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 one year of industry experience. He holds the Series 66 credential and has a diverse background working in various roles across hospitality and education sectors before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party sponsors and offers ERISA fiduciary services to qualified plans.

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 in Pittsford, NY, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at FSC Securities Corp and Cadaret, Grant & Co., Inc. She is involved in community and nonprofit work, serving as Treasurer for the First Presbyterian Church of Honeoye Falls and advising Alternatives for Battered Women on financial management. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools and a range of investment products, managing portfolios on discretionary or non-discretionary bases through a large network of affiliated advisers and multiple advisory platforms.

Peter Zedick is a financial advisor with LPL Financial in East Rochester, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers spanning a decade. Outside of his advisory work, he is involved in real estate through Zedick Properties LLC. 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 technology tools and a large network of advisors.

Robert Wright is a financial advisor at LPL Financial with 17 years of industry experience and holds Series 63 and Series 66 licenses. His work history includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Key Bank. He is also involved with ESL Investment Services LLC. 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 portfolios, third-party asset management, and institutional platforms.

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 licenses and nine years of industry experience. He previously spent ten years at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust and insurance services.

Sandy Romeo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and KeyBanc Capital Markets. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on combining scale and broad non-advisory financial activities alongside its advisory services.

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® and Series 66 credentialed financial advisor with 29 years of industry experience. She has been associated with Marello Investment Advisors, Inc. since 1999 and with Ashton Thomas Securities, LLC since 2004. In addition to her advisory role, she is also a licensed life insurance agent involved in fixed life insurance and annuity sales. Marello Investment Advisors, Inc. is an independent firm serving primarily pension and profit-sharing plans. The firm provides largely non-discretionary advisory services combined with brokerage and insurance activities, emphasizing consultative advice and transactional support rather than discretionary portfolio management.