Kaitlin Patt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in education and community services within the Rochester, NY area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Peter Bishop is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a member of the Screen Actors Guild and works as a Natural Health Consultant, operating through his firm, Extraordinary Gentleman LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including advisory, custody, underwriting, and capital markets options.

Susan Dezio is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and nine years of industry experience. She previously worked at Morgan Stanley for ten years before joining UBS in 2025. Outside of her advisory role, she serves on the board of directors and as the financial secretary for the St John Fisher Columbiettes Auxiliary, a charity organization focused on fundraising and community service. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, capital markets services, and affiliated banking programs.

Geoffrey Glanville is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010, totaling 16 years of industry experience. He serves as an adjunct professor at the American College of Financial Services, teaching retirement and investment courses within the CFP, ChFC, and RICP programs. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Igor Yurovskiy is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Hough is a financial advisor at Edward Jones in Rochester, NY, holding Series 63 and Series 65 credentials with nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, UBS Financial Services, Russell Tobin & Associates, Ameriprise Financial Services, and Hennion & Walsh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Michael Katz is a Senior Financial Advisor at Merrill Lynch Wealth Management in Pittsford, NY. He leads the Katz Team, which has over 30 years of combined experience, specializing in financial strategies and investment management for high-net-worth individuals and families. The team serves a diverse client base, including professional athletes, entertainers, small business owners, doctors, engineers, entrepreneurs, and attorneys, with clients located in Rochester, NY, and 30 states across the country. With more than 10 years of experience in financial services, customer service, leadership, and small business coaching, Michael brings a comprehensive approach to wealth management. He previously worked as a mortgage loan originator specializing in residential refinances and held a dual role as an advisor within a Bank of America Financial Center. Michael helps clients connect all aspects of their financial lives to strategies designed to improve or simplify their situations, ensuring they take full advantage of Merrill's wealth management and investment tools. Michael holds a Bachelor's Degree from Arizona State University and holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His personal interests include camping, fishing, football, golfing, ice hockey, music, and traveling.

Barbara Fraser is a CFP® professional with 27 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Robert Mojsej is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at INVEST Financial Corporation and ongoing engagements with Salmin, Celona, Wehrle & Flaherty, LLP, and Cochran, Cochran & Yale. He is also a partner at Welker Mojsej & Delvecchio CPAs, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad selection of advisory programs and financial planning services, employing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jacqueline Centauro is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2011 and also holds partial ownership stakes in several property LLCs in the Rochester, NY area, though she has no management responsibilities in those entities. 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.

Holly Hare is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and Bank of America, N.A. since 2018, following five years at Staples Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel La Crosse is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience at Howe & Rusling Wealth Management, LVW Advisors LLC, and Manning & Napier, Inc. Outside of his advisory role, he serves as a lacrosse referee for the Genesse Valley Lacrosse Officials Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Christian Sparacino is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Securities America Advisors and INVEST Financial Corp. Outside of advisory work, he is a partner in an LLC that holds raw land for recreational use jointly with family members. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, pension, corporate, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes and investment vehicles.

Arshia Zarei is a financial advisor with J.P. Morgan Securities in Pittsford, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at TD Ameritrade, AXA Advisors, and Key Bank prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2020. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products, including security-based swaps and futures, through its affiliation with the broader J.P. Morgan organization.

Trevor Smith is a financial advisor at OSAIC with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining OSAIC, he worked at Cambridge Investment Research and RFG Advisory, LLC. Outside of advisory work, he is the owner of TD Smith Tax LLC, a tax preparation service. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses various asset-allocation tools and supports multiple advisory platforms, including access to third-party money managers and unified managed accounts.

Eric Cook is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013 and City National Bank since 2016. Outside of his advisory role, Mr. Cook serves on the boards of Saint's Place, a charity for refugee families, and Writer's & Books, a literary center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.

Michael Tornatore II is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC and Paychex Inc. Tornatore serves on the board of the Greece Regional Chamber of Commerce and is an active member of several local business organizations. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, partnering with LPL and multiple third-party asset managers to deliver tailored advisory and brokerage services.

Joshua Tomko is a CFP® professional with 11 years of experience in the financial services industry. He has been with UBS Financial Services since 2014. Based in Rochester, NY, he holds the Series 66 license. UBS Financial Services Inc. provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products including fee-based financial planning, portfolio management, and access to proprietary research.

Philip Welch is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee of his mother's trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Maureen Pilato is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at High Probability Advisors, LLC, Leigh Baldwin & CO., LLC, and High Falls Advisors. She serves on the board of the YWCA of Rochester and Monroe County, where she is Treasurer and a member of the investment committee. 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 and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.