Joshua Lambert is a CFP® certificant associated with LPL Financial in Rochester, NY, with four years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Northwestern Mutual. Lambert also holds a notary commission outside of his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research from LPL Research.

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 with LPL Financial in Rochester, NY, holding a Series 66 designation and with three years of industry experience. He has worked with LPL Financial since 2020 and has been associated with The Gaudino Group since 2019. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Beryl Sorscher is a CFP® professional with 31 years of industry experience, currently practicing at Wells Fargo Advisors in Rochester, NY since 2022. Prior to this, Sorscher worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu and tailored recommendations developed using proprietary research and tools.

Ivaylo Tchoroleev is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked with M&T Securities since 1999 and joined LPL Financial in 2021. Outside of advisory work, he is involved in investment real estate as a landlord and property owner. 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 investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at MML Investors Services since 2013 and Massachusetts Mutual Life Insurance Company since 2006. Outside of his advisory work, he is involved in local community activities as the owner of Micahmind, a church-affiliated group, and serves as a board member of Elevate Rochester, which focuses on the development of ethical culture. MML Investors Services, LLC, is a broker-dealer and SEC-registered investment adviser operating as a MassMutual subsidiary. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative annual planning engagements.

Jeremy Denny is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has held previous roles at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory work, he is the sole owner of JRDENNY LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Keith Splain is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes 22 years at SII Investments, Inc., six years at American Portfolios Financial Services, Inc., and two years with OSAIC. Outside of financial advising, he is involved as a musician and band manager with The Mad Kings. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment products.

Gary Acker is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and over 51 years of industry experience. He has been with MassMutual Life Insurance Co since 1973 and MML Investors Services, LLC since 1982. Acker serves on the board of the nonprofit organization Harbour House of Rochester, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Angella Ohara is a financial advisor at Cetera with 11 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Avantax Investment Services and Davie Kaplan, CPA, and she served on the Town of Ogden Zoning Board of Appeals from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with access to various third-party money managers and program structures.

Katherine Donegan is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes managing contracting and pet sitting businesses, as well as an in-home daycare. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and access to various advisory and brokerage solutions through third-party asset managers and program sponsors.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he held various roles including positions at 7crest Financial Partners and St. John Fisher University. Outside of financial services, his background includes experience in education and local community roles in the Rochester, NY area. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating through extensive use of LPL-sponsored and endorsed program platforms.

David Mirsky is a CFP® and PFS™ credentialed advisor with over 32 years of experience in financial planning and wealth management. He currently works at Cambridge Investment Research Advisors and has previously held roles at Mercer Global Advisors, Leigh Baldwin & CO., and operated his own firm, Mirsky Financial Management Corp. Mirsky has also served as a college professor at Rochester Institute of Technology and is active in community organizations, including trustee and board member positions at Green Tech Rochester School for Boys and Jewish Family Services of Rochester. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Joseph Barone is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY. He holds Series 65 and Series 63 licenses and has been with Cambridge since 2025. Barone has prior experience at Stokes, Visca, Hucko & Barone CPA's, LLC and IP.com I, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Christopher Corea is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Corea is involved in independent insurance brokering and holds a business ownership role with Cadence Associates, LLC, as well as consulting through Creative Management Consultants, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Renee Orlando is a financial advisor with Equitable Advisors in Penfield, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2017 and previously at Axa Advisors and ESL Federal Credit Union. Outside of her advisory role, she also serves as an employee financial planning assistant in Rochester, NY. 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 and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Glenna Durwin is a financial advisor at Cetera with the ChFC® designation and Series 66 license, and she has four years of industry experience. She has held roles at Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, where she also serves as a financial planner and operations manager in a part-time capacity. Additionally, she holds a position as a notary public in New York. Cetera Investment Advisers LLC serves a broad range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment models, accommodating various discretionary and non-discretionary program structures.

Leann Hill is a Series 66 licensed financial advisor with Edward Jones in Avon, NY, where she has worked since 2017. She has nine years of industry experience. Outside of her advisory role, she has landlord responsibilities for several rental properties in the region. 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 and offers various advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.