Eric Rogers is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and 10 years of industry experience. He previously worked at Northwestern Mutual from 2016 to 2018 before joining his current firm in 2018. Outside of his advisory role, Rogers is also an insurance agent with Wayfinder Strategic Planning & Wealth Management LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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 ongoing financial planning, asset management, and educational seminars, typically recommending investment categories and strategies without discretionary authority.

Bryan Ray is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2020 before joining Fisher Investments in 2020. Outside of his advisory role, he serves as secretary for the Penfield Little League, where he organizes meetings and communicates with the board of directors. Fisher Investments serves a diverse global client base, including institutional and high-net-worth investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis, along with tax-aware strategies and risk management techniques.

Alicia Malcolm is a Series 66 licensed financial advisor with UBS Financial Services in Rochester, NY, where she has worked since 2012. She has 13 years of industry experience. Malcolm participates in several industry groups including the Retirement Advisor Council and the National Association of Plan Advisors Leadership Committee. She is also involved with Susan G. Komen, serving on a committee that organizes events related to breast cancer awareness. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers fiduciary financial planning.

Robert Rizzo is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Kimberly Patterson is a ChFC® and Series 66 credentialed financial advisor with 23 years of industry experience. She is currently with Morgan Stanley in Rochester, NY, having joined in 2025 after 12 years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning through a structured process and offers a wide range of advisory programs and investment services.

Benjamin Messmer is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at M&T Securities Inc., AXA Advisors, and construction firms in New York. He has reported non-investment outside employment unrelated to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing LPL Research model portfolios, third-party subadvisors, and customized strategies.

Jason Nevada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves affluent individuals and families by providing a goals-based wealth management process tailored to their unique ambitions and priorities. Jason focuses on helping clients address complex financial concerns related to retirement planning, legacy planning, tax minimization, individual and corporate investment strategies, and small business strategies. Jason began his career with Merrill Lynch in 2010, initially working with the Management Team and operations for over four years before transitioning to a financial advisor role with the HF Team. He holds a Bachelor's Degree from Saint John Fisher College, where he was a member of the baseball team throughout his undergraduate studies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Rochester, NY, Jason participates in competitive softball and golf, and values spending time with his family. He is also a past member of the Board of Directors at Monroe County Baseball Region, where he contributed to providing a competitive and safe environment for serious baseball players.

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.

Rudy Diedreck is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as president of the BNI Greece A Team in Rochester, NY, managing weekly meetings focused on business development for salespeople and small business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

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.

Michael Torregrossa is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC®, Series 63, and Series 66 designations with nine years of industry experience. His career includes roles at ESL Investment Services, Edward Jones, and J.P. Morgan Chase Bank. 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 and investment management services through a large network of advisors, utilizing various strategies including model portfolios, third-party subadvisors, and customized allocations.

Jason Alexander is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He leverages the depth and global reach of Merrill to create a highly personalized wealth management experience. Jason's primary focus is assisting families in achieving their financial goals in a systematic way through a wealth management process that aligns individual needs, goals, and desires with personalized financial strategies and professional portfolio management. He holds several 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). Jason earned a bachelor's degree from Cedarville University. In 2013, Merrill Lynch Executive Leadership honored him with the David Brady Award in recognition of his exceptional commitment to clients, the firm, and his community. Jason is involved with Kingdom Advisors and volunteers with Graceroad Church's teaching team in the children's ministry. He lives in Webster, NY, with his wife Sara and 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.