Kevin Shiltz is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2007 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves as executor and power of attorney for his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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 that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Keara Hartson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at the New York State Department of Transportation and also has experience as a contracted journalist. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, 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, utilizing LPL-sponsored programs and various third-party managers to provide advisory and brokerage solutions.

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 at Morgan Stanley with 16 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC over a ten-year period before joining Morgan Stanley in 2026. Montague holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.

Thomas Kasper Jr. is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Army with the 401st Civil Affairs Battalion and currently holds a role as an Operations Officer in the Army Reserve. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Jacob Yankloski is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked in various roles including positions at Rochester Network Supply and Tagex Brands. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, providing both advisory and brokerage solutions with a mix of discretionary and non-discretionary management.

Kevin Murdock is a financial advisor at J.P. Morgan Securities with three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Citizens Bank, and was involved with S and S Tap Room Inc for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michelle Direnzo is a Series 66-licensed financial advisor with Equitable Advisors in Rochester, NY, where she has worked since 2011. She has 14 years of industry experience, including a tenure at Axa Advisors. Outside of her advisory role, she serves as power of attorney and executor for her husband’s financial affairs. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizons.

Amanda Delmonico is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Prior to entering the financial services industry, she was employed in the food retail sector. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct portfolios across various securities, offering both discretionary and non-discretionary management options.

Jason Kelley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 22 years of industry experience, including previous work with Allstate Insurance Company. Kelley also serves as an independent insurance agent for various firms through Valiant Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement advisory through a network of independent professionals using multiple platform arrangements and proprietary model strategies.

Nathaniel Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies tailored to clients' individual goals and changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ wealth management needs. Nathaniel holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Grove City College. Nathaniel also participates in community volunteer activities, reflecting his commitment to the communities served by Merrill.

Scott Kogler is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, and maintains roles at Davie Kaplan CPA, P.C. and Davie Kaplan Wealth Care Advisors. Outside of his advisory work, Kogler serves as Treasurer for the Monroe Community College Foundation and acts as trustee for multiple grantor trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including third-party managers and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

Victoria Montemorano is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Her prior roles include positions at Beau Ventures LLC and Eaton Vance. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

David Sano is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for nine years before joining UBS in 2025. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor investment strategies.

Stephen Brown is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he is a co-founder of Iron Smoke Whiskey, LLC, serves as a trustee of Nazareth College, chairs the investment committee at Nazareth University, and participates on the advisory board for the Rochester Knighthawks professional lacrosse team. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Stephen Ashe is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has 24 years of industry experience, including over two decades with Equitable Advisors and its predecessor, Axa Advisors. Outside of his advisory work, Ashe is involved in several non-investment business ventures, including ownership and partnership roles in multiple LLCs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and asset management through third-party managers. The firm operates a hybrid advisory and brokerage model, utilizing a client intake process to tailor financial plans and advisory programs to individual goals and risk tolerance.

Yi Weng is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and having 10 years of industry experience. Prior to joining LPL Financial in 2016, Yi has been associated with ESL Investment Services, LLC from the same year. Yi also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 alongside research-supported model portfolios and various investment strategies.

Travis White is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 11 years of industry experience. His career includes roles at Five Star Bank, Tompkins Trust Company, Tompkins Wealth Advisors, and The Summit Federal. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management options supported by model portfolios and research.

David Pitcher is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has held roles at Avantax and 1st Global Advisors, and he is also a shareholder at the CPA firm Davie Kaplan, CPA, P.C. Outside of advising, Pitcher serves as treasurer and finance chair for Nativity Preparatory Academy and is a board member and finance chair at the Rochester Hearing & Speech Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform allowing advisors to use affiliated and third-party model portfolios, with services ranging from financial planning to discretionary and non-discretionary portfolio management.