Gregory Facinelli is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Facinelli co-owns ACE Financial Group with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Richard Marlin is a financial advisor with Edward Jones in Webster, NY, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a 33% owner of a family LLC franchise, Doody Done Quick, a pet waste clean-up business in Fairport, NY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Steven Lesko is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual. In addition to his advisory work, Lesko is starting a clothing business under his personal brand, focusing initially on sweatshirts sold online. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct and manage portfolios across various investment types.

Daniel Driscoll is a financial advisor with Ameriprise in Webster, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2008. Driscoll is also involved in managing his advisory business through DSKJ Consulting and Cadence Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joel Maness is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. He is actively involved in his community through multiple roles at the Episcopal Church of the Incarnation, including serving as Head of the Audit Committee and Vestry Clerk. OSAIC serves a broad client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to multiple third-party money managers and wrap programs.

Peter Valade is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has previously worked at Citizens Securities Inc. and Citizens Bank, and has been involved with Tornado Properties, LLC, where he is an owner. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis.

Sean Nellis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Webster Town Recreation, Delta Sonic, and Bill Grays. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Justin Yokajty is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at AXA Advisors and has been involved with X-Factor Sports Consulting. J.P. Morgan Securities 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.

Terri Rumans is a financial advisor at LPL Financial with 29 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Peoples Securities, Inc. and M&T Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Sisson is a financial advisor at Edward Jones in Ontario, NY, holding a Series 66 designation. He has prior work experience at Genesee Regional Bank and Paychex Insurance Agency. Brian began his career with Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Stephen Calabrese is a financial advisor at Wells Fargo Advisors with 4 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase from 2004 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations through planning tools and research, serving clients who meet a net-worth threshold with both general and specialized planning services.

Stephen Riley is a financial advisor with LPL Financial in Fairport, NY, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he sells fixed life insurance products through Capital Care and is commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Kelly Whalen is a financial advisor with LPL Financial, holding a Series 63 designation and 15 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology.

Kellen Gambeski is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services LLC since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs, and holds distinctive registrations and advisory roles within the institutional investment space.

Melissa Streber is a financial advisor with LPL Financial based in Newark, NY, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Fierce Fitness, Cuna Brokerage Services Inc., Reliant Community FCU, and Tops Markets LLC. She is also a New York State notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios, research, and advanced technologies.

Bruce Bowman is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 39 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory work, he serves as a trustee overseeing the financial activities of a local fraternal organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-driven planning using firm-approved analytical tools and offers a range of investment and planning programs.

Richard Miller Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Donald Hoyt Jr. is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored recommendations.

Lori Facinelli is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of her advisory role, she co-owns a financial practice, ACE Financial Group, with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research, planning tools, and simulation models to develop and present recommendations.

Louis Giuliano is a financial advisor with LPL Financial in Victor, NY, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he was affiliated briefly with Cetera Advisors LLC and AXA Advisors LLC, and he worked at Saint John Fisher College. Giuliano is involved in entrepreneurial activities through Giuliano Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and supports both discretionary and non-discretionary management strategies.