Colby Feane is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at QCI Asset Management, Armbruster Capital Management, and Manning & Napier. He is a board member and investment committee member for both the Monroe Community College Foundation and the YMCA of Greater Rochester, and also serves on the board of the Statesman Athletic Association of Hobart College. 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 process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Anne Ambrosetti is a financial advisor with Commonwealth Financial Network in Fairport, NY. She holds Series 63 and Series 66 licenses and has 27 years of industry experience, including 15 years at RBC Capital Markets. She has been with Commonwealth Financial Network and Kelly Financial Partners since 2025. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $213 billion in client assets. The firm offers a broad advisor-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Nathan Van Brunt is a financial advisor with Eagle Strategies (New York Life) based in Victor, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at John G. Ullman & Associates, Inc. and has also been employed at Woodfin Ridge Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Timothy Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Deanna Sekovski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies to help clients pursue their individual goals and manage their wealth effectively. Deanna's approach focuses on connecting clients with the appropriate people, plans, and processes that align with their unique ambitions. She works with clients on various financial objectives such as planning for education funding, retirement lifestyle, healthcare costs, and long-term family goals, always considering their personal perspectives and priorities. Deanna holds a High School Diploma from Penfield High School. She aims to provide simplicity and transparency in the complexities of investing, making wealth planning an accessible and structured process for her clients.

James Ross is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential with over seven years of industry experience. His prior roles include positions at QCI Asset Management and PanAgora Asset Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management supported by quantitative, momentum, and fundamental analysis.

Cheryl Mac Pherson is a Series 66-licensed financial advisor at Merrill with six years at the firm and a total of 15 years in the industry, including nine years at Bank of America. She is based in Pittsford, NY. Outside of finance, she works with Letchworth Concessions Inc., managing retail operations at Letchworth State Park, and serves as a trustee board member for the Avon Free Library. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Anthony De John is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lidestri Food and Drink from 2014 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Hatton is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously served seven years in the US Army before transitioning to a career in financial services. He also spent two years in full-time education prior to joining Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

Brian Cox is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has a background that includes service in the U.S. Army and roles at Paychex Inc and IDEX Health and Science. Outside of finance, he worked at K2 Brothers Brewing. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers both non-discretionary and discretionary advisory services using multi-asset model portfolios supported by Schwab’s research and operational infrastructure.

Nikolas Sirvent is a Series 66-registered advisor with LPL Financial in Victor, NY. He has one year of industry experience, with prior roles including Equitable Advisors, LLC and ESL Federal Credit Union. Outside of finance, he has been involved with Wren's Roost Wedding Venue since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a wide network of investment adviser representatives.

Cobie Beach is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Pittsford, NY. Prior to joining Charles Schwab, Beach held various roles including positions in sports entertainment and management. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Adam Graves is a financial advisor with Wells Fargo Clearing in Pittsford, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work history includes positions at LPL Financial, Finmason, 55IP, MBSC Securities, Columbia Management Investment Advisers, and Manning & Napier. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Kablack Jr. is a financial advisor with Stifel who holds a Series 66 designation and has 14 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016, totaling 10 years at the firm. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology to support its analysis and allocation guidance, and provides a range of financial planning and advisory services.

Brett Holley is a financial advisor with Charles Schwab who holds a Series 66 credential and has 18 years of industry experience. His prior work includes positions at TD Ameritrade, Scottrade, and Charles Schwab Bank. Outside of his advisory role, he owns a business involved in real estate and short-term rentals. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wrap fee advisory, brokerage, and custody services through both non-discretionary and discretionary investment programs.

John Halleran, Jr. is a financial advisor with LPL Financial in Fairport, NY, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2007, including its predecessor LINSCO/PRIVATE LEDGER CORP., and briefly worked at UBS Financial Services in 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and advanced advisor tools across a large network of advisors.

Patricia Collins is a financial advisor with LPL Financial who holds a Series 63 designation and has 41 years of industry experience. She has been with LPL Financial since 2004. Collins is involved in a business entity, Collins & Laese LLC, which serves tax and investment purposes but is not investment-related. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Christian Pappas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Cetera since 2019 and previously was employed by Foresters Financial Services and Foresters Advisory Services LLC from 2014 to 2019. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using multiple program structures, model portfolios, and third-party managers.

Carolyn Sullivan is a financial advisor at Merrill with 32 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes over 17 years at Bank of America, N.A., and more than 26 years with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Charleton is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 17 years and Cadaret, Grant & Co., Inc. for one year. Outside of his advisory role, he is an aerobic and spin class instructor at Harro East Athletic Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and third-party platforms.