Scott Shattuck is a financial advisor with LPL Financial in Rochester, NY, holding a Series 65 designation and having two years of industry experience. He previously worked for Manning & Napier Advisors for 15 years and is also affiliated with ESL Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Brett Caroselli is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as Treasurer for the Estate Planning Council of Rochester and is a board member of the Pittsford Jr. Panthers Football & Cheer organization. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisers and third-party programs, emphasizing personalized risk assessment and access to a variety of investment options.

Nicholas Ward is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools, serving clients in both retail and institutional capacities.

Justin Goldman is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Morningstar Investment Services LLC, Sei, and Manning & Napier Advisors, LLC. He is also involved as an agent with KAFL Insurance Resources. 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.

Mary Robertson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She holds the Series 63 designation and previously worked for Cadaret, Grant & Co., Inc. for 27 years. Robertson also operates MRB Financial Services, LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

James Krueger Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations, and has 38 years of experience in the industry. His career includes 27 years at MetLife Securities, Inc. before joining Mass Mutual in 2016. Mass Mutual Investors Services 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 seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

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 CFP® with 30 years of industry experience currently affiliated with OSAIC. He has previously worked at Securities America Advisors, Inc. and Phoenix Home Life, where he has also advised on life insurance and annuities since 1996. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of advisory and brokerage services, leveraging a large multi-advisor platform and multiple affiliated entities.

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.

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 financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 18 years before joining LPL Financial in 2025. Warner is also an insurance agent, dedicating part of his time to non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools and a large network of over 22,900 advisors.

Luke Nowakowski is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with professionals and their families to develop financial plans that align with their goals. He works as part of the Burns / Nowakowski Group, which has over 30 years of experience serving clients in managing their financial situations. Luke's approach focuses on helping clients navigate financial decisions by identifying their priorities and constructing tailored plans. He emphasizes transparency and takes his responsibility seriously in managing his clients' financial well-being. His expertise includes comprehensive financial planning and investment advisory services. He grew up in Orchard Park, NY, and holds a bachelor's degree in Political Science from Wittenberg University. After college, Luke served in the United States Air Force as a photojournalist and pursued an MBA at Regis University while enlisted. Following his honorable discharge, he entered the wealth management field, continuing his family legacy in the profession. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He currently resides in Buffalo, NY, and participates in sports and outdoor activities during his free time.

Guy Guarrera is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Securities America Advisors and Securities America, Inc. for eight years and owns Estate & Financial Planning Associates, where he also consults on Medicaid and trust issues. Guarrera serves as power of attorney for elderly family members, handling their banking and investment affairs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, utilizing third-party managers and proprietary strategies.

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 two years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise since 2024. His prior experience includes roles at Equitable Advisors, Insero & Co. CPAs, LLP, SUNY At Brockport, and Wegmans Food Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Debby Mellenger is a financial advisor at Wells Fargo Advisors in Rochester, NY, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

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.