Brendan Ercole is a CFP® professional with 11 years of industry experience, currently with Cambridge Investment Research Advisors. He previously worked at Sage Rutty and SEI Investments Management Corporation. Ercole is also the owner of Fairpoint Wealth Partners, Inc., based in Rochester, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party model strategies, with flexible implementation tailored to client objectives.

William Cooper is a CFP® credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously worked at Howe and Rusling, Inc. for multiple years. 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 applying an ESG eligibility framework in its recommendations.

Jacob Kocher is a financial advisor with LPL Financial based in Rochester, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ESL Federal Credit Union, as well as work outside finance with Pizza Land Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions, including third-party asset management and institutional platforms, supported by operational tools like machine learning for research and administrative functions.

Joelle Donahoe is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 2006 and also serves as Chief Compliance Officer for Cooper/Haims Advisors, LLC and ESL Investment Services, LLC. 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 financial planning and investment management solutions, including third-party asset management and institutional platforms.

Michael H Cooper is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Cooper serves on multiple nonprofit and community organization boards, including The Jewish Home of Rochester and CypherWorx Inc., and is involved in investment and foundation committees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing model-based asset allocations and proprietary research from its Chief Investment Office and global teams to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory services.

John Mitrano is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities, Inc. for 13 years. He also holds a role with MassMutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, annual engagements utilizing firm-approved software to analyze client goals.

Roger Purcell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Mmb & Co., Coopercompanies, ESL Federal Credit Union, and Wegmans Food Markets. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joseph Cappello is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. He has been associated with ESL Investment Services, LLC and LPL Financial since 2009. 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, supported by technology tools and a broad range of non-advisory financial services.

Connie Dinicola is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc., Cadaret, Grant & Co., Inc., and OSAIC. She is also involved in tax preparation and accounting through her business, Har Din Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and platforms, supported by comprehensive operational and research tools.

Carrie Rodriguez is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for the Webster Central School District for five years. Outside of her advisory role, she teaches group exercise classes at the YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Katie Rudow is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank since 2016. In addition to her financial advisory role, she has been affiliated with DICK's Sporting Goods since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Nelson Miles III is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and PNC Investments. Outside of his advisory role, he is also active as an Uber driver, providing ride-sharing and delivery services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory work leverages proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ross Marple is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Murray is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc for over a decade. Outside of his advisory role, he serves as president and financial advisor at Tessera Wealth Management Inc. LLC, focusing on insurance sales and service. Mass Mutual Investors Services, LLC 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 programs, utilizing collaborative planning supported by firm-approved analytical tools.

Donald Hoyt Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies supported by advanced research tools.

Lori Facinelli is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors Financial Network and Morgan Stanley. Facinelli co-owns ACE Financial Group with her spouse. 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 financial planning and access to model portfolios and third-party asset managers.

Leykun Brouk is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Lincoln Financial Advisors from 2012 to 2024. He is also the owner of Brouk Capital Management, a DBA noted as an investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jason Pierce is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 designations and having 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.