Jason Pierce is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 designations and having 14 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Robert Benjamin Holland III is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Holland 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Jayne Knowlton is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. Outside of her advisory work, she is a Registered Social Security Analyst and is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily uses model-driven investment implementation and offers services including financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Carrie Sigler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Horizon Advisory Services, Inc. and Private Client Services, among other firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various planning areas. The firm combines planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.

Michael Adams is a Series 66-licensed financial advisor with Wells Fargo Clearing in Pittsford, NY. He has 15 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.