Karl Khuns is a financial advisor at Stone Oak Capital LLC in Rochester, NY, with 18 years of industry experience. He holds the Series 66 designation and previously worked at Lord Abbett, ESL Investment Services, Boyd Capital, and Engleson and Associates. Stone Oak Capital LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering tailored investment policy statements and discretionary management across a broad range of investment types. The firm’s investment process integrates fundamental analysis, modern portfolio theory, and technical analysis to create client-specific portfolios and employs both long- and short-term trading strategies.

Patrick Cicchetti is the sole advisor at Ryse Capital Management in Brockport, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. Outside of his advisory work, he co-owns a moving company and works as a business consultant offering coaching on planning and organizational efficiency. Ryse Capital Management is a fee-only registered investment adviser providing wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, and business owners. The firm employs a blend of passive and active investment strategies guided by modern portfolio theory, with portfolios tailored to clients’ objectives and risk tolerance.

Diana Apostolova is a financial advisor at Rochester Investments with 12 years of industry experience. She holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Axa Advisors, LLC. Outside of her advisory role, she provides income tax return and payroll services. Rochester Investments serves individual investors, trusts, estates, retirement plan sponsors, corporations, charities, and foundations by offering discretionary portfolio management, financial planning, and corporate retirement plan consulting. The firm combines top-down macroeconomic asset allocation with bottom-up security analysis across various asset classes and integrates tax and payroll services alongside its investment offerings.

William Schmerbeck is the sole advisor at WGS Management Services, Inc, holding a Series 65 credential with five years of industry experience. He has managed his independent advisory firm since 2014 and has also been associated with Ward, Schmerbeck, & Billig, P.C. since 1996. WGS Management Services, Inc is an SEC-registered independent advisory firm with approximately $41.6 million in discretionary assets and serves individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a fundamental analysis approach with a long-term trading orientation, utilizing diversified portfolios constructed from mutual funds, equities, ETFs, fixed income, REITs, and Treasury inflation-protected securities aligned to each client's Investment Policy Statement.

Robert Brown Jr. is a financial advisor at Core Alpha, Inc. in Rochester, NY, with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Nationwide Securities, Inc., Nationwide Financial Network, and ACCU-Vest Planning. Core Alpha provides investment advisory and financial planning services to individuals, trusts, and small businesses, primarily serving non-high-net-worth clients. The firm employs a dynamic asset-allocation approach across a variety of portfolio solutions and utilizes multiple outsourced platforms for implementation and account management.

Scott Zollo is a CFA® charterholder with 34 years of industry experience. He is affiliated with Core Alpha, Inc., where he has worked since 2000, and has also been associated with Mutual Funds Associates Inc. and Accu-Vest Planning, Inc. for over three decades. Core Alpha provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses. The firm employs a dynamic asset-allocation approach using a variety of investment vehicles and relies on multiple outsourced platforms for portfolio implementation and management.

Salvatore Paternico is a CFP® and ChFC® with 11 years of industry experience. He is currently with W & S Management Services, Inc., where he has worked since 2021. Prior to that, he held roles at ESL Investment Services LLC, LPL Financial LLC, and ESL Federal Credit Union. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and long-term portfolio management, and is closely affiliated with a Certified Public Accounting practice to provide coordinated tax and financial planning support.

Roger Weller is a financial advisor at JR Snell Capital Management, LLC, with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked concurrently as an independent contractor for United Healthcare in a sales capacity since 2015. Weller is based in Holley, NY. JR Snell Capital Management, LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis, while offering financial coaching and online planning tools.

Brian Ward is a Series 65-licensed advisor with W & S Management Services, Inc. in Rochester, NY, bringing 12 years of industry experience. He has been vice president at Ward & Schmerbeck, P.C., a Certified Public Accounting firm, since 1995, where he performs tax accounting work alongside his advisory role. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm integrates fundamental analysis with accounting expertise through its affiliation with Ward & Schmerbeck, offering coordinated tax and financial planning for clients.

Sean Collins is a financial advisor with Core Alpha, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He owns and operates S.P. Collins & Company, which offers tax preparation services, and also runs the retail website American Emart. Core Alpha, Inc. provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses, utilizing a dynamic asset-allocation approach across a variety of portfolio programs and investment instruments. The firm’s model incorporates multiple outsourced platforms and a combination of broker-dealer, insurance, and tax preparation affiliations.

Lisa Capizzi is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior roles include work at Cambridge Investment Research, Commonwealth Financial Network, and Securities America, among others. Outside of financial advising, she owns and operates businesses in tax services and accounting/bookkeeping, including Nacca & Capizzi, LLP. The AmeriFlex Group is an SEC-registered adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment representatives. The firm offers tailored portfolio management, financial planning, and retirement plan consulting, delivering strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Robert Defreze Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc. and ownership of DeFreze Financial Services since 2005. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services through an open-architecture platform that integrates third-party managers and affiliated financial entities.

Robert Lee is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2011. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and multiple program versions with ongoing account review and rebalancing.

Lorna Erb is a financial advisor at Ashton Thomas Securities, LLC with three years of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, J.P. Morgan Securities, Sephora, and Ulta Beauty. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Peter Sartori is a financial advisor at Ashton Thomas Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Excel Securities & Associates, Inc. since 2014. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers a range of portfolio management services, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Phillip Yargeau is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and serving clients for 33 years. He has been with Ashton Thomas since 2011 and also has experience at Pike & Gold Partners and Erb's Income Tax Service, where he is a 40% owner and prepares tax returns. Additionally, he assists clients with Medicare Supplement and Advantage Plan selections as a health insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management programs and retirement plan services through a team of 18 advisors across six offices.

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Jesse Leonardo is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Bank, LPL Financial LLC, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Joshua Vernon is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at KeyBank, Principal Life Insurance Company, and Northwestern Mutual firms. Outside of advisory work, he has engaged in the sale of various insurance products, including life, disability, and health insurance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Alyssa Piersimoni is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to her current role, she worked at Equitable Advisors LLC and has experience in the restaurant industry. Alyssa also holds an outside sales position related to insurance, including the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.