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.

Thomas Kingsley is a financial advisor with Primerica Advisors in Canandaigua, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through notable financial institutions.

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.

Leann Hill is a Series 66 licensed financial advisor with Edward Jones in Avon, NY, where she has worked since 2017. She has nine years of industry experience. Outside of her advisory role, she has landlord responsibilities for several rental properties in the region. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.

Anthony Nick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He worked at M&T Securities, Inc. for 23 years before joining LPL Financial in 2021. Outside of his advisory role, he has limited involvement in a family real estate business with minimal oversight responsibilities. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Gregory Mitchell is a financial advisor with Raymond James Financial in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked across various Raymond James entities since 2013. Mitchell is also the president and owner of Mitchell Wealth Management, a support company providing financial services to clients through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and other providers.

Corey Jackson is a CFP® and ChFC® with 18 years of industry experience. He is currently a financial advisor at UBS Financial Services and previously spent over a decade at Manning & Napier Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Gregory Byrd is a financial advisor with Primerica Advisors in Rochester, NY, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Primerica Financial Services since 2006 and has been associated with PFS Investments Inc. since 2008 and Jordan Health from 2009 to 2026. In addition to his advisory role, Byrd engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides advisory services mainly to individual investors rather than institutional clients.

Annemarie Cook is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns a rental property in Hinesville, GA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Jessica Royston is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008, with additional experience at LPL Financial, Morgan Stanley, and Bank of America. Royston serves on the finance team for Pittsford First Presbyterian Church, where she helps oversee the management of the church’s investment accounts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Wade is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has been with Ameriprise since 2016, currently serving at Ameriprise Financial Services, LLC. In addition to his advisory work, he maintains a business involvement with Cline Road LLC, which manages property-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Sheila Monachino is a financial advisor with Cetera in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has worked with several affiliated firms including Davie Kaplan Wealth Care Advisors, LLC, and Avantax entities. Outside of advisory roles, she is a shareholder and financial professional at Davie Kaplan CPA, P.C., where she prepares and reviews tax returns and manages tax and small business staff. She also serves as treasurer for the Rochester Education Foundation, a nonprofit supporting underprivileged youth. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging affiliated and third-party managers across various program structures.

Mark Kluge is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years with Securities America Advisors, Inc. He is active in several charitable and professional organizations, including advisory councils for the University of Rochester, Hartwick College, Colgate University, and the United Way of Greater Rochester. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and support through a complex network of affiliates and third-party managers.

Kevin Henderson is a financial advisor with OSAIC in Fairport, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with OSAIC since 1997 and has worked with Paul Revere Companies since 1988. Outside of his advisory role, he is a partner in Higgins Henderson RE, LLC, which manages office property, and operates Henderson Wealth Management, his own financial planning practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools and access to third-party managers and proprietary models.