Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Men's Health Network and has academic experience from John Fisher University. He has also managed a family-owned restaurant business for six years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

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 35 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and its affiliates, dating back to 1990. Olbrich is also involved as an agent with New York’s state-sponsored auto and homeowners insurance plans. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

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 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.

Sheldon Walker is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with LPL Financial and ESL Investment Services since 2015. His other business activities include providing non-variable insurance services such as life, disability, and long-term care insurance through ESL Investment Services. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Jacqueline Vanhoy is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is a New York State Notary and is involved with Viking Valhalla Party House as special occasion and bar staff. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.