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.

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.

Daniel Keirsbilck is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance products.

Christopher Andolina is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Bank of the Lake and various non-financial positions, including involvement with the Pittsford Fire Department. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Devin Green is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work history at Equitable Advisors, Insero & Co. CPAs, LLP, SUNY at Brockport, and Wegmans Food Markets. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Debby Mellenger is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked with Wells Fargo Advisors and affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients choosing their level of implementation through various brokerage or advisory programs.

Mark Thomas is a financial advisor with Morgan Stanley in Pittsford, NY. He holds a Series 66 designation and has experience working at JP Morgan Chase, Star Cider, Hobart and William Smith Colleges, Fresh Ayr Farm Market, and Red Jacket School District. Outside of his advisory role, he is a partner at Emu Imports LLC, a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and a broad range of retail and institutional offerings.

Todd Everts is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Vivacity Management and seasonal positions at Bristol Mountain Ski Resort and Harris Seeds. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of third-party advisory models and programs, including the SAM program and LPL-sponsored platforms, to deliver investment solutions.

Andrew Van Houten is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Door Dash as an independent contractor and held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he continues to work occasionally as a delivery driver for Door Dash. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves assessing client information and risk tolerance, utilizing third-party advisory models and portfolios, and offering a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models and third-party managers to deliver tailored investment solutions.

Christopher Leverett is a financial advisor with RBC Capital Markets in Fairport, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2005 and previously worked at City National Bank from 2016 to 2025. Leverett serves on the advisory board for the School of Business and Management at SUNY Brockport and has been involved with nonprofit activities such as organizing the March of Dimes spring walk-a-thon. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a variety of advisory programs and portfolio management services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and unified account structures.

Ashley Sullivan is the Vice President and Branch Leader at Fidelity Investments, where she oversees a team of wealth planning professionals. In her leadership role, she fosters a collaborative environment that emphasizes personalized client relationships and collective expertise to support clients in achieving their financial goals through tailored financial planning processes. Ashley has extensive experience in the financial services industry, having held various positions including Branch Leader at Fidelity Investments, Vice President and Senior Wealth Partner at 1865 Wealth Advisors, Private Wealth Advisor at LVW Advisors, and Financial Consultant at Charles Schwab and Co., Inc. She began her career as a Financial Advisor Associate at UBS Wealth Management and has held multiple roles at Fidelity Investments. She holds a California Insurance License. Outside of her professional responsibilities, Ashley's personal interests include family activities, fitness, social events with friends, parenthood, and traveling.

Brian Whitbeck is a financial advisor at OSAIC in Rochester, NY, holding a Series 66 designation with five years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for ten years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering a range of brokerage and advisory services. The firm employs various investment tools and platforms to construct portfolios incorporating multiple asset classes and supports both discretionary and non-discretionary account management.

Thomas Schultz is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at ESL Investment Services, Citizens Securities, Citizens Bank, Lowe's Inc., and Amica Mutual Insurance. In addition to his advisory work, he serves as a notary. 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, and institutional platforms, supporting advisors with various strategies and operational tools.

Alan Ginsberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. for eight years. Ginsberg also serves as a general agent for Security Mutual Life of New York and is involved in community activities including estate planning and charitable giving through the Jewish Federation of Greater Rochester and programming events at Temple Beth El Men’s Club. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports various managed-account solutions while operating a complex corporate structure with multiple affiliated platforms.