Shreyansh Gangwar is a financial advisor at Ameriprise with Series 66 registration and less than one year of industry experience. His background includes roles at Leaf Group of NY and academic positions at Simon Business School, University of Rochester, and Bennett University. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

Donald Lennox is a financial advisor at Wells Fargo Advisors in Rochester, NY, holding the Series 66 designation with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked for Summit Services Unlimited Inc. for ten years. He is also a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and other complex client needs.

Alexander Pohlson is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he held various roles including associate financial advisor at Mark Palazzolo LLC and positions at Binghamton University and other local businesses. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with oversight to generate recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joseph Hurlimann is a financial advisor at LPL Financial with 27 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Lincoln National and Lincoln Financial Advisors for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

Lauren Chacinski is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques in its planning process.

Jason Mincer is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera since 2019. His prior roles include positions at Foresters Advisory Services LLC and community organizations such as the Jewish Community Center and Blackfriars Theatre. He is a 15% owner of Ammerly Advisors, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that combines affiliated and third-party strategies, supporting both discretionary and non-discretionary account management.

Brian Masker is a CFP®-designated financial advisor with LPL Financial, based in Rochester, NY, and has 10 years of industry experience. His prior experience includes roles at ESL Investment Services, LLC, ESL Federal Credit Union, Citizens Bank, and Citizens Securities, Inc. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning and various advisory programs utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

Lisa Goode Cyrkin is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC, Commonwealth Financial Network, and Oakwood Financial Services. Outside of her advisory work, she owns and operates Growing Wilde Flower Farm, a sole proprietorship focused on growing and selling flowers and related products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary capital market research and model-based asset allocations to tailor financial plans, combining institutional trading capabilities with wealth management services.

Suzanne Kane is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Brian Provost is a financial advisor with OSAIC in Rochester, NY, holding Series 65 and Series 66 licenses and 22 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 14 years before joining OSAIC in 2024. Outside of advising, he is an independent insurance agent specializing in life, disability, and long-term care insurance and is a co-owner of an LLC that manages payroll and retirement plans for employees. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party managed-account solutions.

Susan Halpern is a Series 66 licensed financial advisor with UBS Financial Services in Rochester, NY, where she has worked since 2011. She has 25 years of industry experience. Halpern serves on the boards of several nonprofit organizations, including the Alzheimer's Association and The Chatterbox Club, and advises the Planned Parenthood of Central New York and the Jewish Community Center on financial matters. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers a range of services, including fee-based financial planning, portfolio management, and capital markets solutions.

Rocco Pietropaolo Jr. is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the board of directors for the Canandaigua Emergency Squad, overseeing organizational matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Eric Schwilk is a CFP® professional with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at LPL Financial and Xceed Financial, where he worked for 13 years. Schwilk is also the owner of ProVios Advisors, an independent advisory and insurance business based in Pittsford, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals employing a variety of strategies and platform arrangements.

Michael Campbell is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Robert Lukasik is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials. He has two years of industry experience and previously worked at SagePoint Financial, Inc. and operates as a sole proprietor insurance broker with Genesis Insurance, where he assists clients with Medicare, health, and life insurance policies. Additionally, he has long-term experience working in the transportation industry. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm provides diversified portfolio construction using firm tools and supports both discretionary and non-discretionary management, while maintaining a complex corporate structure with various commercial and regulatory considerations.

Christopher Ginther is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 license and has worked at LPL Financial since 2019, following a decade at Ameriprise Financial Services, Inc. Ginther is also involved with Cavalier and Assoc LLC and Specific Solutions, where he provides services related to non-variable insurance on a part-time basis. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alex Casale is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2019. Prior to that, he worked at Foresters Financial Services and was involved with SUNY College of Brockport. Casale serves as a member of the Finance Committee and Treasurer for Highland Park Conservancy. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Patrick Reynolds is a financial advisor with Morgan Stanley in Rochester, NY, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at LenelS2 and Rochester Institute of Technology. Outside of his advisory role, he serves on the board and finance committee of Shift2 and Lifespan, both civic and community organizations, and works as a shopper for Instacart. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutions, combining tailored financial planning with investment management supported by firm-approved tools and models.

Andrew Ness is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various positions in the financial services industry, including Wealth Management Advisor at TIAA from 2017 to 2020, Vice President and Financial Solutions Advisor at Merrill Lynch from 2012 to 2017, and Financial Advisor at AXA Advisors from 2010 to 2012. Throughout his career, Andrew has focused on building customized financial plans tailored to meet the unique needs of his clients. He emphasizes a collaborative approach and prioritizes developing strong relationships based on trust, reliability, and competency. Outside of his professional work, Andrew enjoys engaging in family activities and participating in fitness-related pursuits such as golf, hiking, skiing, and tennis.

Kay Pfleghardt is a CFP®-certified financial advisor with 11 years of industry experience, currently associated with Raymond James Financial. Prior to joining Raymond James in 2025, Kay worked at Commonwealth Financial Network and Lincoln Financial Advisors. Kay serves on the advisory board of Alfred State College’s Department of Financial Planning, where she contributes to curriculum review and enrollment strategies. 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 using analytical tools, supports wrap-fee advisory programs, and maintains specialized offerings such as municipal advising and SIMPLE IRA Employer Advisory services.