Lisa Fisher is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding a Series 63 designation and 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and spent seven years prior at Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a costume coordinator for the Honeoye Falls Lima High School drama club and operates a sewing business creating phone pouches for female runners. 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 integrates research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions while managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Kelly Whalen is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology.

Thomas Mc Auley Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Shawn Paylor is a ChFC® and Series 66 licensed financial advisor with five years of industry experience. He has worked at Equitable Advisors since 2021 and previously spent five years at ORKIN Pest Control. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Colin Worden is a Wealth Management Advisor and Portfolio Manager with the Worden Group, a goals-based wealth management team within Merrill Lynch Wealth Management. The Worden Group focuses on helping clients grow and preserve their wealth to accomplish personal and financial goals through tailored investment strategies. Colin utilizes proprietary investment strategies developed from extensive trading experience and academic research to build adaptive investment portfolios that respond to changing market conditions. His expertise covers areas such as college education planning, family wealth management, legacy planning, retirement income, socially responsible investing, and small business strategies. He holds a Bachelor of Arts degree in Economics and Philosophy from Case Western Reserve University and an MBA from the University of Rochester's Simon Business School. Colin is a CERTIFIED FINANCIAL PLANNER® certificant, a Personal Investment Advisor (PIA), and is FINRA registered. He lives in Penfield, New York with his fiancée and enjoys activities including rock climbing, skiing, drawing, reading, and spending time with his family.

Stefan Muoio is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor, AxA Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Erica Cummings is a financial advisor with RBC Capital Markets based in Rochester, NY, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and City National Bank. She serves on the board of directors for New York Kitchen, a nonprofit organization focused on fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers with options for tax management and responsible investing.

Kevin Garden is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2012 to 2024. Garden is also involved in insurance sales through L&M Group Ltd., recommending insurance products as part of financial plans. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that include a variety of securities and managed-account solutions.

Kellen Gambeski is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services LLC since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles within the institutional investment space.

Jessica Petterson is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with Equitable and its affiliated entities since 2020 and has prior experience at Ann Inc. Outside of her advisory role, she serves as a successor executor and power of attorney for several family estates. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Michael Caruso is a financial advisor with Raymond James & Associates in Rochester, NY, holding a Series 66 designation and five years of industry experience. His prior work includes four years at L3Harris Technologies before joining Raymond James in 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to individuals, institutions, and government entities through a variety of programs and emphasizes a non-discretionary advisory model.

Michael Riorden is a financial advisor with LPL Financial and holds the Series 63 designation. He has 38 years of industry experience, including roles at Rw Lloyd Financial since 2006 and Cadaret, Grant & Co., Inc. from 2006 to 2025. Outside of advising, he is involved in the insurance business through Upstate Special Risk. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationally. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Valentine is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Co., Inc. since 2001, including Charles Schwab Bank since 2005. He is based in Pittsford, 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and a centralized operational structure.

Kimberly Anderson is a CFP® professional with 32 years of industry experience, currently advising clients at LPL Financial since 2019. Prior to joining LPL, she spent 25 years with Ameriprise Financial Services, Inc. In addition to her advisory role, she serves in a fiduciary capacity for the Andrew G Cole Testamentary Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and consulting services through a nationwide network of investment adviser representatives.

Justin Ferron is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Rochester, NY. His prior roles include work at Paychex Inc and ownership of Ferron Wealth Management. He is also employed in the athletic department at Nazareth University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Nicholas Tagliarino is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 63 designation and 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Brendan Ercole is a CFP® professional with 11 years of industry experience, currently with Cambridge Investment Research Advisors. He previously worked at Sage Rutty and SEI Investments Management Corporation. Ercole is also the owner of Fairpoint Wealth Partners, Inc., based in Rochester, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers a range of investment solutions including proprietary and third-party model strategies, with flexible implementation tailored to client objectives.

William Cooper is a CFP® credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously worked at Howe and Rusling, Inc. for multiple years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Kocher is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Northwestern Mutual Wealth Management Company, Richard Anderson, and ESL Federal Credit Union, among other firms. Outside of finance, he has experience in the food service industry through his role at Pizza Land Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supporting diverse investment strategies through in-house and third-party research.

Joelle Donahoe is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with LPL Financial since 2006 and is currently associated with Cooper/Haims Advisors, LLC. Donahoe also serves as Chief Compliance Officer for both Cooper/Haims Advisors and ESL Investment Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios, third-party research, and technology-driven solutions.