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 at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and SII Investments, Inc. Outside of his advisory role, he is involved as a musician and band manager with The Mad Kings. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to third-party managers and proprietary investment models.

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 in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she operated small businesses including Katie's Pet Sitting Services and Katie's In Home Daycare. She also worked at Cino Contracting for four years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and currently based in Rochester, NY. He has recently entered the industry, joining Equitable Advisors in 2026 after roles in various sectors including education and local government. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Mirsky is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and PFS™ designations and over 33 years of industry experience. His prior roles include positions at Mercer Global Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management Corp. He has served as a college professor at Rochester Institute of Technology and is a board trustee for Green Tech Rochester School for Boys, as well as a board member of Jewish Family Services of Rochester. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Joseph Barone is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 65 and Series 63 licenses. He has one year of industry experience and also works at Stokes, Visca, Hucko & Barone CPA's, LLC. His prior career includes nine years at IP.com I, LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

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 Rochester, NY, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Equitable Advisors, Thomas Tarkowski, AXA Advisors, ESL Federal Credit Union, and SUNY Geneseo. In addition to her advisory work, she serves as an employee financial planning assistant in Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party program sponsors to tailor solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Glenna Durwin is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with five years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services Inc., among other firms, and currently serves as an investment advisor representative at Davie Kaplan Wealth Care Advisors, LLC. In addition to her advisory work, she is a notary public in New York State. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning automated allocations to unified managed accounts.

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.

Gregory Mitchell is a financial advisor with Raymond James Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked across various Raymond James entities since 2013. Mitchell is also the president and owner of Mitchell Wealth Management, a support company providing financial services to clients through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and other providers.

Gregory Byrd is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Primerica Financial Services since 2006 and has been associated with PFS Investments Inc. since 2008 and Jordan Health from 2009 to 2026. In addition to his advisory role, Byrd engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides advisory services mainly to individual investors rather than institutional clients.

Sheila Monachino is a financial advisor with Cetera in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with several affiliated firms including Davie Kaplan Wealth Care Advisors, LLC, and Avantax entities. Outside of advisory roles, she is a shareholder and financial professional at Davie Kaplan CPA, P.C., where she prepares and reviews tax returns and manages tax and small business staff. She also serves as treasurer for the Rochester Education Foundation, a nonprofit supporting underprivileged youth. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging affiliated and third-party managers across various program structures.

Mark Kluge is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years with Securities America Advisors, Inc. He is active in several charitable and professional organizations, including advisory councils for the University of Rochester, Hartwick College, Colgate University, and the United Way of Greater Rochester. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and support through a complex network of affiliates and third-party managers.

Michelle Lavigne is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Beyond her advisory role, she acts as a co-trustee and power of attorney for her spouse’s investment-related matters and serves as a notary public in Denver, CO. 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 sports and entertainment planning, utilizing research and planning tools to develop tailored client recommendations.

Richard Cantwell III is a financial advisor at Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Rochester Regional Health, Brockport University, Wegmans, and McDonald's. He is currently associated with both Equitable Advisors and Wegmans. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of firm programs and third-party managers to deliver customized investment solutions.

Michael Kustigian is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, previously working at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by a centralized manager solutions team using both quantitative and qualitative analysis.

Alan Cooper is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated entities.