Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Michael Douglass is an investment advisor with FSP Advisors, Inc., holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Davie Kaplan, CPA, P.C., and several affiliated firms dating back to 2001. In addition to his advisory work, he owns and operates a CPA firm. FSP Advisors, Inc. is a small team managing approximately $32.6 million for around 233 clients, offering portfolio management, modular financial planning, and pension consulting services. The firm provides both discretionary and non-discretionary management, emphasizes client suitability, and integrates third-party manager referrals and participant education into its service model.

Brandon Butler is a financial advisor at Bright Futures Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Silver Oak Securities, Inc., Cetera Investment Advisers LLC, and Leigh Baldwin & Co., LLC. Outside of advisory roles, he is involved in fixed insurance and annuity sales. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, entities, and retirement plans. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs various investment strategies, including discretionary and non-discretionary management.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating 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 investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Daniel Ortiz is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Weller Group LLC. Ortiz serves as a Boatswain Mate Reservist Member in the United States Coast Guard Reserve. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers advisory programs, wealth management, and retirement plan consulting, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mark Flaherty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He is also co-owner of Weller Group, LLC, a private entity involved in securities, advisory, and insurance business. His career includes multiple tenures at Commonwealth Financial Network and ongoing involvement with Weller Group. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Alexa Glanzel is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. She has previously worked at Weller Group LLC and has experience outside finance, including a role at DiBella's Old Fashioned Submarines. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management resources, offering access to diverse investment solutions and model portfolios.

Joseph Amoddio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and two years of industry experience. His prior work includes roles at Weller Group LLC, Heart of The Harvest, and United Parcel Service. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including custom portfolio solutions and retirement plan consulting, while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Christopher Santelli is a financial advisor with Eagle Strategies (a New York Life company) based in Palmyra, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Santelli has operated Santelli Financial Group, LLC since 2015 and has been affiliated with Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company since 2003. Outside of his advisory work, he serves on the board of the Anthony Poselovich Memorial Foundation, a nonprofit supporting families of children with cancer, and is a certified pyrotechnician who conducts professional fireworks shows a few times per year. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a broad network of advisors.

Timothy Weller is a CFP® with 33 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2003, with additional experience managing his own firm, Weller Group LLC. Outside of his advisory role, he is co-owner of a private entity facilitating securities business and is involved in a local snowplowing service. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures to support diverse client needs.

Adam Casper is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and is also a co-owner of Weller Group LLC, a private entity involved in securities, advisory, and insurance business. His prior experience includes five years at Edward Jones. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while operating as a back-office and platform provider.

Mary Robertson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 40 years of industry experience, including 27 years at Cadaret, Grant & Co., Inc., and has operated MRB Financial Services, LLC since 1993. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Ryan Brophy is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and The Lyons National Bank since 2021, with prior roles at Citizens Bank, Oldham-Gryska Agency, Northwestern Mutual, and Alfred State College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brian Sisson is a financial advisor at Edward Jones in Ontario, NY, holding a Series 66 designation. He has prior work experience at Genesee Regional Bank and Paychex Insurance Agency. Brian began his career with Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Jonathan Wordingham is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of experience in the industry. Outside of his advisory role, he is the owner of a real estate LLC based in Webster, NY. 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 approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a national network of advisors and branches.

Dylan Joy is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to that, he held roles at Dick's Sporting Goods and National General Insurance. Outside of his advisory work, he serves as an assistant coach for a local high school lacrosse team. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.