Carla Morris is a Series 66–licensed financial advisor with Edward Jones in Rochester, NY, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Loree Harpole is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Capitol Securities Management, Lincoln Investment, and Legend Equities Corporation. Outside of her advisory role, she is an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a large network of advisors who implement customized and model portfolio strategies.

Mary Fairchild is a CFP® professional affiliated with Ameriprise, with 30 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2010. Outside of her primary role, she is also an Associate Financial Advisor at Council Rock Associates, LLC in Rochester, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Donald Burger is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily with Securities America Advisors and Securities America, Inc. prior to joining OSAIC. Outside of advisory services, he is also involved in life insurance sales and servicing through KAFL Insurance Resources. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that may include various asset classes, and supports both discretionary and non-discretionary account management.

Joelle Reichert is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Sherie Connorton is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following her tenure at Citigroup Global Markets beginning in 1998. Based in Rochester, NY, she has been active in the financial sector for nearly two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Kristina Chan Sickmond is a CFP® with eight years of industry experience, currently with UBS Financial Services in Rochester, NY. Before joining UBS in 2026, she spent six years at Manning & Napier Advisors, LLC and associated entities. She also worked at Adagio Ballet for five years prior to her advisory career. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Caleb Sharp is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has held positions at UBS since 2022. Prior to his current role, his career included work in real estate and staffing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients' goals and risk tolerances.

David Fedrizzi is a financial advisor at Ameriprise with 39 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. His previous firms include LPL Financial and TIAA-CREF, where he worked for 14 years. 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 advice focused on dependable income and tax-aware withdrawal strategies.

Colin Mc Gaugh is a financial advisor with RBC Capital Markets in Rochester, NY, holding a Series 66 designation and four years of industry experience. He has been with RBC Capital Markets since 2019 and has prior work history including roles at Oak Hill Country Club and St. John Fisher College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad range of custody, brokerage, and financial planning services.

Donald Savino Jr. is a financial advisor at OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials with 40 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advisory work, he serves as treasurer of the Livingston Country Club, overseeing the club’s finances. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs.

Vincent Battaglia is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and varied capital markets services.

John Mc Donald III is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through Creative Management Consultants, LLC, providing support and guidance on practice operations and marketing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

James Muchard is a financial advisor with LPL Financial in Rochester, NY, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has previously worked at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved with Muchard Financial, a tax preparation and accounting business, and teaches in the Rochester City School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services, using a variety of strategies and technology tools to support its network of over 22,800 advisors and $819 billion in discretionary assets.

Susan Jenkins is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2016. Jenkins serves as an officer for the Lithuanian Heritage Society of Rochester. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Daniel Benati is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Kenney is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bob Johnson Toyota, Nazareth College, Rochester's Central Auto Auction, and Rush Henrietta High School. He serves as a trustee of a trust for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, using various program models and third-party asset managers, and offers ERISA fiduciary services to qualified plans.

Raya Farooque is a financial advisor at UBS Financial Services with the Series 63 and Series 66 credentials. She began her advisory career in 2026 with UBS after prior roles at JPMorgan & Chase, Vanguard, and experience in behavioral health and retail sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Brian Murray is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2017 and had prior roles at Keybank and Key Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Zito is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked for Lincoln Financial Advisors for 10 years. Outside of her advisory role, she serves as a Notary Public in New York State. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers 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, combining extensive platforms with technology tools to support advisors and their clients.