Deborah Smith is a Series 66 licensed financial advisor with one year of industry experience, currently working at Equitable Advisors in Rochester, NY. Her prior work includes positions at Levene, Gouldin & Thompson, LLP, and operating Rochester Dog Walkers, LLC. She serves as a trustee and holds power of attorney roles for an immediate family trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Lawrence Kasinowski is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill Lynch, J.P. Morgan Securities, Wells Fargo, and Mutual of America. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Michael Curtis is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and 24 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Bankers Life Securities. Outside of his advisory career, he has been involved with Curtis Forestry since 2001. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Connor Stein is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Equitable Advisors, LLC, and various positions outside finance. He also consults part-time for Swiech Consulting LLC, providing tax strategy services. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Courtney Anderson is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill Lynch since 2020. Prior to that, she spent 16 years at John Hancock Distributors LLC and John Hancock. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Carolyn Tuckerrubado is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Alexandra Storke is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2018. Prior to her advisory role, she worked at St. John Fisher College for four years. Alexandra is also commissioned as a notary, performing related duties on a limited basis. 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 variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party strategies, and proprietary tools across a broad range of asset classes.

Reo Alderman is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory work, Alderman is vice president and secretary of Life on the Beach Enterprises Inc., an S corporation that owns an established restaurant in Rochester, NY. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services supported by a model-based investment approach that includes portfolio optimization and multiple managed account options. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Peter Valade is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities in 2019, he worked at Citizens Securities Inc. and Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Jonathan Valerie is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and has prior experience at Summit Brokerage Services. In addition to his advisory role, he provides legal advice as an attorney at Salvatore's. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Dylan Wiemer is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his career in 2025. Prior to joining LPL Enterprise, he held various roles including positions at Nazareth University and SUNY Brockport. Outside of finance, he has experience in landscaping and minor entrepreneurial activities. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and corporate entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by in-house and third-party strategists, and it offers a range of financial planning, advisory, and brokerage services.

Joseph Bianchi is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of advisory work, he is involved in business valuation services focused on helping business owners with exit strategies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, delivering collaborative annual planning engagements using firm-approved analytical tools.

Kim Mahoney is a financial advisor at Merrill in Pittsford, NY, holding a Series 66 designation with 18 years of industry experience. He has been with Merrill Lynch since 1993, totaling 33 years at the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Franco Jr. is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2021. Outside of his advisory roles, he teaches Social Security Benefits classes through the Webster School District. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

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.