Tyler Rogers is a financial advisor at Modern Wealth Management, LLC with 17 years of industry experience. He previously worked at Principal Funds Distributor, Inc. and Paychex Securities Corporation. He holds Series 65 and Series 63 credentials. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, using a centralized Investment Committee and a combination of model portfolios, third-party managers, and strategic allocation.

Connor Holly is a CFP® professional with 15 years of experience in financial advising. He has been with Sage, Rutty & Co., Inc. since 2011. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across a range of program structures and custodial relationships, providing comprehensive planning and portfolio management through a team of 45 advisors.

Christopher Schoff is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Advisory Corporation, as well as nearly two decades of employment with Victor Central Schools. Outside of finance, he owns and operates two family businesses: one providing seasonal pool services and another producing and selling maple syrup. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of in-house discretionary investment management and non-discretionary advisor-managed and third-party solutions, supported by proprietary research and institutional partnerships.

Morgan Allen is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at multiple firms including Beau Morgan Advisors, Invessent, Stratos Wealth Advisors, USAA Financial Advisors, and Charles Schwab & Co. Allen has also been involved with Invessent Wealth Management, LLC in a wealth advisory capacity. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through IAR-managed programs, separately managed accounts, model portfolios, and third-party Money Managers.

Jeffrey Altieri is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at RBC Capital Markets for 12 years before joining Novem Group in 2021. Outside of his advisory role, he serves as a director at Penfield Country Club, overseeing management and operations. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes and uses individualized Investment Policy Statements to guide portfolio construction.

Christine Lanzisera is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. She has been affiliated with Excel Securities & Associates, Inc since 1996. Ashton Thomas Securities, LLC 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 multiple program platforms.

Lee Kern is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Kern owns and operates an S-Corp that enrolls qualified individuals in Medicare plans and provides insurance and fixed product services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a combination of in-house research and third-party managers.

Stephen Digennaro II is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aegis Capital Corp. and Benchmark Investments. Outside of advisory roles, he is involved as Vice President of Investments for Argyle Creek LLC. Kingswood Wealth Advisors serves a diverse client base including retail, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA advisory services. The firm employs an open-architecture platform, often using third-party managers and sub-advisors, and integrates insurance-linked account management through affiliated financial entities.

Ronald Taylor Jr. is a financial advisor at Novem Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including American Portfolios Financial Services and Raymond James Financial. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a range of investment strategies and utilizes third-party money managers, offering discretionary authority and regular account monitoring.

Frederic Scarpulla is a financial advisor with Lifemark Securities Corp. and holds a Series 63 designation. He has 35 years of industry experience, including 24 years as an independent insurance agent. His work involves the sale and service of life, health, group life, and group long-term disability insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts and Separately Managed Accounts, tailoring advice through risk assessments and using a variety of platform tools.

Craig Gingerich is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has been with Sage, Rutty & Co., Inc. since 2014. Sage, Rutty & Co., Inc. serves a diverse client base including individual and institutional investors, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across 8,685 accounts and provides both discretionary and non-discretionary portfolio management with multiple program structures and custodial relationships.

Craig Houck is a financial advisor at Modern Wealth Management, LLC with 26 years of industry experience. He previously worked at OSAIC for 16 years before joining Modern Wealth Management and Mutual Securities, Inc. in 2025. Houck serves as board secretary for Hope Hall School and is a board member of the Rochester Presbyterian Home Foundation, where he participates in investment-related reviews and grant decisions. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and Investment Management Team that utilize model portfolios, third-party managers, and strategic allocation combined with tactical adjustments.

Michelle Cannan is a financial advisor at Modern Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Cadaret, Grant & Co., Inc., Donegal Securities, Inc., and Kraematón Group. Outside of advisory work, she is involved with BIA Consulting, LLC and serves as a member of a third-party administrator affiliated with Modern Wealth Management. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Thomas Burke is a financial advisor at Novem Group with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Novem Group since 2016, following a decade at American Portfolios Financial Services, Inc. Novem Group provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Daniel Mc Avoy is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Angelo Planning Group and The Legend Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Timothy Gerlach is a financial advisor at Novem Group in Rochester, NY, with seven years of industry experience. He holds a Series 65 designation and previously worked at Deloitte Consulting, LLP for three years before joining Novem Group in 2018. Novem Group provides 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 in its investment process, tailoring portfolio construction to individual client goals and risk tolerance.

Matthew Rockefeller is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex, Inc. and Paychex Securities Corporation. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, with services that include ERISA plan consulting and participant education.

James Gould is a financial advisor at Alesco Advisors, LLC, an ESL company, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Newco I, LLC since 2025, following a 25-year tenure at Alesco Advisors (formerly WealthCFO). Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs an investment process that integrates fundamental analysis with quantitative modeling and uses a combination of index-based and systematic funds alongside selected private investments.

Mackenzi Springer is a financial advisor at Novem Group with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Novem Group since 2018, alongside prior roles at American Portfolios Financial Services and OSAIC. Novem Group provides portfolio management and financial planning services to individual, high-net-worth, institutional, and municipal clients. The firm employs multiple investment strategies across various asset classes and sponsors a wrap fee program, often referring clients to third-party money managers as part of their service model.

Lorna Erb is a financial advisor at Ashton Thomas Securities, LLC with three years of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, J.P. Morgan Securities, Sephora, and Ulta Beauty. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.