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 13 years at the firm and two years of industry experience. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, alongside financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a 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.

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.

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.

Kerry Tallon is a CFP® with 30 years of industry experience, currently serving at Post Resch Tallon Group in Pittsford, NY. He has worked at Post Resch Tallon Group and Cadaret, Grant & Co., Inc. since 2004 and has been with LPL Financial since 2025. Outside of investment advisory, Tallon is involved in the sale of insurance products including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a top-down, asset-allocation driven investment process using mutual funds, ETFs, listed securities, fixed income, and derivative strategies within managed accounts.

Kellan Peer is a financial advisor at O’Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and Noticestry LLC. Outside of advisory work, he assists his mother’s private practice, Oasis Therapy LLC, providing consulting and business planning support. O’Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pensions, charitable organizations, and small businesses. The firm follows a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation.

Abigail Adams is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding Series 66 and Series 65 licenses and having nine years of industry experience. She has been with LVW Advisors since 2014. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients, providing wealth management, financial planning, investment management, and consulting. The firm uses customized investment plans focused on asset allocation, diversification, and risk management, incorporating both traditional and alternative investments.

Olivia Queri is a financial advisor at Blue Horizon Equity, Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Cetera Wealth Services, LLC, Omne Planning & Wealth LLC, and Cambridge Investment Research Inc. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers a range of investment programs, including wrap-fee Unified Managed Accounts and access to third-party money managers, operating as a multi-advisor team across multiple offices.

Gary Michaels is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Brighton Securities since 2010. Brighton Securities Corp. offers investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm provides portfolio management, fee-based financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Patrick Martin is a financial advisor at Ashford Advisors, LLC in Pittsford, NY, holding a Series 65 designation with four years of industry experience. He has been with Ashford Advisors since 2001. Ashford Advisors serves high net worth individuals, charitable organizations, and closely held corporations, offering financial planning, portfolio management, third-party manager search and monitoring, and consulting on hedge fund, venture capital, and private equity investments. The firm emphasizes asset allocation and manager selection, using a range of securities and providing quarterly reporting, with a focus on clients meeting a minimum family relationship of $10 million.

Megan Horvat is a CFP® with 13 years of experience in the financial services industry. She currently works at Elevatus Wealth Management, LLC and has held prior roles at Thorley Wealth Management, Commonwealth Financial Network, Bank of America, and Merrill. Elevatus Wealth Management serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, providing discretionary investment management, financial planning, and separately managed account servicing. The firm employs both active and passive strategies and offers access to a wide range of investment options including alternatives and digital-asset strategies.

Deborah Bastow is a financial advisor at High Falls Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with High Falls Advisors for 23 years. She also serves as a co-trustee, assisting in coordinating financial and personal affairs. High Falls Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm utilizes a range of actively managed investment strategies and maintains a strong in-house tax and trust capability.