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. He previously worked at Cadaret, Grant & Co., Inc. for 26 years and has been affiliated with Commonwealth Financial Group for over three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and has experience outside finance, including roles at Domino's Pizza and as an executor for his parents' estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, delivering solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Sean O'Brien is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at William J. Head, CPA, PLLC and has background in accounting and tax preparation through other roles including Roberts Accounting, CPAs, P.C. Outside of advising, he has been involved with the Cure Childhood Cancer Association. LPL Financial is a national firm serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs and services including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

John Wagner Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for M&T Securities, Inc. for 20 years before joining LPL Financial in 2021. Wagner is also an insurance agent affiliated with Alliance Advisory Group, an agency of The Guardian Life Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sean Mallory is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. Prior to his advisory role, Mallory has experience in the service and hospitality industries, including positions at a painting company, a restaurant, and a university. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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 a broker-dealer, utilizing LPL-sponsored programs and a range of endorsed third-party managed account platforms.

David Dangler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His work history includes roles at LPL Financial since 2015, M&T Securities since 2017, and Five Star Bank from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at XLI Manufacturing and Pro-Tech Manufacturing. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Atul Agarwal is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and four years of industry experience. He has a diverse background including roles with several delivery and logistics companies as well as involvement with the University of Rochester Medical and Nursing School and the Monroe County Board of Elections. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 range of sponsored programs and third-party managers to deliver advisory and brokerage solutions.

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.