David Dangler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His work history includes roles at LPL Financial since 2015, M&T Securities since 2017, and Five Star Bank from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.

Melinda Dix is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 16 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Outside of her advisory role, she is a landlord of a two-family house in which she resides in one unit and rents out the other. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that use firm-approved tools to analyze goals and provide written recommendations.

Susan Acker is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Merrill since 2008 and has been affiliated with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Connie Gilderhus is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including American Portfolios Financial Services, Mass Mutual Investors Services, and Metlife Securities. She also engages in fixed insurance sales as a secondary business activity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and supports municipal and public finance clients through affiliated resources.

Jacob Brown is a financial advisor with Raymond James & Associates in Rochester, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Penfield Country Club and has held roles at Westside YMCA, Hegedorn's, and Rochester Institute of Technology. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains a notable presence in public finance and municipal services.

Russell Corona is a CFP® with 14 years of experience in the financial services industry. He currently serves at Cetera and has prior experience at TIAA and M&T Securities. Outside of his advisory role, he is involved with youth football as an equipment manager, board member, and coach for the Ogden Bears Football program. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a wide range of portfolio management and financial planning services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers multiple investment program options including model portfolios, third-party managers, and bespoke strategies across various custodial and discretionary structures.

Matthew Mariano is a financial advisor at UBS Financial Services in Rochester, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Mariano serves on the board of the Italian American Community Center, a cultural and educational nonprofit in Rochester. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of investment products and proprietary research to support tailored client strategies.

Thomas Thaney is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques without delivering individual security recommendations as part of standalone plans.

Jeffrey Pierce is a financial advisor at UBS Financial Services in Rochester, NY, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies.

Cole Weichman is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at XLI Manufacturing and Pro-Tech Manufacturing. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering 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.

Edward Bradford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fairport, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been associated with Raymond James since 2011 and is also president of Liftbridge Financial Group, a support company. Bradford serves on the advisory board for the Town of Perinton Planning Board, a volunteer role involving local conservation and development matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that support client decision-making rather than discretionary management.

Christopher Miller is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual and MetLife Securities. Outside of his advisory work, he sells items on eBay and serves as a financial advisor for Krueger Financial Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers collaborative, annual planning engagements.

Francis Ostrom III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has held prior roles at Avantax Advisory Services and DKCB Financial Advisors, among others. Ostrom is involved in community service as a board member and audit committee member of the Rochester Rotary Charitable Trust, which supports a summer camping program for young people with disabilities. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement diverse investment strategies across various program structures and custodial relationships.

Barbara Schirmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Shreyansh Gangwar is a financial advisor at Ameriprise with Series 66 registration and less than one year of industry experience. His background includes roles at Leaf Group of NY and academic positions at Simon Business School, University of Rochester, and Bennett University. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

Donald Lennox is a financial advisor at Wells Fargo Advisors in Rochester, NY, holding the Series 66 designation with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked for Summit Services Unlimited Inc. for ten years. He is also a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and other complex client needs.

Alexander Pohlson is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he held various roles including associate financial advisor at Mark Palazzolo LLC and positions at Binghamton University and other local businesses. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with oversight to generate recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joseph Hurlimann is a financial advisor at LPL Financial with 27 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Lincoln National and Lincoln Financial Advisors for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

Lauren Chacinski is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques in its planning process.