Michael Yacoub is a financial advisor with LPL Financial in Pittsford, NY, holding Series 65 and Series 63 credentials and six years of industry experience. His career includes roles at TD Private Client Wealth LLC, TD Bank N.A., and New York Life Insurance Company. Yacoub is also affiliated with ESL Investment Services LLC as an agent. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Shea is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in retail and physical therapy settings, including roles at J.Crew and Inspire Physical Therapy & Fitness. He has also been involved in student government and nonprofit organizations during his academic career. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions, serving both high-net-worth and non-high-net-worth clients.

Jamie Di Cataldo is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch since 2019, following six years at Oppenheimer & Co. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Hurley is a financial advisor with LPL Enterprise in Pittsford, NY, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Evans Bank, LPL Financial, and New York Life, among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust-related services.

Noah Stmary is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2014. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hugh Hamlin is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he chairs the investment committee and serves on the finance committee for the Landmark Society of Western New York, overseeing the organization's endowment and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and asset allocation models.

John Zicari is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Bank of America and Merrill from 2013 to 2019. Outside of his advisory work, he serves on the advisory board of the Wilmot Cancer Institute and acts as treasurer for Warrior Cards, Inc., an organization that provides gifts to pediatric cancer patients. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

Scott Davies is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Addison Precision, CGS Precision Technologies, and Nationwide Precision Products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to deliver written recommendations through collaborative annual planning engagements.

Harvey Reiner is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Cambridge Investment Research Advisors since 2021. He previously worked at LPL Financial for 13 years and has held a role at Xceed Financial Credit Union since 2008. Reiner is also involved as an independent insurance agent and runs a wealth management advisory practice in Rochester, NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation platforms and both proprietary and third-party strategies, with options ranging from discretionary to non-discretionary management tailored to client objectives.

Timothy Pease is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes 26 years at Cadaret, Grant & Co., Inc. and over three decades with Commonwealth Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research and technology tools.

Jordan Zehr is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor for his parents' estate. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses both proprietary and third-party models and managers to tailor investment solutions, including mutual funds, ETFs, and alternative investments, and offers ERISA fiduciary services to qualified plans.

Sean O'Brien is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at William J Head, CPA, PLLC and ROC Group. Outside of advisory work, O'Brien has been involved in accounting and tax preparation through Roberts Accounting, CPAs, P.C. and William J. Head, CPA, PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

John Wagner Jr. is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. He is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory support from over 22,800 investment adviser representatives.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory career, he was involved in operations at Ladder 91 Painting Co and Dibella's Old Fashioned Subs, and he also has work experience at University at Buffalo and Agatina's Restaurant. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

David Dangler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at M&T Securities and Five Star Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.

Melinda Dix is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 16 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Outside of her advisory role, she is a landlord of a two-family house in which she resides in one unit and rents out the other. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that use firm-approved tools to analyze goals and provide written recommendations.

Susan Acker is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2008 and Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Connie Gilderhus is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including American Portfolios Financial Services Inc., Mass Mutual Investors Services, and Metlife Securities Inc. Gilderhus is also involved in fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Jacob Brown is a Series 66-licensed financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he held positions at Penfield Country Club, Westside YMCA, Hegedorn's, and Rochester Institute of Technology. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services supported by a nationwide network of advisors.