Frank Piacente is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes roles at ESL Investment Services, Eagle Strategies, New York Life, Mass Mutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

Isabel Di Nottia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bank of America and has experience in childcare and fitness-related activities. Outside of advising, she volunteers part-time providing childcare at a local fitness center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Soyeon Caruso is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their individual goals and changing market conditions. Soyeon provides access to Merrill’s investment insights alongside banking and lending solutions from Bank of America. She holds a Master's Degree from UCLA Anderson Graduate School of Management and a Bachelor's Degree from Rutgers University. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Soyeon is also engaged in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community participation.

Linda Mastellar is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Cetera since 2019 and previously spent eight years with Foresters Financial. Outside of her advisory role, Mastellar serves as Chairperson of the Varick Town Planning Board and is involved with the Romulus Foundation for Educational Opportunities, which provides grants for teachers. She also serves on the Romulus Central School Board, overseeing policy and budget matters. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Wioletta Saia is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Based in Rochester, NY, she has been with Morgan Stanley for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that incorporates firm-approved tools and modeling techniques.

Michael Mc Naughton is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously spent 20 years with Commonwealth Financial Network. Outside of his advisory work, he is a co-owner of OakWood Financial Services, LLC. 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 investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs along with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Chris Reynolds is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked in various roles within Morgan Stanley since 2019. Prior to his career in financial services, he worked at Windstream Communications and other companies. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

John Kendall Jr. is a financial advisor at OSAIC with 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 19 years. He also operates Emerald Financial Services, providing financial planning services to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios on discretionary or non-discretionary bases.

Krystal Lang is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved with Council Rock Associates LLC in Rochester, NY. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Susan Light is a financial advisor with OSAIC based in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at SagePoint Financial, Stratos Wealth Partners, LPL Financial, The Patriot Financial Group, and MetLife Securities. Outside of her advisory work, she is a certified travel specialist planning to operate a travel service on a limited basis during her personal time. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build diversified portfolios across multiple asset classes, and supports both discretionary and non-discretionary account management.

Ryan Caufield is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 designation and has been associated with Fidelity Brokerage Services LLC since 2014. Ryan is based in Rochester, NY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tyler Logan is a financial advisor with Edward Jones, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in tree and landscape services, including roles at Lusk Tree Service and his own businesses, Logan Metzger Enterprises, LLC, and Logan Lawn and Landscape. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Shawn Richards is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY. He holds a Series 66 designation and has 21 years of industry experience, including 14 years with American Portfolios Financial Services, Inc. Richards is also an independent insurance agent specializing in life, disability, and long-term care insurance, and has an ownership interest in TeacherRetire.com, a website related to variable investments. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services including integrated brokerage and investment advisory, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Rebecca Bowman is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. since 2010. Outside of her advisory role, she is involved as an officer in a property management business based in New York. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not offer individual security recommendations within its standalone planning services.

Kevin Shiltz is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including during its prior association as Axa Advisors, LLC. Outside of his advisory role, Shiltz serves as executor and power of attorney for his wife. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes a variety of advisory programs and third-party asset managers to tailor solutions based on client risk profiles and goals.

Keara Hartson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. Her prior roles include work with the New York State Department of Transportation and contract journalism. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a variety of advisory models delivered through its network of Investment Adviser Representatives, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Suzanne Plain Ward is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Pace Sorscher is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a role at Wells Fargo Clearing. Outside of finance, he works as a paramedic with Rockland Mobile Care and has experience as a notary public and a background actor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, with a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses Wells Fargo research and tools to develop tailored recommendations delivered directly to clients, who may choose whether to implement them through various brokerage and advisory programs.

John Montague is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 registrations and 17 years of industry experience. Before joining Morgan Stanley in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Thomas Kasper Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has served in the U.S. Army Reserve as an Operations Officer since 2018. Prior to joining Edward Jones in 2017, he was part of the 401st Civil Affairs Battalion from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.