Mark Jackson is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he owns a small beekeeping business called Jackson's Bees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services through a national network of investment adviser representatives.

Taylor Coombs is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016, following four years at Aflac. Outside of his advisory role, he has significant involvement in investment-related business activities, including ownership in The Captiva Group, LLC and The Jenaro Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm’s structured planning process utilizes proprietary research and tools, providing tailored recommendations across diverse financial needs.

Erik Schwarz is a CFP®-designated financial advisor with LPL Financial in Rochester, NY, bringing 21 years of industry experience. He has been affiliated with LPL Financial and ESL Investment Services, LLC since 2010. Outside of his advisory work, he is also a self-employed musician. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Andrew Mantione is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2016. Outside of his advisory role, Mantione is involved in numismatics as a business owner, buying, selling, and appraising coins and related collectibles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and platform solutions.

Emily Smith is a financial advisor with LPL Financial based in Pittsford, NY. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2019, she worked at Ameriprise Financial Services, Inc. from 2015 to 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Troy Gribnau is a financial advisor with Edward Jones in Webster, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Alliance Advisory Group, and experience in various other industries such as real estate and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors. The firm offers both discretionary and non-discretionary strategies, access to managed accounts, affiliated mutual funds, and other services under a fiduciary standard.

Keval Patel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Verdavista Partners M&A, and Aditya Birla Investment Financial. 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.

Brian Craig is a financial advisor at Morgan Stanley with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds a Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that leverages approved tools and scenario modeling.

John Price is a Series 66-credentialed financial advisor with Edward Jones, based in Honeoye Falls, NY. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large national network of advisors and branch offices.

Jeffrey Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in business plan consulting through the Mapstone Group, LLC and serves on the board of Hillside Family of Agencies. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Emily Maunz is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Paychex and Petsmart. Outside of her financial career, she serves as a musical choreographer for the West Irondequoit Central School District. Equitable Advisors provides financial planning, brokerage, insurance, and advisory services to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party asset management programs and LPL-sponsored platforms to deliver its solutions.

Kathleen Titus is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of her advisory work, she serves as a head coach for the Olympic Development Soccer Program in New York State West. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Mark Downey II is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Downey also serves as the successor trustee for his father's 401(k) plan. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides services to a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and consulting with a focus on tailored, non-discretionary advice supported by extensive research and diverse portfolio management strategies.

Theresa Kenyon is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

David Booker is a CFP® professional with 21 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc / JHFN. Outside of his advisory role, he serves as a board member for the Oceanfront Residence Club HOA in Daufuskie Island, SC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Nicole Marron is a financial advisor at Morgan Stanley in Rochester, NY, with 14 years of industry experience. She has held positions at Morgan Stanley since 2014, including a brief tenure at LPL Financial in 2018. Marron holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Jacob Newkirk is a Wealth Management Advisor and one of three partners at the GLN Wealth Management Group, a Merrill Lynch Wealth Management team based in Rochester, New York. He joined the group in 2017 and has since served a select number of high-net-worth clients, including business owners, retirees, healthcare professionals, and affluent families. Jacob leads the team's institutional business by working directly with privately and publicly owned businesses to provide financial consulting for employer-sponsored retirement plans and nonprofit endowments. With over 50 years of combined experience among his team, Jacob and his colleagues offer a comprehensive, data-driven approach to financial planning. Their services include portfolio management, multigenerational trust and estate planning, college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. The GL Group was recognized by Forbes as a "Best-in-State Wealth Management Team" in 2023. Jacob earned a bachelor's degree in Finance from the University of Dayton. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). A native of Fairport, New York, he is active in the local hockey and lacrosse communities, enjoys golfing, and supports the Buffalo Bills and Buffalo Sabres. Jacob resides in Fairport with his fiancée Katey and their dog, Cali.

Deanna Gutta is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at firms including Brighton Securities Corp. and Citizens Bank and currently serves as a board member of the Brighton Chamber of Commerce. Gutta is also involved in community and nonprofit activities such as serving on the finance and investment committees of Foodlink, Inc., and presenting educational programs through Seniors Against Scams. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of investment strategies and program structures, supported by more than 10,000 advisors and over $256 billion in assets under management.

Melissa Blanco is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has previously worked at Ciccarelli Advisory Services, Inc. and has experience in client services within the financial sector. Blanco also serves as a Notary Public. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Alexander Neri is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at RFG Advisory, American Portfolios Advisors, and Axa Advisors. Neri also teaches at Finger Lakes Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to diversified investment strategies and research from multiple sources.