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 financial advisor with Raymond James & Associates in Rochester, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, he was employed at Penfield Country Club, Westside YMCA, and Hegedorn's, and also spent time at Rochester Institute of Technology. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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 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 with Ameriprise in Rochester, NY, holding a Series 66 designation and having one year of industry experience. His prior work includes a position at Ascent Capital and various roles during his academic tenure at Binghamton University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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 with Cetera in Fairport, NY, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His background includes roles at Foresters Advisory Services and Foresters Financial Services, as well as community involvement with the Jewish Community Center and Blackfriars Theatre. He is also a 15% owner of Ammerly Advisors, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring a variety of portfolio management and financial planning services, with more than 10,000 advisors managing over $256 billion in assets.

Brian Masker is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. His prior roles include positions at ESL Investment Services, LLC, ESL Federal Credit Union, and Citizens Bank. 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 both proprietary and third-party strategies across discretionary and non-discretionary accounts.