Emily Knight is a financial advisor with LPL Financial based in Fairport, NY. She holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, she worked at Riley Whalen Inc. and Daniele Family Companies. Additionally, she is a notary. 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, retirement plan consulting, and brokerage services supported by research and model portfolios.

Devon Littlefield is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with Cco Investment Services Corp. Outside of his advisory role, he is involved with Reliant Community Federal Credit Union. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

William O'Donnell is a CFP® certificant with 11 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory work, he is also involved as a life insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple platform programs and third-party managed-account solutions.

Mary Robertson is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She has held positions at Cambridge Investment Research Advisors since 2024 and previously worked for Cadaret, Grant & Co., Inc. for 27 years. Robertson also operates MRB Financial Services, LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Maryanne Barcellona is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2005. She also has a role at ESL Investment Services, LLC, where she has been active since 2005. Outside of her advisory work, she has conducted online sales through eBay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, discretionary and non-discretionary management, and utilizes research from multiple sources along with advanced technologies.

Leontios Akavalos is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He is also the owner of LA Capital Management LLC, though he does not actively work in this business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Alan Ginsberg is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. for eight years. Ginsberg also serves as a general agent for Security Mutual Life of New York and is involved in community activities including estate planning and charitable giving through the Jewish Federation of Greater Rochester and programming events at Temple Beth El Men’s Club. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports various managed-account solutions while operating a complex corporate structure with multiple affiliated platforms.

Joseph Barcellona is a CFP®-certified financial advisor with 14 years of industry experience. He has been affiliated with LPL Financial and ESL Investment Services, LLC since 2011. Outside of his advisory work, he operates a small online sales business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services employing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Temperato is a financial advisor at OSAIC with 13 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Securities America Advisors and Northwestern Mutual Wealth Management Company. Temperato is also involved in financial services partnerships and manages a tax-related LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party investment solutions.

Kyle McDermott is a CFP® professional with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2019. His previous experience includes roles at Mass Mutual Investors Services and Axa Advisors. Outside of advisory work, he is also involved as an insurance agent specializing in fixed insurance and Medicare sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services via independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Nathan Elvers is a ChFC®-designated financial advisor with 17 years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors and Northwestern Mutual. Outside of his advisory role, he owns and manages a tax preparation and planning business. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to deliver customized portfolio management.

Tracy Baker is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Cadaret Grant & Co., ESL Investment Services, Prosperity Advisory Group, and KM Investment Services. Outside of advising, she co-hosts a radio show and podcasts on investment topics and coaches youth volleyball in Webster, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of representatives, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Eugene Skic is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 19 years. In addition to his advisory role, Skic is involved in the sale and service of life and health insurance and annuities, operating as an insurance agent and broker. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms and managed account solutions.

Anthony Rossi is a financial advisor at OSAIC with 55 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. for 16 years. In addition to his advisory role, Rossi is also a licensed insurance agent involved in insurance sales. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through its extensive network of advisers and employs various portfolio construction tools, third-party money managers, and unified managed accounts.

Andrew Ward is a financial advisor with Ameriprise in Webster, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its predecessor entity since 2014. Outside of his advisory role, Ward manages an advisory business through Council Rock Associates LLC. 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 clients with written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Kalwas is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic investment methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its processes.

John Kendall Jr. is a financial advisor at OSAIC with 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 19 years. He also operates Emerald Financial Services, providing financial planning services to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios on discretionary or non-discretionary bases.

Amanda Delmonico is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Prior to entering the financial services industry, she was employed in the food retail sector. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct portfolios across various securities, offering both discretionary and non-discretionary management options.

William Pagano is a CFP® professional with 23 years of industry experience. He has worked at Commonwealth Financial Network for 20 years and Crossbridge Financial for 19 years before joining LPL Financial in 2025. He manages Pagano DiNicola Wealth Management & Strategic Tax Solutions as part of his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by research and model portfolios.

Bruce Marche is a financial advisor with MassMutual Investors Services in Fairport, NY, holding Series 63 and Series 65 registrations with 32 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2005. Outside of his advisory role, he serves as a board member of the Reynolds Library in Rochester, where he provides support and advice related to a $5 million investment fund. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools and simulations.