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 since 2003. Bastow also serves as a co-trustee, assisting in coordinating financial and personal affairs, and works as a registered representative and annuity/insurance sales agent in a limited capacity. High Falls Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm combines model portfolios, third-party strategies, and in-house monitoring with integrated tax preparation and trustee services.

Jacob Chen is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Vanquour LLC and PneumaTek LLC, and he spent 19 years at New York University. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by offering financial planning, portfolio management, and consulting services through various program structures. The firm is dually registered as both an SEC-registered investment adviser and a FINRA member broker-dealer and provides brokerage execution, insurance products, and affiliated tax and accounting services.

David Resch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Post Resch Tallon Group, Inc. for over two decades and Cadaret, Grant & Co., Inc. for 21 years. Outside of his advisory roles, he serves as a non-profit board member and HOA officer. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of financial planning and portfolio management options supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.

Michael Congdon is a financial advisor at Horizon Financial with five years of industry experience. He holds the Series 65 designation and has worked within related firms under the Horizon umbrella since 2012. Congdon also serves as an administrator and manager responsible for oversight of an investment brokerage firm. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement services, and integrated financial planning. The firm manages approximately $510 million in assets with a model-driven investment approach overseen by an internal team and Investment Policy Committee.

Brian Novellin is a financial advisor at Horizon Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Horizon Advisory Services Inc., Private Client Services, Securities America, Inc., and Securities Service Network, Inc. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment process overseen by an internal investment team and Investment Policy Committee.

Anthony Vaccaro is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Prentice Wealth Management LLC in Rochester, NY, and has previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, model-subscription services, pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Stephen Green is a financial advisor at Seneca Financial Advisors LLC with 16 years at the firm and 5 years of industry experience. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by providing comprehensive financial planning, investment management, tax planning and preparation, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, incorporating a limited tactical overlay and occasionally borrowing in separately managed accounts.

Jacob Schlicht is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has worked at Merrill for 14 years before joining Kickstand Wealth Advisors, where he has been since 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a fundamentally based, long-term oriented investment approach while tailoring decisions to client goals and suitability.

Jacob Moshier is a CFP® at Flower City Capital LLC in Pittsford, NY, with experience at the firm since 2020. Prior to joining Flower City Capital, he worked briefly at Alsheimer & Evarts Tax Accounting in 2020. Flower City Capital provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm applies a combination of fundamental, technical, and quantitative analysis within a broad investment universe and manages approximately $445 million in assets.

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 at High Falls Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Leigh Baldwin & Co., Ameriprise Financial Services, and AXA Advisors. High Falls Advisors serves individual and high-net-worth clients by offering discretionary portfolio management alongside financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs a range of investment strategies managed by an internal investment committee and also provides a notable in-house legal, tax, and trust capability.

Russell Mandrino is a financial advisor at High Falls Advisors, Inc. with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Allworth Financial, L.P. and Leigh Baldwin & Co., LLC. High Falls Advisors 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 a range of internally managed strategies, including ETF-based models with tax-aware and ESG variations, and maintains an affiliated legal practice and substantial in-house tax and trust capabilities.