Simon Devenish is a financial advisor with LPL Financial in Spencerport, NY, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles in health and life insurance brokerage and ownership of a website design business. Devenish has also been involved with the Spencerport Depot and Canal Museum. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology tools.

Sarah Campbell is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® designation and Series 63 license. She has 15 years of industry experience, including her current roles at ESL Investment Services, LLC and LPL Financial since 2011. In addition to her advisory work, she is a commissioned notary public. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Hannah Byron is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with JPMorgan Chase Bank and related entities since 2007. Outside of her advisory role, she is the owner and partner of Sparkyjoy LLC, a property holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Jessica Millan is a financial advisor with Edward Jones in Rochester, NY, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved as a silent partner in a healthcare-related business specializing in ramps, lifts, and scooters, and she manages maintenance and finances for a commercial property through her LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices across the country.

James Muchard is a financial advisor with LPL Financial in Rochester, NY, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has previously worked at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved with Muchard Financial, a tax preparation and accounting business, and teaches in the Rochester City School District. 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 broad range of financial planning and investment services, using a variety of strategies and technology tools to support its network of over 22,800 advisors and $819 billion in discretionary assets.

Kelvin Martinez Montes is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at ESL Investment Services and ESL FCU. Outside of his advisory role, he has part-time employment with Branca Midtown in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Serafino Iantorno is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes multiple roles at ESL Investment Services, LLC and LPL Financial since 2015. Outside of his advisory work, he is a notary public and has been involved in grocery delivery and a family business in the Rochester area. 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 financial planning and asset management solutions, utilizing both proprietary research and third-party strategies, and manages oversight of more than $819 billion in discretionary assets.

John Wagner Jr. is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. He is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. 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, third-party asset management, and institutional platforms, with advisory support from over 22,800 investment adviser representatives.

Benjamin Chatham is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, his work experience includes roles at Mad City Windows and Baths, Cache Part Supply, and Isaksen Solar. 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 over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Allison Maier is a financial advisor with Raymond James Financial holding a Series 66 designation and nine years of industry experience. She has worked at several firms, including Cadaret Grant & Co., Inc., LPL Financial LLC, and Cetera ADVISORS LLC, before joining Raymond James and Associates in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting using analytical tools and supports its advisory programs with technology and specialized municipal advisory services.

Brian Hopper is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His career includes roles at Cuna Mutual Group and CUNA Brokerage Services, INC, where he worked for nearly a decade before joining LPL Financial. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Gaudino is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes five years at INVEST Financial Corp and over four decades operating his own CPA practice. He also maintains a notary public service and an accounting business alongside his advisory work. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and a large network of advisors.

Joshua Lambert is a financial advisor with LPL Financial in Rochester, NY, holding the CFP® designation and Series 63 and 65 licenses. He has five years of industry experience, including roles at ESL Investment Services, LLC, ESL Federal Credit Union, and Northwestern Mutual. Lambert also serves as a notary public as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining advisory platforms with extensive non-advisory financial activities.

Sheldon Walker is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with LPL Financial and ESL Investment Services, LLC since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and extensive non-advisory financial activities.

Jacqueline Vanhoy is a Series 66-licensed financial advisor with Equitable Advisors, based in Hamlin, NY, and has 24 years of industry experience. She has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of advising, she has worked in event staffing and is a New York State Notary. Equitable Advisors serves a broad client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models delivered through both proprietary and third-party platforms, focusing on personalized investment solutions and fiduciary services for qualified plans.

Andrew Genovese is a financial advisor at LPL Financial in Rochester, NY, holding a Series 66 designation with four years of industry experience. He has worked at LPL Financial since 2018 and has been involved with The Gaudino Group since 2017. Prior to his advisory career, he worked at Video Awareness for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Angella Ohara is a financial advisor at Cetera with 11 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Avantax Investment Services and Davie Kaplan, CPA, and she served on the Town of Ogden Zoning Board of Appeals from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with access to various third-party money managers and program structures.

James Wehrle is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with LPL Financial since 2018 and previously spent seven years at Invest Financial Corporation. Wehrle is also a partner at Flaherty Salmin CPAs, where he is involved in tax preparation and accounting, and participates in managing an indoor turf facility through Genrich Athletic Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management approaches supported by research and technology across a large network of investment adviser representatives.

Michael Ferron is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. He has been with Cambridge since 2011 and also serves as president of Michael P. Ferron, CPA, P.C., which provides tax preparation, accounting, estate planning, and small business consulting services. Outside his advisory work, he is vice president of Ferron Norris Financial Inc., which offers tax preparation and accounting. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies and access to third-party advisers.

Stephen Gaudino is a financial advisor with LPL Financial, holding a Series 63 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corporation. He operates his own CPA practice and has been involved with The Gaudino Group, a business affiliated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining advisory solutions with a broad suite of financial products and partnerships.