David Stoller is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment models and does not sponsor its own wrap fee program or advertise hypothetical performance.

Kyle Witman is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Bank of America, and Merrill. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and diverse program offerings across brokerage, advisory, and alternative investment platforms.

Brett Bouchard is a financial advisor with Wells Fargo Advisors in Pittsford, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Lost Borough Brewing Company and Guglielmo Sauce LLC, as well as work at Rochester Institute of Technology. Outside of advising, he holds a notary commission in New York. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored through a broad menu of planning options. Advisors use Wells Fargo’s research and planning tools to develop recommendations that clients may implement through various brokerage or advisory programs.

Deborah Smith is a Series 66 licensed financial advisor with one year of industry experience, currently working at Equitable Advisors in Rochester, NY. Her prior work includes positions at Levene, Gouldin & Thompson, LLP, and operating Rochester Dog Walkers, LLC. She serves as a trustee and holds power of attorney roles for an immediate family trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Anthony Bouvy is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Equitable Advisors, he worked at Midtown Athletic Club, St. John Fisher University, Midvale Country Club, Monroe Community College, and Advance Coating Service. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicholas Cantando is a financial advisor at LPL Financial in Pittsford, NY, holding a Series 66 designation with three years of industry experience. He previously worked at Financial Partners of Upstate New York and Bankers Life, and has also held roles outside of finance, including at Cobblestone Creek Country Club and Keuka College. 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 through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Jacob Blondell is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at American Portfolios Financial Services, Inc., JPMorgan Chase Bank, and Citizens Bank among other firms. Blondell is also an insurance agent with Finger Lakes Investments Corp. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based asset allocation process and supports multiple investment strategies through a platform with extensive affiliated relationships.

Georg Farrak is a financial advisor with Mass Mutual Investors Services in Avon, NY, holding a Series 63 designation and having 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 1986. 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, using firm-approved analytical tools and structured planning engagements.

Emily Smith is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for four years before joining LPL Financial in 2019. 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 various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

John Price is a Series 66-credentialed financial advisor with Edward Jones, based in Honeoye Falls, NY. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large national network of advisors and branch offices.

Jeffrey Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory role, he is involved in business plan consulting through MAPSTONE GROUP, LLC, and serves on the board of Hillside Family of Agencies. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes matching clients to investment models and third-party managers, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Emily Maunz is a Series 66 and Series 63 licensed financial advisor with Equitable Advisors in Rochester, NY, and has five years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Paychex and Petsmart. She is also involved as a musical choreographer for the West Irondequoit Central School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, charities, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to match clients with suitable investment solutions.

Phillip Sheehan is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using both proprietary and third-party solutions delivered through a broad network of Investment Adviser Representatives.

Lee Mulcahy is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2014. Mulcahy serves on the Board of Directors for United Memorial Medical Center in Batavia, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering customized Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Hager is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at the University of Dayton, the Country Club of Rochester, and Pittsford Central School District. He has been with Equitable Advisors since 2021. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs and works with third-party asset managers to deliver tailored investment solutions.

Michael Wayman is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 credential and four years of industry experience. His prior work includes roles at SUNY Brockport and St. Bonaventure University, and he has been involved with community organizations such as the Perinton Community Center. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides services including ERISA fiduciary support for qualified plans.

Shawn Paylor is a ChFC® and Series 66-licensed financial advisor with five years of industry experience. He has worked at Equitable Advisors since 2021 and previously spent five years at ORKIN Pest Control. Based in Rochester, NY, Paylor is part of a large team of advisors serving diverse client needs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to investment program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Stefan Muoio is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Jessica Petterson is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with three years of industry experience. Her prior work history includes roles at Ann Inc. from 2016 to 2020. She is appointed as successor executor and power of attorney on several family estates, a future responsibility that reflects prior trust placed in her. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Kimberly Anderson is a CERTIFIED FINANCIAL PLAN™ professional with 32 years of industry experience. She has worked at LPL Financial since 2019 and previously spent 25 years at Ameriprise Financial Services, Inc. Additionally, she serves in a fiduciary capacity for the Andrew G Cole Testamentary Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.