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 for 23 years. She also serves as a co-trustee, assisting in coordinating financial and personal affairs. High Falls Advisors primarily 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 utilizes a range of actively managed investment strategies and maintains a strong in-house tax and trust capability.

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.

Dylan Shaw is a financial advisor at Bright Futures Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential, Cetera, and Rochester Wealth Partners. Shaw is also licensed to sell life, health, disability, long-term care insurance, and annuities. Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting, and third-party investment adviser selection to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary services through comprehensive investment programs.

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 with High Falls Advisors, Inc. in Rochester, NY, holding a Series 66 designation and seven years of industry experience. His career includes roles at Allworth Financial, Leigh Baldwin & Co., LLC, Ameriprise Financial Services, and AXA Advisors. High Falls Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs actively managed strategies across a variety of asset models and maintains in-house legal, tax, and trust capabilities.

Russell Mandrino is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding Series 63, 65, and 66 licenses with 23 years of industry experience. His prior firms include Leigh Baldwin & Co., LLC and Allworth Financial, L.P. High Falls Advisors primarily 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 an internal investment committee to manage a range of actively managed and regularly rebalanced strategies, including tax-aware, ESG, and retirement income models.

Jenny Leach is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 66 licenses and 22 years of industry experience. She previously worked at Manning & Napier Advisors, LLC and Harbor Financial Services. Brighton Securities Corp. serves individuals, trusts, estates, pension plans, charities, and small businesses, offering investment advisory and brokerage services. The firm manages portfolios using fundamental and technical analysis and provides both discretionary and non-discretionary management across proprietary and third-party account programs.

Samuel Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, Bank of America, N.A., and Merrill. Post Resch Tallon Group provides advisory and financial planning services to individuals, pension plans, trusts, 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 options strategies within managed accounts.

Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with 9 years at the firm and a total of 26 years of industry experience. He holds a Series 65 designation and previously worked at EFPR Group for 17 years. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, buy-and-hold portfolios using broadly diversified, index-based ETFs and mutual funds, enhanced by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

Abigail Wilson is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. She joined Rise Advisors in 2024 after completing nine years as a student. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a discretionary management approach focused on strategic asset allocation and regular rebalancing, primarily using ETFs alongside other investment vehicles.

George Marron is a CFP® with eight years of industry experience, currently serving as an advisor at High Probability Advisors, LLC. Prior to joining High Probability Advisors, he worked at High Falls Advisors, Karpus Investment Management, and Manning & Napier in various advisory roles. In addition to his financial advisory work, Marron maintains a solo law practice. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1 billion in assets across an eight-person advisory team.