Ellyn Schaefer is a financial advisor at Capital Analysts with 11 years of industry experience and holds a Series 66 designation. She has previously worked at Lincoln Investment for nine years and at Legend Advisory Corporation and Legend Equities Corporation. In addition to her advisory role, she is a CPA and serves as an accountant for the nonprofit Baden Street Settlement of Rochester. Capital Analysts serves a variety of clients including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Kim Nugent is a CFP® with 22 years of industry experience, currently serving at Sage Rutty & Co., Inc. since 2010. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Outside of her advisory role, she serves on the Board of Directors and Development Committee for Greater Rochester Habitat for Humanity. Sage Rutty & Co., Inc. serves both individual and institutional clients, offering financial planning and portfolio management through multiple program structures and custodial relationships. The firm manages approximately $3.9 billion in assets across 45 advisors and provides services ranging from comprehensive planning to qualified retirement plan support.

Roland Salmi is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lawley Retirement Advisors, LLC, Georgetown Lawley Group, LLC, and Digital Insurance d/b/a OneDigital. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Nicholas Delgaizo is a financial advisor at Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation with nine years of industry experience. He has been with Lifemark since 2017 and also works as an independent insurance agent specializing in the sale and service of life insurance products. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using tailored, suitability-driven approaches with various managed account programs and retirement-plan consulting.

Robin Blackman is a financial advisor with Independent Financial Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Partners since 2011 and previously spent a decade at LPL Financial. Blackman is also involved in non-variable insurance sales. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

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.

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.

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.

Scott Mckay is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Rochester, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment and retirement plan services.

Nathan Wegman is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Endeavor Wealth Advisory Group since 2018. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2013 to 2018. He is also the owner of Wegman Wealth Management LLC, a private entity facilitating securities, advisory, and insurance services. 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 managed by its Investment Management and Research team.

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.

Matthew Sheehan is a financial advisor with Commonwealth Financial Network and co-owner of Wisehaven Financial, LLC, based in Rochester, NY. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at Equitable Advisors, AXA Advisors, and J.P. Morgan. His activities include fixed insurance sales conducted during business hours at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

James Englert is a CFP® professional with 29 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Englert is an enrolled agent with the National Association of Enrolled Agents and provides tax preparation services during the tax season. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and integrates technology to manage held-away employer retirement accounts without client login credentials.

Brendan Jeffery is a financial advisor with J. W. Cole Advisors, Inc. in Pittsford, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. from 2011 to 2019. Jeffery is also the owner of Jeffery & Jeffery Family Legacy Planning Inc., which provides investment and insurance services. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and multiple managed account solutions.

John Podleski is a CFP® professional affiliated with Commonwealth Financial Network, based in Rochester, NY, with 27 years of industry experience. His prior career includes roles at American Portfolios Financial Services and Equitable Advisors. In addition to his advisory work, he operates a tax preparation business as a CPA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Benjamin Hintz is a financial advisor with Commonwealth Financial Network in Rochester, NY. He holds a Series 66 credential and has been in the industry since 2025. Prior to his advisory roles, he worked in education and other fields, including positions at St. John Fisher University and Delta Sonic Car Wash Systems, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while offering various investment program options including discretionary model portfolios managed by its Investment Management and Research team.

Egbert Bouwmeester is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and 29 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 20 years with Legend Equities Corporation followed by 8 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Matthew Fischer is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include ten years at American Portfolios Financial Services, Inc. and one year at OSAIC. Outside of his advisory work, he is a co-owner of ADF Wealth Management, LLC, and owner of APG Advisors, both private entities involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, with discretionary portfolio construction and multiple program options managed by an in-house Investment Management and Research team.

Joshua Dejohn is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors. In addition to his advisory role, he operates a sole proprietorship as a life insurance and fixed annuity agent. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and strategies.

Michael Mason is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He is involved with Mason Wealth Management, LLC and participates in life and legacy planning activities. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.