Dylan Wiemer is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he held various roles including positions at Nazareth University and SUNY Brockport. Outside of finance, he has experience in landscaping and minor entrepreneurial activities. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by in-house and third-party strategists, and it offers a range of financial planning, advisory, and brokerage services.

Georg Farrak is a financial advisor with Mass Mutual Investors Services in Avon, NY, holding a Series 63 designation and having 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 1986. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools and structured planning engagements.

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.

Terianne Payton is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at several firms, including Northwestern Mutual and SagePoint Financial, and previously spent nine years at Red Jacket High School. Outside of finance, she owns an ecommerce business that designs and sells printed apparel and accessories and also coaches CrossFit classes. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies with access to third-party managers and alternative investments.

Lee Mulcahy is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2014. Mulcahy serves on the Board of Directors for United Memorial Medical Center in Batavia, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering customized Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aimee Berkemeier is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Securities America Advisors and CPA firms, where she has also served as a director managing tax preparation and consulting. Outside of advisory work, she assists with financial oversight reporting for a local nonprofit youth organization. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach is model-based, combining asset allocation, portfolio optimization, and various managed account strategies supported by risk analysis tools.

Jayne Knowlton is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and two years of industry experience. Her prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. She also has experience in healthcare and education sectors, including positions at Highland Hospital and Roberts Wesleyan College. Additionally, she is registered as a Social Security Analyst and holds a non-variable insurance license. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Branden Kuzel is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 63 designation and has worked at LPL Enterprise since 2024, previously spending nine years with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Lea Bancroft is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of her advisory role, Bancroft is a partner in a restaurant/bar and a martial arts instructor in Mount Morris, NY. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning services.

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.

James Henry is a financial advisor with Osaic Wealth, INC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include long tenure at Foresters Financial Services and Cetera. He is also owner and president of Atlas Wealth Advisors LLC, an investment-related business. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across multiple custodial and legacy program arrangements.

Robert Chapman is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ credential and Series 63 license. In addition to his advisory role since 2000, he serves as president of Chapman & Co CPA, P.C., an accounting and tax practice active since 1998, and he oversees payroll and benefits processing at New York Payroll Relief Corp. Chapman is also involved in jewelry design and sales through Hearts Embraced, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and provides access to affiliated and third-party money managers.

David Locurcio is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes 25 years at Cadaret, Grant & Co., Inc. and eight years at Neubert Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options supported by proprietary research and technology tools.

Robert Levine is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 16 years with Cadaret, Grant & Co., Inc., as well as 17 years at Post Resch Tallon Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and employs various operational and research tools to support its services.

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.

Geoffrey Glanville is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010, totaling 16 years of industry experience. He serves as an adjunct professor at the American College of Financial Services, teaching retirement and investment courses within the CFP, ChFC, and RICP programs. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Trevor Smith is a financial advisor with Osaic in Pittsford, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cambridge Investment Research and RFG Advisory, among others. Outside of his advisory work, he owns TD Smith Tax LLC, a tax preparation business. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Holden Borrelli is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of Ameriprise, he is involved with Stormtack LLC in practice management as an Associate Financial Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Pascucci is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Paychex and John Hancock Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Eric Hurley is a financial advisor with LPL Enterprise in Pittsford, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Evans Bank, LPL Financial, and New York Life, among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust-related services.