Arthur Lamborn is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., based in Pittsford, NY, with one year of industry experience. His prior experience includes over four decades at AH Lamborn and related entities. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jacob Coleman is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside his advisory role, he works as an insurance agent helping clients with life insurance, Medicare, Medicaid, and long-term care planning. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies, offering both discretionary and non-discretionary services.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Eagle Strategies since 2015 and has concurrent roles at NYLIFE Securities LLC and New York Life Insurance Co since 2012. Outside of her advisory work, she serves as the chairperson of the Ambassador Committee for the Rochester Women's Network, coordinating new member events. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs tailored to client objectives and emphasizes managing assets predominantly on a non-discretionary basis.

Maureen Dowling is a financial advisor at Key Investment Services LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2012, following five years at HSBC Securities (USA) Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and combines platform services from Envestnet with portfolio strategies designed by its Chief Investment Office and third-party managers.

Bentley Hutchings is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Commonwealth since 2011 and has operated Hutchings Financial since 2004. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized portfolio management solutions.

Daniel Pennise is a CFP® professional with 23 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2011 and has also maintained an insurance business since 2003. Outside of his advisory work, he is a co-owner of Scarlett Vineyard, LLC, which manages real estate and produces wine. 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, operational support, and investment management services, including discretionary model portfolios and customizable investment solutions.

Edmond Sheidlower is a financial advisor at Mariner with five years of industry experience. He previously worked for Forte Capital LLC for 16 years before joining Mariner, which acquired Forte Capital's remnant business and now serves as a holding company. Mariner serves a broad mix of clients including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and a range of coordinated services such as tax compliance and Core Family Office offerings. The firm combines in-house research with third-party manager allocations and offers diverse strategies across equity, fixed income, alternatives, and retirement plan solutions, supported by CPAs and specialized tax services.

Connor Anderson is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Connor worked at NYLIFE Securities, LLC and New York Life Insurance Company, and has held various roles including positions at Rochester Institute of Technology and Stuart's Pools. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

William Dostman III is a financial advisor with Commonwealth Financial Network and Heritage Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with these firms since 2016 and is a co-owner of Heritage Financial Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Jacquelyn Dohse is a CFP® with five years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Pittsford, NY. Her prior experience includes roles at Commonwealth Financial Network, Mercer Global Advisors, Mirsky Financial Management Corp., and Tompkins Financial Advisors. Outside of her advisory work, she is involved with Colgan Capital, a separate business entity. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary strategies, blending fundamental and technical analysis along with access to multiple custodial platforms and third-party managers.

Jacqueline Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Morgan Stanley for two years and has a background that includes roles in education and other industries. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering diversified investment solutions that combine passive and active strategies overseen by an internal Investment Committee.

Daniel Ortiz is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Weller Group LLC. Ortiz serves as a Boatswain Mate Reservist Member in the United States Coast Guard Reserve. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers advisory programs, wealth management, and retirement plan consulting, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Dennis Lohouse is a CFA® charterholder with five years of industry experience. He has been with Mariner since 2025, following a 16-year tenure at Forte Capital LLC. Outside of his advisory role, he is the owner and member of Fleur City Holding Co. LLC, a holding company based in Rochester, NY. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios that combine in-house research with third-party manager allocations.

Michael Dentino is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at J.P. Morgan Securities LLC and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model, integrating KeyCorp affiliates for a broad range of investment, advisory, and financial services.

Thomas Affleck is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2023 and has been affiliated with Wealth Enhancement Group since 2021. Prior to his financial advisory career, he spent ten years at The Dorschel Automotive Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management across various risk classes.

Thomas Muscato is a financial advisor at J. W. Cole Advisors, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for nine years. Outside his advisory role, he is president of T. James Muscato Inc., a personal tax management business. J. W. Cole Advisors operates a large network of independent advisor representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm provides both discretionary and non-discretionary management using fundamental and technical analysis, model or manager-based strategies, and digital advice platforms.

Marcin Ciolek is a CFP® with five years of industry experience currently advising at Mariner. He previously worked at Forte Capital LLC for seven years and Citi for three years. Outside of his advisory role, he serves on the board of Webster Montessori School in Webster, NY. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional services such as family office and employer financial-wellness tools.

Mark Flaherty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He is also co-owner of Weller Group, LLC, a private entity involved in securities, advisory, and insurance business. His career includes multiple tenures at Commonwealth Financial Network and ongoing involvement with Weller Group. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Jeffrey Hough is a financial advisor at Mariner with five years of industry experience. He holds a Series 63 designation and previously worked at Forte Capital LLC for eighteen years. He serves as a board member of Boardwalk Securities Corp, a trust company based in Wilmington, Delaware. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers comprehensive services such as investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing a discretionary, customized portfolio approach supported by in-house research and third-party managers.