab and Co., Inc. She began her career as a Financial Advisor Associate at UBS Wealth Management and has held multiple roles at Fidelity Investments. She holds a California Insurance License. Outside of her professional responsibilities, Ashley's personal interests include family activities, fitness, social events with friends, parenthood, and traveling.

Brian Whitbeck is a financial advisor at OSAIC in Rochester, NY, holding a Series 66 designation with five years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for ten years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of brokerage and advisory services. The firm employs various investment tools and platforms to construct portfolios incorporating multiple asset classes and supports both discretionary and non-discretionary account management.

Thomas Schultz is a financial advisor at LPL Financial in Rochester, NY, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Investment Services, Citizens Securities, and Citizens Bank, among others. Outside of advising, he serves as a notary. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alan Ginsberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. for eight years. Ginsberg also serves as a general agent for Security Mutual Life of New York and is involved in community activities including estate planning and charitable giving through the Jewish Federation of Greater Rochester and programming events at Temple Beth El Men’s Club. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports various managed-account solutions while operating a complex corporate structure with multiple affiliated platforms.

Anthony Di Gabriele is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC 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 in its investment approach.