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 along with Series 65 and Series 63 licenses. He has 29 years of industry experience, including roles at MML Investors Services, Inc. since 2013 and Massachusetts Mutual Life Insurance Co. since 2006. Outside of his advisory work, he is involved with local community organizations, including ownership of a church-affiliated business and a board position with Elevate Rochester, a group focused on ethical culture development. MassMutual 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 programs, structuring planning engagements as annual collaborative relationships that provide written recommendations based on firm-approved analytical tools.

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 at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and SII Investments, Inc. Outside of his advisory role, he is involved as a musician and band manager with The Mad Kings. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to third-party managers and proprietary investment models.

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, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has previously worked at KeyBank and Key Investment Services, with experience spanning both institutional and retail financial services. Riley also operates ESL Investment Services, an investment-related business. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Katherine Donegan is a financial advisor at Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she operated small businesses including Katie's Pet Sitting Services and Katie's In Home Daycare. She also worked at Cino Contracting for four years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and currently based in Rochester, NY. He has recently entered the industry, joining Equitable Advisors in 2026 after roles in various sectors including education and local government. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

David Mirsky is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and PFS™ designations and over 33 years of industry experience. His prior roles include positions at Mercer Global Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management Corp. He has served as a college professor at Rochester Institute of Technology and is a board trustee for Green Tech Rochester School for Boys, as well as a board member of Jewish Family Services of Rochester. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Thomas Mclean is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc., Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Wall Street Financial Group, Inc. Outside of his advisory role, he is involved in insurance sales and financial planning through several related business activities, including serving as president of 21st Century Financial Services. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and portfolio management programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary or advisor-managed strategies.

Joseph Barone is a financial advisor with Cambridge Investment Research Advisors in Rochester, NY, holding Series 65 and Series 63 licenses. He has one year of industry experience and also works at Stokes, Visca, Hucko & Barone CPA's, LLC. His prior career includes nine years at IP.com I, LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

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.

Renee Orlando is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Equitable Advisors, Thomas Tarkowski, AXA Advisors, ESL Federal Credit Union, and SUNY Geneseo. In addition to her advisory work, she serves as an employee financial planning assistant in Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party program sponsors to tailor solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Praino is a CFP® professional affiliated with Morgan Stanley in Pittsford, NY, with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning. The firm utilizes a structured planning process supported by firm-approved tools and analytical models to assist clients in developing financial plans.

Glenna Durwin is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with five years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services Inc., among other firms, and currently serves as an investment advisor representative at Davie Kaplan Wealth Care Advisors, LLC. In addition to her advisory work, she is a notary public in New York State. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning automated allocations to unified managed accounts.

Christopher Parnell is a financial advisor with Merrill in Pittsford, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2014 and concurrently associated with Bank of America, N.A. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Quilty Koval is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including Triad Hybrid Solutions and Trust Financial Services. He is also involved as a life, accident, and health insurance representative. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of significant discretionary assets.

Nicklaus Catone is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in executive and equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nicklaus holds a Bachelor's Degree from St John Fisher University and a High School Diploma from McQuaid Jesuit. He is also designated as a Personal Investment Advisor (PIA). Outside of his professional role, Nicklaus is involved with the community as a McQuaid Jesuit JV Lacrosse Coach. His personal interests include basketball, cooking, football, golfing, reading, spending time with family, and traveling.