Jesse Siegfried is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and Field and Stream. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Genevieve Paeglow is a financial advisor at Primerica Advisors with a Series 66 designation and two years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Financial Growth Partners, Alliance Advisory Group, and AP Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, providing financial planning, retirement-plan consulting, and business consulting services through a range of proprietary and third-party investment platforms.

Mark Avery is a financial advisor with Principal Financial Services in Fairport, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with Principal Securities Inc since 2016 and previously with CNY Life Insurance Group from 2013 to 2017. Avery also has experience with Principal Life Insurance Company dating back to 2009. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Nicholas Lapp is a financial advisor with Lincoln Investment in Fairport, NY, holding a Series 66 credential and one year of industry experience. Prior to joining Lincoln Investment, he has held positions in various fields, including engineering and design. Outside of his advisory role, he is a co-owner and manager of a real estate business, Lapp NC Properties LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Terri Trotta is a financial advisor with Lincoln Investment, holding a Series 63 license and 17 years of industry experience. She has been with Lincoln Investment since 2013. In addition to her advisory work, Terri is a self-employed CPA specializing in tax preparation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, utilizing both strategic and tactical approaches supported by proprietary research and models.

Brandon Wolk is a CFP® professional with 11 years of experience in the financial services industry, currently with Empower Advisory Group. His prior roles include positions at Montage Wealth Management, Commonwealth Financial Network, TD Ameritrade, and JPMorgan Securities LLC. Outside of his advisory work, he serves as a trustee for a philanthropic family foundation and teaches religion to second graders at his synagogue. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms.

Christopher Santelli is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been associated with Eagle Strategies and New York Life entities since 2003. Santelli is also the owner of Santelli Financial Group, LLC, and serves as a board member of the Anthony Poselovich Memorial Foundation, a nonprofit assisting families with children who have cancer. Additionally, he works as a certified pyrotechnician producing professional firework shows. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Damico is a financial advisor with J.W. Cole Advisors, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to joining J.W. Cole Financial, he was involved with R.P. Damico & Associates and worked in education for over a decade. Outside of his advisory work, he serves as the head coach for modified rugby at McQuaid Jesuit High School. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Timothy Weller is a CFP® with 33 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2003, with additional experience managing his own firm, Weller Group LLC. Outside of his advisory role, he is co-owner of a private entity facilitating securities business and is involved in a local snowplowing service. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures to support diverse client needs.

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.

Megan Culhane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is also a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider for its affiliated advisors.

Mark Colgan is a CFP® professional with 32 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated Colgan Capital since 2011. In addition to his advisory work, he is involved in book publishing and volunteers providing pro-bono financial planning for widows. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Elizabeth Thorley is a CFP® professional with 39 years of experience in the financial services industry. She has been affiliated with Commonwealth Financial Network since 1997 and owns Thorley Wealth Management, Inc., which she established in 2013. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Michael Fanto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes long-term roles at Guardian Life Insurance and Park Avenue Securities dating back to 1998. Outside of advisory work, he occasionally brokers life, disability, and long-term care insurance contracts. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting both discretionary and non-discretionary accounts with various asset types and lending solutions.

Brian Weber is a financial advisor with Empower Advisory Group in Macedon, NY, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Ascensus, LPL Financial LLC, and World Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Lisa Noonan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Commonwealth and Crossbridge Financial Group in 2021. Noonan is also the owner of Brilliant Shoal Advisors, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program structures and operates as a platform provider delivering technology, compliance, and practice-management support to affiliated advisors.

Tonya Wester is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Marathon Financial, The Ameriflex Group, and SECURITIES AMERICA Inc. in addition to her tenure at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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.

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.

David Henion is a financial advisor at Mariner with 23 years of industry experience. Prior to joining Mariner in 2025, he spent 29 years at Forte Capital LLC. Henion serves as treasurer and chair of the investment committee for the Highland Hospital Foundation Inc. Mariner provides investment management, financial planning, retirement plan consulting, and other services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a discretionary, customized portfolio approach supported by both in‑house research and third‑party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.