Dylan Shaw is a financial advisor at Bright Futures Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential, Cetera, and Rochester Wealth Partners. Shaw is also licensed to sell life, health, disability, long-term care insurance, and annuities. Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting, and third-party investment adviser selection to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary services through comprehensive investment programs.

Robert St. George is a financial advisor at Blue Horizon Equity, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc. and OSAIC. 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 other institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Michael Black is a financial advisor at Brighton Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cadaret, Grant & Co., Inc. and Cambridge Investment Research Advisors. Outside of his advisory role, he is president of Liberty Financial Solutions, a financial services business. Brighton Securities serves individuals, pension plans, charities, estates, trusts, and businesses, providing financial planning and portfolio management through various program structures. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering brokerage execution, insurance products, and affiliated tax and accounting services.

Robert Granish is a financial advisor with High Falls Advisors, Inc. in Rochester, NY, holding a Series 66 designation and seven years of industry experience. His career includes roles at Allworth Financial, Leigh Baldwin & Co., LLC, Ameriprise Financial Services, and AXA Advisors. High Falls Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs actively managed strategies across a variety of asset models and maintains in-house legal, tax, and trust capabilities.

Russell Mandrino is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding Series 63, 65, and 66 licenses with 23 years of industry experience. His prior firms include Leigh Baldwin & Co., LLC and Allworth Financial, L.P. 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 employs an internal investment committee to manage a range of actively managed and regularly rebalanced strategies, including tax-aware, ESG, and retirement income models.

Jenny Leach is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 66 licenses and 22 years of industry experience. She previously worked at Manning & Napier Advisors, LLC and Harbor Financial Services. Brighton Securities Corp. serves individuals, trusts, estates, pension plans, charities, and small businesses, offering investment advisory and brokerage services. The firm manages portfolios using fundamental and technical analysis and provides both discretionary and non-discretionary management across proprietary and third-party account programs.

Samuel Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, Bank of America, N.A., and Merrill. Post Resch Tallon Group provides advisory and financial planning services to individuals, pension plans, trusts, 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 options strategies within managed accounts.

Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with 9 years at the firm and a total of 26 years of industry experience. He holds a Series 65 designation and previously worked at EFPR Group for 17 years. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, buy-and-hold portfolios using broadly diversified, index-based ETFs and mutual funds, enhanced by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

Abigail Wilson is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. She joined Rise Advisors in 2024 after completing nine years as a student. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a discretionary management approach focused on strategic asset allocation and regular rebalancing, primarily using ETFs alongside other investment vehicles.

George Marron is a CFP® with eight years of industry experience, currently serving as an advisor at High Probability Advisors, LLC. Prior to joining High Probability Advisors, he worked at High Falls Advisors, Karpus Investment Management, and Manning & Napier in various advisory roles. In addition to his financial advisory work, Marron maintains a solo law practice. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1 billion in assets across an eight-person advisory team.

Andrew Schuler is a CFP® with seven years of industry experience. He is currently with Prentice Wealth Management LLC and previously worked at Sage, Rutty & Company, Inc., Manning & Napier Advisors, LLC, NorthLanding Financial Partners, LLC, and Manning & Napier, LLC. Outside of advisory roles, he was involved with Black Button Distilling for one year. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers. The firm provides discretionary investment management, model-subscription services, financial planning, pension and insurance consulting, and divorce financial consulting, utilizing a range of model portfolios and a business-to-business focus through its subscription service for other advisers.

Amanda Heagerty is a financial advisor with Horizon Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Private Client Services, Securities America, Inc., and Citizens Securities Inc., among others. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, with discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment process overseen by an internal team and manages approximately $510 million in assets across a nine-advisor team.

Chad Goodchild is a CFP® with 24 years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to this, he worked at Merrill for 19 years. He holds the Series 66 designation and is based in Pittsford, NY. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, families, and entities including family offices and qualified retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis-driven, with a broad range of asset options tailored to client needs.

Samuel Dinorma is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2011. He has 14 years of industry experience. 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 nearly $1 billion in client assets as of December 2024.

Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.

Victoria Tabor is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at Brighton Securities since 2017 and previously spent five years at Raymond James and Associates. Outside of her advisory role, she serves as Treasurer for the Albion Joint Fire District, managing tax collections for the fire department. 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.

Raymond Ciccarelli is a financial advisor at OSAIC with 53 years of industry experience. He holds a Series 63 designation and has been involved with Ciccarelli Advisory Services and CTO Estate Planning Corp. since 1984. Outside of his advisory work, he owns Park Central Tax Offices, overseeing the business without performing tax preparation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a structured investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment options through multiple custodial platforms.

Christopher Radigan is a financial advisor at Whitney & Company with 5 years of industry experience. He has been with Whitney & Company since 2015. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically requiring a $500,000 account minimum. The firm emphasizes quality and liquidity through a long-term equity investment approach supported by fundamental, technical, cyclical, and quantitative analysis.

Craig Cairns is a financial advisor with Howe and Rusling, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Howe and Rusling since 2000. Since 2021, he has served on the Board of Directors of Transcat, Inc. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional accounts 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, along with financial and estate planning services.

Sarah Stymus is a CFP® with 13 years of industry experience, currently serving as an advisor at Whitney & Company. Her prior experience includes roles at J.P. Morgan Securities and Sage, Rutty & Co., Inc. She holds Series 63 and Series 65 licenses. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and charitable organizations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its long-term investment approach, combining fundamental analysis with technical methods and Modern Portfolio Theory.