Constantine Kitrinos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Private Advisor Group since 2016 and has also worked with LPL Financial since 2014. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

John Conquest is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and bringing 32 years of industry experience. His previous roles include positions at Legend Advisory Corporation and Legend Equities Corporation. He also serves as a board member of the Hoselton Foundation, a charitable organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various advisor-managed and firm-managed investment programs, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Mason Mondo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Key Investment Services, he worked with KeyBank and Bankers Life Securities, Inc. Outside of finance, he has experience with Hunger & Thirst Group and T.C. Hooligans. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee models, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring, while also offering access to third-party discretionary managers and comprehensive supervisory oversight.

Adam Mark is a CFP® professional with 17 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services and LPL Financial. Outside of advisory work, he is licensed as a Life Accident & Health Insurance Agent. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and various specialized services.

Isabella Foltyniak is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has a background that includes roles at multiple real estate firms and hospitality companies. Outside of her advisory work, she serves as a project management consultant for the Society for the Protection and Care of Children, assisting with event planning and marketing efforts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and offers access to third-party discretionary money managers alongside supervisory oversight and due diligence.

Thomas Sheehan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He previously worked for Equitable Advisors and Axa Advisors, LLC, spanning from 2005 to 2025. He is also co-owner of Wisehaven Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Christine Embling is a financial advisor at Equity Services, Inc. in Rochester, NY, with 31 years of industry experience. She holds the Series 63 and Series 65 registrations and has been with Equity Services since 2012. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.

Samuel Zito is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Legacy Financial Planning LLC and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jonathan Hawryschuk is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE, and Edward Jones. His career also includes employment at the Salvation Army and financial institutions such as Axiom Bank and Woodforest Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both single point-in-time financial plans and optional managed account solutions.

Kyle Downey is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 12 years and more recently at OSAIC and Angelo Planning Group. Outside of advising, he serves as a basketball coach at Fairport High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing roughly $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party managers, retirement consulting, and custody services, offering clients a range of investment options and portfolio implementation approaches.

Terri Torregrossa is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with Key Investment Services and Key Bank since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment profiles and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Philip Ashe is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC since 2016 and at Regent Financial Group since 2014. In addition to his advisory roles, Ashe provides business consulting services to independent clients, including market research and business plan development. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and utilizing multiple management platforms and third-party solutions.

Ana Ventura is a financial advisor with Commonwealth Financial Network in Rochester, NY. She holds a Series 66 designation and has been with Commonwealth and TK & Associates since 2025. Her prior experience includes roles in hospitality and education, including positions at Serendipity Labs, Courtyard by Marriott, and Rosen College of Hospitality. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Gregory Kausch is a Series 63 licensed advisor with Equity Services, Inc. in Pittsford, NY, bringing 36 years of industry experience. He has worked with National Life Group since 2018 and previously with Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of his advisory role, Kausch serves on the boards of St. Ann’s Community Foundation and Rochester Regional Health Foundation, and he is a member of the Rochester Rotary Club. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Galina Kolossovsky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, and J.P. Morgan Securities. She is also involved in insurance sales alongside her advisory work. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Sydia Cromer is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Key Investment Services since 2012. Outside of her advisory role, she is involved with Young Living Essential Oils, a personal-use organization, with limited monthly participation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment decisions supported by advisory recommendations and conducts ongoing due diligence and supervisory oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Robert Barley Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and Private Advisor Group, LLC. Outside of his advisory work, he serves on the Town of Henrietta Town Council and is the board treasurer for the Tim Horton’s Ice Plex hockey arena. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions implemented on discretionary or non-discretionary bases.

Caleb Harris is a CFP® professional with one year of experience at Allworth Financial, L.P. in Rochester, NY. He previously worked at High Falls Advisors Inc. for four years and has a background that includes time at Delta Sonic Car Wash. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios with various model strategies and employs technology to manage held-away employer retirement accounts.

Daniel Masino is a financial advisor with Commonwealth Financial Network in Rochester, NY. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Angelo Planning Group, OSAIC, and Gordon Brothers Group, as well as work experience with the University of Rochester and Bloomberg LP. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office services, including investment management and practice-management support, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

James Keys is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Ameriprise Financial Services, LLC and Wells Fargo in various advisory roles. In addition to his work with Steward Partners, Keys is an Associate Advisor at CNMK Operational Support, LLC, where he manages an advisory business. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through personalized Steward Partners-branded solutions, third-party managers, and coordinated due diligence with custodial partners.