Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

Alecia Fisher Dougherty is a financial advisor with Uniting Wealth Partners holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Naviter Wealth, Cambridge Investment Research Advisors, High Falls Advisors, and Leigh Baldwin & Co. Dougherty is also a licensed insurance agent involved in insurance sales and implementation related to investment recommendations. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach that integrates low-cost mutual funds, ETFs, and other securities, and operates as a subsidiary within the WAGN network with multiple consulting and institutional relationships.

Samuel Capilli is a financial advisor at Blue Horizon Equity, Inc. with two years of industry experience. He holds a Series 66 designation and serves as a board member of The Cus Foundation. Capilli has previously worked with Cambridge Investment Research and Cetera Wealth Services, among other firms. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across multiple offices.

Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.

Andrea Ells is a CFP® and CFA® with nine years of experience in the financial industry. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves as an Investment Committee Member for the YWCA of Rochester & Monroe County, where she reviews endowment portfolio investments. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, risk management, tax considerations, and oversight through a monthly investment committee, employing a range of investment vehicles and third-party technology tools to support client strategies.

Clara Sanguinetti is a financial advisor at Brighton Securities Corp. with over 14 years of industry experience, including 12 years at Invesco and three years at her current firm. She holds a Series 66 designation. Outside of her advisory role, she serves on the Brighton Town Council. 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 nearly $1 billion in client assets as of 2024.

Robert Gwynn is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved in coaching sports and fitness. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans through discretionary investment management and non-discretionary consulting. The firm uses a discovery-based process to customize investment plans aligned with client objectives, incorporating value and momentum asset-allocation strategies and offering performance-based fee arrangements for qualified clients.

Robert Hayes is a financial advisor with Bright Futures Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Silver Oak Securities, Inc., Cetera Advisors, and APFS Wealth Management, Inc. Outside of advising, Hayes serves as the mayor of Avon, NY, and officiates high school baseball and softball games as an umpire. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, entities, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm uses a variety of investment analysis methods and offers discretionary and non-discretionary services, including access to third-party investment advisers and alternative investment strategies.

Zachary Harrington is a Series 65 licensed advisor with 11 years of industry experience. He has worked at Rise Advisors, LLC since 2020 and previously at NorthLanding Financial Partners, LLC and HIGH FALLS ADVISORS, Inc. He also operates as an independent insurance agent, offering life insurance and fixed annuity products. Rise Advisors, LLC provides financial planning, consulting, and portfolio management to a range of clients including individuals, trusts, and charitable organizations. The firm primarily manages portfolios on a discretionary basis, utilizing strategic asset allocation and a mix of investment vehicles such as ETFs, mutual funds, and alternative investments.

David Treichler is a CFP® professional with 40 years of industry experience, currently serving at Bright Futures Wealth Management, LLC. His prior roles include positions at Cetera Advisors and Silver Oak Securities. Outside of advisory work, he owns Arabella Wealth Advisors, an independent financial services business. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting to a range of clients, including individuals, trusts, and retirement plans. The firm employs multiple analysis methods and offers discretionary and non-discretionary services tailored to both non-high-net-worth and high-net-worth clients.

Mary O'brian is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. She has worked at The Waterford Group, LLC since 2011 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a mix of internal and external managers to construct portfolios with a long-term focus and offers comprehensive services for retirement plans, including ERISA-related advisory and participant education.

David Pulcini Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at RFG Advisory, LLC and its dba Sixpoint Financial Partners since 2022. His prior experience includes roles at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory work, he owns a consulting business focused on branding and marketing. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to proprietary models, alternative investments, and annuity management.

Robert Bartolotta is a financial advisor at Novem Group with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Portfolios Advisors, Inc. and other firms prior to joining Novem Group in 2012. Bartolotta serves as the board president of the Novem Foundation, a nonprofit entity that donates to charitable causes, and is a board member of Briarwood of Eastpointe, a homeowners association. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis, and offers a wrap fee program alongside referrals to third-party money managers.

David Mack is a financial advisor at ValMark Advisers, Inc. with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities and Penn Mutual Life Insurance Co. Outside of his advisory role, he coordinates Plan LLC, a registered service advisor focused on client servicing and investment activities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms, with oversight from an investment committee and integration of manager programs and strategist portfolios.

Justin Cuvelier is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Excel Securities & Associates Inc since 2013. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and ongoing account reviews.

Thomas Froehlich is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc., and he is the owner of Froehlich Financial Group, Ltd., which provides insurance services. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis with tailored investment strategies guided by individualized Investment Policy Statements.

Frederick Minges is a financial advisor at ESL Newco I, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alesco Advisors LLC for 16 years before joining his current firm. ESL NewCo I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs fundamental analysis and quantitative modeling, commonly recommending index-based mutual funds and ETFs, and serves approximately 468 clients with about $4.81 billion in regulatory assets under management.

Dana Vosburgh is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. He has been with the Manning & Napier organization since 2013, including roles at both the advisory and investor services divisions. In addition to his advisory work, Vosburgh is an adjunct professor at Nazareth College. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering fiduciary retirement plan services. The firm employs a team-based, strategy-specific investment process combining top-down and bottom-up analysis and is affiliated with an in-house trust company and broker-dealer.

Lee Wilson is a financial advisor at Arkadios Wealth Advisors in Rochester, NY, holding a Series 66 license with two years of industry experience. Prior to joining Arkadios in 2022, he worked at Stanley Security and The Bonadio Group. Outside of advising, he is an investor in multi-family real estate through Cora Sandord LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio team and a mix of managed accounts, third-party managers, and financial planning.

Alexander Stuver is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at LPL Financial, FocalPoint Wealth Management, and Brady Corporation. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, offering both passive and active investment strategies alongside dynamic rebalancing.