Gary Vengelen is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2013. 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 strategies according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory products.

Rohini Daliya is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 63 designation and has previously worked at ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of her advisory role, she serves on the board of RCN, a nonprofit organization in Rochester, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jered Maloney is a financial advisor with Cetera in Canandaigua, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He has previously worked at ESL Federal Credit Union, LPL Financial LLC, and KeyBank. In addition to his advisory role, he serves as a wealth advisor for Canandaigua National Bank and Trust, where he profiles clients and coordinates with team members to determine the most appropriate platform for each client. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of program options and custodial arrangements.

Jacob Blondell is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at American Portfolios Financial Services, Inc., JPMorgan Chase Bank, and Citizens Bank among other firms. Blondell is also an insurance agent with Finger Lakes Investments Corp. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based asset allocation process and supports multiple investment strategies through a platform with extensive affiliated relationships.

Jay Lasser is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Pittsford, NY. His career includes prior roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he co-owns a real estate business in Pittsford. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Snow is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and having 10 years of industry experience. His prior experience includes roles at Metlife Securities and MassMutual Life Insurance Co. He is also engaged in individual life, property/casualty, health, group life, and group health insurance sales as a separate business activity. MassMutual 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, wrap and money-manager programs, and educational seminars.

Brian Valenti is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015. Valenti serves as an active board member for the Monroe Community Hospital Foundation, supporting the mission of Monroe Community Hospital in Rochester, NY. 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, utilizing multi-asset model portfolios and comprehensive due diligence, supported by a large-scale, integrated operational structure.

Christina Kubrich is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering tailored financial planning and advisory services that utilize a range of portfolio management styles and affiliated research.

Mark Jackson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Jackson operates a beekeeping business with several hives. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Anthony Orange is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Emily Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for four years before joining LPL Financial in 2019. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Brian Craig is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Kathleen Titus is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of her advisory work, she serves as a head coach for the Olympic Development Soccer Program in New York State West. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Mark Downey II is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Raymond James since 2017, following a one-year tenure at Wells Fargo Clearing. He serves as a successor trustee for his father's 401(k) plan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Theresa Kenyon is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and proprietary planning tools.

Richard Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience, having worked at Raymond James since 2000. Outside of his advisory role, he owns an accounting firm, Walker & Reynolds CPA's PC, and serves as an officer and treasurer on the board of a condominium association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nicole Marron is a financial advisor at Morgan Stanley in Rochester, NY, with 14 years of industry experience. She has held positions at Morgan Stanley since 2014, including a brief tenure at LPL Financial in 2018. Marron holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jacob Newkirk is a Wealth Management Advisor and one of three partners at the GLN Wealth Management Group, a Merrill Lynch Wealth Management team based in Rochester, New York. He joined the group in 2017 and has since served a select number of high-net-worth clients, including business owners, retirees, healthcare professionals, and affluent families. Jacob leads the team's institutional business by working directly with privately and publicly owned businesses to provide financial consulting for employer-sponsored retirement plans and nonprofit endowments. With over 50 years of combined experience among his team, Jacob and his colleagues offer a comprehensive, data-driven approach to financial planning. Their services include portfolio management, multigenerational trust and estate planning, college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. The GL Group was recognized by Forbes as a "Best-in-State Wealth Management Team" in 2023. Jacob earned a bachelor's degree in Finance from the University of Dayton. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). A native of Fairport, New York, he is active in the local hockey and lacrosse communities, enjoys golfing, and supports the Buffalo Bills and Buffalo Sabres. Jacob resides in Fairport with his fiancée Katey and their dog, Cali.

Deanna Gutta is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at firms including Brighton Securities Corp. and Citizens Bank and currently serves as a board member of the Brighton Chamber of Commerce. Gutta is also involved in community and nonprofit activities such as serving on the finance and investment committees of Foodlink, Inc., and presenting educational programs through Seniors Against Scams. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of investment strategies and program structures, supported by more than 10,000 advisors and over $256 billion in assets under management.

Melissa Blanco is a financial advisor at Osaic with Series 66 credentials and two years of industry experience. She has held roles at Ciccarelli Advisory Services, Inc. and other firms, and is also a Notary Public. At Ciccarelli Advisory Services, she worked as a Client Services Associate supporting independent RIA operations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary models.