Jeremy Krog is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and was previously associated with AXA Advisors, LLC during its affiliation period. He serves as power of attorney and executor for his spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a combination of proprietary and third-party advisory programs to tailor investments based on client risk tolerance and personal or plan information.

Frederick Goduti is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Wells Fargo Advisors in Rochester, NY, where he has worked since 2020, following prior roles within affiliated Wells Fargo entities. He is also the owner of True North Wealth Management, LLC, a separate financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing a broad range of investment and fee-based financial planning services using Wells Fargo’s research and tools. The firm offers specialized planning solutions and integrates advisory services with other financial product offerings.

Paul De Loria is a CFP® credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. His prior work includes positions at JPMorgan Chase Bank and JPMorgan Securities, and he has ownership interests in Mama Llama Productions and serves as Vice President of Jody B Inc., a family-operated dance studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services including financial planning, model portfolio programs, and institutional platforms, serving individuals, retirement plan participants, banks, trust companies, and other institutions.

Craig Danieluk is a financial advisor with Equitable Advisors in Penfield, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2009. Outside of his advisory role, Danieluk serves as a board member of the Penfield Rangers Soccer Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

David Quick is a CFP® professional with 28 years of industry experience. He is currently with OSAIC and has previously worked at Securities America and Cambridge Investment Research. Outside of advisory roles, he serves as a successor trustee for the Wood-N-Plank Trust. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sandy-Ann Robs is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Client Service Representative at Raymond James from 2018 to 2020. Her approach centers on understanding the unique needs and situations of her clients. She collaborates with clients to make the financial planning process straightforward and valuable, aiming to build relationships that endure across generations. Outside of her professional work, Sandy-Ann enjoys activities such as beach outings, boating, fishing, fitness, reading, and traveling.

Patrick Underwood is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 20 years of industry experience. He previously worked at Metlife Securities, Inc. from 2006 to 2017. Outside of his advisory role, he manages a small residential rental property. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager services and conducts educational seminars.

John Pascucci is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Paychex and John Hancock Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Yacoub is a financial advisor with LPL Financial in Pittsford, NY, holding Series 65 and Series 63 credentials and six years of industry experience. His career includes roles at TD Private Client Wealth LLC, TD Bank N.A., and New York Life Insurance Company. Yacoub is also affiliated with ESL Investment Services LLC as an agent. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Shea is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in retail and physical therapy settings, including roles at J.Crew and Inspire Physical Therapy & Fitness. He has also been involved in student government and nonprofit organizations during his academic career. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions, serving both high-net-worth and non-high-net-worth clients.

Hugh Hamlin is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he chairs the investment committee and serves on the finance committee for the Landmark Society of Western New York, overseeing the organization's endowment and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and asset allocation models.

Scott Davies is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Addison Precision, CGS Precision Technologies, and Nationwide Precision Products. 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, employing firm-approved software to deliver written recommendations through collaborative annual planning engagements.

Harvey Reiner is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Cambridge Investment Research Advisors since 2021. He previously worked at LPL Financial for 13 years and has held a role at Xceed Financial Credit Union since 2008. Reiner is also involved as an independent insurance agent and runs a wealth management advisory practice in Rochester, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation platforms and both proprietary and third-party strategies, with options ranging from discretionary to non-discretionary management tailored to client objectives.

Timothy Pease is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes 26 years at Cadaret, Grant & Co., Inc. and over three decades with Commonwealth Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and technology tools.

Jordan Zehr is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor for his parents' estate. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses both proprietary and third-party models and managers to tailor investment solutions, including mutual funds, ETFs, and alternative investments, and offers ERISA fiduciary services to qualified plans.

Sean O'Brien is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at William J Head, CPA, PLLC and ROC Group. Outside of advisory work, O'Brien has been involved in accounting and tax preparation through Roberts Accounting, CPAs, P.C. and William J. Head, CPA, PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

John Wagner Jr. is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. He is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory support from over 22,800 investment adviser representatives.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory career, he was involved in operations at Ladder 91 Painting Co and Dibella's Old Fashioned Subs, and he also has work experience at University at Buffalo and Agatina's Restaurant. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

David Dangler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at M&T Securities and Five Star Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.