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.

Russell Corona is a CFP® with 14 years of experience in the financial services industry. He currently serves at Cetera and has prior experience at TIAA and M&T Securities. Outside of his advisory role, he is involved with youth football as an equipment manager, board member, and coach for the Ogden Bears Football program. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a wide range of portfolio management and financial planning services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers multiple investment program options including model portfolios, third-party managers, and bespoke strategies across various custodial and discretionary structures.

Matthew Mariano is a financial advisor at UBS Financial Services in Rochester, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Mariano serves on the board of the Italian American Community Center, a cultural and educational nonprofit in Rochester. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of investment products and proprietary research to support tailored client strategies.

Thomas Thaney is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques without delivering individual security recommendations as part of standalone plans.

Benjamin Chatham is a financial advisor with Edward Jones in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, his work experience includes roles at Mad City Windows and Baths, Cache Part Supply, and Isaksen Solar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jeffrey Pierce is a financial advisor at UBS Financial Services in Rochester, NY, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies.

Cole Weichman is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation. He has less than one year of industry experience and previously worked in manufacturing roles at Pro-Tech Mfg. and XLI Mfg. 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 through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party investment programs, focusing on customized client solutions and a range of asset classes including mutual funds, ETFs, and alternative investments.

Atul Agarwal is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 designations and four years of industry experience. Prior to his current role, he has worked in various positions including with delivery and rideshare companies such as Spark Delivery, Grub Hub, Instacart, DoorDash, and Uber, as well as with the University of Rochester Medical and Nursing School. Equitable Advisors serves individual clients across wealth segments, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and partnerships with third-party asset managers and advisory programs.