Matthew Matteson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team oversee the financial affairs of a select group of high net worth families, business owners, professionals, and corporate executives in the Rochester community and nationwide. He focuses on putting clients first by emphasizing intellectual rigor, a disciplined process, and in-depth customization to address what matters most in their lives. Matthew specializes in areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, and retirement income. Starting his career in financial services in 1994, Matthew joined Bank of America in 2011 as a wealth management banker and later moved to Eidlin-Kilmer & Associates in 2014, where he contributes to operational efficiency and client experience enhancements. He serves as the primary contact for retirement plan participants, assisting them with goal setting, retirement planning, and reviewing assets held outside of their plans. Matthew holds a high school diploma from Greece Athena High School and an associate degree in liberal arts from Monroe Community College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Victor with his wife and two sons, Matthew has been active in his local community, serving for 12 years with the Victor Volunteer Fire Department and currently holding a position as one of its Fire Commissioners. He is also a member of the Victor Conservation Board. Outside of work and community service, Matthew enjoys adventure sports, biking, football, hiking, music, running, traveling, watching movies, and spending time with his family.

Rosemary Gebhardt is a Series 66 licensed financial advisor at Stifel with 21 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she is a New York State Notary. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group to support its planning and allocation guidance.

Michael Weidner is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. He has 33 years of industry experience, including previous roles at Wells Fargo Clearing and Merrill. He is also involved in several independent business ventures related to financial planning and advisory services in Fairport, NY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, nonprofits, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports clients through various advisory programs and institutional consulting services.

Vladimir Boulatnikov is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services and Merrill. Outside of his advisory role, he is involved in an international translation services business. 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 investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational tools.

Scott Zakalik is a financial advisor with Osaic, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Osaic in 2023, he operated his own CPA practice, Scott E. Zakalik, CPA, P.C., since 2005 and worked at FSC Securities Corporation from 2004 to 2023. Outside of his advisory role, he serves on the finance committees of both the Irondequoit Country Club and Temple Beth El and is a board member and treasurer of the Blackwatch Office Park Condominium Association. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools such as asset allocation, portfolio optimization, and risk management, delivering a range of programs including unified managed accounts and third-party money manager strategies.

Allen Vitale is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.

Christopher Leone serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2000, he has worked with a wide range of clients, including dentists, physicians, business owners, and families, providing wealth management services tailored to their financial goals. His expertise encompasses trust, estate, and long-term planning, as well as specialized areas such as divorce transition planning, family wealth management strategies, retirement income, tax minimization, and services for defined benefit plans and non-profits. With a career in financial services beginning in 1998, Christopher is a founding member of the GL Group, a wealth management group based in Rochester, NY. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Christopher earned a bachelor's degree in Finance from SUNY Brockport, where he also serves on the Business Advisory Council. Outside of his professional activities, Christopher is engaged with his community through ongoing involvement with SUNY Brockport, St. Joseph’s in Penfield, and McQuaid Jesuit High School, where his two sons attend. He resides in Penfield, NY, with his wife and children, and his personal interests include boating, golfing, skiing, soccer, and traveling.

Stephen Murawski is a financial advisor with Thrivent Investment Management in Newark, NY, holding a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliates since 2022 and previously served in local government for 15 years. Outside of his advisory role, Murawski serves as an Associate Pastor and a member of the Board of Trustees at New Life Assembly of God in Lyons, NY. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementing recommendations directly. The firm supports holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option.

Ty Reek Sizer is a Financial Advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Enterprise Holdings, Amazon, and Chipotle Mexican Grill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Matthew Dunn is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill. In addition to his advisory role, he serves as a Company Executive Officer in the United States Marine Corps Reserve, where he develops training plans and schedules. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and a broad range of capital markets services.

Mark Stephany is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining RBC Capital Markets in 2025, he worked for First American Equipment Finance for ten years and Merrill for two years. 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 various advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Gregory Schuler is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Commonwealth Financial Network and TIAA-CREF. He is also involved with OakWood Financial Services as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Rebecca Fountain is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Merrill since 2003 and with Bank of America N.A. since 2014. 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 created by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francisco Sorge is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Wells Fargo Clearing. Sorge serves as a member of the finance committee at the Genesee Valley Club and is involved in educating clients on life insurance products through his role as a broker at BGA Insurance. 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, pension plans, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs and affiliated providers.

Ahmet Terzioglu is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a partner in Antpmt LLC, a real estate investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes firm-approved tools, including modeling based on the Global Investment Committee’s return estimates.

Stephen Wilson is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Dylan Piacelli is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also spent time at the University of Michigan in both professional and academic capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Sean Callon is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including customized financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Alexander Wilson is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

Michael Ganguzza is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the Pittsford Town environmental board in New York, which advises on local environmental issues. 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. The firm’s financial planning process uses structured discovery and firm-approved tools, and it manages approximately $2.74 trillion in client assets.