Meghan Schneible is a CFP® professional with 27 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2012. Schneible is also an independent insurance agent specializing in long-term care and fixed life insurance. She is affiliated with Capital Analysts, a firm serving a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizes an in-house investment research team, and provides services through various program models and third-party managers.

Georgios Manou is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at Capitol Securities Management since 2006 and spent four years at Bianchi and Associates. Outside of his advisory role, he assists with data entry at Bianchi and Associates, a firm providing income tax and accounting services. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through IAR-managed programs, separately managed accounts, and third-party money managers.

Bruce Lear is an investment advisor representative with Novem Group, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with firms including American Portfolios Financial Services, Inc. and Securities America Advisors, Inc. Lear is also the girls' head soccer coach at Kearney Catholic High School. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm combines fundamental, cyclical, and technical analysis to tailor portfolios across various asset classes, managing accounts with individualized Investment Policy Statements and regular reviews.

Garrett Shambo is a financial advisor at Capital Analysts with three years of industry experience. He holds a Series 66 designation and previously worked at Bob Johnson Auto Group and Delta Sonic. In addition to his advisory role, he assists individuals and small businesses with health insurance plans through the New York State Health Care Marketplace. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with access to third-party managers and ERISA retirement plan advisory services.

Steven Vestri is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Wealthcare Advisory Partners and LPL Financial since 2016 and owns SDV Tax Service, which provides tax preparation and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and behavioral economics, combining passive and active investment strategies alongside proprietary quantitative metrics.

Michael Merriman is a financial advisor with Alera Investment Advisors, LLC, based in Rochester, NY. He holds four years of industry experience and has been affiliated with Alera Investment Advisors since 2022. Prior to this, he was associated with Waterford Group and THE WATERFORD GROUP, LLC / Alera Retirement Advisors from 2011 through 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, and offers ERISA-related services for retirement plans.

Charles Herendeen is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Novem Group since 2011 and previously at American Portfolios Financial Services for 18 years. Herendeen serves as a board member of the New York Employee Benefits Conference. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, state and municipal government entities, and other investment advisers. The firm manages diversified portfolios using a combination of fundamental, cyclical, and technical analysis tailored to client goals and risk tolerance.

Catherine Gueli is a CFP® with seven years of industry experience, currently serving as a financial advisor at Novem Group since 2024. Her previous experience includes roles at City National Bank and RBC Capital Markets, LLC. Prior to entering the financial industry, she worked at Xerox Corporation for 20 years. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to tailor portfolios according to client goals and risk tolerance.

Joseph McPherson is a CFP® and ChFC® with 41 years of industry experience. He is currently an Investment Advisor Representative at Novem Group and a registered representative at OSAIC Wealth, Inc. He previously worked for American Portfolios Financial Services, Inc. and operates McPherson Financial Services, where he also acts as an insurance agent selling fixed life, fixed annuity, and long-term care insurance. Additionally, he provides income tax preparation services through A/C Associates. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and provides portfolio management tailored to client goals and risk tolerance.

Lynn Bianco is a financial advisor at The Partners Wealth Management with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services and OSAIC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines internally developed and third-party investment models with discretionary account management and offers ERISA 3(21) plan services and ongoing oversight of outsourced managers.

Keri Vacanti is a financial advisor with Capital Analysts, LLC, holding the Series 63 designation and bringing 22 years of industry experience. She has worked at Capital Analysts since 2023 and has been with The Legend Group since 2001. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs, utilizing an in-house investment management team and proprietary screening processes.

Pablo Gentile is a financial advisor at Alesco Advisors, LLC, An ESL Company, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Principal Life Insurance Company. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm emphasizes asset allocation tailored to client-specific factors and combines fundamental analysis with quantitative modeling, offering services that range from portfolio management to financial planning and consulting.

Eric Morris is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with four years of industry experience. His prior work includes roles at ESL Newco I, LLC, Nazareth College of Rochester, Syracuse University, and Brighton Central School District. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a mixed approach of index-based, systematic funds, and selected private investments, combining fundamental analysis with quantitative modeling to manage client portfolios.

Megan Konieczny is a financial advisor at ESL Newco I, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Alesco Advisors LLC and BNY Mellon. Megan's background also includes roles at Duquesne University, Invesco, Coopervision, and Cloud Docx. ESL NewCo I, LLC (operating as Alesco Advisors) provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm uses fundamental analysis and quantitative modeling to develop asset-allocation plans tailored to clients’ time horizons, risk tolerance, and tax considerations.

Paula Rogala is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY, holding a CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. Her career includes roles at American Portfolios Financial Services, Inc. and the Novem Group. In addition to her financial advisory work, she has maintained an ongoing career as an artist since 2013. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization and offers access to multiple custodial platforms and third-party managers.

Dominick Lapenna is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

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.

Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.

Eric Schmidt is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and WMG Partners LLC. Schmidt also provides administrative support to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.