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.

Brent Ascroft is a financial advisor at Edward Jones in Canandaigua, NY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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. He also has a background in education, having been affiliated with the Saunders College of Business at RIT for several years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios, combining adviser programs with brokerage and insurance products on an integrated platform.

Christopher Andolina is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at First Bank of the Lake and various positions outside the financial sector. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Devin Green is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Equitable Advisors and Insero & Co. CPAs, LLP, and held positions at SUNY at Brockport and Wegmans Food Markets. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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 with Equitable Advisors in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Vivacity Management and Bristol Mountain Ski Resort, as well as time spent at SUNY Geneseo. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing programs sponsored by LPL and other third-party managers.

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 in 2026, he worked at Door Dash as an independent contractor and has held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he has worked as a delivery driver for Door Dash. 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 execute client recommendations.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Penfield, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 1999, continuing from his time at AXA Advisors, LLC. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model combining advisory, brokerage, and insurance channels to deliver tailored client 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 at LPL Financial in Rochester, NY, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Investment Services, Citizens Securities, and Citizens Bank, among others. Outside of advising, he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Anthony Di Gabriele is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Joseph Barcellona is a CFP®-certified financial advisor with 14 years of industry experience. He has been affiliated with LPL Financial and ESL Investment Services, LLC since 2011. Outside of his advisory work, he operates a small online sales business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services employing both discretionary and non-discretionary management supported by research and model portfolios.

Jonpaul Penner is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Penner serves as treasurer for the St. Paul Blvd. Fire Association Inc., a volunteer fire department organization in Rochester. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using its own research and tools, with clients able to implement recommendations through various brokerage and advisory programs optionally.