Joseph Zappia is a financial advisor with LVW Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at LVW Advisors since 2014 and previously spent five years with Wells Fargo Clearing. Outside of his advisory role, he is involved as a member in investment entities focused on private and public securities. LVW Advisors provides customized wealth management and financial planning services for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation, diversification, and utilizes both active and passive strategies, including non-traditional investments like hedge funds and private equity.

Justin Stevens is a CFP® with 15 years of industry experience and currently serves at O'Keefe Stevens Advisory, Inc., where he has worked since 2017. Prior to that, he was with Sage Rutty & Co. Inc. for eight years. Justin holds a Series 66 license. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser managing approximately $585.6 million in assets across 357 client households. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, employing a value-oriented, long-term investment approach focused on capital preservation.

Jordan Eich is a financial advisor at Howe and Rusling, Inc. with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes a decade at Manning & Napier Advisors, LLC, as well as two years working at Churchville-Chili Senior High School. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with an investment approach that combines top-down macroeconomic forecasting and tactical sector allocation alongside bottom-up fundamental research and proprietary valuation models.

William Bennett is a financial advisor at Whitney & Company with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Whitney & Company since 2008, totaling 18 years with the firm. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically with a $500,000 account minimum. The firm manages approximately $1.49 billion in discretionary assets, using a long-term equity-focused investment approach that incorporates fundamental analysis, quantitative tools, and dynamic asset allocation.

William Moore is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Whitney & Company since 2020. Prior to this, he worked at Manning & Napier Advisors for 17 years. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory while maintaining a diagnostic management consulting approach to corporate evaluation.

Robert Kravetz is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Brighton Securities since 2009. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Joseph Del Prete is a financial advisor at Brighton Securities Corp. based in Rochester, NY. He holds the Series 66 designation and has been with Brighton Securities since 2025. Prior to joining the firm, he spent four years at SUNY Brockport and thirteen years in East Northport. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Jeanine Drake is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Brighton Securities since 2013. Outside of her advisory role, she operates a notary business focused on real estate closings. Brighton Securities serves individuals, including high-net-worth clients, as well as pension plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, and consulting through various program structures and a range of analytical approaches. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and also offers affiliated tax and insurance services.

Christina Larkin is a CFP® professional with two years of industry experience, currently working at Seneca Financial Advisors LLC in Rochester, NY. Her prior work includes roles at Vireo Group and Sciarabba Walker & Co., LLP. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, offering services such as financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models and incorporates an in-house tax function alongside its investment advice.

Peter O'Keefe is a CFP® certificant with 45 years of industry experience. He currently serves as an advisor at O'Keefe Stevens Advisory, Inc., where he has worked since 2017, following an eight-year tenure at Sage Rutty & Co Inc. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation, managing approximately $585.6 million in assets across 357 client households as of year-end 2025.

Richard Bentley is a CFP® professional with 18 years at Cooper/Haims Advisors, LLC and a total of 21 years in the financial industry, including experience at Nixon Peabody Financial Advisors LLC. He serves as an investment committee member and advisory board member for LeChase Construction Services, advising on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and estates. The firm focuses on customized asset allocation and individualized investment policy statements, incorporating risk management, tax considerations, and oversight by a monthly investment committee.

Elizabeth Hutton is a financial advisor with Howe And Rusling, Inc. in Rochester, NY, where she has worked since 2013. She holds professional credentials and has three years of industry experience. Howe And Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, complemented by financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a wholly owned subsidiary.

Angelica Sudore is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to her current role, she worked at Alfred University and has experience as a New York State Life Accident and Health insurance agent. She also has a background in the food service industry, having worked at Perinton Pizza. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm generally manages client portfolios on a discretionary basis using strategic asset allocation and emphasizes ETFs alongside other investment vehicles.

Robert Leroy is a financial advisor at Indivisible Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework and offers clients a range of investment approaches including direct indexing and tax-aware strategies.

Benjamin Owens is a CFP® professional with five years of experience at Cooper/Haims Advisors, LLC. He has also been involved with St. Peters Kitchen, a charitable organization providing free lunches, where he serves on the investment committee advising on financial policies. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm emphasizes customized asset allocation, risk management, and tax considerations, utilizing both discretionary and non-discretionary portfolio management supported by technology tools and monthly oversight.

Margaret Broomfield is a financial advisor at Armbruster Capital Management, Inc. with a Series 65 designation and no prior industry experience. Before joining the firm, she worked at Paychex, Inc. and Bonadio Group. She is also involved with the Rochester Academy of Irish Dance. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios using diversified, index-based ETFs and mutual funds, supplemented by factor tilts and selected alternative investments tailored to clients’ objectives.

Patrice Lancelot is a financial advisor at Bright Futures Wealth Management, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Patrice has worked at Bright Futures Wealth Management since 2011 and has prior experience with Cetera Advisors LLC and Silver Oak Securities, Inc. Bright Futures Wealth Management, LLC 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, with a focus on documented client objectives and ongoing portfolio monitoring.

William Shaheen is a financial advisor with Whitney & Company in Rochester, NY, holding five years of industry experience. He has been with Whitney & Company since 2014 and serves as CEO of Telesero, a software and outsourcing business. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, focusing on quality and liquidity through long-term equity investments and a diagnostic management consulting process. The firm manages approximately $1.49 billion in discretionary assets and employs a combination of fundamental, technical, and quantitative analysis to tailor strategies to client objectives.

Salvatore Fasciano is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Brighton Securities since 2011. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, fee-based financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Kerry Tallon is a Certified Financial Planner® at Post Resch Tallon Group with 30 years of industry experience. He has worked with Post Resch Tallon Group since 2004 and previously with Cadaret, Grant & Co., Inc. He is also involved in insurance sales, including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a top-down, asset-allocation driven investment process that incorporates modern portfolio theory, fundamental analysis, and options and derivative strategies within managed accounts.