Todd Jessop is a financial advisor with Lifemark Securities Corp. in Churchville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Lifemark Securities since 2007 and previously worked at AmeriCU Capital Management. Outside of his advisory role, he is president and managing partner of Axiom Planning LLC, where he is involved in marketing financial services and insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored suitability-driven advice.

Meghan Kelly is a financial professional with three years of industry experience, currently affiliated with Vicus Capital, Inc. in Rochester, NY. She holds a Series 66 designation and has prior experience with Kelly Wealth Services, Kelly Retirement Services, Cetera Wealth Services, and Paychex. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and offers specialized retirement-plan consulting and fiduciary services.

Mark Lomonaco is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Restivo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Brighton Securities Corp. He is co-owner of Hicks Restivo LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad range of securities and insurance products.

Stephen Hicks is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Brighton Securities Corp. for 18 years before joining Commonwealth and RFG Associates in 2025. Hicks is also co-owner of Hicks Restivo LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Sydia Cromer is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Key Investment Services since 2012. Outside of her advisory role, she is involved with Young Living Essential Oils, a personal-use organization, with limited monthly participation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment decisions supported by advisory recommendations and conducts ongoing due diligence and supervisory oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Jonathan Lomonaco is a Series 66-licensed financial advisor with Key Investment Services LLC, based in Batavia, NY. He has one year of industry experience and previously held roles at Bob Johnson Auto Group, Northstar Recovery Services, Perris Pizzeria, Churchville Grill, and Brockport High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection with non-binding advisor recommendations and provides ongoing monitoring and due diligence of third-party advisory products.

Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Shari Salim is a financial advisor at LPL Enterprise with one year of industry experience. She holds a Series 66 designation and previously worked at Keith S Roth LLC for six years. Outside of her advisory role, she is involved in a non-variable insurance agency based in Corfu, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform.

Maxwell Havens is a financial advisor with LPL Financial in Batavia, NY, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at ESL Investment Services, ESL Federal Credit Union, and experience outside finance such as managing a driving school and working in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. 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 technology solutions.

Christopher White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008, where he is a partner in RGRWT & Associates. Christopher holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from SUNY College at Brockport. Christopher specializes in helping high net worth individuals and their families build, preserve, and maintain wealth through personalized financial strategies aligned with their values and objectives. His areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, and retirement income planning. He and his team aim to serve as their clients' most valuable resource by providing integrated and creative financial solutions. In addition to his professional work, Christopher has been involved in his community through leadership roles on boards of organizations such as the YMCA, United Memorial Medical Center, Leadership Genesee, and United Way. He lives in Batavia, New York with his wife Gina and their two grown daughters.

Donald Bouchard is a financial advisor with Cetera, holding a Series 63 designation and 42 years of industry experience. He has worked at various firms, notably Avantax Advisory Services for 16 years and has operated his own business, Bouchard Financial Services, LLC, since 2009. Outside of advising, he is also a musician who performs solo and occasionally teaches music lessons. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with both discretionary and non-discretionary program options.

John Riter is the Senior Resident Director of Merrill Lynch Wealth Management’s Batavia, New York office and managing partner of the RGRWT Group. He began his career as a financial advisor in 1987 after earning a bachelor's degree from the John Wiley Jones School of Business at SUNY Geneseo. John holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. As managing partner of the RGRWT Group, John leads a team of six financial advisors, an investment associate, and three client service associates, collectively bringing over 135 years of experience. The group serves clients across 35 states and seven countries, focusing on family wealth management strategies, personal retirement planning, and small business strategies. John’s approach combines the resources of a global organization with personalized service rooted in small-town values. John has a longstanding commitment to his community, including over 30 years of involvement with the GLOW YMCA in Batavia, where he is currently chairing the initiative to build a new facility that will anchor a Healthy Living Campus. He has also been a member of the Batavia Rotary Club for more than 20 years, serving on its board of directors multiple times. John and his wife Liz have been married for 33 years and have two adult children, Mitchell and Kathryn.

Michael Anderson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he delivers comprehensive wealth management strategies tailored to each client's individual goals. He emphasizes understanding clients' financial needs to develop flexible plans that align with changing market conditions, leveraging the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America. Michael holds a Bachelor’s Degree from the United States Military Academy at West Point and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to providing personalized service and works closely with clients to help them pursue their long-term financial objectives. Beyond his professional duties, Michael actively participates in community volunteer work, reflecting the Merrill tradition of giving back to the communities served. His personal interests include baseball, football, reading, traveling, and spending time with his family.

Tyler Logan is a financial advisor with Edward Jones, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, he worked in tree and landscape services, including roles at Lusk Tree Service and his own businesses, Logan Metzger Enterprises, LLC, and Logan Lawn and Landscape. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Jason Kelley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 22 years of industry experience, including previous work with Allstate Insurance Company. Kelley also serves as an independent insurance agent for various firms through Valiant Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement advisory through a network of independent professionals using multiple platform arrangements and proprietary model strategies.

Normand Fluet Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise since 2010 and is also employed by Stormtack LLC, where he manages income-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

David Zauner is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America for over 10 years prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory and brokerage services on an integrated platform.

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.

David Hall is a financial advisor with Edward Jones in Batavia, NY, holding Series 63, Series 65, and Series 66 licenses and three years of industry experience. His prior work includes roles at Securities America Inc., Northwestern Mutual, and Robert Half International. 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 national network of advisors and branch offices.

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.

Michael Battaglia is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and Edward Jones. Outside of his advisory role, he is involved in providing Medicare supplement services. 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 portfolios and third-party asset management, along with brokerage and insurance products via an integrated platform.

Shevonne Olmstead is a financial advisor with LPL Financial in Batavia, NY, holding a Series 63 designation and 13 years of industry experience. She has been with LPL Financial and its affiliate ESL Investment Services, LLC since 2013 and previously worked at ESL Federal Credit Union. Outside of her advisory role, she is commissioned as a notary and also engages in an online business unrelated to investments. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Emily Marling is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in financial services in 2011 within the insurance industry and joined the RGRWT team at Merrill Lynch in 2015. Emily earned the CERTIFIED FINANCIAL PLANNER® certification in 2017 and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Emily specializes in creating and reviewing personalized, goals-based wealth management strategies focused on personal retirement planning, women and wealth, and retirement income. In her role, she manages her own client portfolio while also working collaboratively with the broader team to support complex planning strategies. She earned a bachelor's degree, Cum Laude, in Business Administration from SUNY Brockport in 2012. Beyond her professional responsibilities, Emily is active in her community as a 2019 graduate of Leadership Genesee and serves as Vice President on the board of the Genesee County YWCA. She also participates in initiatives such as United Way Day of Caring. Emily lives in Elba, New York with her husband and two children.

Brad Morgan is a Financial Advisor with Merrill Lynch Wealth Management based in Batavia, New York. He serves clients by developing strategies tailored to pursue their short-, mid-, and long-term financial goals. His role encompasses providing advice on general investing, retirement planning, saving for unforeseen circumstances, and connecting clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Brad's expertise includes family wealth management strategies, investment consulting for defined contribution plans, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at LeRoy Highschool. Beyond his professional duties, Brad is a husband and father of two. He actively participates in his community by coaching youth sports, which has influenced his approach to teamwork, accountability, and long-term commitment. Brad emphasizes building lasting relationships with clients, focusing on listening and helping individuals and families make informed financial decisions for today and the future.

Devin Rasmussen is a financial advisor with LPL Financial in Rochester, NY, holding Series 66 and Series 63 credentials and eight years of industry experience. His work history includes roles at ESL Investment Services, Bank of America, Merrill, J.P. Morgan, and US Bank. Outside of his advisory career, he is the owner of Outlet Rod & Gun Club. 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 diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Steven Tufts is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving as the lead advisor on his team regarding 401(k) plans and one of three advisors on the team's investment committee. He has 29 years of professional experience in developing and overseeing wealth management plans, focusing on areas such as divorce transition planning, executive compensation, employee financial health, personal retirement planning, portfolio management services, and retirement income. Steven utilizes his firm's advisory platforms and model portfolios to provide a comprehensive and individualized approach to clients' long-term financial goals. Steven earned a Bachelor of Arts degree in Economics from Hobart College in 1995, following his graduation from Batavia High School. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His experience also includes community and organizational involvement, such as serving as past president of the Batavia Area Jaycees, board member of the Genesee County Chamber of Commerce, and participation in the Batavia City School District Foundation and Kiwanis Club of LeRoy-Pavilion-Stafford. Outside of his professional work, Steven has been involved in coaching as an assistant track and field coach at Notre Dame High School in Batavia for seven years and currently officiates meets in the Genesee Region league. He engages in outdoor activities including biking, camping, cooking, hiking, running, marathon running, skiing, and traveling. Steven resides on 18 acres in the town of Batavia, which he maintains outside of the office.

Rudy Diedreck is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as president of the BNI Greece A Team in Rochester, NY, managing weekly meetings focused on business development for salespeople and small business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Michael Torregrossa is a financial advisor with LPL Financial in Rochester, NY, holding a ChFC® designation and Series 63 and 66 licenses. He has nine years of industry experience, including roles at ESL Investment Services, Edward Jones, and J.P. Morgan Chase Bank. Torregrossa has also been involved with Torregrossa Properties LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Grammatico is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career with E.F. Hutton in 1987, he has worked with a wide range of clients including individuals, non-profits, trusts, and corporations to help them preserve, grow, and distribute their wealth. His work encompasses family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, special needs planning, investment strategy, tax minimization, and retirement income. He aims to provide sound, straightforward investment advice and regularly educates his clients and reviews their financial progress. Michael graduated with a B.S. in Accounting from the John Wiley Jones School of Business at SUNY Geneseo in 1987. He holds the Personal Investment Advisor (PIA) designation and has been involved in instructing investment classes through adult education programs early in his career. He serves on several boards including The Roundtable Athletic Association Board at SUNY Geneseo, Eagle Star Housing where he is president, and The Alliance of New York State YMCA's Board of Directors. He has also served on boards such as The Salvation Army Advisory Board, Genesee/Wyoming Family YMCA Board, The Jerome Foundation, Genesee Mercy Health Care Foundation, and The New York State YMCA Funds, Inc. Board. Michael resides in Batavia with his wife, Sarah. They have three sons, Christopher, Tommy, and Luke, and three grandchildren, Stella, Anna, and Louie. His personal interests include basketball, golfing, racquetball, spending time with family, and traveling.

Collin Hawes is a financial advisor with LPL Financial in Batavia, NY, holding the ChFC® and Series 63 designations and possessing 17 years of industry experience. He has been with LPL Financial since 2012. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Holden Borrelli is a financial advisor with Ameriprise in LeRoy, NY, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously worked in aluminum injection molding. Borrelli is also associated with Stormtack LLC as an Associate Financial Advisor focused on practice management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice, utilizing internal research and third-party data within a defined investment framework.

Marc Staley is a financial advisor with LPL Financial in Batavia, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he serves as a varsity hockey coach during the winter season annually. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Olbrich is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds a Series 63 designation and has a long tenure with Prudential Insurance Company of America and its affiliates, dating back to 1990. Olbrich is also involved as an agent with New York’s state-sponsored auto and homeowners insurance plans. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Olivia Rogers is a financial advisor with Merrill in Batavia, NY, holding a Series 66 designation and with 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leann Hill is a Series 66 licensed financial advisor with Edward Jones in Avon, NY, where she has worked since 2017. She has nine years of industry experience. Outside of her advisory role, she has landlord responsibilities for several rental properties in the region. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.

Michael Marsh is a Series 66 registered financial advisor with Edward Jones in Batavia, NY, with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

James Wehrle is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years at Invest Financial Corporation. Wehrle is also a partner at Flaherty Salmin CPAs, where he is involved in tax preparation and accounting. Additionally, he has interests in an indoor athletic facility and real estate partnerships. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Judy Thompson is a financial advisor with LPL Financial in Batavia, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Calvin Klemmer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with his clients to develop long-term financial strategies aiming to bridge the gap between their current financial position and future goals. Calvin focuses on implementing comprehensive financial plans and utilizes the extensive resources of Merrill Lynch to simplify and enhance his clients' financial lives. Calvin began his financial services career at an investment management firm in Rochester before joining Merrill Lynch Wealth Management in 2018. He holds a Bachelor's Degree in Economics from SUNY Geneseo, where he graduated Cum Laude. Additionally, he has earned several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). In the community, Calvin serves on the boards of the Batavia Development Corporation, GLOW YMCA, Inc., and the Genesee County Business Education Alliance. Outside of work, he enjoys playing tennis, watching football, hiking, and spending time outdoors with his dog, Layla. He and his wife, Morgan, live in Batavia.

Ronald Ciminelli Jr Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Bowlero Corporation from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Joseph Lester is a financial advisor with Edward Jones in Rochester, NY. He holds a Series 66 designation and has one year of experience in the industry. His prior work includes roles in real estate and hotel management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large national network of financial advisors and branch offices.