Beryl Sorscher is a CFP® professional with 31 years of industry experience, currently practicing at Wells Fargo Advisors in Rochester, NY since 2022. Prior to this, Sorscher worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu and tailored recommendations developed using proprietary research and tools.

Michael Ganguzza is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the Pittsford Town environmental board in New York, which advises on local environmental issues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Ivaylo Tchoroleev is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked with M&T Securities since 1999 and joined LPL Financial in 2021. Outside of advisory work, he is involved in investment real estate as a landlord and property owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Agostino Coccia is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Merrill for five years. His earlier background includes roles in legal services and consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Jonathan Wordingham is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of experience in the industry. Outside of his advisory role, he is the owner of a real estate LLC based in Webster, NY. 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 approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a national network of advisors and branches.

David Mattia is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, Mattia serves on the Board of Directors for the Rochester Lyric Opera and participates in the maintenance and preservation efforts at the George Eastman Museum. He also serves on the Finance Committee of the Oak Hill Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a range of capital markets solutions.

Michael Argaman is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 30 years with MassMutual Life Insurance Co. and Mass Mutual Investors Services. Outside of his advisory work, he serves on the board of Metro Justice, a nonprofit focused on social justice, and is involved with the Witness for Peace Solidarity Collective as a delegation staff person organizing trips to Cuba. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering asset management and educational programs through an annual collaborative planning process.

Matthew Geherin is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at MML Investors Services since 2013 and Massachusetts Mutual Life Insurance Company since 2006. Outside of his advisory work, he is involved in local community activities as the owner of Micahmind, a church-affiliated group, and serves as a board member of Elevate Rochester, which focuses on the development of ethical culture. MML Investors Services, LLC, is a broker-dealer and SEC-registered investment adviser operating as a MassMutual subsidiary. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative annual planning engagements.

Jeremy Denny is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has held previous roles at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory work, he is the sole owner of JRDENNY LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Keith Splain is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His career includes 22 years at SII Investments, Inc., six years at American Portfolios Financial Services, Inc., and two years with OSAIC. Outside of financial advising, he is involved as a musician and band manager with The Mad Kings. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a wide range of investment products.

Gary Acker is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 designation and over 51 years of industry experience. He has been with MassMutual Life Insurance Co since 1973 and MML Investors Services, LLC since 1982. Acker serves on the board of the nonprofit organization Harbour House of Rochester, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Angella Ohara is a financial advisor at Cetera with 11 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Avantax Investment Services and Davie Kaplan, CPA, and she served on the Town of Ogden Zoning Board of Appeals from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with access to various third-party money managers and program structures.

Shane Riley is a financial advisor with LPL Financial in Webster, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Key Bank and Key Investment Services. He also operates ESL Investment Services, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering a range of discretionary and non-discretionary management options supported by research and diversified strategy portfolios.

Katherine Donegan is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes managing contracting and pet sitting businesses, as well as an in-home daycare. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and access to various advisory and brokerage solutions through third-party asset managers and program sponsors.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he held various roles including positions at 7crest Financial Partners and St. John Fisher University. Outside of financial services, his background includes experience in education and local community roles in the Rochester, NY area. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating through extensive use of LPL-sponsored and endorsed program platforms.

David Mirsky is a CFP® and PFS™ credentialed advisor with over 32 years of experience in financial planning and wealth management. He currently works at Cambridge Investment Research Advisors and has previously held roles at Mercer Global Advisors, Leigh Baldwin & CO., and operated his own firm, Mirsky Financial Management Corp. Mirsky has also served as a college professor at Rochester Institute of Technology and is active in community organizations, including trustee and board member positions at Green Tech Rochester School for Boys and Jewish Family Services of Rochester. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Thomas Mclean is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at American Portfolios Financial Services, Inc. and Securities America. Outside of his advisory work, he is involved in insurance sales and financial planning, serving as president of 21st Century Financial Services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage a variety of investment portfolios across multiple platforms.

Joseph Barone is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY. He holds Series 65 and Series 63 licenses and has been with Cambridge since 2025. Barone has prior experience at Stokes, Visca, Hucko & Barone CPA's, LLC and IP.com I, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

William Page Jr. is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. Outside of his advisory role, he serves as a committee member for the nonprofit organization Shootout for Soldiers, assisting with event sponsorship. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a blend of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Corea is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Corea is involved in independent insurance brokering and holds a business ownership role with Cadence Associates, LLC, as well as consulting through Creative Management Consultants, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.