Vincent Battaglia is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2007 and has also worked at Mcdonald Investments Inc. since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and varied capital markets services.

John Mc Donald III is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through Creative Management Consultants, LLC, providing support and guidance on practice operations and marketing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Robert Levine is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has worked at LPL Financial since 2025 and has also been associated with Post Resch Tallon Group Inc. and Cadaret, Grant & Co., Inc. since 2009. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Laurelle Byrne Cody is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets.

James Muchard is a financial advisor with LPL Financial in Rochester, NY, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. He has previously worked at Securities America Advisors and Invest Financial Corporation. Outside of advising, he is involved with Muchard Financial, a tax preparation and accounting business, and teaches in the Rochester City School District. 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 broad range of financial planning and investment services, using a variety of strategies and technology tools to support its network of over 22,800 advisors and $819 billion in discretionary assets.

Susan Jenkins is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2016. Jenkins serves as an officer for the Lithuanian Heritage Society of Rochester. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Daniel Benati is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He 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 corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Kenney is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bob Johnson Toyota, Nazareth College, Rochester's Central Auto Auction, and Rush Henrietta High School. He serves as a trustee of a trust for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, using various program models and third-party asset managers, and offers ERISA fiduciary services to qualified plans.

Raya Farooque is a financial advisor at UBS Financial Services with the Series 63 and Series 66 credentials. She began her advisory career in 2026 with UBS after prior roles at JPMorgan & Chase, Vanguard, and experience in behavioral health and retail sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Kari Pestorius is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and estate planning groups.

Brian Murray is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2017 and had prior roles at Keybank and Key Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Zito is a financial advisor with LPL Financial in Rochester, NY, holding the ChFC® and Series 63 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked for Lincoln Financial Advisors for 10 years. Outside of her advisory role, she serves as a Notary Public in New York State. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, combining extensive platforms with technology tools to support advisors and their clients.

Abigail Creary is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Stifel and Constellation Brands, as well as work in education and food service. She also has experience working with Shadow Lake Golf & Restaurant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Christopher Sassone is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera in Rochester, NY. He has held roles at Cetera Wealth Services, Avantax Advisory Services, and 1ST Global Advisors, among others. Outside of his advisory work, Sassone serves on the board of the Small Business Council of Rochester, where he is also the treasurer, and is a board member of Premier Community Relations, a nonprofit focused on fundraising for charitable causes. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Cary Greenberg is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that utilize advanced modeling tools without offering individual security recommendations as part of standalone planning.

Michael Chabalik is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. He also serves on the Finance Committee of the Irondequoit Country Club, providing guidance on capital projects and financial matters. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Melisa Beauchesne-Ellis is a Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity Investments since 2019, including Vice President, Financial Consultant, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, she held positions at Paychex, Mutual of America, and Bank of America Private Bank. In her role, Melisa focuses on delivering a client-centered experience by analyzing clients' financial situations and collaborating on strategies aligned with their goals. Her approach emphasizes creating a safe space for discussion, guided by her core values of kindness, curiosity, and reliability. Outside of her professional work, Melisa enjoys biking, board games, skiing, exploring food, parenthood, and volunteering.

Barbara Benedict is a Series 66 licensed financial advisor at Merrill with nine years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Matthew Case is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TIAA-CREF for 12 years. Outside of his advisory role, he serves as a board alternate on the Honeoye Falls Conservation Board, where he advises on environmental issues and supports local events. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Joanne Alaimo is a financial advisor with Merrill based in Pittsford, NY, holding Series 63 and Series 65 designations and with 39 years of industry experience. She has worked at Merrill and Merrill Lynch PFS Inc since 1986 and has also been with Bank of America, NA since 2009. Outside of her advisory role, she is the owner of Tacoma Properties LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.