Sarah Fuller is a Certified Financial Planner® with 37 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and its affiliated entities, having joined in 2026 after prior roles at firms including American Portfolios Financial Services and Angleo Planning Group. Outside of advisory work, she spends a small portion of her time on 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, corporations, and institutional investors. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

David Hall is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and 2022, respectively. Prior to his financial advisory roles, he held positions in education and hospitality, including at St. Mary's High School and Hilton Garden Inn. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and monitoring through multiple investment program strategies and leverages deep integration with Bank of America affiliates for a broad spectrum of financial services.

Peter Park is a Series 66 licensed advisor with 23 years of industry experience, currently with Cetera in Rochester, NY. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he serves as a trustee for his parents' trust and is involved with LifeQuest Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of over 10,000 advisors.

Zachary Wagner is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. He has been with Mass Mutual Investors Services since 2022 and also has experience with MassMutual Life Insurance Co starting in 2021. Prior to his financial services career, he worked in the painting industry and as a high school employee. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning relationships.

Susan Nieznanski is a CFP®-designated financial advisor with LPL Financial, bringing 25 years of experience in the industry. She has worked at M&T Bank since 1996 and has been with LPL Financial since 2021. In addition to her advisory work, she is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary research and third-party strategies, and supports a large network of advisors across diverse platforms.

Jason Duga is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining LPL Financial in 2018, he spent 11 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies.

Ryan Schwedfeger is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the owner of Altitude Acres LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens, qualitative research, and forward-looking capital market assumptions to develop model asset allocations.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Men's Health Network and John Fisher University, as well as entrepreneurial experience running Caraglio's Pizza. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.

Joe Elia is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals and values. He has been with Fidelity Investments since 2025. Prior to his current role, Joe worked as a Financial Advisor at 457 Plan Service Group from 2024 to 2025, and as a Financial Service Representative at the same firm from 2022 to 2024. His professional experience spans various roles in financial advising and investment consulting. Outside of his professional career, Joe enjoys family activities, fitness, golf, hiking, soccer, and traveling.

Bryan Bonisteel is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research and MetLife Securities. Outside of financial advising, he serves on the VOYA Advisory Board and officiates soccer games for Rush Henrietta Travel Soccer. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through structured, collaborative engagements using firm-approved analytical tools.

Andrew Olbrich is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds a Series 63 designation and has previous work history at Prudential Insurance Company of America and Pruco Securities, LLC. Olbrich has maintained a dormant agent appointment with New York state-sponsored auto and property insurance plans for several decades, recently reactivated. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial products and services.

Eric Palumbo is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2011. Outside of his advisory work, he is also active as an insurance agent, selling and servicing outside carrier insurance products. MassMutual 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 offers a range of planning programs and educational seminars, structuring financial planning as annual, collaborative engagements.

Joshua Lambert is a financial advisor with LPL Financial in Rochester, NY, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience, including roles at ESL Investment Services, LLC, ESL Federal Credit Union, and Northwestern Mutual. Lambert also serves as a notary public as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining advisory platforms with extensive non-advisory financial activities.

Jeffrey Altomari is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2013. Outside of his primary role, he is co-trustee and 50% owner of Hudson Valley Financial Group, where he is involved in managing 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and integrating advisory services with various financial products and referral channels.

Christopher Klee is a financial advisor with Cetera who holds a Series 63 designation and has 21 years of industry experience. He has been with Cetera and its related entities since 2005. In addition to his advisory role, Klee owns and operates George Peter Klee CPA LLC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various investment program structures.

Andrew Genovese is a financial advisor at LPL Financial in Rochester, NY, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial since 2018 and has been involved with The Gaudino Group since 2017. Prior to his advisory career, he worked at Video Awareness for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Beryl Sorscher is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Prior to this, Beryl worked at Wells Fargo Clearing and UBS Financial Services. 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 integrates advisory services with various financial products and referral channels.

Ivaylo Tchoroleev 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 22 years. Outside of his advisory role, he is involved in investment real estate as a landlord and property owner. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Argaman is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 30 years with MassMutual Life Insurance Co. and Mass Mutual Investors Services. Outside of his advisory work, he serves on the board of Metro Justice, a nonprofit focused on social justice, and is involved with the Witness for Peace Solidarity Collective as a delegation staff person organizing trips to Cuba. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering asset management and educational programs through an annual collaborative planning process.

Matthew Geherin is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 29 years of industry experience, including roles at MML Investors Services, Inc. since 2013 and Massachusetts Mutual Life Insurance Co. since 2006. Outside of his advisory work, he is involved with local community organizations, including ownership of a church-affiliated business and a board position with Elevate Rochester, a group focused on ethical culture development. MassMutual 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 planning engagements as annual collaborative relationships that provide written recommendations based on firm-approved analytical tools.