Jason Mosher is a financial advisor with Arkadios Wealth Advisors, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Kalos Management and Sheppard Mosher & Associates. Mosher serves as a council member for the Town of Seneca, NY, participating in municipal governance since 2012. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of managed accounts, third-party managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis across asset classes.

Andrew Kay is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential and five years of industry experience. He has been affiliated with ESL Newco I, LLC since 2025 and worked at Alesco Advisors LLC from 2012 to 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm combines fundamental analysis with quantitative modeling to implement asset allocations using index-based and systematic mutual funds, ETFs, and selected private investments, while also offering financial planning and consulting services.

Anthony Simonetti is a financial advisor with Novem Group in Rochester, NY, holding a Series 66 designation and 18 years of industry experience. He has worked at Novem Group since 2015 and previously held roles at American Portfolios Advisors, American Portfolios Financial Services, and Equitable Advisors. Simonetti is the founder and president of the Just Breathe Foundation, a charitable organization where he participates in board meetings and fundraising activities. 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 and third-party manager referrals.

Randy Schuster is a financial advisor with ValMark Advisers, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining ValMark in 2020, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent for 13 years each. Outside of advising, he is an author and serves as president of the Jewish Federation of Rochester. 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 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary programs and strategic partnerships that distinguish its service offerings.

Patrick Manuel is a financial advisor at Novem Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Novem Group since 2014 and Osaic Wealth, Inc. since 2024. Outside of his advisory role, he serves as treasurer of the Wolf Foundation board of directors and holds board positions with the Italian Heritage Foundation and Novem Foundation. He is also involved in a furniture sales business through ADK Guys, LLC. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, government entities, and other advisers. The firm employs a combination of fundamental, cyclical, and technical analysis and offers both wrap and non-wrap portfolio management arrangements tailored to client goals and risk tolerance.

Jeffrey Altieri is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at RBC Capital Markets for 12 years before joining Novem Group in 2021. Outside of his advisory role, he serves as a director at Penfield Country Club, overseeing management and operations. 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 and uses individualized Investment Policy Statements to guide portfolio construction.

Christine Lanzisera is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. She has been affiliated with Excel Securities & Associates, Inc since 1996. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and multiple program platforms.

John Marino is a financial advisor at Prospera Financial Services, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Prospera in 2026. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Stephen Digennaro II is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aegis Capital Corp. and Benchmark Investments. Outside of advisory roles, he is involved as Vice President of Investments for Argyle Creek LLC. Kingswood Wealth Advisors serves a diverse client base including retail, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA advisory services. The firm employs an open-architecture platform, often using third-party managers and sub-advisors, and integrates insurance-linked account management through affiliated financial entities.

Ronald Taylor Jr. is a financial advisor at Novem Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including American Portfolios Financial Services and Raymond James Financial. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a range of investment strategies and utilizes third-party money managers, offering discretionary authority and regular account monitoring.

Thomas Burke is a financial advisor at Novem Group with 10 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations and has worked at Novem Group since 2016, following a tenure at American Portfolios Financial Services, Inc. from 2014 to 2024. 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 uses a variety of analytical approaches and investment strategies, including discretionary management and third-party money manager referrals, supported by custodial and trading operational tools.

Daniel Lippincott is a CFA® charterholder with six years of experience at Karpus Investment Management, where he has worked since 2012. He established KARDS LLC in 2024, a real estate rental business that he manages outside of trading hours. Karpus Investment Management is a multi-team discretionary adviser managing approximately $4.3 billion in assets. The firm serves individual and institutional clients, employing an actively managed, value-oriented approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Jeffrey Mccormack is a CFA® charterholder and holds Series 66 and Series 63 licenses, with six years of industry experience. He is currently with Manning & Napier Advisors, LLC and has previously worked at QCI Asset Management, IRYSS INC, Bonafyde Consulting, and Calvary Robotics. Outside of his advisory role, he serves as vice chairman of the executive and finance committees for Mary Cariola’s Center, a nonprofit providing schooling for children with developmental disabilities, and works as an assistant swim coach for age-group swimmers in Rochester, NY. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, with additional offerings that include discretionary separately managed accounts and 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.

Timothy Gerlach is a financial advisor at Novem Group in Rochester, NY, with seven years of industry experience. He holds a Series 65 designation and previously worked at Deloitte Consulting, LLP for three years before joining Novem Group in 2018. 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 and profit-sharing plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis in its investment process, tailoring portfolio construction to individual client goals and risk tolerance.

Matthew Rockefeller is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex, Inc. and Paychex Securities Corporation. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, with services that include ERISA plan consulting and participant education.

Michael Gorsky is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Lyons National Bank and Howard Hanna Real Estate Services. Outside of his advisory role, he is a licensed real estate salesperson assisting in real estate transactions. 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 such as investment companies and government entities. The firm offers primarily discretionary portfolio management using various model strategies and third-party platforms, and serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

James Gould is a financial advisor at Alesco Advisors, LLC, an ESL company, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Newco I, LLC since 2025, following a 25-year tenure at Alesco Advisors (formerly WealthCFO). Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs an investment process that integrates fundamental analysis with quantitative modeling and uses a combination of index-based and systematic funds alongside selected private investments.

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.

Justin Sansone is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and five years of industry experience. He has worked at Alesco Advisors since 2018 and has prior experience with EFPR Solutions, LLC. Alesco provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement tailored asset allocations through index-based funds, ETFs, and selected private investments.