Jefferson Webster is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MetLife Securities. Webster also manages an insurance brokerage specializing in life, health, and group insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools to support collaborative client relationships.

Patrick Case is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2026, he spent ten years at Northwestern Mutual in various roles, including wealth management, investment services, and life insurance. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products including insurance.

Sandy Romeo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. In addition to his advisory role, he is involved in several related business activities, including non-variable insurance and partnership interests outside the core advisory business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support its investment strategies.

Chris Collins is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010, progressing through several roles including Investment Representative, Account Executive, and Vice President. Prior to joining Fidelity, he was a Financial Advisor at Waddell & Reed from 2006 to 2008. In his current role, Chris helps investors create comprehensive financial plans tailored to their goals and circumstances. His approach involves thorough analysis, clear communication, and ongoing support to identify opportunities and provide customized recommendations. Outside of his professional work, Chris enjoys baseball, boating, cooking and baking, football, and traveling.

Nicholas Da Bella is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Equitable Advisors and AXA Advisors. Prior to his career in financial services, he was employed at NVR, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that employ firm-approved analytical tools.

Amanda Kremer is a financial advisor with Mass Mutual Investors Services in Rochester, NY, holding a Series 63 license and 19 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously spent 10 years at MetLife Securities Inc. Kremer is also a financial advisor at Krueger Financial Group, LLC, where she assists clients with personal finance and retirement planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using approved software tools and offers various event-driven programs including estate settlement and employer-sponsored planning.

Sandra Mantione is a CFP®-certified financial advisor with Capital Designs in Rochester, NY, and holds a Series 63 license. She has 4 years of industry experience and has been associated with Capital Designs of Rochester, Inc. since 1988. Capital Designs primarily serves high-net-worth individuals, trusts, and similar clients, focusing on financial planning, asset allocation advice, and investment strategy recommendations rather than discretionary portfolio management. The firm employs a consultative approach and uses a fee model that does not rely on assets under management.

Jennifer Lotta is a CFP®-certified financial advisor with 28 years of industry experience. She is affiliated with Marello Investment Advisors, Inc., an independent firm based in Rochester, NY, and has worked with Ashton Thomas Securities, LLC since 2004. In addition to her advisory role, she is a licensed life insurance agent involved in fixed life insurance and annuity sales. Marello Investment Advisors serves primarily pension and profit-sharing plans, providing mostly non-discretionary advisory services while also conducting securities and insurance activities through affiliated broker-dealer and insurance registrations. The firm’s approach emphasizes consultative advice and transactional services rather than discretionary portfolio management.