Brian Dejoy is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at UBS since 2015 and briefly at Morgan Stanley prior to that. Dejoy serves on the board of directors and as treasurer for the House of Mercy, a Rochester-based charity providing services for the poor, and is involved with the Pittsford Mustangs Soccer Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based 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 strategies to client goals and risk tolerances.

Tamara Comins is a financial advisor with OSAIC in Pittsford, NY, holding a Series 66 designation and five years of industry experience. She previously worked at Lincoln Financial Advisors and has experience with university-related programs. She also engages in selling insurance products including disability insurance, fixed and fixed-indexed annuities, and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and multiple strategy options.

Richard Monroe is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' priorities to help develop their short-, mid-, and long-term financial goals. His areas of expertise include general investing, retirement planning, and saving strategies, and he works to provide access to additional banking, credit, home financing, and small business solutions through Bank of America specialists. Richard holds a Bachelor's Degree from Tulane University and has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has lived in Charlottesville for 20 years and has been actively involved in the community through roles on various school boards, volunteering as an EMT, and coaching soccer and wrestling. In addition to his professional work, Richard is engaged in community activities such as the Charlottesville Wrestling Club, International School of Charlottesville, Ivy Elementary, and serves as a soccer coach with SOCA. He lives in Charlottesville with his family and values connecting with clients to advocate for their financial well-being.

John Atwater is a Wealth Management Advisor specializing in creating personalized financial strategies that align with clients’ individual goals and evolving market conditions. He leverages the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America to address various aspects of clients’ financial lives. His client focus areas include divorce transition planning, executive compensation, retirement income, portfolio management, tax minimization, and strategies for endowments, foundations, and non-profits. John holds a bachelor’s degree in Prelaw from Pensacola Christian College. He obtained the Chartered Retirement Planning Counselor™ designation in 2012 and earned the CERTIFIED FINANCIAL PLANNER® certification in 2016. Prior to joining Merrill Lynch Wealth Management in 2008, he worked in a Rochester law firm. John is also a Personal Investment Advisor (PIA). In addition to his professional responsibilities, John participates in community service and currently serves on the Williamson Public Library Board. His personal interests include running, woodworking, and spending time with his family.

Kaitlyn Stagnitta is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Broderick Laese is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 credential and two years of industry experience. Prior to joining LPL, he worked at West Pharmaceutical Services, Inc. and Archwood, Inc. He is also involved with Upstate Professional Planning Services. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Heather Warne Hopkins is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 63 license and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Allen Cantoni is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at LPL Financial and ESL Investment Services, LLC from 2015 to 2023. Outside of advisory work, he has ownership interests in several investment-related businesses, including wineries and real estate ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings than many peers, such as insurance-related vehicles and bank deposit sweep options.

Daniel Rundberg is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Sadwick is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Securities America Advisors, Inc., Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, an LLC through which he operates as a financial advisor. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of advisory services delivered through a multi-advisor platform.

Jackson Colucci is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at BankOnBuffalo, West Herr, Alliance Door and Hardware Inc., and Wegmans Food Markets. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Trevor Lacz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at ESL Investment Services, ESL Federal Credit Union, and Pittsford Federal Credit Union. Outside of finance, he has experience with Jazz at Lincoln Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, access to model portfolios and third-party asset managers, and institutional platforms such as the Bank Wealth Program.

Markus Strauss is a financial advisor with Thrivent Investment Management in Ontario, NY, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.

Jarrid Rockwood is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, Rapid Response Monitoring, and United Parcel Service. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and wrap programs.

Patrick Kelly is a financial advisor at UBS Financial Services with 13 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill Lynch. Kelly holds the Series 66 designation. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Ambielli is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Northwestern Mutual and Securities America. Outside of advisory work, he is involved in insurance sales on an as-needed basis. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

John Fazio is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mathew Hill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Denise Chapman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models and offers a broad range of investment and financial solutions.

Mark Higgins is a CFP® professional with 16 years of industry experience, currently serving at OSAIC and Revere Financial Planning, Inc. He is involved as a joint owner of The Autism Open, a nonprofit golf fundraiser supporting AutismUp, and serves on the board of AutismUp, a nonprofit organization aiding individuals with Autism Spectrum Disorder. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, and charities, offering a range of brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and is notable for its scale, complex affiliate network, and recent consolidation activity.