Rochester, NY Meridian Centre Office

Nicholas Sarto is a financial advisor with Raymond James & Associates in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

David Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he spent 14 years at JPMorgan Chase. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Aaron Wolk is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Legg Mason Investor Services, Franklin Templeton Financial Services, Benefit Street Partners, Broadstone Real Estate, and Manning & Napier Advisors. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Matthew Hartstein is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior career includes 27 years at TIAA and related entities. Outside of advising, he is a co-owner of DaizyBug LLC, an LLC that owns and manages rental properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily through non-discretionary relationships, utilizing a range of portfolio management styles supported by extensive affiliated research and model manager options.

Keith Bock is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2017. He has 44 years of industry experience, including a brief tenure at Wells Fargo Clearing. He previously served as executor for the estate of a long-time business partner. Raymond James & Associates is a large dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutional clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christina Kubrich is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering tailored financial planning and advisory services that utilize a range of portfolio management styles and affiliated research.

Mark Downey II is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Raymond James since 2017, following a one-year tenure at Wells Fargo Clearing. He serves as a successor trustee for his father's 401(k) plan. 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 municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Randall Trahan is a CFP® with 22 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2019 and previously spent five years with key Investment Services LLC. He serves as a board member for Rochester Special Hockey, an organization that promotes hockey as a method to develop life skills for individuals with developmental disabilities. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Michael Colby is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and has operated Cafe Genevieve since 2012. 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 municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Karl Cedarleaf is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Key Investment Services LLC for seven years prior to joining Raymond James in 2019. Outside of his advisory role, Cedarleaf serves as a Cub Master for the Cub Scouts and is involved with Ducks Unlimited and the American Legion. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

Michael Caruso is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked at L3Harris Technologies from 2016 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Kevin Brown is a financial advisor with Raymond James & Associates in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Tricia Zanon is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and RBC Capital Markets. Raymond James & Associates is a large firm overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary advice supported by firm research and a variety of portfolio management options.

Jacob Brown is a financial advisor with Raymond James & Associates in Rochester, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, he was employed at Penfield Country Club, Westside YMCA, and Hegedorn's, and also spent time at Rochester Institute of Technology. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.