Jerry Lack is a financial advisor with Cetera Investment Advisers in Pittsford, NY, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 17 years of industry experience, including roles at Cetera and Canandaigua National Bank and Trust. Outside of his advisory work, he serves as treasurer and board member of the Damascus Shriners, overseeing the organization's finances and charitable activities. Cetera Investment Advisers is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions nationwide. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment strategies through affiliated and third-party managers.

Leah Kucharski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her recent roles include positions at JPMorgan Chase Bank, N.A. and Northwestern Mutual. Outside of finance, she has been involved with Aladdin's Natural Eatery and the YMCA of Greater Rochester. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Robert Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas La Crosse is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to his career in finance, he spent eight years at Leonard's Express, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Anthony Bouvy is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Equitable Advisors, he worked at Midtown Athletic Club, St. John Fisher University, Midvale Country Club, Monroe Community College, and Advance Coating Service. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ryan Collins is a Series 66 licensed financial advisor with OSAIC, based in Pittsford, NY. He has one year of industry experience and has also worked with Signature Advisory. Outside of his advisory work, Ryan coaches a youth soccer team and works as a footwear associate at Dicks Sporting Goods. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization supported by advanced tools, and it operates a large multi-advisor platform with a complex affiliate network.

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.

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 designations and has worked at various J.P. Morgan affiliated firms since 2007, including JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary, written asset allocation advice and manager research supported by centralized due diligence and quantitative and qualitative analysis.

Joseph Mantione is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has been involved with related entities since 2003. Outside of his advisory role, he serves as president of Blackjack Morgan Coins & Collectibles Inc., a retail sales business specializing in coins and collectibles. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model 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 CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2017. He has 44 years of industry experience, including a brief tenure at Wells Fargo Clearing. He previously served as executor for the estate of a long-time 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 broad client base—including individuals, institutional clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.