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.

Jeffrey Pierce is a financial advisor at UBS Financial Services with 38 years of industry experience. He has held roles at UBS since 2009 and previously worked at Morgan Stanley and Morgan Stanley DW Inc. Mr. Pierce holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

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.

Edward Bradford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has been associated with Raymond James since 2011 and is also the owner and president of Liftbridge Financial Group, a support company. Additionally, he serves on the advisory board for the Town of Perinton, focusing on local planning and conservation issues. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Christopher Miller is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual and MetLife Securities. Outside of his advisory work, he sells items on eBay and serves as a financial advisor for Krueger Financial Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers collaborative, annual planning engagements.

Francis Ostrom III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has held prior roles at Avantax Advisory Services and DKCB Financial Advisors, among others. Ostrom is involved in community service as a board member and audit committee member of the Rochester Rotary Charitable Trust, which supports a summer camping program for young people with disabilities. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement diverse investment strategies across various program structures and custodial relationships.

Barbara Schirmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. 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, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Allan Barasch is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 66 licenses. Outside of his work at Wells Fargo, he owns and operates 152 Associates, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, leveraging Wells Fargo research and various advisory tools.

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.

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 with LPL Financial in Rochester, NY, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. He worked 24 years at Lincoln National and Lincoln Financial Advisors before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Lauren Chacinski is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at Merrill and Convergent Wealth Advisors, LLC. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

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® professional affiliated with LPL Financial, based in Rochester, NY, with 10 years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, Citizens Bank, and Citizens Securities. 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 broad range of services including financial planning, model portfolio programs, and institutional platforms, supporting its extensive network of over 22,800 advisors.

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 with 22 years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services, Inc. for 14 years and at Equitable Advisors for one year. He is also an independent insurance agent specializing in life, disability, and long-term care insurance, and is a 50% owner of Teacheretire LLC, an LLC established to manage payroll and retirement plans for its employees. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Susan Halpern is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2011. Halpern serves on multiple nonprofit boards, including the Alzheimer's Association and Planned Parenthood of Central New York, and is actively involved with the Jewish Community Center and The Chatterbox Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, supported by proprietary research and capital market insights.

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® with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2024. He previously worked at LPL Financial and Xceed Financial from 2011 to 2024. Schwilk is also involved with ProVios Advisors, where he holds ownership and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a variety of portfolio management and model-based solutions tailored to client objectives.