Guy Guarrera is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Securities America Advisors and Securities America, Inc. for eight years and owns Estate & Financial Planning Associates, where he also consults on Medicaid and trust issues. Guarrera serves as power of attorney for elderly family members, handling their banking and investment affairs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, utilizing third-party managers and proprietary strategies.

Christopher Andolina is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Bank of the Lake and various non-financial positions, including involvement with the Pittsford Fire Department. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Todd Everts is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Vivacity Management and seasonal positions at Bristol Mountain Ski Resort and Harris Seeds. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of third-party advisory models and programs, including the SAM program and LPL-sponsored platforms, to deliver investment solutions.

Andrew Van Houten is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Door Dash as an independent contractor and held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he continues to work occasionally as a delivery driver for Door Dash. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves assessing client information and risk tolerance, utilizing third-party advisory models and portfolios, and offering a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models and third-party managers to deliver tailored investment solutions.

Joseph Kapfer is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has held roles at Nazareth University, C&M Forwarding, and Rochester Wealth Management prior to his current position. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Alexander Mapstone is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. His prior roles include positions at Rush Gravel and academic institutions such as St. Lawrence University and Hobart College. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Daniel Hayes is a financial advisor with Ameriprise in Pittsford, NY, holding a Series 63 designation and over 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hayes is involved in business management through several limited liability companies. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and the use of algorithmic tools.

Andrew Toomey is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, his background includes roles at the Office of Child and Family Services, Rehab Support Services, Wal-Mart, and Price Chopper. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Alexander Goorman is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Rochester, NY. His prior work includes roles at Eastern Managed Print Network and Virginia Tech. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and proprietary programs.

William Abbott is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Post Resch Tallon Group, Inc. and Cadaret, Grant & Co., Inc. He also operates Abbott Financial and works outside the industry as a salesperson in the golf department at Dick's Sporting Goods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Ryan Kozarits is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2020 and has prior experience in lawn and landscape businesses and part-time roles during his education at the University at Buffalo. 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 various advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad network of investment adviser representatives.

Emma Bouchard is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked at isolved and Paychex, and she has a background in higher education from John Carroll University. Outside of her advisory role, she works part-time as a cashier at Red Bird Market, a grocery store in Fairport, NY. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with banking and other financial products through a large network of advisors.

Aaron Brown is a financial advisor with Cetera in Pittsford, NY, holding a Series 63 designation and bringing 10 years of industry experience. He has worked previously with ESL Investment Services, LPL Financial, and ESL Federal Credit Union. In addition to his advisory role, he serves as a relationship manager at Canandaigua National Bank & Trust, focusing on planning and client relationship development. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers diverse investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures and custodial platforms.

Michael Lopes is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms, including Axa Advisors and Bradfords, and is a member of the Rochester Chamber of Commerce. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized investment solutions.

Dylan Stoller is a financial advisor with Equitable Advisors, holding a Series 66 license and one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and a teaching tenure at St. John Fisher University. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing third-party program sponsors and affiliated asset managers for diversified investment solutions.

Michaela Covert is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Rover, Niagara University, and Wegmans. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with a network of Investment Adviser Representatives and uses both proprietary and third-party advisory solutions tailored to client risk tolerance and investment goals.

Vincent Calcagno is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 designations and seven years of industry experience. His prior experience includes working at Axa Advisors, LLC, and a four-year period at St. John Fisher College. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Martin Piva is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Axa Advisors and the Ibero American Action League, Inc. He has experience outside finance in remodeling and HVAC. Equitable Advisors serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Kristine Long is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2014, including through its prior iterations as AxA Advisors and Axa Equitable. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs using a variety of third-party and proprietary investment solutions.