Anthony Bouvy is a financial advisor with Equitable Advisors in Rochester, NY. He holds Series 63 and Series 65 registrations and has three years of industry experience. Prior to joining Equitable Advisors, he held roles at Midtown Athletic Club, St. John Fisher University, Midvale Country Club, Monroe Community College, and Advance Coating Service. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing 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 broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ryan Collins is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has worked at OSAIC since 2024 and previously held an associate financial advisor role at Signature Advisory. Outside of his financial advisory work, Collins coaches a boys U10 soccer team for Fairport Soccer Club. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Alec Wolfe is a financial advisor at Morgan Stanley in Pittsford, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Newday USA and has a background including roles at SUNY Geneseo and Pittsford Schools. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and investment committee analyses.

John Camp is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Key Private Bank and Northwestern Mutual. Outside of advising, he is involved in a family LLC that rents a historic barn for private events. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Matthew Smith is a financial advisor with Ameriprise in Corning, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he manages an advisory business through Council Rock Associates, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Alexandra Cobb is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent one year at Bell Partners Inc. Alexandra is based in Rochester, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Erik Hoppin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Lisa Mulvaney is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. and MassMutual Life Insurance Co. She also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved financial analysis tools.

Thomas Worden is a financial advisor with Merrill in Pittsford, NY, holding Series 63, Series 65, and Series 66 licenses and totaling 25 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. 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 strategies for individuals, high-net-worth clients, and institutional investors.

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 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.