Brian Costello is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with The Waterford Group, LLC since 2011. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a wide range of clients including individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management and external managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, and also offers comprehensive ERISA-related services for retirement plans.

John Skomski is a CFP® with 11 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held previous roles at Cambridge Investment Research, Best Times Financial Planning, Commonwealth Financial Network, and Lincoln Financial Advisors. Outside of his advisory work, he is involved in several consulting and coaching ventures and serves as a board member of the Fairport Foundation. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model allocations, discretionary or non-discretionary manager relationships, and a variety of wrap and non-wrap solutions.

Stephen Roehrig is a financial advisor at Novem Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Portfolios, Novem Group, and Osaic Wealth. Outside of his advisory role, he is a member of Gem Creek Brewery, LLC in Canandaigua, NY. 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, government entities, and other investment advisers. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes and uses individualized investment policies to guide portfolio construction.

William Dombrock is a financial advisor with Manning & Napier Advisors, LLC. He holds a Series 66 credential and has one year of industry experience. Prior to joining Manning & Napier, he held roles at Tokyo Bay, Under Armor, and Vision Group LLC. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection and offers customized wealth management and retirement plan services.

Jeremy Raco is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Novem Group since 2013 and is currently also affiliated with Osaic Wealth, Inc. In addition to his advisory roles, he offers life insurance solutions upon client request. 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 across various asset classes, tailoring portfolios to client goals and risk tolerance.

Vincent Dallo is a ChFC® credentialed financial advisor with 20 years of industry experience. He is currently with Belpointe Asset Management LLC and has held roles at firms including NYLife Securities, Eagle Strategies, and Bright Futures Wealth Management. Outside of his advisory work, he serves as a trustee for the Chili Public Library. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

Ethan Mckenney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2013. His career has been with various affiliated entities of Manning & Napier since 2014. 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 to proprietary funds. The firm’s investment process is team-based and strategy-specific, combining top-down macro analysis with bottom-up security selection, and it offers a range of retirement plan and custom wealth management solutions.

Stephen Mitchell is a CFA® charterholder with 10 years of industry experience. He currently works at ESL Newco I, LLC and has held roles at Alesco Advisors LLC, Novem Group, American Portfolios Financial Services, Inc., and Cetera 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 uses fundamental analysis and quantitative modeling to develop asset-allocation plans tailored to clients’ financial and tax considerations.

Nicholas Savas is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior experience includes roles at Equitable Advisors and Axa Advisors, Llc. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion across more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Gregory Garone is a financial advisor with Regal Investment Advisors LLC, holding Series 63, Series 65, and Series 66 designations and four years of industry experience. His career includes roles 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 through proprietary and third-party strategies, working primarily with a network of Investment Adviser Representatives and Primary Advisors rather than maintaining direct client relationships.

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.

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 ESL Newco I, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Alesco Advisors LLC since 2005. 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 a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and is part of a larger financial group that includes broker-dealer and trust services entities.

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.

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.