Theodore Lenz is a financial advisor with Stifel in Fairport, NY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, he is involved as an investor in Means Enterprises. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Matthew Mcmahon is a Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2026, bringing with him two decades of experience in Capital Markets and Institutional Sales acquired at various broker dealers. Matthew specializes in advising clients on investment strategies and wealth management tailored to their financial goals. He holds a Bachelor of Science degree in Business Management from the State University of New York at Buffalo. Additionally, Matthew has earned the Personal Investment Advisor (PIA) designation, supporting his professional expertise in personal investment advisory services.

Evan Oxley is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at Equitable Advisors, LLC, and has diverse experience across various industries including education and small business operations. Oxley also has involvement in non-variable insurance agency activities related to his advisory role. LPL Enterprise serves individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers and wrap programs.

Raymond Demonte Jr. is a financial advisor with Stifel, holding a Series 66 credential and nine years of industry experience. He previously worked at Brighton Securities Corp. and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2022. Demonte is a member of the Monroe Golf Club board and its Golf Committee, contributing to event organization and facility planning. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis by its Investment Strategy Group, offering asset allocation and planning guidance that supports client decision-making.

Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Alvut is a financial advisor at Merrill with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His career includes longstanding tenures at Merrill since 2006 and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Anderson is a Series 66-licensed financial advisor with Merrill in Pittsford, NY, where he has worked since 2016. He has 15 years of industry experience, including four years at Toro Run Winery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sara Durso is a Series 66-credentialed financial advisor with Merrill in Pittsford, NY, and has seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarthak Bhojwani is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simon Business School, University of Rochester, and in consulting and technology positions. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.

William O'Donnell is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. He also manages client portfolios under the DBA AVH Invest and holds a life insurance agent position outside of investment advisory activities. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a wide range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform that delivers comprehensive financial planning and various managed account strategies.

Daniel Biviano is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. 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, supporting advisors with various investment strategies and operational tools.

Alanna Lucia is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles outside the investment industry, such as work with the Country Club of Rochester and founding Techlanna, LLC, an entrepreneurial venture she has managed since 2024. 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 other institutions. The firm offers a range of portfolio management options and advisory tools supported by technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Jacob Lana is a financial advisor at Equitable Advisors with a Series 66 designation and new to the industry. Prior to joining Equitable Advisors, he spent ten years at Viavi Solutions. His outside activities include serving as power of attorney for several family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs through a network of advisers, utilizing third-party asset managers and advisory platforms.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 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 board member of the Rochester Philharmonic Orchestra Fund and the Davenport-Hatch Foundation’s Investment Committee, and is a consultant and partner at MAPSTONE GROUP LLC. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Shana Rivera is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Equitable Advisors since 2015, including five years at AxA Advisors. Rivera maintains outside insurance appointments as part of her professional activities. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives, employing both proprietary and third-party advisory programs.

Benjamin Geist is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. He has worked at LPL Financial and ESL Investment Services since 2016 and previously at M&T Securities from 2013 to 2016. Outside of his investment advisory role, he has involvement in providing non-variable insurance products including life, disability, and long-term care coverage. 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 model portfolios and third-party asset management, supported by advisor-facing technology and a broad platform of related financial services.

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 financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc. Wichelmann serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

David Younis is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2024. His prior experience includes roles at Securities America Advisors and Cambridge Investment Research. Outside of his advisory work, he is a sole member of Weirdery, LLC, a tree farm specializing in black walnut timber and saplings, and serves as treasurer for the Partnership for Ontario County, a local nonprofit organization. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools, supporting discretionary and advisor-managed strategies across various account types.

Mariah Patrizi is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. She has held roles at SagePoint Financial, Inc., Financial Freedom Group, and UnitedHealthCare, among others. Outside of advising, she operates a sole proprietorship assisting clients in selecting Medicare Advantage insurance plans. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing a multi-advisor platform with model-based asset allocation and portfolio optimization tools.