Susan Jenkins is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2016. Jenkins serves as an officer for the Lithuanian Heritage Society of Rochester. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Daniel Benati is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Raya Farooque is a financial advisor at UBS Financial Services with the Series 63 and Series 66 credentials. She began her advisory career in 2026 with UBS after prior roles at JPMorgan & Chase, Vanguard, and experience in behavioral health and retail sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Kari Pestorius is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and estate planning groups.

Abigail Creary is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Stifel and Constellation Brands, as well as work in education and food service. She also has experience working with Shadow Lake Golf & Restaurant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Christopher Sassone is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera in Rochester, NY. He has held roles at Cetera Wealth Services, Avantax Advisory Services, and 1ST Global Advisors, among others. Outside of his advisory work, Sassone serves on the board of the Small Business Council of Rochester, where he is also the treasurer, and is a board member of Premier Community Relations, a nonprofit focused on fundraising for charitable causes. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Cary Greenberg is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that utilize advanced modeling tools without offering individual security recommendations as part of standalone planning.

Michael Chabalik is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. He also serves on the Finance Committee of the Irondequoit Country Club, providing guidance on capital projects and financial matters. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Melisa Beauchesne-Ellis is a Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity Investments since 2019, including Vice President, Financial Consultant, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, she held positions at Paychex, Mutual of America, and Bank of America Private Bank. In her role, Melisa focuses on delivering a client-centered experience by analyzing clients' financial situations and collaborating on strategies aligned with their goals. Her approach emphasizes creating a safe space for discussion, guided by her core values of kindness, curiosity, and reliability. Outside of her professional work, Melisa enjoys biking, board games, skiing, exploring food, parenthood, and volunteering.

Barbara Benedict is a Series 66 licensed financial advisor at Merrill with nine years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Matthew Case is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TIAA-CREF for 12 years. Outside of his advisory role, he serves as a board alternate on the Honeoye Falls Conservation Board, where he advises on environmental issues and supports local events. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

William Morris is a Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles. His current position involves collaborating with clients to understand their financial goals and assessing their progress towards these goals. He utilizes Fidelity's resources and his experience to develop financial plans aimed at maximizing clients' fulfillment throughout their lives. Prior to his current role, William has held positions including Retirement Solutions Representative, Central Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, College Planning Specialist, and Securities Trader, all within Fidelity Investments. This progression reflects over a decade of experience in financial services, with a focus on investment and retirement planning. No specific information about William's educational background or personal interests has been provided.

Joanne Alaimo is a financial advisor with Merrill based in Pittsford, NY, holding Series 63 and Series 65 designations and with 39 years of industry experience. She has worked at Merrill and Merrill Lynch PFS Inc since 1986 and has also been with Bank of America, NA since 2009. Outside of her advisory role, she is the owner of Tacoma Properties LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Tobin is a CFP® professional with 27 years of industry experience, currently serving with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is involved in community activities as an investment committee member for Rochester Rotary and serves on the finance committee of the Mary Cariola Children’s Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

John Mccarthy is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc., HSBC Securities (USA) Inc., and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Piaseczny is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 15 years of industry experience. His prior roles include positions at Northwestern Mutual and Securities America Advisors. He is a managing member of Dash Tax, LLC, a tax preparation firm he co-owns with two partners, and a partner at Dash Capital Advisors, a financial planning and investment services DBA. OSAIC serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement plan consulting services through a wide network of affiliated advisors and multiple platforms. The firm employs firm-provided tools such as asset allocation models and automated rebalancing to design portfolios that may include a variety of asset types managed discretionary or non-discretionary.

Karen Verrone is a Wealth Management Advisor at Merrill Lynch Wealth Management, coordinating the financial affairs for a select group of families and businesses in the Rochester, NY area. She employs a goals-based wealth management process to address the financial priorities and concerns relevant to her clients, their families, or their businesses. Karen leverages Merrill’s extensive network of wealth management planning and investment resources, working alongside a team of specialists to provide personalized advice and guidance to help clients pursue their financial goals. Karen began her career in the financial industry in 1977 at Merrill. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, as well as the Personal Investment Advisor (PIA) credential. She earned a bachelor's degree from SUNY Brockport, where she also coached track and speedskating. Karen lives in Webster, NY with her husband, Robert, and they have three children. She serves as president of the Rochester Speed Skating Club and organizes and volunteers in teaching speed skating to kids in her community.

Angelo Ponticello is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He leads Ponticello & Associates, a Goals-Based Wealth Management team focused on providing personalized investment structures and customized wealth planning for business owners, professionals, families, and institutional clients. Their services are designed to accommodate complex and evolving lifetime financial goals across generations. Angelo has been in the financial services industry since 1993 and specializes in areas such as divorce transition planning, family wealth management strategies, retirement income, legacy planning, tax minimization, and special needs planning strategies, among others. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both a bachelor's degree in History and an MBA from the University of Rochester's Simon Business School. Angelo lives in Rochester, New York with his wife Lisa and their two children, Isabella and Alexander. He is actively involved in his community, serving on the Board of Directors at AutismUp, a charity focused on supporting children and families affected by autism.

Matthew Schlicht is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses with 16 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill for ten years. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning programs.

Edward Laders is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for 15 years and has been involved with The Independent Advisor Network LLC since 2010, where he serves as President and Owner. He also acts as Executive Director of Association Benefit Services, providing support and services related to fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers.