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.

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 at Novem Group with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Novem Group since 2018, alongside prior roles at American Portfolios Financial Services and OSAIC. Novem Group provides portfolio management and financial planning services to individual, high-net-worth, institutional, and municipal clients. The firm employs multiple investment strategies across various asset classes and sponsors a wrap fee program, often referring clients to third-party money managers as part of their service model.

Lorna Erb is a financial advisor at Ashton Thomas Securities, LLC with three years of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, J.P. Morgan Securities, Sephora, and Ulta Beauty. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

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.

Matthew Webster is a financial advisor at Sage Rutty & Co., Inc. in Rochester, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Northwestern Mutual. Webster serves as a board member of the Onondaga East Chamber. Sage Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts and employs fundamental, technical, and cyclical analysis in portfolio management.

Melissa Cropo is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 15 years of industry experience. She holds the Series 66 designation and has been with Sage Rutty since 2013. Sage Rutty & Co., Inc. serves a diverse client base of individual and institutional investors, including pension and profit-sharing plans. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts, offering comprehensive financial planning and portfolio management through multiple program structures and custodial relationships.

Laura Frood is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 2004. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in regulatory assets across 8,685 accounts. The firm offers comprehensive planning and portfolio management services with multiple program structures and custodial relationships.

Kevin Ruster is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously worked at Alesco Advisors LLC for twelve years. 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 utilizes fundamental analysis and quantitative modeling, offering both discretionary portfolio management and non-discretionary consulting, and is part of a broader financial group that includes broker-dealer and trust services affiliates.

Donna Malucci is a financial advisor at Sage, Rutty & Co., Inc. with 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of finance, she is an independent consultant for Mary Kay Cosmetics. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in regulatory assets. The firm offers multiple program structures, supports both discretionary and non-discretionary accounts, and provides comprehensive planning alongside portfolio management.

Kierin Ratliff is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Mutual Securities, Inc., Osaic Wealth, Manning and Napier, and in academic roles at the University of Rochester and University of Pittsburgh. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, financial and tax planning, estate assistance, and insurance solutions.

Torrey Giancursio is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with firms including American Portfolios Advisors, Inc. and various insurance agencies. Outside of finance, he serves as president of Giancursio Excavating, Inc. and Giancursio Farms, Inc., overseeing their operations. 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 along with third-party manager referrals.

James Horn is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He previously worked at Edelman Financial Engines for nine years and TMFS Advisors, LLC for one year. He holds Series 63 and Series 66 licenses. Horn is also the owner and founder of Matterhorn Private Wealth, a DBA focusing on advisory and insurance activities. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and alternative investment solutions.

Adam Morgan is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Novem Group since 2014 and previously worked at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as president of Millennial Wealth, Inc., a business focused on insurance-related activities. 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 to manage portfolios across various asset classes, tailoring investment strategies to client goals and risk tolerance.

Peter Sartori is a financial advisor at Ashton Thomas Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Excel Securities & Associates, Inc. since 2014. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers a range of portfolio management services, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Brian Carlson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2024. Prior to this, he spent eight years at Grimes & Company, Inc. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management with a mix of customized private accounts and model strategies. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative security evaluation and manages over $8.1 billion in discretionary assets, primarily acting as an outsourced sub-advisor.

Samantha Beverley is a financial advisor with Lifemark Securities Corp., holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at PRUCO Securities, The Prudential Insurance Company of America, and National Life Group. In addition to her advisory work, she is an author of educational children’s books through Kindle Direct Publishing. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and both discretionary and non-discretionary account management.

Teresa Robinson is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with Sage Rutty since 2013, including its predecessor entities, serving clients through advisory and financial planning services. Sage Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, managing approximately $3.9 billion in regulatory assets across advisory, planning, and wrap-fee platforms. The firm provides both discretionary and non-discretionary portfolio management, offers multiple program structures, and supports qualified retirement plan work through a salaried Financial Planning Department.

Joseph Lanzisera is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 65 designation and bringing 43 years of industry experience. He has worked at Excel Securities & Associates, Inc. since 1985. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, and third-party models.

Donald Brown Jr. is a financial advisor at Capitol Securities Management, Inc. in Rochester, NY, holding a Series 66 designation with 20 years of industry experience. He has been involved with Capitol Securities Management, Rochester Wealth Management, and Global Life of NY since 2013 or earlier. Outside of advisory work, he is an agent marketing and selling fixed life insurance and Medicare supplement insurance. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies.