Jacob Lana is a financial advisor at Equitable Advisors with a Series 66 designation and new to the industry. Prior to joining Equitable Advisors, he spent ten years at Viavi Solutions. His outside activities include serving as power of attorney for several family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs through a network of advisers, utilizing third-party asset managers and advisory platforms.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member of the Rochester Philharmonic Orchestra Fund and the Davenport-Hatch Foundation’s Investment Committee, and is a consultant and partner at MAPSTONE GROUP LLC. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Shana Rivera is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Equitable Advisors since 2015, including five years at AxA Advisors. Rivera maintains outside insurance appointments as part of her professional activities. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives, employing both proprietary and third-party advisory programs.

Benjamin Geist is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. He has worked at LPL Financial and ESL Investment Services since 2016 and previously at M&T Securities from 2013 to 2016. Outside of his investment advisory role, he has involvement in providing non-variable insurance products including life, disability, and long-term care coverage. 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 a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by advisor-facing technology and a broad platform of related financial services.

Patrick Sullivan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Rochester, NY. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Parker Wichelmann is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc. Wichelmann serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

David Younis is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He has previously worked with Securities America Advisors, Inc. and Cambridge Investment Research Advisors. Outside of advisory roles, Younis manages a tree farm LLC focused on black walnut timber and serves as treasurer for a not-for-profit board in Ontario County. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a variety of services such as financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Mariah Patrizi is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 credential. She has worked at SagePoint Financial, Financial Freedom Group, and UnitedHealthCare, among other roles. Outside of her advisory work, she operates a sole proprietorship helping clients select Medicare Advantage insurance plans. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of advisory and brokerage services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Scott Shattuck is a financial advisor with LPL Financial and holds a Series 65 credential. He has over 16 years of industry experience, including 15 years at Manning & Napier Advisors. Shattuck is based in Rochester, NY. 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 and access to model portfolios and third-party asset managers.

Brett Caroselli is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its prior incarnation as Axa Advisors. Outside of his advisory work, he serves as Treasurer of the Estate Planning Council of Rochester and is a board member of the Pittsford Jr. Panthers Football & Cheer organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party managers to tailor investment solutions and offers ERISA fiduciary services through credentialed representatives.

Nicholas Ward is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools, serving clients in both retail and institutional capacities.

Justin Goldman is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Morningstar Investment Services LLC, Sei, and Manning & Napier Advisors, LLC. He is also involved as an agent with KAFL Insurance Resources. 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 portfolios, third-party asset management, and institutional platforms.

Mary Robertson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She has held positions at Cambridge Investment Research Advisors since 2024 and previously worked for Cadaret, Grant & Co., Inc. for 27 years. Robertson also operates MRB Financial Services, LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

James Krueger Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations, and has 38 years of experience in the industry. His career includes 27 years at MetLife Securities, Inc. before joining Mass Mutual in 2016. Mass Mutual 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 seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Maryanne Barcellona is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. She also holds the Series 63 designation and operates through ESL Investment Services, LLC. Outside of her advisory work, she maintains a notary role and manages a small online sales business on eBay. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions using model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Nicholas Cherchio is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He serves as a financial partner, assisting clients in navigating their financial journeys and working toward personally significant financial goals. Nicholas collaborates with clients to review their financial situations, discuss priorities and timelines, and co-create financial plans aimed at providing confidence for them and their families. Prior to his current role, Nicholas gained experience as a Financial Representative and Financial Services Representative at Fidelity Investments from 2024 to 2026. He also worked as an Associate Mortgage Banker at BNY Wealth from 2020 to 2024 and held the position of Associate Vice President at Citi Private Bank from 2015 to 2020.

Joshua Ciolek is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the owner of RadHaus LLC, an automotive and transportation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Scott Battle is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes eight years at Securities America Advisors, Inc. and ongoing work in life insurance and annuities sales since 1996. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with access to third-party money managers and utilizes various portfolio construction tools and platforms to support client investment needs.

Benedict Tarantino is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS in various capacities since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Richard Warner is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years before joining LPL Financial in 2025. Outside of his advisory work, he maintains a non-variable insurance agent role. 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 portfolios, third-party asset management, and institutional platforms.