Matthew Keenan is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory role, he is involved in consulting and life settlements through the Ashar Group. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party sponsors, offering diversified investment options and ERISA fiduciary services.

David Stoller is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment models and does not sponsor its own wrap fee program or advertise hypothetical performance.

Tara Farrell is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets since 1992. Outside of her advisory role, she operates a tree service business in Ontario, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Michael Donahue is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. His background includes a decade at Massachusetts Mutual Life Insurance Company. Mass Mutual 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, and educational seminars, providing annual collaborative financial planning engagements supported by firm-approved analytical tools.

Stephen Livingston is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2017 and previously held roles at JPMorgan Chase and JP Morgan Securities. He also serves as a compliance officer at Canandaigua National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Yuhnke is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1988. Mass Mutual Investors Services 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 education programs, using firm-approved tools and a collaborative, annual planning process.

Laura Hicks is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2005. Hicks serves on the board of the Clifton Springs Area YMCA, a nonprofit organization focused on community programs. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

John Bender is a Series 66-credentialed financial advisor with two years of industry experience, currently with Fidelity in Rochester, NY. His work history includes roles at CarMax, Federal Resources Corporation, Amazon, and several educational institutions prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles to registered investment companies and fund-of-funds.

Joel Maness is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc., among other firms. Outside of his advisory role, he is actively involved in the Episcopal Church of the Incarnation in several capacities, including as head of the church audit committee. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers access to third-party managers and proprietary strategies.

James Gray is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory role, Gray owns and operates several businesses, including an insurance agency and entities involved in commercial leasing and farm management. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with asset allocation and portfolio optimization supported by various tools and offers a range of brokerage and advisory services through a multi-advisor platform.

Lisa Testa is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

James Benjamin Reid is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Fidelity Investments, Primerica Advisors, and Alliance Advisory Group/Guardian Life Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Gregory Schaller is a financial advisor with Stifel who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Merrill and Bank of America before joining Stifel in 2019. He serves as a board member of the St. Bonaventure University National Alumni Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Nicholas Bocach is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation. He has less than one year of industry experience, having joined Mass Mutual Investors Services in 2026. His prior work includes roles at MassMutual Life Insurance Company, West Herr, Lowes, and the Brockport School Systems. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers planning engagements using firm-approved software and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Deborah Spychalski is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 1996 and holds the Series 66 designation. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Witman is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Bank of America, and Merrill. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and diverse program offerings across brokerage, advisory, and alternative investment platforms.

Brett Bouchard is a financial advisor with Wells Fargo Advisors in Pittsford, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Lost Borough Brewing Company and Guglielmo Sauce LLC, as well as work at Rochester Institute of Technology. Outside of advising, he holds a notary commission in New York. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored through a broad menu of planning options. Advisors use Wells Fargo’s research and planning tools to develop recommendations that clients may implement through various brokerage or advisory programs.

Aimee Cummings is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Securities America Advisors, ESL Investment Services, LPL Financial, and Wall Street Financial Group. Outside of her advisory role, she is an independent artist. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, discretionary strategies, and access to alternative investments.

Jerod Macko is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. He also owns and operates Macko Financial Group, LLC, an investment-related business in Syracuse, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. Advisors use firm resources and planning tools to develop tailored recommendations, offering clients a choice in how to implement those strategies through brokerage or advisory programs.

Camille Wright is a financial advisor at Fidelity with a Series 66 designation. She has experience working in various roles since 2021, including positions at Northwestern Mutual and Cobblestone Capital Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and formal advisory roles to multiple registered investment companies and fund-of-funds.