Mark Paganelli is the sole advisor at Mark Andrew Paganelli, an independent firm based in Pittsford, NY. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc., RFG Associates, LLC, and Commonwealth Financial Network. He also serves as a trustee for two family trusts. The firm provides comprehensive financial planning and consulting to individuals, pension and profit-sharing plans, and corporations, focusing on retirement planning, estate and tax considerations, cash-flow analysis, investment review, and insurance evaluation. Recommendations are based on fundamental, technical, and qualitative analysis and are delivered in writing, with implementation at the client’s discretion. The firm does not take custody of client assets or exercise discretionary management and follows the Department of Labor’s process for retirement rollover advice.

Dana Bell is the sole advisor at BellRock Asset Management LLC in Victor, NY, holding a Series 65 designation with 4 years of industry experience. He has led BellRock Asset Management since 2011. BellRock Asset Management provides discretionary portfolio management services to individuals, trusts, charitable organizations, and privately held companies. The firm follows modern portfolio theory principles, emphasizing diversification and strategic asset allocation, and maintains institutional-style relationships through written referral agreements with CPA firms.

Joseph O'Haver is the principal of O'Haver Wealth Management, LLC in Newark, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and IBN Financial Services, Inc. in addition to his own firms. Outside of investment advisory, he operates O'Haver Financial, LLC, providing tax preparation, payroll processing, and insurance sales services. O'Haver Wealth Management, LLC offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm uses client-specific Investment Policy Statements and a combination of charting, fundamental, quantitative, and technical analysis to tailor asset allocation and security selection, focusing on mutual funds, fixed income, ETFs, annuities, and private placements.

David Green is the sole advisor at Ever Green Wealth Management, LLC in Victor, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 14 years at Edward Jones prior to founding his current firm. Ever Green Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive wealth management through discretionary investment management and financial planning. The firm employs a research-based, long-term investment approach using low-cost, diversified funds and custom or model portfolios, managing approximately $63 million in assets across about 351 client relationships.

David Piano is a financial advisor with Piano Wealth Management in Victor, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Merrill Lynch and Nexus Capital, LLC. Outside of advising, he has a passive property ownership interest in rental real estate. Piano Wealth Management offers financial planning and portfolio management services to individuals, families, and business owners, including retirement-plan consulting and participant education. The firm provides discretionary and non-discretionary asset management and tailors investment advice using behavioral, fundamental, technical, and quantitative analysis.

Annie Mcquilken is a CFP® and Series 65-registered financial advisor with 20 years of industry experience. She has been the principal of Forever Financial Advisors, LLC since 2005. The firm is a fee-only independent advisory serving individuals, small business owners, and institutional clients with comprehensive financial planning and investment management. Forever Financial Advisors employs a Modern Portfolio Theory-based approach using diversified mutual funds and ETFs, and participates in a consortium of independent advisors for joint due diligence on fund managers and asset classes.

Daniel Kelley is a financial advisor at Clover Leaf Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Clover Leaf Financial LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, and retirement plan sponsors. The firm employs a research-based, long-term approach focused on diversified, low-cost ETFs, strategic asset allocation, and tax-aware strategies, managing approximately $100 million in assets.

Martha Jesse is a financial advisor at Prosperity Advisory Group LLC in Victor, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker from 2009 to 2022. Prosperity Advisory Group LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $207 million in assets across 240 client relationships, offering portfolios primarily composed of diversified mutual funds and ETFs, and employs a tactical asset allocation approach combined with fundamental analysis.

Daniel Monte is a financial advisor at Sage Tree Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Harbor Capital Advisory Services for five years before joining Sage Tree Wealth in 2018. Outside of his advisory role, Monte is also an insurance agent with Crump, dedicating a small portion of his time to that activity. Sage Tree Wealth provides personalized investment management, modular financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $32 million in client assets and employs a tactical allocation strategy focused on capital appreciation, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Kevin Guarino is a financial advisor at Clover Leaf Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera Advisor Networks, Caderet Grant, and Ayco. Outside of his advisory role, he is involved in software development through his work with Council9 LLC. Clover Leaf Financial LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, and retirement plan sponsors. The firm employs a disciplined, research-based approach centered on long-term portfolio construction using diversified, low-cost ETFs, strategic asset allocation, and tax-aware techniques.

Mark Buscher is a financial advisor at Milestones Private Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services and Wells Fargo Advisors prior to joining Milestones in 2017. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a data-driven, macro-analytical approach with multiple defined strategies and emphasizes active, index-agnostic, and unconstrained investment options.

Alyssa Girod is a financial advisor at Prosperity Advisory Group LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at KM Investment Services, Inc. and Evergreen Federal Credit Union. Outside of financial advising, she has experience working at Ravenwood Golf Club. Prosperity Advisory Group LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $207 million in assets across about 240 client relationships, using a tactical asset allocation approach combined with fundamental analysis and a long-term investment orientation.

Shane Curry is a financial advisor at Florian Financial Group LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for three years. Outside of his advisory career, he has experience in various roles including in the food service and energy sectors. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm utilizes tactical asset allocation models and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis in alignment with client Investment Policy Statements.

Matthew Pitti is a financial advisor with The Pitti Group Wealth Management, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Morgan Stanley Smith Barney. He serves as treasurer for the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services, focusing on a tailored, primarily long-term investment approach that integrates financial planning and fiduciary responsibilities.

Anthony Pitti is a financial advisor at The Pitti Group Wealth Management, LLC in Victor, NY, holding a Series 65 designation with four years of industry experience. Prior to joining The Pitti Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2018 to 2021 and has additional experience in marketing and technology roles. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for around 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services, emphasizing a tailored, long-term investment approach and acting as a fiduciary in client engagements.

Heather Proctor is a financial advisor at Milestones Private Investment Advisors LLC with 31 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC prior to joining Milestones in 2017. She holds Series 63 and Series 65 licenses. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a data-driven, macro-analytical approach to manage portfolios across multiple defined strategies, emphasizing active, index-agnostic, and unconstrained investment options.

Salvatore Pitti is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with The Pitti Group Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors Financial Network, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services for a diverse client base, emphasizing a tailored, long-term investment approach and acting as a fiduciary in client engagements.

John Harnish is a CFP® with 21 years of industry experience, currently serving at Prosperity Advisory Group LLC since 2020. He has also worked at Cadaret, Grant & Co., Inc. since 2004. Outside of his advisory roles, he maintains ownership of an Amway independent business. Prosperity Advisory Group LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines tactical asset allocation with fundamental analysis and a long-term orientation, managing approximately $207 million in assets across 240 client relationships.

Robert Christensen is a financial advisor with Sage Tree Wealth in Fairport, NY, holding a Series 65 designation and four years of industry experience. Before joining Sage Tree Wealth in 2021, he worked at Aftek Filters from 2016 to 2021. Sage Tree Wealth provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses tactical asset allocation combined with fundamental, technical, and cyclical analysis to manage discretionary and non-discretionary portfolios, serving about 198 clients with approximately $32.6 million in assets under advisement.

Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. Hantes is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management and financial planning services, emphasizing a long-term investment approach and acting as a fiduciary in client engagements.