Anthony Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and four years of industry experience. His career includes previous roles at CUNA Brokerage Services, CUNA Mutual Group, Five Star Bank, and Foreperformance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradley Smith is a financial advisor with Mass Mutual Investors Services in Webster, NY, holding a Series 63 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2019 and previously held roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he is the CEO and owner of Cardinal Wealth LLC and also acts as a life and disability insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Robert Gringeri Jr. is a Certified Financial Planner® with 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has additional experience in the education sector dating back to 2001. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Dale Anderson is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Securities America Advisors, Inc. and Securities America, Inc. Anderson is president of Anderson-VanHorne Associates Inc., a property and casualty, life, accident, and health insurance agency. He is also vice president and partial owner of Evolution Financial Advisors, Inc. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Jeffrey Chapman is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over thirty-two years of industry experience. He has been with Cetera and related entities since 2016 and also serves as Vice President of Penfield Financial Group LLC. Additionally, he is a board member of Shepherd Home, a hospice facility, and is involved in fixed insurance sales and residential real estate transactions. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services supported by proprietary and third-party investment solutions.

John Summers is a financial advisor with LPL Financial in Victor, NY, holding a Series 63 license and bringing 39 years of industry experience. He has been associated with LPL Financial since 2018 and previously worked at Cetera Advisors LLC for two years. Summers has operated Summers Financial Services since 1987. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Suzanne Xander is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2016, following previous roles at Morgan Stanley from 2008 to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

John Woodworth is a financial advisor with Raymond James Financial Services Advisors Inc. in Rochester, NY. He holds the Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Commonwealth Financial Network. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools such as risk profiling and modeling, and supports municipal and public finance work through a unique municipal advisor affiliation.

Peter Bishop is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a member of the Screen Actors Guild and works as a Natural Health Consultant, operating through his firm, Extraordinary Gentleman LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including advisory, custody, underwriting, and capital markets options.

Susan Dezio is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She previously worked at Morgan Stanley for ten years before joining UBS in 2025. Outside of her advisory role, she serves on the board of directors and as the financial secretary for the St John Fisher Columbiettes Auxiliary, a charity organization focused on fundraising and community service. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, capital markets services, and affiliated banking programs.

Geoffrey Glanville is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010, totaling 16 years of industry experience. He serves as an adjunct professor at the American College of Financial Services, teaching retirement and investment courses within the CFP, ChFC, and RICP programs. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Julie Burgio is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of advising, she is a managing member and co-owner of a limited liability company involved in rental property management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and utilizes research and analytics from Wells Fargo Investment Institute along with third-party data to inform its investment approach.

Michael Katz is a Senior Financial Advisor at Merrill Lynch Wealth Management in Pittsford, NY. He leads the Katz Team, which has over 30 years of combined experience, specializing in financial strategies and investment management for high-net-worth individuals and families. The team serves a diverse client base, including professional athletes, entertainers, small business owners, doctors, engineers, entrepreneurs, and attorneys, with clients located in Rochester, NY, and 30 states across the country. With more than 10 years of experience in financial services, customer service, leadership, and small business coaching, Michael brings a comprehensive approach to wealth management. He previously worked as a mortgage loan originator specializing in residential refinances and held a dual role as an advisor within a Bank of America Financial Center. Michael helps clients connect all aspects of their financial lives to strategies designed to improve or simplify their situations, ensuring they take full advantage of Merrill's wealth management and investment tools. Michael holds a Bachelor's Degree from Arizona State University and holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His personal interests include camping, fishing, football, golfing, ice hockey, music, and traveling.

Barbara Fraser is a CFP® professional with 27 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Matthew Miller is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. He has worked in various roles including positions at JPMorgan Chase Bank and Park Avenue Securities, and is currently also employed on a part-time basis in assisted living care. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Holly Hare is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and Bank of America, N.A. since 2018, following five years at Staples Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel La Crosse is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2024, he worked at Howe & Rusling Wealth Management and LVW Advisors LLC. Outside of his advisory role, he serves as a lacrosse referee with the Genesse Valley Lacrosse Officials Association. 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 institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Arshia Zarei is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with prior roles at TD Ameritrade and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Trevor Smith is a financial advisor with Osaic in Pittsford, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cambridge Investment Research and RFG Advisory, among others. Outside of his advisory work, he owns TD Smith Tax LLC, a tax preparation business. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Eric Cook is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013 and City National Bank since 2016. Outside of his advisory role, Mr. Cook serves on the boards of Saint's Place, a charity for refugee families, and Writer's & Books, a literary center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.