Daniel Rundberg is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He previously worked at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Sadwick is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Securities America Advisors, Inc., Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, an LLC through which he operates as a financial advisor. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of advisory services delivered through a multi-advisor platform.

Barry Sullivan is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he is the owner and trustee of Sullivan & Associates Wealth Management, LLC, a firm he has maintained since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria, using proprietary research and planning tools to develop customized recommendations.

Tricia Zanon is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and RBC Capital Markets. Raymond James & Associates is a large firm overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and a variety of portfolio management options.

Jackson Colucci is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at BankOnBuffalo, West Herr, Alliance Door and Hardware Inc., and Wegmans Food Markets. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Christopher O'Dell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with families to define their financial goals and develop comprehensive plans tailored to their specific needs. His approach emphasizes financial planning as an ongoing process aimed at making sensible decisions through each stage of life to work toward financial freedom. Christopher has extensive experience in the financial services industry, having held various advisory roles since 2009. Prior to his current role, he served as a Financial Advisor at Ameriprise Financial Services Inc. from 2014 to 2019, a Financial Consultant at Allstate Financial Services Inc. from 2012 to 2014, a Financial Advisor at Merrill Lynch from 2010 to 2012, and a Planning Assistant at Ameriprise Financial from 2009 to 2010. Outside of his professional work, Christopher enjoys cooking and baking, participating in family activities, playing golf, riding motorcycles, and practicing yoga.

Trevor Lacz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at ESL Investment Services, ESL Federal Credit Union, and Pittsford Federal Credit Union. Outside of finance, he has experience with Jazz at Lincoln Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, access to model portfolios and third-party asset managers, and institutional platforms such as the Bank Wealth Program.

Markus Strauss is a financial advisor with Thrivent Investment Management in Ontario, NY, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Thrivent and its affiliated entity Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.

Jarrid Rockwood is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, LLC, Rapid Response Monitoring, and United Parcel Service. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and wrap programs.

Patrick Kelly is a financial advisor at UBS Financial Services with 13 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill Lynch. Kelly holds the Series 66 designation. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Ioos is a financial advisor with J.P. Morgan Securities in Rochester, NY, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles within J.P. Morgan entities since 2019 and a period at the State University of New York College at Oneonta. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG considerations.

Brian Blaustein is a financial advisor with OSAIC in Rochester, NY, holding a Series 63 designation and bringing 28 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities America, Inc. Blaustein is involved in fixed insurance product sales and marketing through BlueMark Advisors, which partners strategically with the Greater Rochester Chamber of Commerce to offer insurance reviews to its members. OSAIC serves a diverse client base, including retail and institutional investors, with a multi-advisor platform that provides brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization and supports various investment strategies, serving individual investors, retirement plans, charities, and corporate clients.

Thomas Ferraro Jr. is a financial advisor with Cetera and holds a Series 63 designation. He has 34 years of industry experience, including long tenures with Avantax Insurance Agency and related firms. Outside of his advisory work, he is a certified public accountant operating his own tax preparation and accounting practice and is a self-employed musician. He also serves as treasurer in waiting for the Gates Historical Society, a local nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Adam Ambielli is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Northwestern Mutual and Securities America. Outside of advisory work, he is involved in insurance sales on an as-needed basis. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

John Fazio is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Noah McDonald is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aligned with their personal goals. He engages with clients to review their progress and identify strategies that reflect their priorities and concerns. Noah has held various roles in the financial services industry, including Private Client Relationship Manager at Citizens Bank from 2024 to 2025, Associate Advisor at Northwestern Mutual from 2022 to 2024, and Financial Representative at Northwestern Mutual from 2021 to 2022. Outside of his professional work, Noah has interests in food, skiing, theater, traveling, and volunteering.

Mathew Hill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Antonio Barcelo is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior roles include positions at Key Investment Services LLC and MassMutual Life Insurance Co. before joining Mass Mutual Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and employs firm-approved software to deliver written financial recommendations within annual, collaborative planning engagements.

Denise Chapman is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models and offers a broad range of investment and financial solutions.

Michael Deer is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 26 years of industry experience, including prior roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved with Deer & Yunker Financial Partners, assisting clients with life settlements and insurance brokerage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and provides specialized services such as divorce and estate-settlement planning.