Michael Petix is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 43 years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. &PARTNERS serves a diverse client base that includes individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary models and third-party manager solutions through platforms such as Envestnet, and engages in a variety of transactions including commissionable and principal trades.

Jeffrey Douglass is a financial advisor with Principal Financial Services, holding a Series 63 designation and 11 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of his advisory role, he mentors individuals seeking to start their own businesses, providing guidance on business planning and go-to-market strategies. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Kendig is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, he worked at NanoArk Corporation and held various roles including a position at SUNY Geneseo College. Outside of his advisory role, Kendig is the sole proprietor of Swamp Dog Games Entertainment, hosts the RocPulse podcast on non-investment topics, and volunteers as a coordinator for Boys State in Monroe County and as a member of the Rochester Rotary. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Cheryl Mac Pherson is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Merrill since 2020 and was previously with Bank of America for nine years. Outside of her advisory role, she is a trustee board member for the Avon Free Library and works with Letchworth Concessions Inc., managing operations at concessions and gift shops in Letchworth State Park. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William Schoff is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Schoff serves on the board of directors for Gilda’s Club Cancer Support Center, an organization supporting people affected by cancer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

Matthew Hettinga is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at PNC Investments, Morgan Stanley Private Bank, and PNC Bank. Outside of finance, he is also a self-employed musician who performs stringed instruments at events and concerts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual relationships focused on client goals and written recommendations.

Salvatore Mazzola is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Joshua Catanese is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at LA Fitness and Lakeshore Learning. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Mark Stone is a CFP® professional 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. Stone is involved in managing Ameriprise-related business activities through Cadence Associates, LLC and Cadence Boston Partners, LLC, and also provides marketing and administrative services via Creative Management Consultants, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that incorporate research-driven modeling and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Charles Sawyer is a CFP® with over 30 years of experience in the financial services industry, currently serving as a financial advisor at Ameriprise in Rochester, NY since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 26 years. Outside of his advisory role, he is a part-time musician. Ameriprise provides retirement-income planning services primarily for individuals 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 through affiliated entities.

Anthony De John is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lidestri Food and Drink from 2014 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Keenan Cardona is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and serves on the board of directors for TRU-IMPACT Inc., a nonprofit organization. His prior work includes roles in education and publishing. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

Garrett Bunch is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Alsworth Capital Management, Core Wealth Management, and Raymond James Financial Services. Outside of financial advising, he has a history of involvement with community organizations including the Corning YMCA and Corning Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent professionals and provides multiple investment implementation options and proprietary model strategies.

Anthony Anzalone is a Financial Advisor at UBS Financial Services in Rochester, NY. He holds a Series 66 designation and has been with UBS since 2026. His prior work includes service with the New York State Air National Guard and roles in education and business operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Reginal Hynes is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for Securities America Advisors and Securities America, Inc. from 2016 to 2024. Outside of his advisory role, he volunteers with RocDog, taking his certified therapy dog to community visits. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party managed account solutions to construct diversified portfolios.

John Hatton is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously served seven years in the US Army before transitioning to a career in financial services. He also spent two years in full-time education prior to joining Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

Melody Dehond is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held positions at Merrill, UBS Financial Services, and Morgan Stanley Smith Barney. Outside of her advisory role, she works as a cashier and greeter at Ulta in Webster, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery and firm-approved tools.

Brian Cox is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. His prior work includes roles at Paychex Inc, IDEX Health and Science, K2 Brothers Brewing, and seven years of service in the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of advisory, brokerage, custody, and financial planning services with both non-discretionary and discretionary investment options.

Peter Fornarola is a financial advisor at LPL Financial based in Rochester, NY. He holds the Series 66 designation and has been with LPL Financial since 2025. Prior to this, he has worked at M&T Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.