Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 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 consultant and partner at MAPSTONE GROUP LLC, sits on the board of the Rochester Philharmonic Orchestra Fund, and is a board and investment committee member of The Davenport-Hatch Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels with a focus on tailored client intake and ongoing portfolio management.

Shana Rivera is a financial advisor with Equitable Advisors in Fairport, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at AxA Advisors for five years. Rivera also maintains outside insurance appointments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage channels.

Benjamin Geist is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. He has worked at LPL Financial and ESL Investment Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

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 Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. He has held previous roles at Oppenheimer & Co. Inc. and has been involved with Seattle University. Parker serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors serves a wide range of clients including individuals, high-net-worth households, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating under a dual SEC-registered investment adviser and broker-dealer model.

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 in Rochester, NY, holding a Series 65 designation and over 15 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Manning & Napier Advisors from 2007 to 2022 and has been affiliated with ESL Federal Credit Union since 2023. 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 nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brett Caroselli is a financial advisor with Equitable Advisors in Pittsford, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including time at Axa Advisors, LLC prior to its transition. Outside of his advisory role, Caroselli serves as Treasurer of the Estate Planning Council of Rochester and is a board member for the Pittsford Jr. Panthers Football & Cheer organization. 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 LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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, holding Series 63 and Series 65 credentials and 26 years of industry experience. Before joining LPL in 2019, he worked at Morningstar Investment Services LLC for one year and Sei for six years. 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, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with model portfolios and research from various sources.

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® with 29 years of industry experience, currently affiliated with LPL Financial since 2005. She also has a role at ESL Investment Services, LLC, where she has been active since 2005. Outside of her advisory work, she has conducted online sales through eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, discretionary and non-discretionary management, and utilizes research from multiple sources along with advanced technologies.

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.

Leontios Akavalos is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He is also the owner of LA Capital Management LLC, though he does not actively work in this business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Richard Warner is a Series 66-credentialed financial advisor with 23 years of industry experience. He currently works at LPL Financial and previously spent 18 years at Cadaret, Grant & Co., Inc. Outside of advisory services, he is also involved as an insurance agent. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Guy Guarrera is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Securities America Advisors and Estate & Financial Planning Associates prior to joining OSAIC. In addition to his advisory role, he owns Estate & Financial Planning Associates, where he is involved in insurance sales and consulting on Medicaid and trust issues. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios that may include various asset classes managed on both discretionary and non-discretionary bases.