Theodore Lenz is a financial advisor with Stifel in Fairport, NY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, he is involved as an investor in Means Enterprises. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Evan Oxley is a financial advisor with LPL Enterprise LLC and holds a Series 66 license. He has been in the industry since 2025, with prior experience at Equitable Advisors, LLC, and has worked in various roles outside of finance, including in brewing and lawn care. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Raymond Demonte Jr. is a financial advisor with Stifel, holding a Series 66 credential and nine years of industry experience. He previously worked at Brighton Securities Corp. and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2022. Demonte is a member of the Monroe Golf Club board and its Golf Committee, contributing to event organization and facility planning. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis by its Investment Strategy Group, offering asset allocation and planning guidance that supports client decision-making.

Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Alvut is a financial advisor at Merrill with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes longstanding tenures at Merrill since 2006 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Anderson is a Series 66-licensed financial advisor with Merrill in Pittsford, NY, where he has worked since 2016. He has 15 years of industry experience, including four years at Toro Run Winery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sara Durso is a Series 66-credentialed financial advisor with Merrill in Pittsford, NY, and has seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarthak Bhojwani is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simon Business School, University of Rochester, and in consulting and technology positions. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.

Daniel Biviano is a financial advisor with LPL Financial, holding a Series 63 designation and 12 years of industry experience. His prior work includes positions at MML Investors Services, MassMutual, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Alanna Lucia is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining LPL Financial, she held various positions at several country clubs and educational institutions, including the Country Club of Rochester and Iona University. She is also involved with Techlanna, LLC, an entrepreneurial venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by proprietary and third-party research and technology-driven investment solutions.

Jacob Lana is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2024. Prior to entering the financial industry, he worked at Viavi Solutions for ten years. His other activities include serving as a power of attorney for several family members. Equitable Advisors serves a diverse client base, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a consultant and partner at MAPSTONE GROUP LLC, sits on the board of the Rochester Philharmonic Orchestra Fund, and is a board and investment committee member of The Davenport-Hatch Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels with a focus on tailored client intake and ongoing portfolio management.

Shana Rivera is a financial advisor with Equitable Advisors in Fairport, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at AxA Advisors for five years. Rivera also maintains outside insurance appointments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage channels.

Benjamin Geist is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. He has worked at LPL Financial and ESL Investment Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Patrick Sullivan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Rochester, NY. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Parker Wichelmann is a Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. He has held previous roles at Oppenheimer & Co. Inc. and has been involved with Seattle University. Parker serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors serves a wide range of clients including individuals, high-net-worth households, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual SEC-registered investment adviser and broker-dealer model.

David Younis is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He has previously worked with Securities America Advisors, Inc. and Cambridge Investment Research Advisors. Outside of advisory roles, Younis manages a tree farm LLC focused on black walnut timber and serves as treasurer for a not-for-profit board in Ontario County. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a variety of services such as financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Mariah Patrizi is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 credential. She has worked at SagePoint Financial, Financial Freedom Group, and UnitedHealthCare, among other roles. Outside of her advisory work, she operates a sole proprietorship helping clients select Medicare Advantage insurance plans. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of advisory and brokerage services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Scott Shattuck is a financial advisor with LPL Financial in Rochester, NY, holding a Series 65 designation and over 15 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Manning & Napier Advisors from 2007 to 2022 and has been affiliated with ESL Federal Credit Union since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brett Caroselli is a financial advisor with Equitable Advisors in Pittsford, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including time at Axa Advisors, LLC prior to its transition. Outside of his advisory role, Caroselli serves as Treasurer of the Estate Planning Council of Rochester and is a board member for the Pittsford Jr. Panthers Football & Cheer organization. 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 a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.