Jonathan Schooley is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at S.B. Fiber Direct and C&S Sealing and Management. Outside of financial advising, he works as a sales consultant for SB Fiber Direct. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Stephen Bergonzi is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several financial services firms. Outside of advising, he is also licensed to practice law and engages in Medicare sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Bruce Sears is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Janney Montgomery Scott and RBC Capital Markets Corporation. Outside of his advisory work, he is involved in a solar panel land lease and a spouse’s furniture-making business in Skaneateles, NY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options using proprietary research and tools. The firm integrates advisory services with other financial products and referrals across a large network of advisors.

Matthew Hartstein is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior career includes 27 years at TIAA and related entities. Outside of advising, he is a co-owner of DaizyBug LLC, an LLC that owns and manages rental properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by extensive affiliated research and model manager options.

Sara Heaton is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with three years of industry experience. Before joining Morgan Stanley in 2020, she worked at Alliance Advisory Group and held roles at American Eagle Outfitters and Yahnundasis Golf Club. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs that include tailored financial planning and investment management, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and advanced modeling tools but clients are responsible for implementing and maintaining their plans.

Pina Formicola is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. Her prior roles include positions at Independent Solutions Wealth Management, Peak Brokerage Services, OSAIC, Sagepoint Financial, Sage, Rutty & Co., Ensemble Financial Services, and an earlier tenure at LPL Financial. She is also involved as an investment advisor and registered representative with other entities, and works as an insurance agent providing income and insurance solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and institutional platforms, supported by advisor-focused technology.

Daniel Barrow is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and having five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory role, he is a co-owner of 999 Challenge, LLC, a non-investment business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, focusing on personalized client information and risk assessment to match appropriate investment models.

Stephen Puccia Jr. is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Nolan is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation. Nolan has been with Morgan Stanley since 2024. Prior to entering financial services, Nolan worked in education and community roles, including positions at St. Bonaventure University and local schools. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Michael Adams is a financial advisor with Primerica Advisors based in Rochester, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, alongside work at Genesis Communication of Rochester and UPS. Outside of finance, he is an independent contractor involved with CNY Bubbleball in Hilton, NY. Primerica Advisors is a large institution with nearly 3,700 advisors and approximately $15.5 billion in assets under management, serving primarily individual investors as well as corporate and charitable clients. The firm offers a wrap-fee asset management program centered on model-delivery strategies developed by unaffiliated asset managers and supported by third-party custodians and overlay managers.

Daniel Driscoll is a financial advisor with Ameriprise in Webster, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Driscoll is also involved in managing his advisory business through DSKJ Consulting and Cadence Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Wing is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a District Safety Director supporting the implementation of the Little League Baseball ASAP program in the Rochester community. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Maley is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Manning & Napier. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Keri Link is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 66 and Series 63 licenses. Outside of her advisory role, she serves as a school board member for the Marcus Whitman School District. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and wealth management services utilizing firm-approved planning tools and investment strategies.

Matthew Keenan is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory role, he is involved in consulting and life settlements through the Ashar Group. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party sponsors, offering diversified investment options and ERISA fiduciary services.

David Stoller is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment models and does not sponsor its own wrap fee program or advertise hypothetical performance.

Michael Donahue is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. His background includes a decade at Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services, LLC 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, providing annual collaborative financial planning engagements supported by firm-approved analytical tools.

Mark Yuhnke is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Mass Mutual Investors Services 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 education programs, using firm-approved tools and a collaborative, annual planning process.

John Bender is a Series 66-credentialed financial advisor with two years of industry experience, currently with Fidelity in Rochester, NY. His work history includes roles at CarMax, Federal Resources Corporation, Amazon, and several educational institutions prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles to registered investment companies and fund-of-funds.

Joel Maness is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. He is actively involved in his community through multiple roles at the Episcopal Church of the Incarnation, including serving as Head of the Audit Committee and Vestry Clerk. OSAIC serves a broad client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to multiple third-party money managers and wrap programs.