Lisa Goode Cyrkin is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC, Commonwealth Financial Network, and Oakwood Financial Services. Outside of her advisory work, she owns and operates Growing Wilde Flower Farm, a sole proprietorship focused on growing and selling flowers and related products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary capital market research and model-based asset allocations to tailor financial plans, combining institutional trading capabilities with wealth management services.

Suzanne Kane is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Susan Halpern is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2011. Halpern serves on multiple nonprofit boards, including the Alzheimer's Association and Planned Parenthood of Central New York, and is actively involved with the Jewish Community Center and The Chatterbox Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, supported by proprietary research and capital market insights.

Rocco Pietropaolo Jr. is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the board of directors for the Canandaigua Emergency Squad, overseeing organizational matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Eric Schwilk is a CFP® professional at Cambridge Investment Research Advisors with 37 years of industry experience. Before joining Cambridge in 2024, he worked for LPL Financial and Xceed Financial from 2011 to 2024. He is also the owner of Provios Advisors and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management with access to proprietary model strategies and multiple account platforms.

Michael Campbell is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Robert Lukasik is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at OSAIC since 2023 and previously at SagePoint Financial, Inc. He is also a sole proprietor of Genesis Insurance Group, where he assists clients with Medicare, health, and life insurance policies. In addition, he performs building and business inspections and has longstanding experience in the transportation industry. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and corporate clients, offering a wide range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network and multi-advisor platform.

Christopher Ginther is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and bringing 23 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, KeyBanc Capital Markets, and Merrill. 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, combining extensive advisory platforms with non-advisory financial activities, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Alex Casale is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial Services and served in an academic role at SUNY College of Brockport. Casale is also a member of the finance committee and treasurer of the Highland Park Conservancy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of investment management and retirement services, with a multi-manager platform that includes affiliated and third-party managers across various program structures.

Amanda Velarde is a financial advisor at Merrill with 16 years at the firm and eight years of industry experience. She holds a Series 66 designation and is based in Pittsford, NY. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal investment teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Reynolds is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at LenelS2 and Rochester Institute of Technology. Outside of his advisory role, he serves on the board and finance committee of Shift2 and Lifespan, both civic and community organizations, and works as a shopper for Instacart. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, combining tailored financial planning with investment management supported by firm-approved tools and models.

Kay Pfleghardt is a CFP®-certified financial advisor with 11 years of industry experience, currently associated with Raymond James Financial. Prior to joining Raymond James in 2025, Kay worked at Commonwealth Financial Network and Lincoln Financial Advisors. Kay serves on the advisory board of Alfred State College’s Department of Financial Planning, where she contributes to curriculum review and enrollment strategies. 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 offers tailored, non-discretionary planning using analytical tools, supports wrap-fee advisory programs, and maintains specialized offerings such as municipal advising and SIMPLE IRA Employer Advisory services.

Leslie Zoerb is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 66 licenses. She has 26 years of industry experience, all with Merrill Lynch, Pierce, Fenner & Smith, Inc., where she has worked since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Maxine Awner is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1989. She also serves as a board member for the Jewish Federation of Buffalo, participating in community support activities for Jewish organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Gerald Mc Cue is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he manages portfolios for high-net-worth individuals across the United States. Since joining the firm in 1992, he has attained the position of Senior Vice President and Senior Financial Advisor. Gerald is a qualified Portfolio Manager who provides traditional financial advice as well as personalized discretionary investment strategies that may include individual stocks and bonds, firm model portfolios, and third-party investment options. Gerald began his career in 1979 as a financial analyst at UNISYS and advanced to plant controller at one of their manufacturing facilities in Rochester, New York. He holds a Bachelor’s degree from the State University of New York at Potsdam and an MBA in Finance from the Rochester Institute of Technology. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In 1998, Gerald founded the McCue Memorial Foundation, a nonprofit organization that awards four-year tuition scholarships to qualified students attending the State University of New York. He has served on the board of directors for the Seneca Waterways Council of the Boy Scouts of America and as past chairman of the dean’s executive council for the Saunders College of Business at the Rochester Institute of Technology. Gerald resides in Rochester, New York with his wife, Diane. His personal interests include golfing, running, tennis, and woodworking.

Michael Kazacos Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Stifel since 2022. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jamie Bailey is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of 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 utilizes structured planning tools and modeling techniques as part of its advisory services.

Karen Andrushko is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where she has contributed over 40 years of experience. Throughout her career, Karen has served both institutional and retail clients, initially focusing on fixed income trading before expanding her expertise to include equities, closed-end funds, and annuities. She adopts a holistic approach to wealth management, leveraging internal specialists from Merrill Lynch and Bank of America to address retirement planning, loans, trust matters, and home financing. Her work is grounded in building trust and aligning clients' financial goals with tailored portfolio strategies. Karen holds a Bachelor's Degree from Saint John Fisher College and maintains the Professional Investment Advisor (PIA) designation. She is also registered with NMLS ID 579515. Beyond her professional responsibilities, Karen participates in community activities, volunteering with organizations such as the Pluta Cancer Center, Veterans Outreach Program, and Willow Domestic Violence Center.

Thomas Strutt is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a coach for the GU11 soccer team at FC Dynamo in Brighton, New York. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various financial planning and investment strategies.

Chhavi Goel Parker is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outlook models as part of its advisory process.