Jacob Nannen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at CGI Digital and Broker Genius. He is based in Rochester, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Bruce Marche is a financial advisor with MassMutual Investors Services in Fairport, NY, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2005. Outside of his advisory role, he serves as a board member of the Reynolds Library in Rochester, where he provides support and advice related to a $5 million investment fund. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools and simulations.

Sam Irvine is a CFP® certified financial advisor with 13 years of industry experience, currently associated with Cetera. He has held roles at Avantax Advisory Services and 1st Global Advisors, among others. Irvine serves as a member of the finance committee for Greater Rochester Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large nationwide network of advisors. Its multi-manager platform offers access to affiliated and third-party managers and supports various program structures and account types.

Jared Greagan is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Eastern Managed Print Network from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its advisory process.

Jessica Burris is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Gregory Facinelli is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years and held various roles at Morgan Stanley from 2005 to 2011. Facinelli co-owns ACE Financial Group, an investment-related business in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Syeda Mustafa is a financial advisor at Ameriprise with a Series 65 designation and two years of industry experience. She has worked at several firms including Path Forward Advisors, Prentice Wealth Management, and Pinckney Hugo Group. Prior to her finance career, she held roles at Brandtatorship, LLC, AirFlow Catalyst Systems, Inc., and Advanced Multi-Service LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes annual advice on income sources and tax-aware withdrawal strategies. The firm combines proprietary research, third-party data, and algorithmic tools to develop personalized recommendations within a defined investment universe.

Brian Ginty is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Vanderbilt Securities for 21 years and OSAIC for 4 years. Ginty is a board member of Ulster Federal Credit Union and president of Hudson Valley Financial Services, which offers financial advising and tax preparation services. He also coaches a girls lacrosse team. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation available through multiple programs and channels.

John Ceddia is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Since 2007, he has also worked as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services 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, using collaborative, technology-supported approaches to help clients with their financial goals.

Jason Copella is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Burton's Farm Market, Community Bank, N.A., SUNY Geneseo, Olean Food Barn, and Olean High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a large network of financial advisors.

James Schaefer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 15 years of industry experience. His prior roles include positions at Northwestern Mutual and MassMutual, where he worked from 2010 to 2026. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Michael Morgante is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual goals and priorities. He joined Fidelity Investments in 2024, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Michael held several positions at Mutual of America Financial Group, including Retirement Plan Consultant from 2014 to 2020, Regional Vice President from 2020 to 2022, and again as Retirement Plan Consultant from 2022 to 2024. His experience spans retirement planning and investment consulting. Outside of his professional work, Michael has interests in baseball, family activities, golf, hiking, military service, and snowboarding.

Michael Nelkin is a financial advisor at Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Citizens Securities Inc., CITIZENS Bank, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of services through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Kotalik is a Series 66-licensed financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets. He serves on the board of the Finger Lakes Museum and is employed by the Pittsford Central School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Sylvester is a CFP® and ChFC® with 36 years of experience in the financial services industry. He currently works at Cetera and has previously been affiliated with firms including Commonwealth Financial Network and Summit Financial Group Inc. Outside of his advisory role, he serves as vice president and treasurer of the Rochester Lady Lions travel softball organization and holds coaching and treasurer positions with local sports programs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting discretionary and non-discretionary account structures.

Frederick Spagnola is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop recommendations.

Richard Marlin is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a 33% owner of a family LLC franchise, Doody Done Quick, a pet waste clean-up business in Fairport, NY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Louis Bouchard III is a Series 63 licensed financial advisor with 40 years of industry experience, currently with Wells Fargo Advisors since 2010. He owns Bouchard Financial Group and serves as co-trustee for his mother’s trust and executor for his father’s estate. 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, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Andrew Spencer is a Series 66-licensed financial advisor with Morgan Stanley in Rochester, NY, with eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2017 and Morgan Stanley Private Bank, N.A. since 2019. Andrew previously worked at Play By Play Sports, LLC from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment research in its financial planning process.

Thomas Goebel is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at JP Morgan Securities LLC and AXA Advisors, and has held roles outside the financial industry, including a position with the Town of Ontario Department of Parks and Recreation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial and estate planning services. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.