Troy Nelson is a financial advisor with Merrill in Rochester, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, J.W. Cole Advisors, Montage Wealth Management, and Enterprise Holdings. Outside of advising, he is involved with Aurora Brewing and The Athletic Campus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kristen Gawron is a Series 66-licensed financial advisor with LPL Enterprise, bringing five years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside activities include involvement in non-variable insurance through a Prudential-sponsored agency. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust and lending services.

John Prouty is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously worked for the Rush-Henrietta Central School district for 14 years. Outside of his advisory role, he serves as an elder at St. Paul Lutheran Church and is a board member of SPIRIT NYS, an organization supporting homeless teens in the Rochester area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based planning across various financial topics, offering both one-time and ongoing engagements without discretionary portfolio management.