Kaitlyn Stagnitta is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Amanda Archer is a Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads a team of financial advisors who work with clients to deliver personalized financial planning experiences. Her approach focuses on helping clients feel confident in their financial plans while prioritizing their goals, enabling them to concentrate on what matters most to them. Amanda has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant. This extensive experience within the company has contributed to her expertise in financial advisory and client relationship management.

Broderick Laese is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 credential and two years of industry experience. Prior to joining LPL, he worked at West Pharmaceutical Services, Inc. and Archwood, Inc. He is also involved with Upstate Professional Planning Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Heather Warne Hopkins is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 63 license and 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Allen Cantoni is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at LPL Financial and ESL Investment Services, LLC from 2015 to 2023. Outside of advisory work, he has ownership interests in several investment-related businesses, including wineries and real estate ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings than many peers, such as insurance-related vehicles and bank deposit sweep options.

Andrew Ward is a CFP® professional with 10 years of experience in the financial services industry. He is currently with LPL Financial in Canandaigua, NY, and has previously worked at ESL Investment Services, ESL Federal Credit Union, American Portfolios Financial Services, and KeyBank. He holds Series 66 and Series 63 licenses. 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 and model portfolio programs, supported by a variety of investment strategies and operational tools.

Daniel Rundberg is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Sadwick is a financial advisor at OSAIC with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Securities America Advisors, Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, a financial advisory LLC based in Rochester, NY. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a broad range of investment products.

Tricia Zanon is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James in 2018. Based in Rochester, NY, Zanon focuses on delivering personalized financial advice. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets for a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a range of portfolio management styles and affiliated research.

Jackson Colucci is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at BankOnBuffalo, West Herr, Alliance Door and Hardware Inc., and Wegmans Food Markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Christopher O'Dell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with families to define their financial goals and develop comprehensive plans tailored to their specific needs. His approach emphasizes financial planning as an ongoing process aimed at making sensible decisions through each stage of life to work toward financial freedom. Christopher has extensive experience in the financial services industry, having held various advisory roles since 2009. Prior to his current role, he served as a Financial Advisor at Ameriprise Financial Services Inc. from 2014 to 2019, a Financial Consultant at Allstate Financial Services Inc. from 2012 to 2014, a Financial Advisor at Merrill Lynch from 2010 to 2012, and a Planning Assistant at Ameriprise Financial from 2009 to 2010. Outside of his professional work, Christopher enjoys cooking and baking, participating in family activities, playing golf, riding motorcycles, and practicing yoga.

Trevor Lacz is a financial advisor with LPL Financial in Canandaigua, NY, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Pittsford Federal Credit Union. He has also worked with Jazz at Lincoln Center. 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 portfolio programs, and institutional platforms, supporting its large network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Jarrid Rockwood is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, Rapid Response Monitoring, and United Parcel Service. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and wrap programs.

Patrick Kelly is a financial advisor at UBS Financial Services with 13 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill Lynch. Kelly holds the Series 66 designation. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Ioos is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and Jpmorgan Chase Bank NA since 2019, following his studies at the State University of New York College at Oneonta. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Adam Ambielli is a financial advisor at OSAIC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2024, Adam worked at Securities America Advisors and Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is involved in insurance sales through a brokerage firm. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

John Fazio is a financial advisor with Wells Fargo Clearing in Stuart, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a discretionary 3(38) option, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Noah McDonald is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aligned with their personal goals. He engages with clients to review their progress and identify strategies that reflect their priorities and concerns. Noah has held various roles in the financial services industry, including Private Client Relationship Manager at Citizens Bank from 2024 to 2025, Associate Advisor at Northwestern Mutual from 2022 to 2024, and Financial Representative at Northwestern Mutual from 2021 to 2022. Outside of his professional work, Noah has interests in food, skiing, theater, traveling, and volunteering.

Mathew Hill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Antonio Barcelo is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior roles include positions at Key Investment Services LLC and MassMutual Life Insurance Co. before joining Mass Mutual Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and employs firm-approved software to deliver written financial recommendations within annual, collaborative planning engagements.