Jason Duga is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at Invest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from multiple sources.

Ty Reek Sizer is a Financial Advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Enterprise Holdings, Amazon, and Chipotle Mexican Grill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Matthew Dunn is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill. In addition to his advisory role, he serves as a Company Executive Officer in the United States Marine Corps Reserve, where he develops training plans and schedules. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and a broad range of capital markets services.

Mark Stephany is a financial advisor with RBC Capital Markets in Rochester, NY, holding Series 66, Series 63, and Series 65 designations and eight years of industry experience. Before joining RBC Capital Markets in 2025, he spent ten years at First American Equipment Finance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, integrating both in-house and third-party investment managers to tailor strategies according to each client’s Advisory Risk Profile.

Ryan Schwedfeger is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is the owner of Altitude Acres LLC, an entity he created for future real estate activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of services.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Men's Health Network and has academic experience from John Fisher University. He has also managed a family-owned restaurant business for six years. 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. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Joe Elia is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals and values. He has been with Fidelity Investments since 2025. Prior to his current role, Joe worked as a Financial Advisor at 457 Plan Service Group from 2024 to 2025, and as a Financial Service Representative at the same firm from 2022 to 2024. His professional experience spans various roles in financial advising and investment consulting. Outside of his professional career, Joe enjoys family activities, fitness, golf, hiking, soccer, and traveling.

Bryan Bonisteel is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and 18 years of industry experience. His career includes roles at Cambridge Investment Research and MetLife Securities. Outside of financial advising, he serves on the VOYA Advisory Board and officiates soccer games for Rush Henrietta Travel Soccer. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning through structured, collaborative engagements using firm-approved analytical tools.

Andrew Olbrich is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and its affiliates, dating back to 1990. Olbrich is also involved as an agent with New York’s state-sponsored auto and homeowners insurance plans. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Gregory Schuler is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Commonwealth Financial Network and TIAA-CREF. He is also involved with OakWood Financial Services as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Eric Palumbo is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2011. Outside of his advisory work, he is also active as an insurance agent, selling and servicing outside carrier insurance products. MassMutual 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 offers a range of planning programs and educational seminars, structuring financial planning as annual, collaborative engagements.

Rebecca Fountain is a financial advisor with Merrill in Pittsford, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Merrill since 2003 and with Bank of America N.A. since 2014. 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. The firm offers model-based and discretionary strategies created by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Lambert is a CFP® certificant associated with LPL Financial in Rochester, NY, with four years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Northwestern Mutual. Lambert also holds a notary commission outside of his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and research from LPL Research.

Francisco Sorge is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Wells Fargo Clearing. Sorge serves as a member of the finance committee at the Genesee Valley Club and is involved in educating clients on life insurance products through his role as a broker at BGA Insurance. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs and affiliated providers.

Ahmet Terzioglu is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is also a partner in Antpmt LLC, a real estate investment business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and utilizes firm-approved tools, including modeling based on the Global Investment Committee’s return estimates.

Stephen Wilson is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. 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 provides research-driven, tailored investment solutions.

Sheldon Walker is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with LPL Financial and ESL Investment Services since 2015. His other business activities include providing non-variable insurance services such as life, disability, and long-term care insurance through ESL Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jeffrey Altomari is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2013. Outside of his primary role, he is co-trustee and 50% owner of Hudson Valley Financial Group, where he is involved in managing 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and integrating advisory services with various financial products and referral channels.

Dylan Piacelli is a financial advisor at Morgan Stanley in Rochester, NY, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also spent time at the University of Michigan in both professional and academic capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Jacqueline Vanhoy is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is a New York State Notary and is involved with Viking Valhalla Party House as special occasion and bar staff. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.