Joshua Catanese is a Series 66-credentialed financial advisor with Equitable Advisors, based in Rochester, NY. He has been with the firm since 2026 and has prior work experience outside the industry, including roles at LA Fitness and Lakeshore Learning. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party advisory models to implement customized investment solutions.

Mark Stone is a financial advisor with Ameriprise in Rochester, NY, holding CFP® and Series 63 credentials and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Stone is involved in managing marketing and administrative activities through Creative Management Consultants, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning. The firm’s approach incorporates proprietary research and third-party data, with an emphasis on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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 with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at UBS Financial Services and Merrill. Outside of finance, she is employed as a cashier and greeter at Ulta in Webster, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and incorporates various investment resources but generally acts in an advisory capacity without providing individual security recommendations as part of standalone financial plans.

Brian Cox is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has a background that includes service in the U.S. Army and roles at Paychex Inc and IDEX Health and Science. Outside of finance, he worked at K2 Brothers Brewing. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary advisory services using multi-asset model portfolios supported by Schwab’s research and operational infrastructure.

Peter Fornarola is a Series 66-licensed advisor at LPL Financial with experience at M&T Bank since 2015. He joined LPL Financial in 2025 and is based in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Charles Larocco Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Commonwealth Financial Group and Cadaret, Grant & Co., Inc. Larocco is also involved in trustee roles and operates a radio and podcast business called CFG Money Docs. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party strategies.

Donna Sudyn is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and totaling 38 years of industry experience. Her prior roles include positions at Securities America Advisors and key Investment Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party strategies across various custody platforms.

Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys. Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017. Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.

Sharla Englerth is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant and Investment Consultant. Prior to her tenure at Fidelity, she gained experience as a ParaPlanner at Ameriprise Financial from 2014 to 2017, and held financial representative roles at American Portfolios and Centra Financial Group between 2009 and 2014. Throughout her career, Sharla has worked closely with clients and their families to understand their financial goals and develop strategies tailored to their needs. She is committed to creating and executing financial plans that provide peace of mind for her clients. Fidelity Investments is recognized as a trusted brand in the financial industry, offering options for a variety of investor styles. Outside of her professional career, Sharla has interests in art, hiking, horseback riding, pets, reading, and yoga.

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Nikolas Sirvent is a Series 66-registered advisor with LPL Financial in Victor, NY. He has one year of industry experience, with prior roles including Equitable Advisors, LLC and ESL Federal Credit Union. Outside of finance, he has been involved with Wren's Roost Wedding Venue since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a wide network of investment adviser representatives.

Cobie Beach is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Pittsford, NY. Prior to joining Charles Schwab, Beach held various roles including positions in sports entertainment and management. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Michael Cregan is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by advanced modeling tools and a structured discovery process.