Holden Thomas Borrelli

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.