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® professional with 32 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is involved in financial planning through his own firms, Weidner Group LLC and Weidner|Sorge Wealth Partners, and holds an insurance agent position with 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, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports various advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lucas Yankloski is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has prior experience at Axa Advisors and in academic roles at the State University of New York and Finger Lakes Community College. Yankloski also operates a sole proprietorship through which he manages administrative support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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 delivery model focused on LPL-sponsored programs and a broad set of endorsed third-party managers.

Paul Winkler is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at LPL Financial since 2010 and is also associated with ESL Investment Services, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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® with 13 years of experience in financial advising, currently with LPL Financial in Rochester, NY. He has been with LPL Financial since 2013. Outside of his advisory role, he is president and sole shareholder of Pinnacle Wealth Advisors Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement consulting, and access to various investment strategies supported by internal and third-party research.

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 Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in sophisticated planning solutions for executives and business owners. He manages the Hall Crawford Group, a team providing exclusive advisory services to a select number of families, including executives at prominent companies, partners at prestigious firms, and founders of rapidly growing ventures. David focuses on addressing the unique financial complexities his clients face, offering guidance on tax efficiency, executive compensation plans, trust and philanthropic planning, and tailored strategies for business owners. With more than fifteen years of experience in financial services, David holds the Certified Private Wealth Advisor® designation and is a graduate of Appalachian State University. He grew up in a family business environment, which informs his understanding of building and sustaining valuable enterprises. His expertise encompasses corporate executive services, education planning, executive and equity compensation, investment consulting for defined contribution plans, legacy and retirement planning, portfolio management, small business strategies, and tax minimization. David is involved in several community organizations including the Entrepreneur's Organization, where he serves as a Strategic Alliance Partner, the Parkinson Association of the Carolinas as a former Board Chair, and the YMCA Impact Committee where he was the former Chair of Corporate Engagement. He resides in Eastover, Charlotte with his wife Jill and their two sons, Parker and Connor, and he enjoys activities such as biking, cooking, golfing, hiking, interior decorating, music, running, skiing, spending time with family, and tennis.

Vladimir Boulatnikov is a Series 66-licensed advisor with LPL Financial, based in Pittsford, NY, and has 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2019. Outside of his advisory role, he is involved with Tellmorr International Translation Services, providing interpreter services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

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 financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she has been associated with M&T Bank since 1996. She is also a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from various sources.

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.