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.

Vincent Palumbos is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Novem Group since 2017 and previously held roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Palumbos serves as a Safety Officer and Mission Pilot with the Civil Air Patrol, participating in cadet education and search and rescue operations. 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 may refer clients to third-party money managers, offering both discretionary and non-discretionary advisory services.

Robert Williams is a financial advisor at ValMark Advisers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Valmark Securities, Inc., Hornor, Townsend & Kent Inc., Lincoln Financial Advisors, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of several nonprofit and community organizations, including Camp Haccamo and Roc City Uncorked, where he acts as treasurer, and he is also involved with the Rochester Young Professionals as vice president of membership. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and periodic client reviews.

Christopher Mirrione is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously spent 17 years at Alesco 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 employs fundamental analysis and quantitative modeling, offering discretionary portfolio management and non-discretionary consulting while maintaining approximately $4.81 billion in regulatory assets under management.

Josy Reid Espinal is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 credential and two years of industry experience. Prior to joining Ashton Thomas in 2022, she worked at Fallon Moving & Storage and Raymour & Flanigan. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment management programs and retirement plan consulting through a team of 18 advisors across six offices.

Kimberley Kosko is a financial advisor at Novem Group with seven years of industry experience. She holds a Series 65 designation and previously worked at The Wolford Law Firm for three years. 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 including fundamental, cyclical, and technical analysis and offers both discretionary and non-discretionary management across multiple asset classes.

David Young is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining AmeriFlex, he worked at Cambridge Investment Research, OSAIC, Securities America Advisors, and INVEST Financial Corp. Outside of financial advising, he is the managing partner of a full-service CPA firm and serves on the board of Heart of God International Ministries, where he oversees mission work in Haiti. He is also a board member of the New York State Society of CPAs, holding several leadership roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, with multiple custodial relationships and periodic account reviews.

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 Osaic Wealth, Inc. in Rochester, NY, holding a Series 66 designation and over 17 years of industry experience. His prior work includes roles at Novem Group, Inc. and American Portfolios Advisors, Inc. He is the founder and president of the Just Breathe Foundation, a charitable organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisers.

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.

Kyle Dunn is a financial advisor at Modern Wealth Management, LLC in Rochester, NY, holding the ChFC® designation with 15 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., MML Investors Services, and MassMutual Financial Group. He also serves as an independent insurance agent involved with fixed insurance products. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm operates a centralized portfolio management model, utilizing third-party managers and risk-tolerance tools, and offers a broad range of services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.

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.

Tyler Rogers is a financial advisor at Modern Wealth Management, LLC with 17 years of industry experience. He previously worked at Principal Funds Distributor, Inc. and Paychex Securities Corporation. He holds Series 65 and Series 63 credentials. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, using a centralized Investment Committee and a combination of model portfolios, third-party managers, and strategic allocation.

Christopher Schoff is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Advisory Corporation, as well as nearly two decades of employment with Victor Central Schools. Outside of finance, he owns and operates two family businesses: one providing seasonal pool services and another producing and selling maple syrup. 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 through a combination of in-house discretionary investment management and non-discretionary advisor-managed and third-party solutions, supported by proprietary research and institutional partnerships.

Morgan Allen is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at multiple firms including Beau Morgan Advisors, Invessent, Stratos Wealth Advisors, USAA Financial Advisors, and Charles Schwab & Co. Allen has also been involved with Invessent Wealth Management, LLC in a wealth advisory capacity. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through IAR-managed programs, separately managed accounts, model portfolios, and third-party Money Managers.

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.

Lee Kern is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Kern owns and operates an S-Corp that enrolls qualified individuals in Medicare plans and provides insurance and fixed product services. 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, custom and model portfolios, and retirement-plan advice through a combination of in-house research and third-party managers.