Gerald Mc Cue is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he manages portfolios for high-net-worth individuals across the United States. Since joining the firm in 1992, he has attained the position of Senior Vice President and Senior Financial Advisor. Gerald is a qualified Portfolio Manager who provides traditional financial advice as well as personalized discretionary investment strategies that may include individual stocks and bonds, firm model portfolios, and third-party investment options. Gerald began his career in 1979 as a financial analyst at UNISYS and advanced to plant controller at one of their manufacturing facilities in Rochester, New York. He holds a Bachelor’s degree from the State University of New York at Potsdam and an MBA in Finance from the Rochester Institute of Technology. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In 1998, Gerald founded the McCue Memorial Foundation, a nonprofit organization that awards four-year tuition scholarships to qualified students attending the State University of New York. He has served on the board of directors for the Seneca Waterways Council of the Boy Scouts of America and as past chairman of the dean’s executive council for the Saunders College of Business at the Rochester Institute of Technology. Gerald resides in Rochester, New York with his wife, Diane. His personal interests include golfing, running, tennis, and woodworking.

Justin Myers is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining Ameriprise. Myers also owns and manages an advisory business, Myers LLC, in Lima, NY. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rylan Searley is a financial advisor at J.P. Morgan Securities with Series 66 registration and less than one year of industry experience. His background includes roles at JPMorgan Chase Bank, the University of Rochester, and RBC Wealth Management, along with various other positions outside the financial sector. 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 an ESG eligibility framework to inform its recommendations.

Nicholas Piehler is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has been associated with several firms, including Avantax and Davie Kaplan Wealth Care Advisors. Outside of his advisory role, he is a shareholder of Davie Kaplan CPA, P.C., providing accounting and tax services, and serves in finance committee roles for nonprofit organizations such as the Catholic Newman Community at the University of Rochester and Nativity Preparatory Academy of Rochester. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and a multi-manager investment platform with access to both affiliated and third-party managers.

Leo Iacobelli is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with LPL Financial since 1999 and holds executive roles at ESL Investment Services, LLC as President and COO, and serves as SVP and Director of Wealth Management at ESL Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Kazacos Jr. is a CFP® with 29 years of industry experience, currently affiliated with Stifel since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2012 to 2022. Outside of his advisory role, he is involved in owning a rental property in Victor, NY. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Sandy Aristy is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, Sandy worked at Bank of America, N.A. and Equitable Advisors, LLC. Outside of finance, Sandy works as a delivery driver for GG's Pizza in Rochester, NY. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Miller is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and bringing 20 years of industry experience. He has worked with firms including Avantax Advisory Services and 1st Global Advisors and is a member and referring advisor at Davie Kaplan Wealth Care Advisors, where he has been active since 2006. Miller serves as treasurer and board member of the Rochester Rotary Charitable Trusts, a local nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to various program structures and third-party managers.

Jamie Bailey is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Karen Andrushko is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where she has contributed over 40 years of experience. Throughout her career, Karen has served both institutional and retail clients, initially focusing on fixed income trading before expanding her expertise to include equities, closed-end funds, and annuities. She adopts a holistic approach to wealth management, leveraging internal specialists from Merrill Lynch and Bank of America to address retirement planning, loans, trust matters, and home financing. Her work is grounded in building trust and aligning clients' financial goals with tailored portfolio strategies. Karen holds a Bachelor's Degree from Saint John Fisher College and maintains the Professional Investment Advisor (PIA) designation. She is also registered with NMLS ID 579515. Beyond her professional responsibilities, Karen participates in community activities, volunteering with organizations such as the Pluta Cancer Center, Veterans Outreach Program, and Willow Domestic Violence Center.

Thomas Strutt is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a coach for the GU11 soccer team at FC Dynamo in Brighton, New York. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various financial planning and investment strategies.

Jacob Barragato is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and four years of industry experience. He previously worked at Cudlipp Financial Services, Inc. and Fairport Federal Credit Union. Based in Rochester, NY, he has been with Ameriprise since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chhavi Goel Parker is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and employs a structured financial planning process supported by firm-approved tools and methodologies.

Matthew Matteson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team oversee the financial affairs of a select group of high net worth families, business owners, professionals, and corporate executives in the Rochester community and nationwide. He focuses on putting clients first by emphasizing intellectual rigor, a disciplined process, and in-depth customization to address what matters most in their lives. Matthew specializes in areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, and retirement income. Starting his career in financial services in 1994, Matthew joined Bank of America in 2011 as a wealth management banker and later moved to Eidlin-Kilmer & Associates in 2014, where he contributes to operational efficiency and client experience enhancements. He serves as the primary contact for retirement plan participants, assisting them with goal setting, retirement planning, and reviewing assets held outside of their plans. Matthew holds a high school diploma from Greece Athena High School and an associate degree in liberal arts from Monroe Community College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Victor with his wife and two sons, Matthew has been active in his local community, serving for 12 years with the Victor Volunteer Fire Department and currently holding a position as one of its Fire Commissioners. He is also a member of the Victor Conservation Board. Outside of work and community service, Matthew enjoys adventure sports, biking, football, hiking, music, running, traveling, watching movies, and spending time with his family.

Rosemary Gebhardt is a Series 66 licensed financial advisor at Stifel with 21 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she is a New York State Notary. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group to support its planning and allocation guidance.

Michael Weidner is a CFP® professional with 32 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is involved in financial planning through his own firms, Weidner Group LLC and Weidner|Sorge Wealth Partners, and holds an insurance agent position with BGA Insurance. 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 analytical tools and supports various advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lucas Yankloski is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has prior experience at Axa Advisors and in academic roles at the State University of New York and Finger Lakes Community College. Yankloski also operates a sole proprietorship through which he manages administrative support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model focused on LPL-sponsored programs and a broad set of endorsed third-party managers.

Paul Winkler is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at LPL Financial since 2010 and is also associated with ESL Investment Services, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

John Casey is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work includes roles at M&T Bank and Empire Valuation Consultants. 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 recommendations.

Carol Ramsdell is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked within various segments of Wells Fargo since 2009. Outside of her advisory role, Ramsdell operates her own investment-related business and holds a minority interest in another wealth management firm; she is also a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.