Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Silver Oak Securities, Cetera, and Leigh Baldwin & Co. Outside of his advisory role, he has been involved with Bright Futures Wealth Management and Kappan Financial, providing financial planning and coordinating joint client relationships. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory models.

Mackenzi Springer is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her work history includes roles at Novem Group since 2018 and American Portfolios Financial Services from 2018 to 2024. She is also involved with Osaic Wealth, Inc. as a registered representative. 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 offers discretionary account management, a wrap fee program, and client referrals to third-party money managers.

Michael Robinson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal practice, providing estate planning and legal advice through his law office and roles with the American Academy of Estate Planning Attorneys. Robinson also operates wealth management firms, including Robinson Wealth and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using fundamental and technical analysis alongside multiple asset-allocation frameworks.

Thomas Stedman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Manning & Napier Advisors, LLC and has prior experience at Seneca Financial Advisors LLC and Nixon Peabody LLP. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering customized wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as its Disciplined Value approach and Managed ETF Portfolios.

Susan Kyle is a financial advisor at Prospera Financial Services, Inc. based in Rochester, NY, with 23 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Prospera Financial Services, Inc. is a multi-team advisory firm with 287 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Benjamin Bedosky is a CFP® professional with one year of industry experience, currently serving at Chicago Partners Investment Group LLC. He has previously worked at High Probability Advisors and DeJoy & Co. His background also includes roles outside of financial advising, such as positions at St. John Fisher University and The Dolomite Group. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across multiple asset classes.

David Goodfellow is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020, following a 12-year tenure at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, Goodfellow is involved in life insurance brokerage activities, serving as an agent with Coordinated Plan and writing insurance with various carriers. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Margaret Jeffries is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. She has been with the firm and its affiliates since 2012. Outside of her advisory role, she works part-time as an event coordinator for Blue Apple Productions, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Marshal Scheidt is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory role, he has prior experience with Webster Ice Arena and Abbott's Frozen Custard. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management and access to alternative investments, and it acts as a sub-adviser to multiple ETFs while supporting insurance and annuity product sales among its advisors.

Gerald Gugger is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Manning & Napier Advisors, LLC and has held various roles within the Manning & Napier organization since 2017. Gugger serves as a committee member of the CFA Society of Rochester. 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 employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Luke Molnar is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Wegmans Food Markets Inc. He is also employed as a Client Service Associate with Coordinated Plan, Inc. outside of his advisory role. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and third-party managers.

Torrey Giancursio is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with firms including American Portfolios Advisors, Inc. and various insurance agencies. Outside of finance, he serves as president of Giancursio Excavating, Inc. and Giancursio Farms, Inc., overseeing their operations. 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 across multiple asset classes and offers discretionary management along with third-party manager referrals.

James Horn is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Edelman Financial Engines and TIAA-CREF. Horn is also the owner and founder of Matterhorn Private Wealth, a DBA for advisory and insurance activities. RFG Advisory serves a wide range of clients including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, using a combination of model strategies, third-party platforms, and proprietary ETFs.

Adam Morgan is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Novem Group since 2014 and previously worked at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as president of Millennial Wealth, Inc., a business focused on insurance-related activities. 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 to manage portfolios across various asset classes, tailoring investment strategies to client goals and risk tolerance.

Brian Carlson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2024. Prior to this, he spent eight years at Grimes & Company, Inc. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management with a mix of customized private accounts and model strategies. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative security evaluation and manages over $8.1 billion in discretionary assets, primarily acting as an outsourced sub-advisor.

Frank Lesczinski is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Manning & Napier and its affiliates since 2010. Outside of his advisory role, Lesczinski serves on the boards of the Pittsford Panthers Baseball and Pittsford Little League Baseball organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and systematic approaches such as its Disciplined Value strategy.

Amanda Esteves is a financial advisor at Novem Group in Rochester, NY, with 14 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with Novem Group since 2013. She also serves as a board member of the Novem Foundation. Novem Group provides ongoing 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 variety of investment strategies and offers discretionary management, regular account monitoring, and access to third-party money managers.

Michael Kramer is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advising, he serves as president of the Lakeshore Rochester Kiwanis Club and owns MGK Tax Advisors, a tax preparation business. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a combination of in-house discretionary management and third-party manager access.

David D'Ambrosio is a CFP® with five years of industry experience, currently serving as a financial advisor at Karpus Investment Management. He has been with Karpus since 2011, accumulating 15 years of work history at the firm. Karpus Investment Management is a discretionary investment adviser managing approximately $4.3 billion in assets. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, employing an actively managed, multi-manager, value-oriented approach across mutual funds, ETFs, closed-end funds, and select alternative instruments.

Joseph Richard is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. He has been with Advisors Capital Management since 2013 and holds the Series 63 and Series 65 designations. Outside of advising, he serves as Vice President of Sales at the firm. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates as both an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative methods.