Nelson Miles III is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and PNC Investments. Outside of his advisory role, he is also active as an Uber driver, providing ride-sharing and delivery services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory work leverages proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ross Marple is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

James Goetz Jr. is a financial advisor at Stifel with 28 years of industry experience, holding Series 65 and Series 66 licenses. He has worked at Stifel Nicolaus & Co Inc since 2014 and previously at Merrill from 1999 to 2014. Outside of his advisory work, he serves on the board and several committees of Heritage Christian Services, a human services agency in Upstate New York. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Anthony Murray is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc for over a decade. Outside of his advisory role, he serves as president and financial advisor at Tessera Wealth Management Inc. LLC, focusing on insurance sales and service. 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, utilizing collaborative planning supported by firm-approved analytical tools.

Donald Hoyt Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies supported by advanced research tools.

Lori Facinelli is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors Financial Network and Morgan Stanley. Facinelli co-owns ACE Financial Group with her spouse. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Richard Bucenec is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years at Raymond James and Associates. His outside business activities include operating RJB Financial, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Leykun Brouk is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Lincoln Financial Advisors from 2012 to 2024. He is also the owner of Brouk Capital Management, a DBA noted as 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 institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Jason Pierce is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

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 at LPL Enterprise with Series 65 and Series 63 credentials and two years of industry experience. Her prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. She also has experience in healthcare and education sectors, including positions at Highland Hospital and Roberts Wesleyan College. Additionally, she is registered as a Social Security Analyst and holds a non-variable insurance license. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year with Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of financial advisors.

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. With a career starting in 1990, he joined Merrill Lynch in 1992 and served as the complex sales manager from 2000 through 2008. Mark provides financial advice to business owners as they establish, grow, and transition their companies, and assists clients in integrating various elements of their financial lives to pursue personal and financial goals. He holds multiple 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). Mark graduated from Boston University with bachelor's degrees in economics and political science and earned his MBA from Cornell University. He is a graduate of 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 formerly was Chairman of the Board of Highland Hospital. He resides in Pittsford, NY with Salley Thornton, has two children, and enjoys 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.