Melinda Lenzi is a CFP® professional with 20 years of experience in the financial industry. She has been with LPL Financial since 2010 and also works with ESL Investment Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Priscilla Hennig is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior experience includes roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and Horace Mann Companies. She also holds a dual position as a financial advisor at the University of Illinois Credit Union. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kaden Helmer is a financial advisor with Ameriprise in Victor, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he worked at Under Armour and has a background that includes roles at Duquesne University and Victor Junior/Senior High School. He also manages an advisory business under Creative Management Consultants, LLC. Ameriprise provides a retirement-income planning service primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations with tax-smart withdrawal strategies and algorithmic automation to support client planning.

Ronald Ciminelli Jr Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Bowlero Corporation from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Joseph Lester is a financial advisor with Edward Jones in Rochester, NY. He holds a Series 66 designation and has one year of experience in the industry. His prior work includes roles in real estate and hotel management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large national network of financial advisors and branch offices.

Michael Booth is a Series 66-licensed financial advisor with Edward Jones in Rochester, NY, where he has worked since 2016. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Corey Burke is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at the Hurricane Junior Golf Tour and several other organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas such as retirement, education, and niche planning needs. The firm uses proprietary research and tools to develop customized recommendations delivered through meetings and detailed client summaries.

Tyler Felder is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2022. His prior work experience includes roles at LA Fitness, Burt's Bikes and Fitness, and the University of Rochester. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Troy Nelson is a financial advisor with Merrill based in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at J.W. Cole Advisors, Montage Wealth Management, and Bank of America, N.A. Outside of his advisory work, he is involved with Aurora Brewing and The Athletic Campus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Looman is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2014. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, risk, and wealth-transfer services. The firm combines advisory services with other financial products and referral channels to serve clients meeting certain net-worth criteria.

Kristen Gawron is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 designation and four years of industry experience. She has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Michelle Prok is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with LPL Financial and its predecessor firm since 1998. Prok operates a separate advisory business under the name Cornerstone Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

Robert O'Dea is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Wells Fargo Advisors and previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through various brokerage or advisory programs.

Hyesung Jang is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Rochester, NY. Jang has no prior industry experience and began working at Equitable Advisors in 2025. Outside of finance, Jang has experience working for Door Dash and owned a small business, Passion Nails of Oneida LLC. Equitable Advisors serves a wide range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various sponsored programs and endorsed TAMPs.

Killian Mahoney is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles across hospitality and education sectors, including positions at Keuka College and several local businesses. Outside of advising, he has experience working at establishments such as Ravenwood Golf Course and Billsboro Winery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Robert Wright is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Key Investment Services LLC, and Key Bank NA. Wright is also associated with ESL Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jefferson Webster is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MetLife Securities. Webster also manages an insurance brokerage specializing in life, health, and group insurance products. MassMutual Investors Services 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, and educational programs using firm-approved analytical tools to support collaborative client relationships.

John Prouty is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously worked for the Rush-Henrietta Central School district for 14 years. Outside of his advisory role, he serves as an elder at St. Paul Lutheran Church and is a board member of SPIRIT NYS, an organization supporting homeless teens in the Rochester area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based planning across various financial topics, offering both one-time and ongoing engagements without discretionary portfolio management.

Chris Collins is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010, progressing through several roles including Investment Representative, Account Executive, and Vice President. Prior to joining Fidelity, he was a Financial Advisor at Waddell & Reed from 2006 to 2008. In his current role, Chris helps investors create comprehensive financial plans tailored to their goals and circumstances. His approach involves thorough analysis, clear communication, and ongoing support to identify opportunities and provide customized recommendations. Outside of his professional work, Chris enjoys baseball, boating, cooking and baking, football, and traveling.

Nicholas Da Bella is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Equitable Advisors and AXA Advisors. Prior to his career in financial services, he was employed at NVR, Inc. Mass Mutual 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, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.