Allen Vitale is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.

Jason Duga is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at Invest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from multiple sources.

Ty Reek Sizer is a Financial Advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Enterprise Holdings, Amazon, and Chipotle Mexican Grill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Matthew Dunn is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill. In addition to his advisory role, he serves as a Company Executive Officer in the United States Marine Corps Reserve, where he develops training plans and schedules. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and a broad range of capital markets services.

Mark Stephany is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 66, Series 63, and Series 65 designations and eight years of industry experience. Before joining RBC Capital Markets in 2025, he spent ten years at First American Equipment Finance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, integrating both in-house and third-party investment managers to tailor strategies according to each client’s Advisory Risk Profile.

Ryan Schwedfeger is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is the owner of Altitude Acres LLC, an entity he created for future real estate activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

Joe Elia is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals and values. He has been with Fidelity Investments since 2025. Prior to his current role, Joe worked as a Financial Advisor at 457 Plan Service Group from 2024 to 2025, and as a Financial Service Representative at the same firm from 2022 to 2024. His professional experience spans various roles in financial advising and investment consulting. Outside of his professional career, Joe enjoys family activities, fitness, golf, hiking, soccer, and traveling.

Bryan Bonisteel is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research and MetLife Securities. Outside of financial advising, he serves on the VOYA Advisory Board and officiates soccer games for Rush Henrietta Travel Soccer. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through structured, collaborative engagements using firm-approved analytical tools.

Gregory Schuler is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Commonwealth Financial Network and TIAA-CREF. He is also involved with OakWood Financial Services as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Eric Palumbo is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2011. Outside of his advisory work, he is also active as an insurance agent, selling and servicing outside carrier insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, structuring financial planning as annual, collaborative engagements.

Ahmet Terzioglu is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a partner in Antpmt LLC, a real estate investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes firm-approved tools, including modeling based on the Global Investment Committee’s return estimates.

Stephen Wilson is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. 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 provides research-driven, tailored investment solutions.

Dylan Piacelli is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also spent time at the University of Michigan in both professional and academic capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Sean Callon is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored planning. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Christopher Klee is a financial advisor with Cetera who holds a Series 63 designation and has 21 years of industry experience. He has been with Cetera and its related entities since 2005. In addition to his advisory role, Klee owns and operates George Peter Klee CPA LLC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various investment program structures.

Alexander Wilson is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

Michael Ganguzza is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the Pittsford Town environmental board in New York, which advises on local environmental issues. 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. The firm’s financial planning process uses structured discovery and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Ivaylo Tchoroleev is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked with M&T Securities since 1999 and joined LPL Financial in 2021. Outside of advisory work, he is involved in investment real estate as a landlord and property owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Agostino Coccia is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Merrill for five years. His earlier background includes roles in legal services and consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Jonathan Wordingham is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of experience in the industry. Outside of his advisory role, he is the owner of a real estate LLC based in Webster, NY. 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 approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a national network of advisors and branches.