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.

Dawn Gilchrist is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with 18 years of industry experience. She has been with Sage Rutty since 2008. Sage Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages about $3.9 billion in regulatory assets across over 8,600 accounts and provides both comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Martin Lazzaro is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, he is involved in educating and enrolling clients in Medicare plans through NY Medicare Specialists and owns a health care sales business focused on Medicare enrollment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.

Sara Groschadl is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with seven years of industry experience. Prior to her current role, she has worked at Genesee Valley Equine Clinic and Whitney Hill Stables. Outside of her advisory work, she manages an equestrian facility, Daymark Farm LLC, where she is involved in barn and horse care. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across a multi-advisor structure, providing comprehensive planning and portfolio management with both discretionary and non-discretionary account services.

Stephen Mitchell is a CFA® charterholder with 11 years of industry experience. He is currently with Alesco Advisors, LLC, an ESL Company, and has previously worked at firms including Novem Group, American Portfolios Financial Services, and Cetera ADVISORS LLC. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm’s investment approach combines fundamental analysis with quantitative modeling, implementing asset allocation strategies through a mix of index-based funds, ETFs, and selected private investments.

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 credentials including Series 63, Series 65, and Series 66. He has four years of industry experience and has previously worked at Tompkins Wealth Management Inc, RFG Advisory, LLC dba Sixpoint Financial Advisors, Gerson Lehrman Group, Bank of America, and Merrill. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated 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.

David Swain is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with 8 years of experience. Prior to joining Sage, Rutty, he worked for the City of Rochester for 22 years. Outside of his advisory role, he serves as Treasurer and liaison for the Rochester Police Foundation between police and civilian volunteers. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across a multi-advisor structure and provides comprehensive planning and portfolio management services.

Zachary Armstrong is a CFP® with 12 years of experience in the financial industry. He is currently with Sage, Rutty & Co., Inc., where he has worked since 2014. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, providing advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across diverse account types and utilizes fundamental, technical, and cyclical analysis in its investment approach.

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.

Kristin Dowejko is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 65 and Series 66 licenses with 28 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 1997. Outside of her advisory role, she is co-owner of From The Heart Press, LLC, a non-investment business that publishes and markets "The Legacy Planner." Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across 8,685 accounts and offers various program structures and custodial relationships, combining comprehensive planning with portfolio management.

Corey Van Lare is a CFA® charterholder with one year of industry experience. He is currently with Sage, Rutty & Co., Inc., having joined the firm in 2024 after several years at Manning & Napier. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets and provides both discretionary and non-discretionary portfolio management alongside comprehensive planning services.

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.

Ryleigh Manser is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with eight years of industry experience. She holds the Series 66 designation and has worked at Sage, Rutty & Co., Inc. since 2018. Prior to her financial advisory career, she was employed at Genesee & Wyoming Railroad and St. John Fisher College. Manser has also served as an adjunct professor at Nazareth College. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts and offers a range of program structures, custodial relationships, and both discretionary and non-discretionary portfolio management services.

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.