Bruce Marche is a financial advisor with MassMutual Investors Services in Fairport, NY, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2005. Outside of his advisory role, he serves as a board member of the Reynolds Library in Rochester, where he provides support and advice related to a $5 million investment fund. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools and simulations.

Sam Irvine is a CFP® certified financial advisor with 13 years of industry experience, currently associated with Cetera. He has held roles at Avantax Advisory Services and 1st Global Advisors, among others. Irvine serves as a member of the finance committee for Greater Rochester Habitat for Humanity. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large nationwide network of advisors. Its multi-manager platform offers access to affiliated and third-party managers and supports various program structures and account types.

Christopher LaFountain is a CFP® and ChFC® with 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent three years at Ciccarelli Advisory Services Inc. and FSC Securities Corp. He is based in Pittsford, NY. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jared Greagan is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Eastern Managed Print Network from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its advisory process.

Krisha Diamantopoulos is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with 14 years of industry experience. She has been with Morgan Stanley since 2014 and also partners in ADK Commercial Clean, a janitorial services business. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment analysis.

Tyler Shufelt is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise, Tyler worked at NYLIFE Securities LLC and New York Life, and he has experience outside finance working at Panera Bread and L.L. Bean. He also serves as a Life Insurance Case Manager at Traditions Financial Group. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.

Jessica Burris is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Gregory Facinelli is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Facinelli co-owns ACE Financial Group with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Brian Ginty is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Vanderbilt Securities for 21 years and OSAIC for 4 years. Ginty is a board member of Ulster Federal Credit Union and president of Hudson Valley Financial Services, which offers financial advising and tax preparation services. He also coaches a girls lacrosse team. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation available through multiple programs and channels.

John Ceddia is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Since 2007, he has also worked as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, technology-supported approaches to help clients with their financial goals.

Jason Copella is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Burton's Farm Market, Community Bank, N.A., SUNY Geneseo, Olean Food Barn, and Olean High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a large network of financial advisors.

Michael Millard is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Merrill since 1977 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory work, he owns Huston Road Press, a sole proprietorship through which he plans to publish a novel. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Schaefer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Northwestern Mutual and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Courtney Laffler is a CFP® with 22 years of industry experience and has been with Edward Jones since 2011. She holds a Series 66 license and is based in Fairport, NY. Outside of her advisory role, she serves as Membership Director of the Gananda School District PTSA and is involved with the Rocky Mountain Elk Foundation Florida Chapter as a committee member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Morgante is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual goals and priorities. He joined Fidelity Investments in 2024, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Michael held several positions at Mutual of America Financial Group, including Retirement Plan Consultant from 2014 to 2020, Regional Vice President from 2020 to 2022, and again as Retirement Plan Consultant from 2022 to 2024. His experience spans retirement planning and investment consulting. Outside of his professional work, Michael has interests in baseball, family activities, golf, hiking, military service, and snowboarding.

Kevin Fox is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to their short-, mid-, and long-term financial goals. His responsibilities include providing guidance on a range of topics such as investing, retirement planning, and emergency savings. Additionally, he offers clients access to Bank of America specialists in areas including banking, credit, home financing, and small business solutions. Kevin holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Carnegie Mellon University.

Michael Nelkin is a financial advisor at Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Citizens Securities Inc., CITIZENS Bank, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides a variety of services through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Kotalik is a Series 66-licensed financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously associated with Citigroup Global Markets. He serves on the board of the Finger Lakes Museum and is employed by the Pittsford Central School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Sylvester is a CFP® and ChFC® with 36 years of experience in the financial services industry. He currently works at Cetera and has previously been affiliated with firms including Commonwealth Financial Network and Summit Financial Group Inc. Outside of his advisory role, he serves as vice president and treasurer of the Rochester Lady Lions travel softball organization and holds coaching and treasurer positions with local sports programs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting discretionary and non-discretionary account structures.

Frederick Spagnola is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop recommendations.