Nicholas Cantando is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Financial Partners of Upstate New York and Bankers Life. Outside of advising, he has experience at Cobblestone Creek Country Club and Keuka College. LPL Financial is a national 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Gary Vengelen is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory products.

Rohini Daliya is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 63 designation and has previously worked at ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of her advisory role, she serves on the board of RCN, a nonprofit organization in Rochester, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dominick Scro is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Walmart, Amazon, and several other companies. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing programs sponsored by LPL and other third-party managers to deliver advisory and brokerage solutions.

Jacob Blondell is a financial advisor with OSAIC in Pittsford, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at American Portfolios Financial Services, JPMorgan Chase Bank, Citizens Bank, and Cadaret, Grant & Co. He is also an insurance agent with Finger Lakes Investments Corp. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, with portfolios constructed using firm-provided asset allocation tools and risk-tolerance assessments.

Jay Lasser is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he co-owns a real estate business, JAMR Real Estate LLC. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, offering a broad range of advisory, brokerage, and insurance solutions.

Michael Snow is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and having 10 years of industry experience. His prior experience includes roles at Metlife Securities and MassMutual Life Insurance Co. He is also engaged in individual life, property/casualty, health, group life, and group health insurance sales as a separate business activity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Brian Valenti is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015. Valenti serves as an active board member for the Monroe Community Hospital Foundation, supporting the mission of Monroe Community Hospital in Rochester, NY. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and comprehensive due diligence, supported by a large-scale, integrated operational structure.

Christina Kubrich is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering tailored financial planning and advisory services that utilize a range of portfolio management styles and affiliated research.

Jason Grover is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2015. Grover also serves as an instructor for continuing education programs at Brighton Central School, Finger Lakes Community College, and the Penfield Recreation Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a national client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by model portfolios, research, and technology-driven solutions.

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.

Justin Yokajty is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at AXA Advisors and has been involved with X-Factor Sports Consulting. J.P. Morgan Securities 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.

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.

Matthew Terp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a Monroe County Legislator in Rochester, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.