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.

John Prouty is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously worked for the Rush-Henrietta Central School district for 14 years. Outside of his advisory role, he serves as an elder at St. Paul Lutheran Church and is a board member of SPIRIT NYS, an organization supporting homeless teens in the Rochester area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based planning across various financial topics, offering both one-time and ongoing engagements without discretionary portfolio management.

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.

Sandra Mantione is a CFP®-certified financial advisor with Capital Designs in Rochester, NY, and holds a Series 63 license. She has 4 years of industry experience and has been associated with Capital Designs of Rochester, Inc. since 1988. Capital Designs primarily serves high-net-worth individuals, trusts, and similar clients, focusing on financial planning, asset allocation advice, and investment strategy recommendations rather than discretionary portfolio management. The firm employs a consultative approach and uses a fee model that does not rely on assets under management.

Jennifer Lotta is a CFP®-certified financial advisor with 28 years of industry experience. She is affiliated with Marello Investment Advisors, Inc., an independent firm based in Rochester, NY, and has worked with Ashton Thomas Securities, LLC since 2004. In addition to her advisory role, she is a licensed life insurance agent involved in fixed life insurance and annuity sales. Marello Investment Advisors serves primarily pension and profit-sharing plans, providing mostly non-discretionary advisory services while also conducting securities and insurance activities through affiliated broker-dealer and insurance registrations. The firm’s approach emphasizes consultative advice and transactional services rather than discretionary portfolio management.