Brian Katz is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Merrill since 1993 and concurrently with Bank of America since 2009. Merrill, along 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 teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emma Bouchard is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked at isolved and Paychex, and she has a background in higher education from John Carroll University. Outside of her advisory role, she works part-time as a cashier at Red Bird Market, a grocery store in Fairport, NY. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with banking and other financial products through a large network of advisors.

Aaron Brown is a financial advisor with Cetera in Pittsford, NY, holding a Series 63 designation and bringing 10 years of industry experience. He has worked previously with ESL Investment Services, LPL Financial, and ESL Federal Credit Union. In addition to his advisory role, he serves as a relationship manager at Canandaigua National Bank & Trust, focusing on planning and client relationship development. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers diverse investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures and custodial platforms.

Amy Bennage is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and J.W. Cole Advisors, Inc. Bennage is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Mark Adam is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and HSBC Securities (USA) Inc., among other firms, and has operated Adam Financial Planning since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Lopes is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms, including Axa Advisors and Bradfords, and is a member of the Rochester Chamber of Commerce. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment solutions.

Daniel Schmitz Jr. is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He was previously with Commonwealth Financial Network for 20 years. Outside of his advisory role, he is a co-owner of OakWood Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public-finance services.

Nathan Elvers is a financial advisor with Osaic, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Securities America Advisors. Outside of his advisory role, he owns and manages a tax preparation and planning practice, Dash Tax, LLC. Osaic Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate entities, offering brokerage and advisory services across diverse programs. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and private-equity ownership.

Ryan Slater is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank, Bank of America, and Merrill. Outside of his advisory work, he serves as a head coach for the WNY Flash Soccer team. 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 advisory and brokerage services, including financial planning and access to various model portfolios and institutional platforms.

Derek Pinelli is a financial advisor at Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing how to implement recommendations through brokerage or advisory programs.

Jeffrey Depoian is a financial advisor at Primerica Advisors in Rochester, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he spends a small portion of time referring home security and automation products as well as loan products through affiliated companies. 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 clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with trade execution and custody support from BNY Mellon Advisors and Pershing.

William Bailey is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at Avantax Investment Services, 1ST Global Advisors, and Bonn, Dioguardi & Ray, LLP. He is also president of Bailey Wealth Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services.

John Brandt is a financial advisor with Ameriprise in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its predecessor firm since 2000. Outside of advising, he is involved with CNMK Operational Support LLC, providing financial advice and planning services. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through a structured recommendation report and ongoing advice.

Dylan Stoller is a financial advisor with Equitable Advisors, holding a Series 66 license and one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and a teaching tenure at St. John Fisher University. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing third-party program sponsors and affiliated asset managers for diversified investment solutions.

Christopher Lamphere is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and having 10 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs for individual and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients both directly and through corporate financial planning agreements.

Emily Freund is a Financial Consultant at Fidelity Investments, where she has worked since 2019 in various roles including Financial Consultant, Financial Consultant I, Planning Consultant, and Relationship Manager. Prior to joining Fidelity Investments, she was a Client Services Associate at Manning & Napier from 2016 to 2019. In her current role, Emily partners with clients to develop personalized long-term financial plans that align with their goals and needs. She leverages her experience along with Fidelity's resources to create tailored financial strategies. Outside of her professional work, Emily enjoys cooking and baking, exploring culinary interests, hiking, outdoor adventures, skiing, and spending time with her family.

Michaela Covert is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Rover, Niagara University, and Wegmans. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with a network of Investment Adviser Representatives and uses both proprietary and third-party advisory solutions tailored to client risk tolerance and investment goals.

Gregory Rahmlow is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing since 2016, following prior roles at American Portfolios Advisors, Inc. and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support diversified investment strategies and offers both brokerage and advisory solutions.

Vincent Calcagno is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 designations and seven years of industry experience. His prior experience includes working at Axa Advisors, LLC, and a four-year period at St. John Fisher College. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Tracy Baker is a financial advisor with LPL Financial in Penfield, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. Their prior work includes roles at Cadaret Grant & Co., Inc., ESL Investment Services, and KM Investment Services. Outside of advising, Baker co-hosts a radio show and coaches youth volleyball locally. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.