Branden Kuzel is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 63 designation and has worked at LPL Enterprise since 2024, previously spending nine years with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and model portfolios developed by LPL’s Research Department and other strategists.

Damianos Theodorou is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Damianos focuses on providing personalized financial strategies to help clients pursue their long-term goals. With expertise in corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income, Damianos works closely with clients to develop flexible strategies aligned with their financial priorities. He emphasizes understanding the full financial picture of each client to create tailored wealth management solutions. Damianos earned a Bachelor's Degree from the Rochester Institute of Technology. He speaks English and Greek. Outside of his professional work, Damianos enjoys cooking, football, golfing, hiking, reading, soccer, spending time with his family, and traveling.

Matthew Corrigan is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Citizens Securities, Inc. for seven years. He is also an agent with Globe Life Insurance Company of New York. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amy Mckay is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is a shareholder of the Cayuga Grandview Beach Co Op Corporation, a cooperative that provides cottage ownership on Cayuga Lake. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Eidlin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1990 and joined Merrill Lynch in 1992, where he served as complex sales manager from 2000 through 2008. Mark works with a diverse client base, including business owners, helping them establish, grow, and transition their companies. He offers financial advice aimed at integrating various elements of clients' financial lives to support their personal and financial goals. Mark holds several professional designations, including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA). He is also designated by Merrill Lynch as a Retirement Benefits Consultant and a Defined Contribution Investment Consultant. Mark earned bachelor's degrees in economics and political science from Boston University and holds an MBA from Cornell University. Additionally, he graduated from the National School of Commercial Lending at Southern Methodist University's Cox School of Business. Mark serves as Vice Chairman of the Highland Hospital Foundation board and is a former Chairman of the Board at Highland Hospital. He resides in Pittsford, New York with Salley Thornton and has two children, Amanda and Rex. Mark's personal interests include outdoor activities such as skiing, marathon canoeing, stand-up paddle boarding, and golf.

Patricia Kwiatkowski is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an Independent Beauty Consultant for Mary Kay Inc. and an independent contractor for Isagenix International, focusing on nutritional products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Visca is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at American Portfolios Financial Services and Stokes, Visca & Co. LLP CPA, where he continues to provide tax services. He serves as Treasurer for The Architectural Foundation of Greater Rochester in a volunteer capacity. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary models and third-party strategies tailored to client objectives.

Matthew Merola is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has seven years of industry experience and previously worked at Mass Mutual Life Insurance Company, AXA Advisors, and the Syracuse New Times. Outside his advisory role, Merola is involved as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Shelly Cortina is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. 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 using multi-asset model portfolios, supported by centralized custody and operational structures.

Steven Shemirani is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is a co-owner of a personal hunting camp managed through SHC Management LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kevin Brown is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Rushang Desai is a CFA® charterholder based in Fairport, NY, affiliated with LPL Financial. He has two years of industry experience and has been associated with Halleran Financial Group and LPL Financial LLC since 2017. He also worked at the University of Rochester from 2016 to 2018. 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, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Brent Carmello is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their unique situations and planning needs, utilizing the resources available at Fidelity to support clients in striving toward their financial goals. Brent has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Planning Consultant. His experience spans client relationship management and financial planning within the firm. Outside of his professional work, Brent has interests in baseball, football, golf, music, reading, and traveling.

Jennifer Moss is a financial advisor with LPL Financial in Brighton, NY, holding Series 63 and Series 66 designations and having 17 years of industry experience. She previously worked at Key Investment Services LLC for seven years before joining LPL Financial. Outside of her advisory role, she is active as a licensed mortgage and real estate services agent with Empire Realty Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by research and operational tools.

Charles Gadsden is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 investment recommendations.

Lisa Benchaabane is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following a brief tenure at TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions, and manages approximately $326 billion for roughly 477,000 clients.

Rachel Nolan is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans tailored to their unique family situations, aiming to help them achieve their financial goals and provide peace of mind through life's various events. Rachel has been with Fidelity Investments since 2014, holding roles including Financial Representative, Investment Consultant, and currently as a Financial Consultant. This experience has contributed to her expertise in financial planning and investment consulting. Outside of her professional work, Rachel enjoys activities such as barre, fitness, hiking, traveling, and exploring food. She also has an interest in pets.

Robert Whitbeck is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding Series 65 and Series 63 licenses and with 37 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also an insurance agent offering accident and health, disability, fixed annuities, index annuities, fixed life settlements, fixed life premium financing, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, using asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a broad range of investment vehicles.

Brian Dejoy is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at UBS since 2015 and briefly at Morgan Stanley prior to that. Dejoy serves on the board of directors and as treasurer for the House of Mercy, a Rochester-based charity providing services for the poor, and is involved with the Pittsford Mustangs Soccer Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Tamara Comins is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and various university programs. In addition to her advisory role, she is licensed to sell insurance products, including disability insurance, fixed and fixed-indexed annuities, and traditional life insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that may include a variety of investment types, managed on discretionary or non-discretionary bases.