Vladimir Boulatnikov is a Series 66-licensed advisor with LPL Financial, based in Pittsford, NY, and has 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2019. Outside of his advisory role, he is involved with Tellmorr International Translation Services, providing interpreter services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Peter Park is a Series 66 licensed advisor with 23 years of industry experience, currently with Cetera in Rochester, NY. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he serves as a trustee for his parents' trust and is involved with LifeQuest Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of over 10,000 advisors.

Zachary Wagner is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. He has been with Mass Mutual Investors Services since 2022 and also has experience with MassMutual Life Insurance Co starting in 2021. Prior to his financial services career, he worked in the painting industry and as a high school employee. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning relationships.

Scott Zakalik is a financial advisor with Osaic Wealth, Inc. based in Fairport, NY, holding a Series 66 designation and 23 years of industry experience. He previously worked at FSC Securities Corporation for 19 years and has operated his own CPA firm since 2005. Outside of his advisory role, he serves as a treasurer and board member of a local condominium association and participates on finance committees for both a country club and a synagogue. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as risk-tolerance questionnaires and automated rebalancing to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Allen Vitale is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.

Susan Nieznanski is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she has been associated with M&T Bank since 1996. She is also a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

Jason Duga is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at Invest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from multiple sources.

Ty Reek Sizer is a Financial Advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Enterprise Holdings, Amazon, and Chipotle Mexican Grill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Matthew Dunn is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill. In addition to his advisory role, he serves as a Company Executive Officer in the United States Marine Corps Reserve, where he develops training plans and schedules. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and a broad range of capital markets services.

Mark Stephany is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 66, Series 63, and Series 65 designations and eight years of industry experience. Before joining RBC Capital Markets in 2025, he spent ten years at First American Equipment Finance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, integrating both in-house and third-party investment managers to tailor strategies according to each client’s Advisory Risk Profile.

Ryan Schwedfeger is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is the owner of Altitude Acres LLC, an entity he created for future real estate activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Men's Health Network and has academic experience from John Fisher University. He has also managed a family-owned restaurant business for six years. 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. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Joe Elia is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals and values. He has been with Fidelity Investments since 2025. Prior to his current role, Joe worked as a Financial Advisor at 457 Plan Service Group from 2024 to 2025, and as a Financial Service Representative at the same firm from 2022 to 2024. His professional experience spans various roles in financial advising and investment consulting. Outside of his professional career, Joe enjoys family activities, fitness, golf, hiking, soccer, and traveling.

Bryan Bonisteel is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research and MetLife Securities. Outside of financial advising, he serves on the VOYA Advisory Board and officiates soccer games for Rush Henrietta Travel Soccer. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through structured, collaborative engagements using firm-approved analytical tools.

Andrew Olbrich is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and its affiliates, dating back to 1990. Olbrich is also involved as an agent with New York’s state-sponsored auto and homeowners insurance plans. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Gregory Schuler is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Commonwealth Financial Network and TIAA-CREF. He is also involved with OakWood Financial Services as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Eric Palumbo is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2011. Outside of his advisory work, he is also active as an insurance agent, selling and servicing outside carrier insurance products. MassMutual 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 offers a range of planning programs and educational seminars, structuring financial planning as annual, collaborative engagements.

Joshua Lambert is a CFP® certificant associated with LPL Financial in Rochester, NY, with four years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Northwestern Mutual. Lambert also holds a notary commission outside of his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research from LPL Research.

Ahmet Terzioglu is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a partner in Antpmt LLC, a real estate investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes firm-approved tools, including modeling based on the Global Investment Committee’s return estimates.

Stephen Wilson is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. 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 and provides research-driven, tailored investment solutions.