Aletha Steehler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James since 2007. Outside of finance, she owns and operates Elite Image, a hair styling business in Rush, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with both advisory and institutional consulting services.

Traci Lewis is a CFP®-certified financial advisor with seven years of industry experience. She has been with Raymond James Financial since 2026 and previously worked at Commonwealth Financial Network for 11 years. Lewis spends a small portion of her time on fixed insurance sales conducted at her branch location. 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 tailored, non-discretionary planning and utilizes analytical tools such as probability modeling to support client goals.

Dale Rehkopf II is a CFP®, CFA®, and Series 63-licensed financial advisor with 23 years of industry experience. He has been with Edward Jones since 2002 and is based in Pittsford, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Robert Birch is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include serving two decades in the United States Navy and working at Heroic Public Benefit Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research tools and various integrated financial services.

Lisa Harrington is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She has worked at UBS Financial Services since 2015, with brief tenures at Edelman Financial Services, LLC and EF Legacy Securities, LLC in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Vesely is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Andrew Miller is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® and Series 66 designations. He has two years of industry experience, including prior roles at Morgan Stanley and Equitable Advisors, LLC. Outside of advisory work, he has worked as a freelance tennis instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Nestrick is a financial advisor at Edward Jones in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in education for over two decades, including positions at Victor Central School District and Honeoye Central School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

James Harman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2015. 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, and manages approximately $2.74 trillion in client assets.

Jeffrey Sharman is a CFP® credentialed financial advisor with 34 years of industry experience. He is currently with LPL Financial and has held prior roles at Raymond James Financial Services and Chase Investment Services Corp. He also operates Sharman Advisory Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Zachary Messerino is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2017, with prior experience at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Natalie Estabrooks is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She previously worked at Esl Investment Services and LPL Financial, each for 13 years. Outside of her advisory role, she owns and operates a family farm in Avon, NY. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Kyle Rhoads is a Series 66-licensed advisor with Equitable Advisors in Rochester, NY. He has one year of industry experience, having joined Equitable Advisors in 2026 after working in various roles outside the financial industry. Equitable Advisors serves individual clients, retirement plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory models, including third-party managed programs and discretionary portfolio management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Milner is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 21 years of industry experience. He 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 individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to assist clients with financial planning.

Lindsay Smith is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she manages event staff selling wellness supplements at farmers' markets through an independent contracting role. Morgan Stanley Wealth Management serves individuals and institutional clients with comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a broad range of investment programs and financial strategies.

George Opira is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at United Healthcare Solutions and Avantax Advisory Services. Outside of financial advising, he owns Opira Tax & Financial Services, providing accounting, bookkeeping, and tax preparation, and serves as a board member of the Hope Initiative of Rochester. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform supporting diverse investment strategies and program structures.

Leah White is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, delivered through a centralized consulting team in partnership with financial advisors.

Matthew Valle is a financial advisor with LPL Financial based in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at KeyBank, Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, Prudential Insurance, and Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

David DeCourcey is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience as a financial advisor since 1990. He specializes in portfolio management services, individual and corporate investment strategy, and retirement income planning. David applies his knowledge to support clients in making important financial decisions. He holds a Bachelor of Science degree with a major in Investments/Finance from Babson College. David also holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, he volunteers as a budget counselor and has served as a board member for the Cornell Cooperative Extension of Ontario County. David resides in Canandaigua with his wife, Judy. His personal interests include football, genealogy, photography, and spending time with his family.

Thomas Bailey is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, with three years of industry experience. His prior work experience includes roles at Aspen Skiing Company and several service businesses. He is also associated with hiring activities for another advisor, Brett Caroselli. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives and third-party advisory programs.