Daniel Malloy is a financial advisor with Morgan Stanley in Pittsford, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at RNY FC, Nextcorps, and Wegmans Food Markets, among others. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and models to assist clients, managing approximately $2.74 trillion in client assets.

Charles Salina is a financial advisor with MassMutual Investors Services in Rochester, NY, holding a Series 66 designation and with one year of industry experience. Prior to his current role, he worked at Cognivue, Inc. and has experience in various positions including food service at Marty's Meats. Outside of advising, he is employed at Marty's Meats, where he prepares and serves food from their food trucks. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools, focusing on investment categories and strategies without discretionary authority.

Joseph Johansen is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their Financial Consultants to develop comprehensive financial plans tailored to their current goals and aspirations, aiming to support their pursuit of future success. Prior to his current role, Joseph gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2023.

Amy Olson is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has been associated with FourBridges Financial Group for ten years. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

Diana Chowdhury is a financial advisor with Equitable Advisors in Rochester, NY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she held positions at The Source Fine Jewelers, Insperity, ADP, and Paychex. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, using a range of third-party managers and proprietary solutions.

William Johnson is a financial advisor with LPL Financial based in Rochester, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial and OSAIC. 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 and model portfolio programs, with advice delivered through a large network of investment adviser representatives.

Nicholas Lennon is a CFP® professional with 13 years of industry experience, currently affiliated with RBC Capital Markets in Rochester, NY. He has worked at RBC Capital Markets since 2013 and previously at City National Bank beginning in 2019. Lennon serves on the Board of Directors for The Victor Chamber of Commerce, a local business organization focused on community and economic development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs that integrate in-house and third-party managers, with access to capital markets and alternative investment opportunities.

John Nagle Caraluzzo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities LLC. He is also the owner of VNC Enterprises, Inc., a construction and development business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software tools and serves a broad client base including high-net-worth clients.

Myra Miller is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, AXA Advisors, and Primerica. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Reigelman is a financial advisor at Cetera with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is involved with Pre-Paid Legal Services, offering an identity theft program to clients. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to various portfolio management and financial planning services through a large network of independent advisors and a diverse multi-manager platform.

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.

Steven Whittemore is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc. He has also been employed in education roles at Fairport Central School District and Arkport Central School District. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

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.