Chhavi Goel Parker is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outlook models as part of its advisory process.

Matthew Matteson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team oversee the financial affairs of a select group of high net worth families, business owners, professionals, and corporate executives in the Rochester community and nationwide. He focuses on putting clients first by emphasizing intellectual rigor, a disciplined process, and in-depth customization to address what matters most in their lives. Matthew specializes in areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, and retirement income. Starting his career in financial services in 1994, Matthew joined Bank of America in 2011 as a wealth management banker and later moved to Eidlin-Kilmer & Associates in 2014, where he contributes to operational efficiency and client experience enhancements. He serves as the primary contact for retirement plan participants, assisting them with goal setting, retirement planning, and reviewing assets held outside of their plans. Matthew holds a high school diploma from Greece Athena High School and an associate degree in liberal arts from Monroe Community College. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Victor with his wife and two sons, Matthew has been active in his local community, serving for 12 years with the Victor Volunteer Fire Department and currently holding a position as one of its Fire Commissioners. He is also a member of the Victor Conservation Board. Outside of work and community service, Matthew enjoys adventure sports, biking, football, hiking, music, running, traveling, watching movies, and spending time with his family.

Rosemary Gebhardt is a Series 66 licensed financial advisor at Stifel with 21 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she is a New York State Notary. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group to support its planning and allocation guidance.

Michael Weidner is a CFP® with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Wells Fargo Advisors LLC and Merrill. He is involved in several business activities including ownership of Weidner Group LLC and Weidner|Sorge Wealth Partners, where he provides financial planning and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and supports a wide advisor network with specialized offerings such as municipal advisory and SIMPLE IRA employer consulting programs.

Lucas Yankloski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and having seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Llc, and held positions at the State University of New York and Finger Lakes Community College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with offerings that encompass mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Paul Winkler is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with LPL Financial since 2010 and is also involved with ESL Investment Services. 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 advisory services including financial planning and access to model portfolios, supported by a large network of advisors and extensive operational resources.

John Casey is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work includes roles at M&T Bank and Empire Valuation Consultants. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Carol Ramsdell is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked within various segments of Wells Fargo since 2009. Outside of her advisory role, Ramsdell operates her own investment-related business and holds a minority interest in another wealth management firm; she is also a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Matthew Prok is a CFP® professional affiliated with LPL Financial in Rochester, NY, with 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with KAFL Insurance Resources, an independent insurance brokerage that places life insurance, long-term care, and fixed annuity products. 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 financial planning and investment management services through a large network of advisers and incorporates various advisory models and institutional platforms.

Sarah Fuller is a Certified Financial Planner® with 37 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and its affiliated entities, having joined in 2026 after prior roles at firms including American Portfolios Financial Services and Angleo Planning Group. Outside of advisory work, she spends a small portion of her time on 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, corporations, and institutional investors. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

David Hall is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and 2022, respectively. Prior to his financial advisory roles, he held positions in education and hospitality, including at St. Mary's High School and Hilton Garden Inn. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and monitoring through multiple investment program strategies and leverages deep integration with Bank of America affiliates for a broad spectrum of financial services.

Vladimir Boulatnikov is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services and Merrill. Outside of his advisory role, he is involved in an international translation services business. 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 financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational tools.

Peter Park is a Series 66 licensed advisor with 23 years of industry experience, currently with Cetera in Rochester, NY. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he serves as a trustee for his parents' trust and is involved with LifeQuest Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of over 10,000 advisors.

Zachary Wagner is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. He has been with Mass Mutual Investors Services since 2022 and also has experience with MassMutual Life Insurance Co starting in 2021. Prior to his financial services career, he worked in the painting industry and as a high school employee. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning relationships.

Scott Zakalik is a financial advisor with Osaic Wealth, Inc. based in Fairport, NY, holding a Series 66 designation and 23 years of industry experience. He previously worked at FSC Securities Corporation for 19 years and has operated his own CPA firm since 2005. Outside of his advisory role, he serves as a treasurer and board member of a local condominium association and participates on finance committees for both a country club and a synagogue. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as risk-tolerance questionnaires and automated rebalancing to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Allen Vitale is a financial advisor with Raymond James Financial in Rochester, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network and Ameriprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.

Christopher Leone serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2000, he has worked with a wide range of clients, including dentists, physicians, business owners, and families, providing wealth management services tailored to their financial goals. His expertise encompasses trust, estate, and long-term planning, as well as specialized areas such as divorce transition planning, family wealth management strategies, retirement income, tax minimization, and services for defined benefit plans and non-profits. With a career in financial services beginning in 1998, Christopher is a founding member of the GL Group, a wealth management group based in Rochester, NY. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Christopher earned a bachelor's degree in Finance from SUNY Brockport, where he also serves on the Business Advisory Council. Outside of his professional activities, Christopher is engaged with his community through ongoing involvement with SUNY Brockport, St. Joseph’s in Penfield, and McQuaid Jesuit High School, where his two sons attend. He resides in Penfield, NY, with his wife and children, and his personal interests include boating, golfing, skiing, soccer, and traveling.

Susan Nieznanski is a CFP®-designated financial advisor with LPL Financial, bringing 25 years of experience in the industry. She has worked at M&T Bank since 1996 and has been with LPL Financial since 2021. In addition to her advisory work, she is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary research and third-party strategies, and supports a large network of advisors across diverse platforms.

Jason Duga is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining LPL Financial in 2018, he spent 11 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies.

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.