Michael Bellapianta is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously spent 22 years with MassMutual and MML Investors Services. In addition to his advisory role, he serves as a notary. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various risk management tools.

Stephen Calabrese is a financial advisor at Wells Fargo Advisors with 4 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase from 2004 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations through planning tools and research, serving clients who meet a net-worth threshold with both general and specialized planning services.

Karl Cedarleaf is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Raymond James since 2019 and previously at Key Investment Services LLC for seven years. Outside of his advisory role, Cedarleaf is involved in community organizations including Ducks Unlimited, the Cub Scouts as a Cub Master, and the American Legion. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and institutional consulting.

Patrick George is a financial advisor with Cetera who holds the PFS™ and Series 66 designations and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Avantax Investment Services, and is an affiliated partner at Davie Kaplan, CPA, P.C. He also serves as a trustee for third-party supplemental needs and insurance trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Jeffrey Machiele is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2015 and also works with Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as a board member for the Rochester Christian School Foundation, a charitable nonprofit organization. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages trillions in client assets and has a diverse range of investment programs and affiliated activities.

Michael Wayman is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at SUNY Brockport and held various community roles including positions at Perinton Community Center and Fairport High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

Timothy Acker is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been helping clients since 2015. He specializes in family wealth management strategies, managing new wealth, and personal retirement planning. Timothy focuses on offering a comprehensive approach to managing wealth that begins with understanding the client's financial situation, family, and priorities, followed by creating a customized and flexible wealth management plan suitable to evolving needs and market conditions. He provides clients with access to the investment insights of Merrill and the banking services of Bank of America. Timothy holds a bachelor's degree from Pennsylvania State University and is a CERTIFIED FINANCIAL PLANNER® professional. His professional designations also include Personal Investment Advisor (PIA). Outside of his advisory role, Timothy is involved with professional organizations such as Al Sigl and the Rochester Area Community Foundation. In his free time, he enjoys golfing, hockey, billiards, reading, football, and spending time with his family.

Timothy Brown is a financial advisor with OSAIC based in Rochester, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Securities America, Park Avenue Securities, Guardian Life Insurance Company, and Primerica Financial Services. Outside of advising, he is involved with Allied Financial Services as a wealth management assistant, supporting client servicing and advisor tools. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools and third-party solutions to construct tailored portfolios across various asset classes.

Stephen Riley is a financial advisor with LPL Financial in Fairport, NY, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he sells fixed life insurance products through Capital Care and is commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Wendy Sydeski is a financial advisor with Wells Fargo Clearing in Rochester, NY, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Lisa Fisher is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding a Series 63 designation and 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and spent seven years prior at Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a costume coordinator for the Honeoye Falls Lima High School drama club and operates a sewing business creating phone pouches for female runners. 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 integrates research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions while managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kelly Whalen is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology.

Thomas Mc Auley Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Shawn Paylor is a ChFC® and Series 66 licensed financial advisor with five years of industry experience. He has worked at Equitable Advisors since 2021 and previously spent five years at ORKIN Pest Control. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, 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 a broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Colin Worden is a Wealth Management Advisor and Portfolio Manager with the Worden Group, a goals-based wealth management team within Merrill Lynch Wealth Management. The Worden Group focuses on helping clients grow and preserve their wealth to accomplish personal and financial goals through tailored investment strategies. Colin utilizes proprietary investment strategies developed from extensive trading experience and academic research to build adaptive investment portfolios that respond to changing market conditions. His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, socially responsible investing, and small business strategies. He holds a Bachelor of Arts degree in Economics and Philosophy from Case Western Reserve University and an MBA from the University of Rochester's Simon Business School. Colin is a CERTIFIED FINANCIAL PLANNER® certificant, a Personal Investment Advisor (PIA), and is FINRA registered. He lives in Penfield, New York with his fiancée and enjoys activities including rock climbing, skiing, drawing, reading, and spending time with his family.

Stefan Muoio is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor, AxA Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing 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, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Erica Cummings is a financial advisor with RBC Capital Markets based in Rochester, NY, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and City National Bank. She serves on the board of directors for New York Kitchen, a nonprofit organization focused on fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers with options for tax management and responsible investing.

Kevin Garden is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2012 to 2024. Garden is also involved in insurance sales through L&M Group Ltd., recommending insurance products as part of financial plans. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that include a variety of securities and managed-account solutions.

Kellen Gambeski is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services LLC since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles within the institutional investment space.

Jessica Petterson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with Equitable and its affiliated entities since 2020 and has prior experience at Ann Inc. Outside of her advisory role, she serves as a successor executor and power of attorney for several family estates. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.