Andre Rene is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 13 years. In addition to his advisory role, Rene is involved in outside business activities with CNMK Operational Support, LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Derek Donnarumma is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, WMG Partners, LLC, and American Portfolios Financial Services, Inc. He is based in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

John Klee is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Rochester, NY. His prior experience includes roles at High Falls Advisors, Inc., Seneca Financial Advisors LLC, and Russell Schwartzbeck. Outside of financial advising, he has been involved in Haroun Education Ventures and Parkleigh Enterprises Inc. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, pure-index, and specialized offerings like Buffered Equity ETFs and options-based overlays, and is distinguished by its ownership structure and industry-specific divisions.

Jonathan Larue is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has worked at TIAA and Raymond James & Associates, Inc. Prior to his current role at TIAA-CREF, he spent 10 years at TIAA in various capacities. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Elliott Morse is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of his financial advisory role, he serves as a paramedic with Victor Farmington Ambulance. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Sierra King is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment since 2018 and previously was involved with the Alfred State Office of Student Engagement. Lincoln Investment Planning, LLC is a large, enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team and employs both advisor-managed and firm-managed model portfolios.

Alyssa Piersimoni is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to her current role, she worked at Equitable Advisors LLC and has experience in the restaurant industry. Alyssa also holds an outside sales position related to insurance, including the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Dominic Velardi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation and 13 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Charles Forte Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include working at LPL Financial and serving at Goodwill of the Finger Lakes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to managed account solutions, third-party strategists, and technology platforms.

Lawrence Giangreco III is a Series 66 credentialed financial advisor with two years of industry experience. He is currently affiliated with Commonwealth Financial Network and also works with Angelo Planning Group LLC. Prior to his advisory career, Mr. Giangreco held various roles in hospitality and education sectors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.

James Duclos is a financial advisor with Kestra Advisory Services LLC, holding Series 65 and Series 66 credentials and 44 years of industry experience. His prior firms include American Portfolios Financial Services, Inc. and SII Investments, Inc. Duclos currently serves as an investment advisor representative through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Nicholas Berkompas is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Charles Schwab & Co., Inc., TIAA-CREF Individual & Institutional Services, LLC, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

James Boller is a financial advisor at Kestra Advisory with over 20 years of experience in the industry. He holds the ChFC® designation and has served in advisory roles at Kestra Investment Services, LLC and Regent Financial Group since 2006. He is also a Vice President at Regent Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities.

David Georgiev is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Private Advisor Group since 2016, with prior roles at LPL Financial and M&T Securities. Georgiev is involved in several business activities including managing Monarch Wealth Management, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies and managed account solutions.

Travis Gallton is a CFA® charterholder currently with TIAA-CREF in Rochester, NY, where he has worked since 2025. He has over a decade of industry experience, including roles at Karpus Investment Management from 2007 to 2018 and TIAA since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and various entities. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Nicholas Caracci is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Citizens Securities and its affiliated entities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Bryant Dudek is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank for four years and held positions at Chase Bank, Waste Management, and other firms. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Shawn Holahan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory roles, he has been involved with the Boy Scouts of America through the National Boys Scouts and the Seneca Waterways Council. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Nicholas D Angelo is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Carestream Health. Outside of his advisory role, he is involved with CNMK Operational Support, LLC, providing financial advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through proprietary and third-party solutions.

Maria Opett is a financial advisor at Key Investment Services LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also offering access to third-party discretionary managers and providing supervisory oversight.