Joelle Donahoe is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with LPL Financial since 2006 and is currently associated with Cooper/Haims Advisors, LLC. Donahoe also serves as Chief Compliance Officer for both Cooper/Haims Advisors and ESL Investment Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios, third-party research, and technology-driven solutions.

Michael H Cooper is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Cooper serves on multiple nonprofit and community organization boards, including The Jewish Home of Rochester and CypherWorx Inc., and is involved in investment and foundation committees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing model-based asset allocations and proprietary research from its Chief Investment Office and global teams to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory services.

John Mitrano is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities, Inc. for 13 years. He also holds a role with MassMutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through collaborative, annual engagements utilizing firm-approved software to analyze client goals.

Roger Purcell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Mmb & Co., Coopercompanies, ESL Federal Credit Union, and Wegmans Food Markets. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joseph Cappello is a financial advisor with LPL Financial based in Rochester, NY. He holds the Series 63 designation and has 23 years of industry experience. Since 2009, he has worked with both LPL Financial and ESL Investment Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Richard Miller Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Connie Dinicola is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including roles at Sagepoint Financial, Cadaret, Grant & Co., and OSAIC. Outside of her advisory work, she is involved in tax preparation and accounting through her separate business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Carrie Rodriguez is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for the Webster Central School District for five years. Outside of her advisory role, she teaches group exercise classes at the YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Katie Rudow is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank since 2016. In addition to her financial advisory role, she has been affiliated with DICK's Sporting Goods since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Nelson Miles III is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and PNC Investments. Outside of his advisory role, he is also active as an Uber driver, providing ride-sharing and delivery services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory work leverages proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ross Marple is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. UBS Financial Services Inc. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Murray is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc for over a decade. Outside of his advisory role, he serves as president and financial advisor at Tessera Wealth Management Inc. LLC, focusing on insurance sales and service. Mass Mutual Investors Services, LLC 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 programs, utilizing collaborative planning supported by firm-approved analytical tools.

Donald Hoyt Jr. is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored recommendations.

Lori Facinelli is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of her advisory role, she co-owns a financial practice, ACE Financial Group, with her spouse. 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 financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research, planning tools, and simulation models to develop and present recommendations.

Richard Bucenec is a financial advisor with LPL Financial based in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years at Raymond James and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Leykun Brouk is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Brouk is also the owner of Brouk Capital Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Jason Pierce is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 designations and having 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Jayne Knowlton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, New York Life Insurance Company, and healthcare institutions such as Highland Hospital and the University of Rochester Medical Center. She also serves as a Registered Social Security Analyst and is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by a platform that integrates investment advice, insurance products, and lending programs.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.