Branden Kuzel is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Pruco Securities, LLC from 2015 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products on an integrated platform.

Matthew Corrigan is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years before joining LPL Financial in 2022. Outside of his advisory role, Corrigan is an agent with Globe Life Insurance Company of New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Patricia Kwiatkowski is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an Independent Beauty Consultant for Mary Kay Inc. and an independent contractor for Isagenix International, focusing on nutritional products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Visca is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services and Stokes, Visca & Co. LLP CPA, where he continues to provide tax services. He serves as Treasurer for The Architectural Foundation of Greater Rochester in a volunteer capacity. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary models and third-party strategies tailored to client objectives.

Matthew Merola is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 licenses. He has seven years of industry experience, including prior roles at Mass Mutual Life Insurance Company and AXA Advisors. Outside of his advisory work, he is an author and educator involved with Kindle Direct Publishing. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Steven Shemirani is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is a co-owner of a personal hunting camp managed through SHC Management LLC. 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 client plans.

Kevin Brown is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brent Carmello is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their unique situations and planning needs, utilizing the resources available at Fidelity to support clients in striving toward their financial goals. Brent has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Planning Consultant. His experience spans client relationship management and financial planning within the firm. Outside of his professional work, Brent has interests in baseball, football, golf, music, reading, and traveling.

Jennifer Moss is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at Key Investment Services LLC for seven years before joining LPL Financial in 2022. Outside of her advisory role, Moss is active as a licensed mortgage and real estate services agent with Empire Realty Group. 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 consulting services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Charles Gadsden is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 applying an ESG eligibility framework in its investment recommendations.

Lisa Benchaabane is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions, and manages approximately $326 billion for roughly 477,000 clients.

Rachel Nolan is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans tailored to their unique family situations, aiming to help them achieve their financial goals and provide peace of mind through life's various events. Rachel has been with Fidelity Investments since 2014, holding roles including Financial Representative, Investment Consultant, and currently as a Financial Consultant. This experience has contributed to her expertise in financial planning and investment consulting. Outside of her professional work, Rachel enjoys activities such as barre, fitness, hiking, traveling, and exploring food. She also has an interest in pets.

Robert Whitbeck is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding Series 65 and Series 63 licenses and with 37 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also an insurance agent offering accident and health, disability, fixed annuities, index annuities, fixed life settlements, fixed life premium financing, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, using asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a broad range of investment vehicles.

Brian Dejoy is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2015. Outside his advisory role, Dejoy serves as a board member and treasurer for the House of Mercy, a nonprofit organization providing services such as food, clothing, shelter, and advocacy to underserved populations. He is also involved with the Pittsford Mustangs Soccer Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including portfolio management, financial planning, and capital markets solutions.

Marcia Ford is a financial advisor at Cetera with 43 years of industry experience and holds a Series 63 designation. She has worked within the Cetera network since 2013. In addition to her advisory role, she is licensed as a fixed insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment approaches.

Devin Rasmussen is a financial advisor with LPL Financial in Rochester, NY, holding Series 66 and Series 63 credentials and eight years of industry experience. His work history includes roles at ESL Investment Services, Bank of America, Merrill, J.P. Morgan, and US Bank. Outside of his advisory career, he is the owner of Outlet Rod & Gun Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

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.

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.

Christopher Gaudino is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. He previously worked at INVEST Financial Corp. for four years prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.