Eric Schwilk is a CFP® professional at Cambridge Investment Research Advisors with 37 years of industry experience. Before joining Cambridge in 2024, he worked for LPL Financial and Xceed Financial from 2011 to 2024. He is also the owner of Provios Advisors and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides both discretionary and non-discretionary management with access to proprietary model strategies and multiple account platforms.

Justin Myers is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining Ameriprise. Myers also owns and manages an advisory business, Myers LLC, in Lima, NY. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Carolyn Phillips is a financial advisor with MassMutual Investors Services in Mount Morris, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with MML Investors Services, Inc. since 2003 and MassMutual Financial Group since 2001. Outside of her advisory role, Phillips serves as treasurer for the First Church of Christ, Scientist, overseeing financial activities and reporting. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers through a structured, collaborative advisory process.

Leann Hill is a Series 66 licensed financial advisor with Edward Jones in Avon, NY, where she has worked since 2017. She has nine years of industry experience. Outside of her advisory role, she has landlord responsibilities for several rental properties in the region. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.

Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive compensation, equity compensation services, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches client relationships with compassion and empathy, treating his clients as if they are family. Outside of his professional role, Steven enjoys spending time with his family, playing ice hockey, and woodworking.

Elizabeth Carter is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a Senior Supervision Analyst and holds a New York State insurance license, which she uses to review variable transactions in her role. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple programs, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Ryan Miller is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Foresters Financial. Outside of his advisory work, he serves as a board director and lacrosse coach for the Fellowship of Christian Athletes, a charitable organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization and risk management tools. The firm supports various account types and investment strategies through an extensive multi-advisor platform.

Zachary Kuhn is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles in various sectors such as retail and education, including positions at Lowe’s, SUNY Oswego, and Tom Wahl’s. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Victoria Bach is a financial advisor with OSAIC based in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes prior roles at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a FINRA industry arbitrator and disciplinary panelist and is co-owner and instructor at Flower City Danc, a local LLC where she also contributes capital and handles some administrative duties. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation, portfolio optimization, and a range of programs including Unified Managed Accounts and third-party money manager options.

Zachary Daigle is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Pruco Securities LLC and Hartwell Financial Strategies. Outside of his advisory work, he has been involved with 5 Points Wine and Liquor and works part-time as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutions. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Kyle Arena is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at MJS Insurance Agency, LLC, Northwest Bank Corp, and New York Life Insurance Co. Outside of his advisory role, he works as a waiter at Oak & Apple Cidery in Penfield, NY. LPL Enterprise serves a broad range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides financial planning, access to third-party asset managers, and operates a model-driven investment approach supported by in-house research and external portfolio strategists.

Alissa Lusardi is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Northwest Bank. Outside of her advisory role, she performs compliance and supervision duties as a supervision analyst for Evolution Financial Advisors. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across several programs including comprehensive financial planning and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and a multi-advisor platform.

Judith Plain is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corp and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as Treasurer for the First Presbyterian Church of Honeoye Falls and advises Alternatives for Battered Women on financial matters. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

Patrick Case is a financial advisor at LPL Enterprise, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for ten years at Northwestern Mutual in various capacities including wealth management and investment services. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, using portfolios developed by internal research and third-party strategists, and it offers access to third-party asset managers, financial planning, and a wrap program.