Alyssa Cruz is a financial advisor at OSAIC Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked as an executive assistant at Financial Freedom Group. Outside of finance, Alyssa is active as a freelance content creator on Instagram and TikTok. OSAIC Wealth serves a diverse client base including retail and institutional investors and offers a multi-advisor platform with brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Samantha Cotter is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Ciminelli Jr Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Bowlero Corporation from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Francis Wacenske is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor solutions to clients.

Joseph Lester is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in real estate and hotel management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Christina Battista is a financial advisor at Merrill with seven years of industry experience. She has held roles at AVI FoodSystems, Faculty Student Association Centre Pointe, SUNY Fredonia, and Old Navy prior to joining Merrill in 2018. She holds a Series 66 designation and is based in Pittsford, NY. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Marulli is a Series 66-credentialed financial advisor with Morgan Stanley in Rochester, NY, and has 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Michael Booth is a Series 66-licensed financial advisor with Edward Jones in Rochester, NY, where he has worked since 2016. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Corey Burke is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at the Hurricane Junior Golf Tour and several other organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas such as retirement, education, and niche planning needs. The firm uses proprietary research and tools to develop customized recommendations delivered through meetings and detailed client summaries.

Edward Denning is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors Corp. for 22 years. In addition to his advisory role, he sells and services accident/health insurance, traditional life insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and allows for discretionary and advisor-managed strategies.

Sandra Kobel is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. Her prior roles include positions at NEXT Financial Group, Wall Street Financial Group, Inc., and 1st Global Advisors Inc. She is also involved in Kobel Consulting, which focuses on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and a broad network of over 22,800 advisors.

Tyler Felder is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his current role, his work experience includes positions outside the financial industry, such as roles at LA Fitness and University of Rochester. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs while providing fiduciary services to qualified plans.

Troy Nelson is a financial advisor with Merrill in Rochester, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, J.W. Cole Advisors, Montage Wealth Management, and Enterprise Holdings. Outside of advising, he is involved with Aurora Brewing and The Athletic Campus. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Andrew Comins is a ChFC® credentialed financial advisor with 47 years of industry experience. He currently works at OSAIC and was previously with Lincoln Financial Advisors Corporation for 27 years. He is also licensed to sell term, non-variable life, and long-term care insurance through a local Rochester brokerage. OSAIC serves a diverse client base, including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform with a model-based investment process emphasizing asset allocation and portfolio optimization.

Nicole Looman is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she also serves as power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Georgiann Collins is a financial advisor with Morgan Stanley in Rochester, NY, holding Series 63, 65, and 66 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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, managing approximately $2.74 trillion in client assets, and employs structured planning tools as part of its approach.

Kevin Roe is a CFP® certificant and holds Series 66 and Series 63 licenses. He has 13 years of industry experience and is currently affiliated with UBS Financial Services, where he has worked since 2015 including his current tenure from 2023 onward. Prior to this, he spent three years at Facet Wealth. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kristen Gawron is a Series 66-licensed financial advisor with LPL Enterprise, bringing five years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Her outside activities include involvement in non-variable insurance through a Prudential-sponsored agency. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, insurance products, and affiliated trust and lending services.

Michelle Prok is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1998. Prok operates a registered DBA, Cornerstone Advisory Group, as part of her business activities. 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, portfolio management, and institutional services, employing technology and model portfolios to support its advisory representatives.

Angelo Costanza II is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has previously worked at The Pitti Group Wealth Management, Wells Fargo Advisors, and American Portfolios Financial Services. Costanza also manages business relations for Munn Financial Group, Inc. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational and research tools.