Kristen Gawron is a financial advisor with LPL Enterprise in Rochester, NY, holding a Series 66 designation and four years of industry experience. She has prior experience with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Michelle Prok is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with LPL Financial and its predecessor firm since 1998. Prok operates a separate advisory business under the name Cornerstone Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

Angelo Costanza II is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Pitti Group Wealth Management, Wells Fargo Advisors, and American Portfolios Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Ryan Joslyn is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on a goals-based wealth management approach, reviewing all aspects of a client's life to implement disciplined wealth management processes. Ryan leads planning efforts around concentrated equity positions, tax-efficient divesting strategies, and securities-based lending. Ryan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from Saint Bonaventure University, where he studied Finance and Economics. Outside of his professional work, Ryan enjoys fishing, skiing, and traveling. He is also involved with Ducks Unlimited.

Heather Goodbody is a Private Wealth Advisor and Managing Director at Goodbody & Associates, Private Wealth Management at Merrill Lynch Wealth Management based in Rochester, New York. She oversees the financial management of a group of families alongside her team, focusing on family wealth management strategies, legacy planning, liquidity management, philanthropic planning, and portfolio management services. Heather specializes in advising ultra high net worth families, private foundations, endowments, closely held businesses regarding mergers and acquisitions, and executive benefits. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Heather has been recognized by several industry organizations, being named to the Working Mother/SHOOK Research's "Top Wealth Adviser Moms" list from 2017 through 2021. She has also been named to the Forbes "Best-in-State Wealth Advisors" list from 2018 to 2025, Forbes "Top Women Advisors" list in 2020 and 2021, and Forbes "Top Women Wealth Advisors Best-in-State" list from 2022 to 2026. In her work, Heather collaborates with families and individuals to bring purpose to their wealth while helping to realize their hopes, dreams, and goals. She has a passion for preserving and maximizing wealth across generations and shares her expertise in areas such as exit planning, impact investing, next-generation development, and socially responsible investing. Heather holds a Bachelor's degree from Daemen College and completed an Accredited Certificate Program at New York University. She has been actively involved in the community, including service as a Trustee for the Golisano Institute for Business & Entrepreneurship, former Chair of the Board of Trustees for Our Lady of Mercy School for Young Women, former Trustee of the Rochester Museum & Science Center, and former board member of the United Way of Rochester and the Finger Lakes and the Golisano Children's Hospital at Strong. Outside of her professional work, Heather enjoys boating, cooking, fishing, golfing, skiing, tennis, traveling, and spending time with her family. She resides in Rochester, New York with her husband John and their two sons.

Emilio Monti Jr. is a CFP® professional affiliated with Cambridge Investment Research Advisors, with five years of industry experience. Prior to joining Cambridge in 2022, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He also has experience with F. Monti Enterprises LTD and has been involved in paraplanning and advisory roles in related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both discretionary and non-discretionary investment strategies through multiple platforms and supports a range of portfolio management options, including proprietary models and third-party solutions.

Robert O'Dea is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Wells Fargo Advisors and previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through various brokerage or advisory programs.

Hyesung Jang is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Rochester, NY. Jang has no prior industry experience and began working at Equitable Advisors in 2025. Outside of finance, Jang has experience working for Door Dash and owned a small business, Passion Nails of Oneida LLC. Equitable Advisors serves a wide range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various sponsored programs and endorsed TAMPs.

Amy Waldron is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Zotec Partners for five years and IMG for twelve years. Waldron is a founding board member of Crimson Pride Softball, where she manages the organization's website and supports team operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Killian Mahoney is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles across hospitality and education sectors, including positions at Keuka College and several local businesses. Outside of advising, he has experience working at establishments such as Ravenwood Golf Course and Billsboro Winery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Annette Principio is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. She previously worked at CBC Companies / Innovis for 28 years. She serves as Membership Chair for New York State Women, Inc., a professional networking group for women in the Finger Lakes region. Stifel serves a diverse client base, including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, emphasizing client discretion in implementation.

Judith Plain is a financial advisor with OSAIC based in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at FSC Securities Corp and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as treasurer for a local nonprofit church and advises a shelter organization supporting women in abusive relationships. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers a range of integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managed on either a discretionary or non-discretionary basis.

Peter Zedick is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved with Zedick Properties LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and utilizes both discretionary and non-discretionary management approaches.

Robert Wright is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Key Investment Services LLC, and Key Bank NA. Wright is also associated with ESL Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.