Michael Weidner is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. He has 33 years of industry experience, including previous roles at Wells Fargo Clearing and Merrill. He is also involved in several independent business ventures related to financial planning and advisory services in Fairport, NY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, nonprofits, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports clients through various advisory programs and institutional consulting services.

Lucas Yankloski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and having seven years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Llc, and held positions at the State University of New York and Finger Lakes Community College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, with offerings that encompass mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Paul Winkler is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with LPL Financial since 2010 and is also involved with ESL Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning and access to model portfolios, supported by a large network of advisors and extensive operational resources.

John Casey is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at M&T Bank and Empire Valuation Consultants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens with qualitative research and incorporates ESG eligibility, supported by affiliated implementation and portfolio services.

Matthew Prok is a CFP® professional affiliated with LPL Financial in Rochester, NY, with 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with KAFL Insurance Resources, an independent insurance brokerage that places life insurance, long-term care, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers and incorporates various advisory models and institutional platforms.

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 financial advisor with Merrill holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and 2022, respectively. Prior to his financial advisory roles, he held positions in education and hospitality, including at St. Mary's High School and Hilton Garden Inn. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and monitoring through multiple investment program strategies and leverages deep integration with Bank of America affiliates for a broad spectrum of financial services.

Vladimir Boulatnikov is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services and Merrill. Outside of his advisory role, he is involved in an international translation services business. 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 and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational tools.

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, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Osaic in 2023, he operated his own CPA practice, Scott E. Zakalik, CPA, P.C., since 2005 and worked at FSC Securities Corporation from 2004 to 2023. Outside of his advisory role, he serves on the finance committees of both the Irondequoit Country Club and Temple Beth El and is a board member and treasurer of the Blackwatch Office Park Condominium Association. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools such as asset allocation, portfolio optimization, and risk management, delivering a range of programs including unified managed accounts and third-party money manager strategies.

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 CFP®-designated financial advisor with LPL Financial, bringing 25 years of experience in the industry. She has worked at M&T Bank since 1996 and has been with LPL Financial since 2021. In addition to her advisory work, she is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary research and third-party strategies, and supports a large network of advisors across diverse platforms.

Jason Duga is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining LPL Financial in 2018, he spent 11 years at Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies.

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.

Mark Stephany is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining RBC Capital Markets in 2025, he worked for First American Equipment Finance for ten years and Merrill for two years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Ryan Schwedfeger is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is the owner of Altitude Acres LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Angel Alvarez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Men's Health Network and John Fisher University, as well as entrepreneurial experience running Caraglio's Pizza. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.