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.

Christopher Coyle is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Rise Advisors, he worked in various roles including positions at Schedule Beacon LLC and First American Equipment Finance. He has also been involved in educational roles at Alfred University and local schools. Rise Advisors provides financial planning, consulting, and portfolio management services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a discretionary investment approach focused on strategic asset allocation and regular rebalancing, utilizing ETFs, mutual funds, and other investment vehicles to align with client objectives.

Jenny Leach is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc for eight years, as well as Harbor Financial Services for two years. Brighton Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning, portfolio management, and consulting services across various program structures. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, providing a range of brokerage, insurance, tax, and accounting services.

Samuel Post is a financial advisor at Post Resch Tallon Group in Pittsford, NY, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, Merrill, Bank of America, and Morgan Stanley. Post Resch Tallon Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a top-down, asset-allocation driven investment process using mutual funds, ETFs, listed securities, fixed income, options, and private investments, offering discretionary portfolio management and financial planning services.

Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Armbruster Capital since 2017, previously spending 17 years at EFPR Group. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on long-term, buy-and-hold strategies using diversified, index-based ETFs and mutual funds, augmented by quantitative factor tilts and selected alternative investments.

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.

Andrew Schuler is a CFP® with seven years of industry experience, currently serving at Prentice Wealth Management LLC in Rochester, NY. His previous roles include positions at Manning & Napier Advisors, Sage, Rutty & Company, and NorthLanding Financial Partners. Outside of financial advisory, he was involved with Black Button Distilling for one year. Prentice Wealth Management advises a range of clients including individuals, pension plans, trusts, charitable organizations, and small businesses. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, employing both fundamental and technical analysis in managing portfolios.

Amanda Heagerty is a financial advisor at Horizon Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Inc. and Citizens Securities Inc. Amanda is also affiliated with Horizon Advisory Services, Inc., where she dedicates significant time. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, with 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 approach overseen by an internal investment team and Investment Policy Committee.

Chad Goodchild is a CFP® with 24 years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to this, he worked at Merrill for 19 years. He holds the Series 66 designation and is based in Pittsford, NY. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, families, and entities including family offices and qualified retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis-driven, with a broad range of asset options tailored to client needs.

Andrew Wong is a CFP® professional with five years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2010. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s investment approach focuses on customized asset allocation, individualized Investment Policy Statements, risk management, tax considerations, and ongoing oversight through a monthly investment committee.

Samuel Dinorma is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2011. He has 14 years of industry experience. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, fee-based financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets as of December 2024.

Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.

Alan Deuel is a financial advisor at FLFS Advisory LLC with 24 years of experience in the industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, and he has been associated with Finger Lakes Financial Services since 2001. FLFS Advisory LLC serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and consulting services. The firm employs a discovery-based process to tailor investment plans to client objectives and risk profiles, utilizing value and momentum asset-allocation models and offering performance-based fee arrangements for qualified clients.

Victoria Tabor is a financial advisor at Brighton Securities Corp. in Rochester, NY, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Brighton Securities since 2017, including a prior tenure from 2018 to the present. Outside of her advisory role, she serves as Treasurer for the Albion Joint Fire District, managing tax collections for the local fire department. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by providing financial planning, portfolio management, wrap fee programs, and consulting. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a range of investment program structures and affiliated tax and accounting services.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting services.

Raymond Ciccarelli is a financial advisor at OSAIC with 53 years of industry experience. He holds a Series 63 designation and has been involved with Ciccarelli Advisory Services and CTO Estate Planning Corp. since 1984. Outside of his advisory work, he owns Park Central Tax Offices, overseeing the business without performing tax preparation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a structured investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment options through multiple custodial platforms.