Bruce Sears is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Janney Montgomery Scott and RBC Capital Markets Corporation. Outside of his advisory work, he is involved in a solar panel land lease and a spouse’s furniture-making business in Skaneateles, NY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options using proprietary research and tools. The firm integrates advisory services with other financial products and referrals across a large network of advisors.

Matthew Hartstein is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior career includes 27 years at TIAA and related entities. Outside of advising, he is a co-owner of DaizyBug LLC, an LLC that owns and manages rental properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by extensive affiliated research and model manager options.

Sara Heaton is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with three years of industry experience. Before joining Morgan Stanley in 2020, she worked at Alliance Advisory Group and held roles at American Eagle Outfitters and Yahnundasis Golf Club. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs that include tailored financial planning and investment management, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and advanced modeling tools but clients are responsible for implementing and maintaining their plans.

Paul Peterson is a CFP® with 33 years of industry experience and has been with LPL Financial since 2009. He holds Series 63 and Series 65 licenses and operates out of Fairport, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Pina Formicola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior firms include Independent Solutions Wealth Management, Peak Brokerage Services, and Sagepoint Financial. She is also involved with The Financial Guys, a financial planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with access to model portfolios and research.

Daniel Barrow is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of advising, he is a co-owner of 999 Challenge, LLC. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Stephen Puccia Jr. is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Quinn Nolan is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation. Nolan has been with Morgan Stanley since 2024. Prior to entering financial services, Nolan worked in education and community roles, including positions at St. Bonaventure University and local schools. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Michael Adams is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His career includes roles with Genesis Communication of Rochester, UPS, and PFS Investments Inc. Outside of his advisory work, he operates an independent bubbleball venture in Hilton, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third-party asset managers and supports services with custodial and trade execution partners.

Peter Wing is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a District Safety Director supporting the implementation of the Little League Baseball ASAP program in the Rochester community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Maley is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has previously worked at Morgan Stanley and Manning & Napier in both advisory and investor services roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Keri Link is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 66 and Series 63 licenses. Outside of her advisory role, she serves as a school board member for the Marcus Whitman School District. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and wealth management services utilizing firm-approved planning tools and investment strategies.

Kevin Cross is a financial advisor with Osaic Wealth, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior experience includes roles at Cetera and Foresters Financial Services. Outside of his advisory work, he volunteers as a coach for the Chili Youth Baseball league and owns Previs Wealth, LLC, which he uses for shared business expenses and succession planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party services to manage portfolios comprising various investment vehicles on both discretionary and non-discretionary bases.

Matthew Keenan is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 registration and 20 years of industry experience. He has been with Equitable Advisors since 2006, including time previously under Axa Advisors, LLC. Outside of his advisory role, he is involved as a consultant through a sole proprietorship and participates in life settlements with the Ashar Group. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging program sponsors and third-party managers to provide a range of advisory and brokerage solutions.

David Stoller is a financial advisor with Equitable Advisors in Webster, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Tara Farrell is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets since 1992. Outside of her advisory role, she operates a tree service business in Ontario, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual 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 structured planning tools supported by its Global Investment Committee.

Michael Donahue is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. His background includes a decade at Massachusetts Mutual Life Insurance Company. 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 seminars, providing annual collaborative financial planning engagements supported by firm-approved analytical tools.

Stephen Livingston is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2017 and previously held roles at JPMorgan Chase and JP Morgan Securities. He also serves as a compliance officer at Canandaigua National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Yuhnke is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and education programs, using firm-approved tools and a collaborative, annual planning process.

Laura Hicks is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2005. Hicks serves on the board of the Clifton Springs Area YMCA, a nonprofit organization focused on community programs. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.