Daniel Antocicco is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2011 to 2020, followed by TRU Independence Asset Management until 2023. He is also licensed as an insurance agent, providing insurance services to clients. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account servicing. The firm uses both active and passive investment strategies and offers access to alternatives, options, and digital-asset solutions.

Robert Pickels III is a CFA® charterholder with 24 years of industry experience, currently serving at Whitney & Company since 2017. Before joining Whitney & Company, he worked for Manning & Napier Advisors and Manning & Napier Investor Services for a combined 16 years. Outside of his financial advisory role, he owns rental property. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, employing a comprehensive investment approach that integrates fundamental analysis with technical, cyclical, and quantitative tools to tailor strategies according to client objectives.

Joseph Zappia is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LVW Advisors, operating as Zappia Family Wealth, since 2014. Outside of his advisory role, he is involved as a member in private and public securities investments through JZMS Ventures, LLC and 13 Bridge Street LLC. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a customized investment approach incorporating asset allocation, diversification, and both active and passive managers, along with access to non-traditional strategies such as 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 CFP® with eight years of industry experience, currently serving as an advisor at Howe and Rusling, Inc. He previously worked for Manning & Napier Advisors, LLC for ten years and has experience outside financial services from his time at Churchville-Chili Senior High School. Howe and Rusling, Inc. serves individual and high-net-worth clients as well as institutional clients such as insurance companies and pension plans. The firm employs a combined top‑down and bottom‑up investment approach with a focus on large‑cap equity and intermediate fixed‑income strategies, and it provides additional services including financial and estate planning, access to third-party managers, and tax preparation through a wholly owned subsidiary.

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® with eight years of industry experience, serving at Cooper/Haims Advisors, LLC since 2008. He participates as an investment committee member and advisory board member for LeChase Construction Services, providing guidance on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm’s approach involves customized asset allocation, risk management, tax considerations, and utilizes AI-supported technology tools to enhance planning and documentation.

Elizabeth Hutton is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, with 2 years of industry experience and has been with the firm since 2013. 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, along with 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, N.A. for 11 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 18 years. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and outsourced support to implement strategies.

Benjamin Owens is a CFP® professional with four years of industry experience, currently serving at Cooper/Haims Advisors, LLC since 2019. Prior to this, he worked at SUNY Geneseo and Access FCU. He is also an investment committee member for St. Peters Kitchen, a charitable organization providing free lunches in Rochester, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and estates. The firm emphasizes customized asset allocation, risk management, tax considerations, and uses third-party technology tools alongside human review to support client strategies.

Jeffrey Renelt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Renelt-Richard Group. With a career at Merrill beginning in 1987 and over 30 years of experience, he manages a team focused on providing wealth management and planning services. His practice emphasizes the comprehensive financial needs of multigenerational families, professionals, entrepreneurs, and professional athletes. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from the University of Rochester. His community involvement includes serving as Director and President of the Pemaquid Trail Association and volunteering as a hockey coach for the Rochester Junior Amerks. In his approach, Jeffrey works one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Outside of his professional role, his personal interests include ice hockey, music, photography, and spending time with his family.

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.