Andrew Wong is a CFP® professional with five years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2010. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s investment approach focuses on customized asset allocation, individualized Investment Policy Statements, risk management, tax considerations, and ongoing oversight through a monthly investment committee.

Samuel Dinorma is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2011. He has 14 years of industry experience. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, fee-based financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets as of December 2024.

Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.

Alan Deuel is a financial advisor at FLFS Advisory LLC with 24 years of experience in the industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, and he has been associated with Finger Lakes Financial Services since 2001. FLFS Advisory LLC serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and consulting services. The firm employs a discovery-based process to tailor investment plans to client objectives and risk profiles, utilizing value and momentum asset-allocation models and offering performance-based fee arrangements for qualified clients.

Victoria Tabor is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at Brighton Securities since 2017 and previously spent five years at Raymond James and Associates. Outside of her advisory role, she serves as Treasurer for the Albion Joint Fire District, managing tax collections for the fire department. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting services.

Raymond Ciccarelli is a financial advisor at OSAIC with 53 years of industry experience. He holds a Series 63 designation and has been involved with Ciccarelli Advisory Services and CTO Estate Planning Corp. since 1984. Outside of his advisory work, he owns Park Central Tax Offices, overseeing the business without performing tax preparation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a structured investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment options through multiple custodial platforms.

Christopher Radigan is a financial advisor at Whitney & Company with 5 years of industry experience. He has been with Whitney & Company since 2015. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically requiring a $500,000 account minimum. The firm emphasizes quality and liquidity through a long-term equity investment approach supported by fundamental, technical, cyclical, and quantitative analysis.

Craig Cairns is a financial advisor with Howe and Rusling, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Howe and Rusling since 2000. Since 2021, he has served on the Board of Directors of Transcat, Inc. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional accounts such as insurance companies and pension plans. The firm employs a combined top-down and bottom-up investment approach with a focus on large-cap equity and intermediate fixed-income strategies, along with financial and estate planning services.

Sarah Stymus is a CFP® with 13 years of industry experience, currently serving as an advisor at Whitney & Company. Her prior experience includes roles at J.P. Morgan Securities and Sage, Rutty & Co., Inc. She holds Series 63 and Series 65 licenses. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and charitable organizations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its long-term investment approach, combining fundamental analysis with technical methods and Modern Portfolio Theory.

Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

Alecia Fisher Dougherty is a financial advisor with Uniting Wealth Partners holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Naviter Wealth, Cambridge Investment Research Advisors, High Falls Advisors, and Leigh Baldwin & Co. Dougherty is also a licensed insurance agent involved in insurance sales and implementation related to investment recommendations. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach that integrates low-cost mutual funds, ETFs, and other securities, and operates as a subsidiary within the WAGN network with multiple consulting and institutional relationships.

Kenneth Burke is a financial advisor with High Falls Advisors, Inc. in Rochester, NY, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including twelve years at High Falls Advisors and one year at Allworth Financial, L.P. High Falls Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm uses a range of actively managed equity and model-based portfolios overseen by an internal investment committee, supported by in-house tax and trust expertise, including advisors with CPA/EA/PFS credentials.

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

Samuel Capilli is a financial advisor at Blue Horizon Equity, Inc. with two years of industry experience. He holds a Series 66 designation and serves as a board member of The Cus Foundation. Capilli has previously worked with Cambridge Investment Research and Cetera Wealth Services, among other firms. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across multiple offices.

Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.

Andrea Ells is a CFP® and CFA® with nine years of experience in the financial industry. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves as an Investment Committee Member for the YWCA of Rochester & Monroe County, where she reviews endowment portfolio investments. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, risk management, tax considerations, and oversight through a monthly investment committee, employing a range of investment vehicles and third-party technology tools to support client strategies.

Clara Sanguinetti is a financial advisor at Brighton Securities Corp. with over 14 years of industry experience, including 12 years at Invesco and three years at her current firm. She holds a Series 66 designation. Outside of her advisory role, she serves on the Brighton Town Council. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets as of 2024.

Robert Gwynn is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved in coaching sports and fitness. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans through discretionary investment management and non-discretionary consulting. The firm uses a discovery-based process to customize investment plans aligned with client objectives, incorporating value and momentum asset-allocation strategies and offering performance-based fee arrangements for qualified clients.

Robert Hayes is a financial advisor with Bright Futures Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Silver Oak Securities, Inc., Cetera Advisors, and APFS Wealth Management, Inc. Outside of advising, Hayes serves as the mayor of Avon, NY, and officiates high school baseball and softball games as an umpire. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, entities, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm uses a variety of investment analysis methods and offers discretionary and non-discretionary services, including access to third-party investment advisers and alternative investment strategies.