Jordan Orvek is a financial advisor with Ameriprise in Rochester, NY, holding Series 63 and Series 66 designations and nine years of industry experience. Prior to joining Ameriprise in 2018, he worked at Merrill and Rocky Mountain Granite. Outside of his advisory role, he is involved with LeNovel Photograph, an activity he has maintained since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Palumbos is a ChFC® credentialed financial advisor with 25 years of industry experience. He has worked at Osaic since 2025 and previously spent 24 years at Lincoln Financial Advisors. Palumbos serves as a board member of the Wayne Cooperative Insurance Company and is CEO of Family Wealth and Legacy Coaching, providing fee-based coaching and consulting services to families and business leadership teams. He is also CEO of ClarityBridge Media Group, a marketing and content development company focused on professional service providers. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement plan consulting. The firm uses various tools and platforms to construct tailored portfolios and supports multiple legacy programs and third-party managed-account solutions.

Steven Patton is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following seven years at JPMorgan Investment Management. Outside of his advisory work, Patton serves on the board of the Greater Rochester Amateur Athletic Federation. Ameriprise offers retirement-income planning services targeted to individuals approaching or in retirement, generally with at least $1 million in investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, with a focus on delivering written, research-driven retirement income recommendations.

Leah Coyle is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held positions at Kodak Alaris, Butler/Till, and other companies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, serving a broad client base with systematic investment approaches.

Roxanne Mcelroy is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at UBS Financial Services Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, providing clients with tailored analyses to support their investment decisions.

Margaret Whelehan is a CFP® professional with 24 years of industry experience, currently advising at Cetera since 2018. She also serves as a relationship manager and divorce planning specialist at Canandaigua National Bank, providing consulting services for divorce analysis using her CDFA certification. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Jacob Bilyo is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with three years of industry experience. His background includes roles at JAC Insurance Agency LLC and Autumn Woods Community, as well as work with the Diocese of Rochester and Goodwill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by comprehensive tools and investment research.

Loree Harpole is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Capitol Securities Management, Lincoln Investment, and several other firms. Outside of her advisory work, she is also an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Mc Donald is a CFP® professional with 31 years of industry experience, currently serving at Charles Schwab since 2010. His work history includes roles at both Charles Schwab Bank, SSB and Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, 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 using multi-asset model portfolios, supported by centralized custody and an established alternative-investment program.

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.

John Best Jr. is a CFP® and holds a Series 66 license with 24 years of industry experience. He is currently associated with Raymond James Financial Services Advisors, Inc. and has prior experience at Commonwealth Financial Network and Lincoln Financial Advisors. He also operates Best Times Financial Planning, a support company unrelated to investments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and frequently acts in an advisory and implementation-support role rather than discretionary management.

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.

Suzanne Schmitz Laese is a financial advisor at LPL Financial with 34 years of industry experience. She holds the Series 63 designation and has been with LPL Financial since 2004. Outside of advising, she serves as the board president for the Empire State Lyric Theatre, a nonprofit opera company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Robert Chapman is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ credential and Series 63 license. In addition to his advisory role since 2000, he serves as president of Chapman & Co CPA, P.C., an accounting and tax practice active since 1998, and he oversees payroll and benefits processing at New York Payroll Relief Corp. Chapman is also involved in jewelry design and sales through Hearts Embraced, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and provides access to affiliated and third-party money managers.