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, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Primerica Financial Services since 2006 and has been affiliated with PFS Investments Inc. since 2008, in addition to a 17-year tenure at Jordan Health. He also engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies developed by third-party asset managers.

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.

Michelle Lavigne is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Beyond her advisory role, she acts as a co-trustee and power of attorney for her spouse’s investment-related matters and serves as a notary public in Denver, CO. 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 institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing research and planning tools to develop tailored client recommendations.

Richard Cantwell III is a financial advisor at Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Rochester Regional Health, Brockport University, Wegmans, and McDonald's. He is currently associated with both Equitable Advisors and Wegmans. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of firm programs and third-party managers to deliver customized investment solutions.

Robert Mike is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs structured planning tools and investment modeling techniques and manages approximately $2.74 trillion in client assets.

Michael Kustigian is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, previously working at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by a centralized manager solutions team using both quantitative and qualitative analysis.

Elizabeth Carter is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a Senior Supervision Analyst and holds a New York State insurance license, which she uses to review variable transactions in her role. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple programs, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Danielle Intini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with various divisions of J.P. Morgan Chase since 2012. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Susan L Mc Bride is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 63 designation and 22 years of industry experience. She has been with UBS since 2011 and also worked briefly at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk tolerances.

Kiri Ramsey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously was employed at EFPR Group, LLP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Cox is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cetera and Canandaigua National Bank and Trust. He is based in Rochester, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, as part of its advisory process.

Drew Beckeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in the fall of 2019 and is a member of The Hines Group, which has served clients nationwide for over 30 years. Drew holds the CERTIFIED FINANCIAL PLANNER™ professional designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Michigan. With a focus on financial planning and developing lasting relationships, Drew helps clients articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. His areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Drew's commitment is to work one-on-one with clients to develop personalized financial strategies that support their and their families' long-term goals. Originally from West Michigan, Drew resides in Farmington, NY with his wife and two sons. He is an avid runner and outdoor enthusiast and participates in endurance sports. Drew is involved in his local community through organizations such as Rotary International, Rochester Area Triathletes, and The Spot.

Ryan Miller is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Foresters Financial. Outside of his advisory work, he serves as a board director and lacrosse coach for the Fellowship of Christian Athletes, a charitable organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization and risk management tools. The firm supports various account types and investment strategies through an extensive multi-advisor platform.