Marc Brondon is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors for Grace The Arts!, a nonprofit organization that provides children in need with access to arts education and opportunities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Sean Nellis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Webster Town Recreation, Delta Sonic, and Bill Grays. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

William Mccarthy is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of the organization since 2007. He initially joined as a Financial Advisor and associate in The Claffey & McAuley Team and later served as Resident Director of the Ithaca Merrill office from 2013 to 2016. Currently, he co-leads The McAuley & McCarthy Team alongside Thomas McAuley. William specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. William holds the Chartered Retirement Planning Counselor (CRPC™) designation and the Personal Investment Advisor (PIA) credential. He is an honors graduate of Cornell University with a Bachelor's degree in Applied Economics & Management. His approach emphasizes developing a deep understanding of clients' long-term retirement goals and guiding investor behavior through disciplined allocation strategies to help clients pursue their financial objectives. Outside of his professional work, William is active in the Cornell Club of Rochester and the Crohn's & Colitis Foundation of America (CCFA). He resides in Canandaigua, NY, with his wife Meghann and their two sons, Billy and Michael. His personal interests include baseball, basketball, chess, fishing, football, golfing, reading, skiing, and spending time with his family.

Michael Rager is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 recommendations.

Joseph Mantione is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years in the industry. He has been with Cambridge since 2003 and also serves as president of Blackjack Morgan Coins & Collectibles Inc., a retail business. Additionally, Mantione leads Magnum Associates Inc., providing tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent Financial Professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Jon Vallaro is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Keith Bock is a financial advisor with Raymond James & Associates in Rochester, NY. He holds the CFP® designation, along with Series 63 and Series 65 licenses, and has 44 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has served as an executor for the estate of a long-term business partner. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Nicholas Cantando is a financial advisor at LPL Financial in Pittsford, NY, holding a Series 66 designation with three years of industry experience. He previously worked at Financial Partners of Upstate New York and Bankers Life, and has also held roles outside of finance, including at Cobblestone Creek Country Club and Keuka College. 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 range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

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 at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several companies including Amazon, Walmart, and Assured Partners. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

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® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Pittsford, NY. His career includes prior roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he co-owns a real estate business in Pittsford. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 license and 18 years of industry experience. He has worked at LPL Financial since 2015. In addition to his advisory role, Grover has taught continuing education courses at Brighton Central School and Finger Lakes Community College, as well as instruction for the Penfield Recreation Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary investment strategies.

Mark Jackson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked with LPL Financial since 2014. Outside of his advisory role, he is a beekeeper and owns several bee hives. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolios, supported by tools such as machine learning for research and operations.

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 with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 registrations and nine years of industry experience. Coombs has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has significant ownership in The Captiva Group, LLC and The Jenaro Group, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.