Ryan Facinelli is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Advisors since 2022 and has prior work experience including several roles at Seager Marine and a position with the Pittsford Central School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services and integrates advisory services with other financial products and referral channels.

Zachary Daigle is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, including prior roles at Pruco Securities LLC and Hartwell Financial Strategies. Outside of his advisory work, he has operated a wine and liquor business and works as a DoorDash driver. LPL Enterprise serves a wide range of clients—including individuals, retirement plans, charitable organizations, and corporations—offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a comprehensive platform.

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 with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at MJS Insurance Agency, LLC, Northwest Bank Corp, and several other firms. Outside of finance, he has worked as a waiter at Oak & Apple Cidery in Penfield, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients 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 within an integrated platform.

Matthew Baker is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 credential and has previously worked at firms including Bank of America, Merrill, and Manning & Napier Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Victoria Ruetz is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her career includes two prior four-year periods at Wells Fargo Advisors, separated by four years at Mengel Metzger Barr & Co., LLP. She is also a licensed Certified Public Accountant based in Rochester, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services supported by proprietary research and tools, coordinating advisory services with various financial products and referral channels.

Thomas Leonardo is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and previously worked at OSAIC for seven years and Signator Investors, Inc. for twelve years. Leonardo is also involved with Empire Financial Management, where he dedicates time monthly to non-variable insurance activities. 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 various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Richard Harter is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Harter is a partner in a joint marketing website focused on financial planning and insurance sales and serves as treasurer for the Brighton Campus Park Condominium Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing sophisticated asset-allocation tools and multiple investment platforms.

Marc Johnson is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of advising, he has co-ownership interests in a properties company and Cornerstone Wealth Management. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm utilizes proprietary research and planning tools, offering clients discretionary choice in implementing recommendations across brokerage and advisory programs.

Carmen Caruso II is a CFP® certificant affiliated with OSAIC in Rochester, NY, with five years of industry experience. His prior roles include positions at Del-Sette Capital Management, Taconic Advisors, and other firms. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools and third-party managed account solutions. The firm is notable for its complex corporate structure resulting from multiple mergers and its use of a wide range of commercial arrangements.

David Munn is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. In addition to his advisory role, he is involved as an independent insurance agent selling fixed life and long-term care insurance products. 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. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Matthew Huber is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. His prior work includes roles at ServiceNow, Inc., IZEA Worldwide, Inc., UBS Financial Services Inc., and various companies outside financial services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Philip Hofmeister is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop wealth strategies aimed at achieving their financial goals. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2021 to 2022. Philip has extensive experience in the financial services industry, having worked in various capacities including Branch Manager at Charles Schwab from 2015 to 2021, Senior Account Executive at Fidelity Investments between 2012 and 2015, Account Executive from 2007 to 2012, and in Premium Services at Fidelity Investments from 1998 to 2007. Outside of his professional work, Philip engages in activities such as badminton, hiking, running, reading, volunteering, and spending time with his family.

Jeff Wolk is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2012. Wolk is a personal investor in Broadstone Net Lease, Inc., a private real estate investment trust with over 600 shareholders. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.

Krista Schiavi is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Todd Sloth is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln National Life Insurance Co for 27 years. Outside of his advisory role, he owns and operates a driveway coating business. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client needs.

Dylan Colletta is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including three years with Morgan Stanley Services Group, Inc. His prior experience includes roles at AXA Advisors, LLC and Relin Goldstein & Crane, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Paul Beck is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Bryan Schoff is a financial advisor with UBS Financial Services in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.