Susan L Mc Bride is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 63 designation and 22 years of industry experience. She has been with UBS since 2011 and also worked briefly at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk tolerances.

Kiri Ramsey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously was employed at EFPR Group, LLP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Cox is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cetera and Canandaigua National Bank and Trust. He is based in Rochester, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, as part of its advisory process.

Drew Beckeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in the fall of 2019 and is a member of The Hines Group, which has served clients nationwide for over 30 years. Drew holds the CERTIFIED FINANCIAL PLANNER™ professional designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Michigan. With a focus on financial planning and developing lasting relationships, Drew helps clients articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. His areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Drew's commitment is to work one-on-one with clients to develop personalized financial strategies that support their and their families' long-term goals. Originally from West Michigan, Drew resides in Farmington, NY with his wife and two sons. He is an avid runner and outdoor enthusiast and participates in endurance sports. Drew is involved in his local community through organizations such as Rotary International, Rochester Area Triathletes, and The Spot.

Ryan Miller is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Foresters Financial. Outside of his advisory work, he serves as a board director and lacrosse coach for the Fellowship of Christian Athletes, a charitable organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization and risk management tools. The firm supports various account types and investment strategies through an extensive multi-advisor platform.

Katlyn Gedeon is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she has held a position as a waitress at The Towne Restaurant in Buffalo, NY. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody and capital markets services.

Joseph Altobelli is a CFP® professional with 27 years of industry experience, currently with OSAIC since 2024. His prior roles include eight years at Securities America Advisors, Inc., and Wall Street Financial Group, Inc., among others. He is also involved in insurance sales, offering products such as life, disability, health, long-term care, supplemental insurance, and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services using a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple managed account strategies across a complex, multi-affiliate platform.

Emily Mangus is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Cadence Wealth Management Solutions, Odyssey Financial Advisors, and Reliant Credit Union. Outside of finance, she has experience in the craft beverage industry with Embark Craft Ciderworks and Martin's Honey Farm and Meadery. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

Margaret Dunning is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of finance, she has worked with community organizations such as Drumcliffe Irish Arts and has experience in educational settings. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 serves clients both directly and through corporate financial planning agreements.

Michael Munn is a CFP® professional with 17 years of industry experience, currently associated with LPL Financial since 2008. Based in Pittsford, NY, he holds a Series 63 license. 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 advisory and brokerage services, including financial planning and access to third‑party asset management, utilizing various strategies such as model portfolios and customized allocations.

Daniel Malloy is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at RNY FC, Nextcorps, and Wegmans Food Markets, among others. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Amy Olson is a Series 66-licensed advisor based in Rochester, NY, with eight years of industry experience. She has been with Osaic since 2024 and concurrently affiliated with FourBridges Financial Group for over ten years. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools. The firm is recognized for its scale, affiliate network, and multi-advisor platform delivering comprehensive financial solutions.

Nicholas Lennon is a CFP® with 14 years of industry experience, currently with RBC Capital Markets in Rochester, NY. He has worked at RBC since 2013 and previously held a role at City National Bank. Outside of his advisory work, he serves on the Board of Directors for The Victor Chamber of Commerce, a local business organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and corporations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment resources.

Zachary Kuhn is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles in various sectors such as retail and education, including positions at Lowe’s, SUNY Oswego, and Tom Wahl’s. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

John Reigelman is a financial advisor at Cetera with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is involved with Pre-Paid Legal Services, offering an identity theft program to clients. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to various portfolio management and financial planning services through a large network of independent advisors and a diverse multi-manager platform.

Connor Leverett is a financial advisor with RBC Capital Markets in Rochester, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining RBC Capital Markets, he worked at KPMG, London Stock Exchange Group, HSBC, and held various roles in both corporate and academic environments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and incorporating in-house and third-party investment managers.

Victoria Bach is a financial advisor with OSAIC based in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes prior roles at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a FINRA industry arbitrator and disciplinary panelist and is co-owner and instructor at Flower City Danc, a local LLC where she also contributes capital and handles some administrative duties. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation, portfolio optimization, and a range of programs including Unified Managed Accounts and third-party money manager options.

Ryan Facinelli is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Seager Marine. Outside of his advisory role, he has a minority ownership interest in investment-related LLCs that manage rental properties. 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 management services, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Zachary Daigle is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Pruco Securities LLC and Hartwell Financial Strategies. Outside of his advisory work, he has been involved with 5 Points Wine and Liquor and works part-time as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutions. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Darryl Klimowski is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior work includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Chase Investment Services Corp. He is also the owner of Lawrence Reuel Press, an outside business activity. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.