Daniel James is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 66 credential and 19 years of industry experience. He is also a partner and part owner of RFG Associates, LLC, a private entity engaged in securities, advisory, and insurance business. Prior to his current roles, Daniel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Edward Silversmith Jr. is a Certified Financial Planner (CFP®) with nine years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Ameriprise Financial Services, Citizens Securities, and New York Life Insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach overseen by an internal Investment Committee.

Alexa Glanzel is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. She has previously worked at Weller Group LLC and has experience outside finance, including a role at DiBella's Old Fashioned Submarines. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management resources, offering access to diverse investment solutions and model portfolios.

Alexander Bernier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. for seven years. Bernier serves as treasurer for Recovery Fitness, Inc., where he consults on financial activities and capital allocation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Roberta Wagner is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill Lynch Pierce, Fenner & Smith, Inc. and Citizens Securities Inc. She serves as secretary for the Victor Boy’s Lacrosse Club, assisting with team events and communications. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates services from KeyCorp affiliates, offering various wrap programs with custodial and trade execution services.

Marianne Tully Bolton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at City National Bank and RBC Capital Markets. She also spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, with seven years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a large network of affiliated advisors within the New York Life affiliate structure.

Paul Salvetti is a CFA® charterholder with five years of industry experience. He has worked at Farther since 2026 and previously spent ten years at LVW Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, individual equities, and fixed income.

Michael Bianchi is a financial advisor with Commonwealth Financial Network and Bianchi Wealth Management in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 16 years at RBC Capital Markets. He is also the owner of Bianchi Wealth Management. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and back-office services including operations, trading, compliance, and technology. The firm offers a variety of investment solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Ryan Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Financial Advisors, The Delong Company Inc, and Lansing Trade Group. Outside of advising, he is the owner of Oak & Ivy Land Company, LLC, which manages real estate and land management equipment in Geneva, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jamie Block is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent nine years at Wealth Design Services, Inc. Mercer Global Advisors Inc. serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized programs and educational initiatives.

Thomas Mahoney is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 63 designation and 39 years of industry experience. He has been operating Mahoney Wealth Strategies, Inc. as president and sole owner since 2007. Outside of finance, he is involved in music and is a co-owner of White Mule Records, located in Brockport, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad range of individual and institutional clients. The firm offers a comprehensive advisor support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Nick Jensen is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Silvo Planning, LLC, Purenergy LLC, and John G. Ullman & Associates, Inc. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, and institutional clients, offering comprehensive financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of investment vehicles and specialized programs.

Joseph Amoddio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and two years of industry experience. His prior work includes roles at Weller Group LLC, Heart of The Harvest, and United Parcel Service. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including custom portfolio solutions and retirement plan consulting, while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Patrick Kelly is a financial advisor with Commonwealth Financial Network in Fairport, NY, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. He is also the owner of KFP Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Amanda Williams is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Before joining J. W. Cole Advisors in 2021, she worked at Hornor Townsend & Kent Inc and has been associated with Champlin & Associates since 2013. Williams serves as Board Chair of the nonprofit Home Start Hope. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis, model or manager-based strategies, and provides both discretionary and non-discretionary account management.

Kimberly Baxter is a CFP®-designated financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. Her career includes roles at Manning & Napier Advisors, LLC and QCI Asset Management prior to joining Wealth Enhancement. 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 employs a diversified, risk-class based investment process combining passive and active managers, supported by an internal Investment Committee and multiple program options.

Steven Kane is a CFP® professional with 28 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and co-owns Heritage Financial Services, LLC, where he has been active since 2011. Kane is based in Pittsford, NY. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser that supports a nationwide network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Gavin is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding the Series 63 designation and nine years of industry experience. He previously worked at The Bonadio Group before joining Commonwealth Financial Network in 2017. Gavin is a partner and part owner of Etna Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting a range of investment options and portfolio management approaches.

Thomas Sauer is a CFA® charterholder with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at QCI Asset Management and Hoew & Rusling. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and retirement plan consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.