Kelvin Martinez Montes is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior work includes roles at ESL Investment Services, ESL FCU, and various positions outside the financial sector. Outside of advising, he has outside employment with Branca Midtown. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Serafino Iantorno is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. His work history includes roles at ESL Investment Services, LLC and key Investment Services LLC. Outside of financial advising, he serves as a notary public and is involved in a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Wagner Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. Wagner is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 at LPL Financial with 15 years of industry experience. He has held roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group since 2013. 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 financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and technology-driven solutions.

Stephen Gaudino is a CFP®-credentialed financial advisor with 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp for five years. Additionally, he owns and operates a CPA firm, Stephen Gaudino CPA PC, where he has been active for over 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a variety of model portfolios and research from in-house and third-party sources.

Joshua Lambert is a CFP® certificant associated with LPL Financial in Rochester, NY, with four years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Northwestern Mutual. Lambert also holds a notary commission outside of his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research from LPL Research.

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 since 2015. His other business activities include providing non-variable insurance services such as life, disability, and long-term care insurance through ESL Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jacqueline Vanhoy is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is a New York State Notary and is involved with Viking Valhalla Party House as special occasion and bar staff. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Andrew Genovese is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and with three years of industry experience. He has worked with LPL Financial since 2020 and has been associated with The Gaudino Group since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

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 in Rochester, NY, holding a Series 66 designation and 25 years of industry experience. He has worked at 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. Additionally, he has interests in an indoor athletic facility and real estate partnerships. 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 services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Michael Ferron is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 23 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2011. Ferron is also president of Michael P. Ferron, CPA, P.C., providing tax preparation, accounting, estate planning, and small business consulting services, and serves as vice president of Ferron Norris Financial Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and employs multiple investment platforms and strategies tailored to client objectives.

Stephen Gaudino is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 12 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation. He operates The Gaudino Group and maintains a CPA practice, Stephen Gaudino CPA, CFP, which he has held since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research resources.

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.

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.

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.