Connor Leverett is a financial advisor with RBC Capital Markets in Rochester, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining RBC Capital Markets, he worked at KPMG, London Stock Exchange Group, HSBC, and held various roles in both corporate and academic environments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and incorporating in-house and third-party investment managers.

Timothy Cortina is a financial advisor at Primerica Advisors in Rochester, NY, holding a Series 63 designation with 10 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015 and also works at Paychex since 2005. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

Robert Walls is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds the Series 63 designation and has worked with Mass Mutual Investors Services since 2017. Prior to that, he was associated with MetLife Securities Inc. and Metropolitan Life Insurance Company starting in 2003. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Victoria Bach is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Securities America Advisors, Inc. and Securities America Inc for eight years before joining Osaic. Outside of her advisory role, she is a co-owner and instructor at Flower City Danc, a local LLC in which she is involved in teaching and administrative duties, and serves as a FINRA industry arbitrator and disciplinary panelist. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers, utilizing various portfolio construction tools and maintaining multiple advisory platforms.

Ryan Facinelli is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Seager Marine. Outside of his advisory role, he has a minority ownership interest in investment-related LLCs that manage rental properties. 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 management services, including model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Zachary Daigle is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Pruco Securities LLC and Hartwell Financial Strategies. Outside of his advisory work, he has been involved with 5 Points Wine and Liquor and works part-time as a DoorDash driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutions. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Darryl Klimowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously at J.P. Morgan Securities. Klimowski is also the owner of Lawrence Reuel Press. 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 advisory through a network of independent professionals using a range of portfolio management and model-based solutions.

Kyle Arena is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at MJS Insurance Agency, LLC, Northwest Bank Corp, and New York Life Insurance Co. Outside of his advisory role, he works as a waiter at Oak & Apple Cidery in Penfield, NY. LPL Enterprise serves a broad range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm provides financial planning, access to third-party asset managers, and operates a model-driven investment approach supported by in-house research and external portfolio strategists.

Matthew Baker is a financial advisor with LPL Financial in Fairport, NY, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, Manning & Napier Advisors, and Halleran Financial Group. 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 portfolio programs, and institutional platforms, supported by extensive resources and technology tools.

Victoria Ruetz is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her career includes two prior four-year periods at Wells Fargo Advisors, separated by four years at Mengel Metzger Barr & Co., LLP. She is also a licensed Certified Public Accountant based in Rochester, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services supported by proprietary research and tools, coordinating advisory services with various financial products and referral channels.

Thomas Leonardo is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial, he worked at OSAIC for seven years and Signator Investors, Inc. for twelve years. Outside of his advisory role, he is involved with Empire Financial Management, performing non-variable insurance activities and managing related business operations. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Richard Harter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Harter is a partner in a joint marketing website focused on financial planning and insurance sales and serves as treasurer for the Brighton Campus Park Condominium Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing sophisticated asset-allocation tools and multiple investment platforms.

Marc Johnson is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of advising, he has co-ownership interests in a properties company and Cornerstone Wealth Management. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm utilizes proprietary research and planning tools, offering clients discretionary choice in implementing recommendations across brokerage and advisory programs.

Carmen Caruso II is a CFP® certificant affiliated with OSAIC in Rochester, NY, with five years of industry experience. His prior roles include positions at Del-Sette Capital Management, Taconic Advisors, and other firms. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party managed account solutions. The firm is notable for its complex corporate structure resulting from multiple mergers and its use of a wide range of commercial arrangements.

David Munn is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and 26 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is active as an independent insurance agent selling fixed life and long-term care insurance 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Huber is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. His prior work includes roles at ServiceNow, Inc., IZEA Worldwide, Inc., UBS Financial Services Inc., and various companies outside financial services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Philip Hofmeister is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop wealth strategies aimed at achieving their financial goals. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2021 to 2022. Philip has extensive experience in the financial services industry, having worked in various capacities including Branch Manager at Charles Schwab from 2015 to 2021, Senior Account Executive at Fidelity Investments between 2012 and 2015, Account Executive from 2007 to 2012, and in Premium Services at Fidelity Investments from 1998 to 2007. Outside of his professional work, Philip engages in activities such as badminton, hiking, running, reading, volunteering, and spending time with his family.

Jeff Wolk is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2012. Wolk is a personal investor in Broadstone Net Lease, Inc., a private real estate investment trust with over 600 shareholders. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Krista Schiavi is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Todd Sloth is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln National Life Insurance Co for 27 years. Outside of his advisory role, he owns and operates a driveway coating business. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client needs.