Brian Valenti is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015. Valenti serves as an active board member for the Monroe Community Hospital Foundation, supporting the mission of Monroe Community Hospital in Rochester, NY. Charles Schwab & Co., Inc. serves 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, utilizing multi-asset model portfolios and comprehensive due diligence, supported by a large-scale, integrated operational structure.

Christina Kubrich is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering tailored financial planning and advisory services that utilize a range of portfolio management styles and affiliated research.

Mark Jackson is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Jackson operates a beekeeping business with several hives. 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, and access to third-party asset management, supported by a large network of investment adviser representatives.

Anthony Orange is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Justin Yokajty is a Series 66-credentialed financial advisor with J.P. Morgan Securities, based in Webster, NY. He has eight years of industry experience, including prior roles at AXA Advisors and a consulting position at X-Factor Sports Consulting, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research supported by a manager solutions team and includes broader derivatives and commodities capabilities.

Taylor Coombs is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 registrations and nine years of industry experience. Coombs has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has significant ownership in The Captiva Group, LLC and The Jenaro Group, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Erik Schwarz is a CFP® professional affiliated with LPL Financial in Rochester, NY, with 21 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2010, and previously at M&T Securities, Inc. from 2009 to 2010. Outside of his advisory work, he is also a self-employed musician. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Andrew Mantione is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding a Series 66 license and 11 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2016 and also works with Joseph D. Mantione & Co. Outside of his advisory work, Mantione is involved in numismatics, including buying, selling, and appraising coins through his own consultation business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through proprietary and third-party strategies.

Emily Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for four years before joining LPL Financial in 2019. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Troy Gribnau is a financial advisor with Edward Jones in Webster, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Alliance Advisory Group, and experience in various other industries such as real estate and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors. The firm offers both discretionary and non-discretionary strategies, access to managed accounts, affiliated mutual funds, and other services under a fiduciary standard.

Terri Rumans is a financial advisor with LPL Financial in Webster, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at M&T Securities and Peoples Securities, Inc. 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 financial planning and investment management services, leveraging both proprietary and third-party strategies across various asset classes and account types.

Keval Patel is a financial advisor at J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Lionchase North America, and Aditya Birla Investment Financial, among others. 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 selection, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with a focus on eligible strategies, including ESG considerations.

Brian Craig is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

John Price is a Series 66-credentialed financial advisor with Edward Jones, based in Honeoye Falls, NY. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large national network of advisors and branch offices.

Matthew Terp is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a Monroe County Legislator in Rochester, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Jeffrey Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory role, he is involved in business plan consulting through MAPSTONE GROUP, LLC, and serves on the board of Hillside Family of Agencies. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to investment models and third-party managers, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Emily Maunz is a Series 66 and Series 63 licensed financial advisor with Equitable Advisors in Rochester, NY, and has five years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Paychex and Petsmart. She is also involved as a musical choreographer for the West Irondequoit Central School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, charities, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to match clients with suitable investment solutions.

Kathleen Titus is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Outside of her advisory work, she serves as a head coach for the Olympic Development Soccer Program in New York State West. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Mark Downey II is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Raymond James since 2017, following a one-year tenure at Wells Fargo Clearing. He serves as a successor trustee for his father's 401(k) plan. Raymond James & Associates is a large 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, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Theresa Kenyon is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery processes and proprietary planning tools.