Jacqueline Sinclair Parker is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating financial strategies for individuals, corporate executives, and business owners by utilizing Personal Wealth Analysis (PWA). Jacqueline offers advice in retirement planning, wealth preservation, asset allocation, income-generating investments, income distribution, and corporate benefit programs including equity compensation and various deferred compensation plans. She also arranges financing through Bank of America, N.A. for residential, investment, and commercial properties. Jacqueline has been with Merrill Lynch Wealth Management since 2006, following a 13-year tenure at Xerox Corporation. She holds a bachelor's degree in Electrical Engineering and an MBA from Rochester Institute of Technology. Her professional credentials include Series 7, 63, and 66 FINRA registrations, Life and Health Insurance Licenses, and a Personal Investment Advisor (PIA) designation. Outside of her professional role, Jacqueline enjoys playing tennis, golfing, biking, and spending time outdoors. She is involved in community organizations such as the Rochester Jamaican Organization, Order of Eastern Star, US Tennis Association, and the Genesee Women's Golf Association.

Edward Conklin Sr. is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1991, concurrently serving at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s broader platform, providing access to a diverse set of investment products and services.

Patricia Smith is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Leslie Edgcomb III is a CFP® with 45 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. His previous experience includes roles at City National Bank and RBC Capital Markets. Edgcomb is also involved in several support companies related to his financial advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Thomson Chew is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., MGM Associates Insurance, Chewco LLC, TIAA-CREF, and Hornor, Townsend & Kent, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of proprietary research and technology tools.

Sydney Carnival is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2023, Sydney worked in various roles including positions at SUNY Geneseo School of Business and Admissions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering advisory services on a non-discretionary basis.

Jeremy Solat is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of finance, he is a co-founder of QuadSports LLC, a sports game project that is currently patent pending and maintained as a passion project with no active business operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes involving proprietary tools and market simulations.

Christopher Edgcomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he is involved as an officer and vice president in two financial planning support companies he owns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and consulting through advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wesley Evans is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he partners with clients to develop personalized financial strategies that align with their individual goals. He emphasizes building long-term relationships based on trust, transparency, and effective communication. Wesley has experience in investment strategies, retirement planning, and wealth planning, drawing on his background as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2020 to 2024. His expertise enables clients to navigate financial complexities with confidence. Outside of his professional work, Wesley's personal interests include fitness, football, parenthood, reading, running, and traveling.

Jason Alexander is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in assisting families with wealth management strategies that align individual needs, goals, and desires with personalized financial strategies and professional portfolio management. Jason focuses on areas including family wealth management, legacy and retirement planning, philanthropic planning, and socially responsible investing (including ESG investing). He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is an honors graduate of Cedarville University. Jason was recognized in 2013 with the Merrill Lynch David Brady Award for his commitment to clients, the firm, and the community. Jason is a member of Kingdom Advisors and is involved in his community through participation in Graceroad Church's teaching team for the children's ministry. He resides in Webster, NY with his wife Sara and their three daughters, Jillian, Analise, and Piper.

Waylan Barber is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their wealth management teams to develop comprehensive financial plans. He joined Fidelity Investments in 2021 and has held positions including Workplace Planning Consultant and Help Desk, Workplace Planning and Advice before his current role. His experience encompasses workplace planning and providing advisory support within Fidelity Investments, contributing to his expertise in financial planning services. Outside of his professional work, Waylan Barber engages in activities such as family activities, hiking, playing musical instruments, music, reading, and writing.

Kevin Anglim Jr. is a financial advisor at Morgan Stanley with a Series 66 credential and recent entry into the industry. His background includes roles at Morgan Stanley since 2024, as well as experience in education and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning processes and firm-approved tools to support tailored investment strategies.

Daniel Rudd is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and New York Life Insurance Company. He is also active as a financial advisor in life, disability, and long-term care insurance. 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 provides comprehensive financial planning and asset management, utilizing firm-approved analytical tools to develop recommendations tailored to clients' goals.

Heather Lucas is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Ryan Little is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2017, including Morgan Stanley Private Bank. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Christian Gehlen is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at ESL Investment Services, LLC and LPL Financial. Outside of his advisory role, he owns Gehlen Enterprises LLC, a business involved in product invention. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sarah Campbell is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® designation and Series 63 license. She has 15 years of industry experience, including her current roles at ESL Investment Services, LLC and LPL Financial since 2011. In addition to her advisory work, she is a commissioned notary public. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Shannon De Lorme is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 credential and with six years of industry experience. Before joining Morgan Stanley in 2019, De Lorme worked at SUNY College at Brockport, Giuseppe's Inc., and Tops Friendly Markets. Outside of advisory work, De Lorme is involved in art and culture as a musician and in musical instrument sales through a sole proprietorship. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment management services supported by structured planning tools and a variety of advisory programs.

Gregory Murray is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and related entities since 2000. He 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 affiliated managed-account and financial planning services. The firm operates a large-scale, integrated structure combining non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing services.

Cathy Elia is a financial advisor with OSAIC in Rochester, NY, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at Securities America Advisors and Invest Financial Corp. She is also the owner of Envision Wealth & Health, a firm providing financial and insurance services, and she assists individuals aged 65 and older with Medicare enrollment through Ahrens Benefits Co. OSAIC serves a diverse client base ranging from individual to institutional investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party solutions like Envestnet to manage portfolios across various asset classes.