Ivaylo Tchoroleev is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at M&T Securities since 1999 and joined LPL Financial in 2021. Outside of his advisory role, he is involved in investment real estate as a landlord and property owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational tools.

Agostino Coccia is a financial advisor at Edward Jones in Penfield, NY, holding a Series 66 designation with seven years of industry experience. He previously worked at Merrill for five years and has experience in automotive sales and consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

David Mattia is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Mattia serves on the Board of Directors for the Rochester Lyric Opera and participates in the maintenance and preservation efforts at the George Eastman Museum. He also serves on the Finance Committee of the Oak Hill Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a range of capital markets solutions.

Michael Argaman is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 30 years with MassMutual Life Insurance Co. and Mass Mutual Investors Services. Outside of his advisory work, he serves on the board of Metro Justice, a nonprofit focused on social justice, and is involved with the Witness for Peace Solidarity Collective as a delegation staff person organizing trips to Cuba. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering asset management and educational programs through an annual collaborative planning process.

Matthew Geherin is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at MML Investors Services since 2013 and Massachusetts Mutual Life Insurance Company since 2006. Outside of his advisory work, he is involved in local community activities as the owner of Micahmind, a church-affiliated group, and serves as a board member of Elevate Rochester, which focuses on the development of ethical culture. MML Investors Services, LLC, is a broker-dealer and SEC-registered investment adviser operating as a MassMutual subsidiary. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative annual planning engagements.

Jeremy Denny is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has held previous roles at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory work, he is the sole owner of JRDENNY LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Keith Splain is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes 22 years at SII Investments, Inc., six years at American Portfolios Financial Services, Inc., and two years with OSAIC. Outside of financial advising, he is involved as a musician and band manager with The Mad Kings. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment products.

Gary Acker is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and over 51 years of industry experience. He has been with MassMutual Life Insurance Co since 1973 and MML Investors Services, LLC since 1982. Acker serves on the board of the nonprofit organization Harbour House of Rochester, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Angella Ohara is a financial advisor at Cetera with 11 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Avantax Investment Services and Davie Kaplan, CPA, and she served on the Town of Ogden Zoning Board of Appeals from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with access to various third-party money managers and program structures.

Shane Riley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has previously worked at KeyBank and Key Investment Services, with experience spanning both institutional and retail financial services. Riley also operates ESL Investment Services, an investment-related business. 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 portfolios, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Katherine Donegan is a financial advisor with Equitable Advisors in Rochester, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to her current role, she operated small businesses including a pet sitting service and an in-home daycare. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary resources.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and currently based in Rochester, NY. He has recently entered the industry, joining Equitable Advisors in 2026 after roles in various sectors including education and local government. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Mirsky is a CFP® and PFS™ credentialed advisor with over 32 years of experience in financial planning and wealth management. He currently works at Cambridge Investment Research Advisors and has previously held roles at Mercer Global Advisors, Leigh Baldwin & CO., and operated his own firm, Mirsky Financial Management Corp. Mirsky has also served as a college professor at Rochester Institute of Technology and is active in community organizations, including trustee and board member positions at Green Tech Rochester School for Boys and Jewish Family Services of Rochester. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Thomas Mclean is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at American Portfolios Financial Services, Inc. and Securities America. Outside of his advisory work, he is involved in insurance sales and financial planning, serving as president of 21st Century Financial Services. 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 offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage a variety of investment portfolios across multiple platforms.

Joseph Barone is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY. He holds Series 65 and Series 63 licenses and has been with Cambridge since 2025. Barone has prior experience at Stokes, Visca, Hucko & Barone CPA's, LLC and IP.com I, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Christopher Corea is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Corea is involved in independent insurance brokering and holds a business ownership role with Cadence Associates, LLC, as well as consulting through Creative Management Consultants, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Renee Orlando is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Equitable Advisors, Thomas Tarkowski, AXA Advisors, ESL Federal Credit Union, and SUNY Geneseo. In addition to her advisory work, she serves as an employee financial planning assistant in Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party program sponsors to tailor solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Glenna Durwin is a financial advisor at Cetera with the ChFC® designation and Series 66 license, and she has four years of industry experience. She has held roles at Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, where she also serves as a financial planner and operations manager in a part-time capacity. Additionally, she holds a position as a notary public in New York. Cetera Investment Advisers LLC serves a broad range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment models, accommodating various discretionary and non-discretionary program structures.

Joshua Quilty Koval is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Triad Hybrid Solutions and Trust Financial Services. He is also involved as a life, accident, and health insurance representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of significant discretionary assets.

Anthony Nick is a financial advisor with LPL Financial in Penfield, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial since 2021 and has previously worked at M&T Securities, Inc. since 1998. Outside of his advisory role, he has limited involvement in a family-owned real estate business. 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, and institutions. The firm offers a range of investment programs and leverages technology and third-party subadvisors to support customized portfolio management.