Paul D'aiutolo is a Series 66-licensed financial advisor with UBS Financial Services in Rochester, NY, where he has worked since 2007. He has 27 years of industry experience. Outside of his advisory role, he serves on the boards of Heritage Christian Services, the American Retirement Association, and the Rochester Hearing and Speech Center. He is also active in professional associations related to retirement plan advising, including a volunteer leadership role with The American Society of Pension Professionals and Actuaries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-based portfolio management.

Todd Mazzo is a financial advisor with LPL Financial based in Rochester, NY. He holds Series 65 and Series 66 licenses and has five years of industry experience. Prior to joining LPL Financial, he worked at ESL Investment Services, Equitable Advisors, and Karpus Investment Management. Outside of his advisory role, he tutors students and professionals online through Wyzant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Charleen Guck is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Craig Lochner is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2008. Lochner holds Series 63 and Series 65 credentials. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Deborah Smith is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Levene, Gouldin & Thompson, LLP, and operating a local business, Rochester Dog Walkers, LLC. She also serves as a trustee and holds power of attorney responsibilities for an immediate family trust. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Lawrence Kasinowski is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch, J.P. Morgan Securities, Wells Fargo, and Mutual of America among other firms. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services using both discretionary and non-discretionary management approaches.

Michael Curtis is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. He is also involved in Curtis Forestry, an ongoing business since 2001. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers both advisory and brokerage services, utilizing a platform that combines investment advisory programs with brokerage and insurance products, supported by LPL’s research, model portfolios, and third-party portfolio strategists.

Connor Stein is a financial advisor with Primerica Advisors based in Rochester, NY. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of financial advising, Stein consults on tax strategy through Swiech Consulting LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies and maintains approximately $15.5 billion in assets under management.

Carolyn Tuckerrubado is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Alexandra Storke is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to her advisory role, she spent four years at St. John Fisher College. Alexandra also serves as a notary in a limited capacity. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Reo Alderman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include seven years at Securities America Advisors and six years at Invest Financial Corporation. Outside of advising, he is vice president and secretary of Life on the Beach Enterprises Inc., a family-owned restaurant business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to offer customized portfolio solutions.

Jonathan Valerie is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has prior experience at Summit Brokerage Services. In addition to his advisory role, he provides legal advice as an attorney at Salvatore's. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Dylan Wiemer is a financial advisor at LPL Enterprise with Series 66 credentials and no prior industry experience. Before joining LPL Enterprise in 2025, he held various positions including roles in landscaping, collegiate settings, and local businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Joseph Bianchi is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of advisory work, he is involved in business valuation services focused on helping business owners with exit strategies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, delivering collaborative annual planning engagements using firm-approved analytical tools.

Philip Franco Jr. is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2021. Outside of his advisory roles, he teaches Social Security Benefits classes through the Webster School District. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Jerry Lack is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and several securities licenses, with 17 years of industry experience. He has worked with Cetera since 2018 and has been affiliated with Canandaigua National Bank and Trust since 2011. Outside of his advisory role, Lack serves as treasurer and board member for the Damascus Shriners, overseeing the organization's financial health and charitable activities. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that supports various investment strategies and program structures.

Leah Kucharski is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her work history includes roles at JPMorgan Chase Bank, Northwestern Mutual, and St. John Fisher University. Outside of financial services, she has experience with Aladdin's Natural Eatery and the YMCA of Greater Rochester. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Anthony Bouvy is a financial advisor with Equitable Advisors in Rochester, NY. He holds Series 63 and Series 65 registrations and has three years of industry experience. Prior to joining Equitable Advisors, he held roles at Midtown Athletic Club, St. John Fisher University, Midvale Country Club, Monroe Community College, and Advance Coating Service. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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.

Matthew Smith is a financial advisor with Ameriprise in Corning, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he manages an advisory business through Council Rock Associates, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Alexandra Cobb is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent one year at Bell Partners Inc. Alexandra is based in Rochester, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.