Nicholas Savas is a CFP® and holds a Series 66 license, with 13 years of industry experience. He currently serves as a financial advisor at RFG Advisory, LLC, having previously worked at Equitable Advisors and Axa Advisors, Llc. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm uses a primarily discretionary investment approach that incorporates model portfolios, third-party platforms, and offers specialized services such as sub-advisory roles to ETFs and access to alternative investments.

Gregory Garone is a financial advisor at Regal Investment Advisors LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Tompkins Wealth Management, RFG Advisory, Gerson Lehrman Group, Bank of America, and Merrill. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Daniel Williams is a financial advisor at Novem Group in Rochester, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Novem Group, he worked at St. John Fisher University and Wegmans. 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, offering both long-term and short-term investment strategies tailored to client objectives.

Samantha Larew is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked exclusively within the Manning & Napier organization since 2010, including roles at Manning & Napier Fund Inc. and Manning & Napier Investor Services, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients such as banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers a range of services including retirement plan advice, participant education, and custom wealth management solutions.

Todd Green is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is currently with Alesco Advisors, LLC, An ESL Company, and has served on the board of FERA Diagnostics and Biologicals, a company focused on animal health products, since 2021. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals, utilizing an investment process that combines fundamental analysis with quantitative modeling and employs a mix of index-based funds, ETFs, and selected private investments.

Christopher Van Buren is a CFP® professional with 13 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at firms including LVW Advisors LLC, HD Vest entities, BANK of AMERICA, N.A., and Merrill. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management utilizing model strategies, third-party platforms, and also serves as a sub-adviser to multiple ETFs.

Brittany Buffington is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Manning & Napier Advisors, LLC and has previously worked at Chicago Partners Investment Group, Elevatus Wealth Management, Halleran Financial/LPL Financial, and Stifel Nicolaus & Co Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside discretionary separately managed accounts and non-discretionary advice for proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Timothy Tindall is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with five years of industry experience. He has been with Alesco Advisors since 2005 and has a total of 21 years with the firm. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals, offering tailored asset allocation strategies that combine index-based funds, ETFs, and selected private investments. The firm employs both fundamental analysis and quantitative modeling in its investment process and delivers periodic account reviews and reporting.

James Ugone is a financial advisor with Novem Group in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 22 years before joining Novem Group in 2014. Outside of his advisory role, he is the owner of Topsfield Financial Group, where he is a licensed insurance agent involved in occasional insurance sales. 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 combined fundamental, cyclical, and technical analysis approach, managing portfolios across multiple asset classes with individualized Investment Policy Statements guiding portfolio construction.

Jody Rossiter is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation with five years of industry experience. Rossiter has been with Alesco Advisors since 2011 and also has experience with ESL Newco I, LLC since 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients, including foundations, endowments, retirement plans, trusts, and estates, as well as to high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement asset allocations tailored to client-specific factors, utilizing index-based and systematic mutual funds, ETFs, and selected private investments.

Tami Lanzisera is a financial advisor at Ashton Thomas Securities, LLC with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Ashton Thomas Securities since 1996. In addition to her advisory role, she has been associated with The Daily Record Newspaper since 1995. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary 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 across six offices and provides a variety of program structures including wrap and non-wrap offerings, model portfolios, and managed ETF options.

Marc Brondon is a financial advisor with Alera Investment Advisors, LLC in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Alera Investment Advisors and Osaic Wealth, Inc. in 2026. Brondon serves on the board of Grace The Arts!, a non-profit organization that provides children in need with access to arts education, scholarships, and performance opportunities. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm follows a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Bradley Donner is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CL Wealth Management since 2021, previously serving at Cabot Lodge Securities LLC and SB Advisory, LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, referrals to third-party money managers, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis and custom model portfolios.

Cathy Pereira is a CFP® with four years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She previously worked at Generation Capital Management from 2017 to 2021. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice for various proprietary funds. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection, supported by systematic strategies and a defined fixed income approach.

Justin Cornelison is a financial advisor at NFSG Corporation with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Newbridge Financial Services Group, Newbridge Securities Corporation, Foresters Advisory Services LLC, and Foresters Financial Services. In addition to his advisory role, he is an independent life insurance agent specializing in life, variable life, variable annuities, and travel accident insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and investment strategies, and frequently utilizes third-party asset managers with ongoing monitoring and rebalancing.

Vincent Palumbos is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Novem Group since 2017 and previously held roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Palumbos serves as a Safety Officer and Mission Pilot with the Civil Air Patrol, participating in cadet education and search and rescue operations. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and may refer clients to third-party money managers, offering both discretionary and non-discretionary advisory services.

Robert Williams is a financial advisor at ValMark Advisers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Valmark Securities, Inc., Hornor, Townsend & Kent Inc., Lincoln Financial Advisors, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of several nonprofit and community organizations, including Camp Haccamo and Roc City Uncorked, where he acts as treasurer, and he is also involved with the Rochester Young Professionals as vice president of membership. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and periodic client reviews.

Christopher Mirrione is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously spent 17 years at Alesco Advisors LLC. ESL NewCo I, LLC (operating as Alesco Advisors) provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs fundamental analysis and quantitative modeling, offering discretionary portfolio management and non-discretionary consulting while maintaining approximately $4.81 billion in regulatory assets under management.

Josy Reid Espinal is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 credential and two years of industry experience. Prior to joining Ashton Thomas in 2022, she worked at Fallon Moving & Storage and Raymour & Flanigan. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment management programs and retirement plan consulting through a team of 18 advisors across six offices.

Kimberley Kosko is a financial advisor at Novem Group with seven years of industry experience. She holds a Series 65 designation and previously worked at The Wolford Law Firm for three years. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis and offers both discretionary and non-discretionary management across multiple asset classes.