Todd Everts is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Vivacity Management and seasonal positions at Bristol Mountain Ski Resort and Harris Seeds. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of third-party advisory models and programs, including the SAM program and LPL-sponsored platforms, to deliver investment solutions.

Andrew Van Houten is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Door Dash as an independent contractor and held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he continues to work occasionally as a delivery driver for Door Dash. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves assessing client information and risk tolerance, utilizing third-party advisory models and portfolios, and offering a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models and third-party managers to deliver tailored investment solutions.

Christopher Leverett is a financial advisor with RBC Capital Markets in Fairport, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2005 and previously worked at City National Bank from 2016 to 2025. Leverett serves on the advisory board for the School of Business and Management at SUNY Brockport and has been involved with nonprofit activities such as organizing the March of Dimes spring walk-a-thon. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a variety of advisory programs and portfolio management services. The firm integrates in-house and third-party investment managers and provides access to alternative investments and unified account structures.

Ashley Sullivan is the Vice President and Branch Leader at Fidelity Investments, where she oversees a team of wealth planning professionals. In her leadership role, she fosters a collaborative environment that emphasizes personalized client relationships and collective expertise to support clients in achieving their financial goals through tailored financial planning processes. Ashley has extensive experience in the financial services industry, having held various positions including Branch Leader at Fidelity Investments, Vice President and Senior Wealth Partner at 1865 Wealth Advisors, Private Wealth Advisor at LVW Advisors, and Financial Consultant at Charles Schwab and Co., Inc. She began her career as a Financial Advisor Associate at UBS Wealth Management and has held multiple roles at Fidelity Investments. She holds a California Insurance License. Outside of her professional responsibilities, Ashley's personal interests include family activities, fitness, social events with friends, parenthood, and traveling.

Brian Whitbeck is a Series 66-licensed financial advisor with five years of industry experience. He is currently with OSAIC, where he has worked since 2025, and previously spent ten years at Lincoln Financial Advisors Corporation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment solutions including discretionary and advisor-managed strategies, third-party money managers, and proprietary models.

Thomas Schultz is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at ESL Investment Services, LLC and Citizens Bank, among other firms. Outside of his advisory role, Schultz is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and a large network of over 22,800 advisors.

Alan Ginsberg is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and Series 65 licenses, with 31 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. In addition to his advisory work, he acts as a General Agent for Security Mutual Life of New York and participates in community activities such as serving on the estate planning and charitable giving committee for the Jewish Federation of Greater Rochester and holding leadership roles in the Temple Beth El Men's Club. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, offering discretionary strategies, third-party managers, and proprietary models across a complex affiliate network.

Anthony Di Gabriele is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 credential and nine years of industry experience. He previously worked at Bank of America, Merrill Lynch for eleven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and may incorporate ESG considerations.

Joseph Barcellona is a CFP® professional affiliated with LPL Financial, with 15 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2011. Outside of his advisory work, he is involved in an online sales activity based in Webster, NY. 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 and advisory services, including model portfolio programs and third-party asset management, supported by advanced advisor tools and a broad non-advisory financial platform.

Jonpaul Penner is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Penner serves as treasurer for the St. Paul Blvd. Fire Association Inc., a volunteer fire department organization in Rochester. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using its own research and tools, with clients able to implement recommendations through various brokerage and advisory programs optionally.

Jennifer Knapp is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is involved with the Junior Americans U9 Hockey Team in Pittsford, NY, serving as assistant team manager and helping with fundraising and travel organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, which supports client decision-making through tailored asset allocation and financial planning.

Joseph Kapfer is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has held roles at Nazareth University, C&M Forwarding, and Rochester Wealth Management prior to his current position. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Colin Phoenix is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Charles Schwab since 2016 and previously spent three years at Fidelity. He is based in Pittsford, NY, and holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a primarily non-discretionary client relationship model combined with access to discretionary SMAs, multi-asset model portfolios, and a formal alternative-investment onboarding process.

Thomas Green is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 63 credential and over 25 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2000 and at Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory role, Green owns and operates an accounting firm, Thomas H. Green, CPA, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and consulting aligned with clients' goals.

Alexander Mapstone is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. His prior roles include positions at Rush Gravel and academic institutions such as St. Lawrence University and Hobart College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Kathleen Shedler is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Her prior roles include positions at Securities America Advisors and David Benedict. She also owns a life insurance and long-term care insurance sales business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services with model-based asset allocation and portfolio optimization tools.

Grant Kohler is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and three years of industry experience. He has previously worked at MassMutual Life Insurance Company and has held a business development director role at Genesee Manufacturing Company since 2019, overseeing sales and marketing. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Sierra Harrison is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including prior roles at Compass Groups and Citizens Private Bank. Outside of finance, she has been involved with organizations such as the Keuka Yacht Club and University of Rochester Athletic Communications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Gary Debellis is a financial advisor with Cetera, holding a PFS™ designation and a Series 66 license, and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Davie Kaplan, CPA, P.C., where he has provided financial planning and advisory services. Gary also serves as an independent trustee for a family trust, a role involving distribution calculations based on his long-term professional relationship with the clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across multiple program structures.