Tyler Logan is a financial advisor with Edward Jones, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in tree and landscape services, including roles at Lusk Tree Service and his own businesses, Logan Metzger Enterprises, LLC, and Logan Lawn and Landscape. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Shawn Richards is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY. He holds a Series 66 designation and has 21 years of industry experience, including 14 years with American Portfolios Financial Services, Inc. Richards is also an independent insurance agent specializing in life, disability, and long-term care insurance, and has an ownership interest in TeacherRetire.com, a website related to variable investments. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services including integrated brokerage and investment advisory, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Kevin Shiltz is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including during its prior association as Axa Advisors, LLC. Outside of his advisory role, Shiltz serves as executor and power of attorney for his wife. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes a variety of advisory programs and third-party asset managers to tailor solutions based on client risk profiles and goals.

Keara Hartson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. Her prior roles include work with the New York State Department of Transportation and contract journalism. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a variety of advisory models delivered through its network of Investment Adviser Representatives, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Suzanne Plain Ward is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Pace Sorscher is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a role at Wells Fargo Clearing. Outside of finance, he works as a paramedic with Rockland Mobile Care and has experience as a notary public and a background actor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, with a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses Wells Fargo research and tools to develop tailored recommendations delivered directly to clients, who may choose whether to implement them through various brokerage and advisory programs.

John Montague is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 registrations and 17 years of industry experience. Before joining Morgan Stanley in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Thomas Kasper Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has served in the U.S. Army Reserve as an Operations Officer since 2018. Prior to joining Edward Jones in 2017, he was part of the 401st Civil Affairs Battalion from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacob Yankloski is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at Rochester Network Supply and Tagex Brands, among other positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party advisory solutions, including model and discretionary management programs delivered through a network of Investment Adviser Representatives.

Kevin Murdock is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Citizens Bank, and was involved with S and S Tap Room Inc for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michelle Direnzo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 15 years of industry experience. She has worked at Equitable Advisors since 2011, including time with its predecessor, Axa Advisors, LLC. Outside of her advisory role, she serves as power of attorney and executor for her husband's financial and estate matters. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charities, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Kelley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 22 years of industry experience, including previous work with Allstate Insurance Company. Kelley also serves as an independent insurance agent for various firms through Valiant Capital Management. 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 a range of services such as financial planning, investment management, and retirement advisory through a network of independent professionals using multiple platform arrangements and proprietary model strategies.

Scott Kogler is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, and maintains roles at Davie Kaplan CPA, P.C. and Davie Kaplan Wealth Care Advisors. Outside of his advisory work, Kogler serves as Treasurer for the Monroe Community College Foundation and acts as trustee for multiple grantor trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including third-party managers and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

Victoria Montemorano is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Her prior roles include positions at Beau Ventures LLC and Eaton Vance. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

David Sano is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for nine years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Stephen Ashe is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, Ashe is involved as a member or partner in several non-investment business entities. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Yi Weng is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2016, Yi Weng was associated with ESL Investment Services, LLC and Cudlipp Advisor Services, LLC. Outside of advisory services, Yi Weng is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies implemented by its network of investment adviser representatives.

Travis White is a financial advisor at LPL Financial in Rochester, NY, with 11 years of industry experience and a Series 63 designation. He has worked with firms including The Summit Federal, Tompkins Trust Company, and Five Star Bank. He is also involved with The Summit Retirement and Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of advisors offering financial planning, model portfolio programs, and institutional platforms.

Paula Terzioglu is a financial advisor at Morgan Stanley in Rochester, NY, with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Since 2020, she has also been involved in business development for Antpmt LLC, a real estate-related venture. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved planning process.

Yolibeth Garcia Mcgowan is a financial advisor at RBC Capital Markets in Rochester, NY, with 18 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.