Andrew Kay is a financial advisor at ESL Newco I, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC for 13 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 employs fundamental analysis and quantitative modeling, commonly recommending index-based mutual funds and ETFs, and serves approximately 468 clients with about $4.81 billion in assets under management.

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.

Joseph Cerqua is a CFA® charterholder with three years of industry experience. He is currently with Sage, Rutty & Co., Inc. and previously worked at Elmwood Income Partners LLC and Clover Capital Management Inc./Federated Hermes. 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 a multi-advisor structure, providing both comprehensive planning and portfolio management services.

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.

Connor Holly is a CFP® professional with 15 years of experience in financial advising. He has been with Sage, Rutty & Co., Inc. since 2011. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across a range of program structures and custodial relationships, providing comprehensive planning and portfolio management through a team of 45 advisors.

Christopher Schoff is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. Outside of finance, he owns and operates two small businesses: SHO Pools, which provides pool opening and closing services, and Schoff's Sugar Shack, a family-run maple syrup production and sales operation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm’s investment approach is guided by an in-house Investment Management & Research team that manages proprietary model portfolios and employs a mutual-fund screening process, offering both discretionary and non-discretionary portfolio management options.

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 previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory role, Kern is the owner of Kern Wealth Management, an S-Corp focused on enrolling qualified individuals in Medicare plans and the sales and service of insurance and fixed products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a proprietary investment screening process and customizable portfolio options.

Ronald Taylor is a financial advisor at Novem Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is based in Rochester, NY. 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 offers both wrap and non-wrap portfolio management tailored to client goals and risk tolerance.

Craig Gingerich is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has been with Sage, Rutty & Co., Inc. since 2014. Sage, Rutty & Co., Inc. serves a diverse client base including individual and institutional investors, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across 8,685 accounts and provides both discretionary and non-discretionary portfolio management with multiple program structures and custodial relationships.

Thomas Burke is a financial advisor at Novem Group with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Novem Group since 2016, following a decade at American Portfolios Financial Services, Inc. Novem Group provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Daniel Mc Avoy is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His prior work history includes roles at Angelo Planning Group and Lincoln Investment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, utilizing an in-house investment management and research team that oversees proprietary model portfolios and a mutual-fund screening process.

Daniel Lippincott is a CFA® charterholder with six years at Karpus Investment Management and a total of 14 years in the industry. He is based in Pittsford, NY. Outside of his advisory role, he established KARDS LLC to manage rental real estate activities. Karpus Investment Management serves individuals, ERISA plans, trusts, estates, charitable organizations, insurance companies, and municipal clients. The firm employs an actively managed, value-oriented investment strategy across a diversified set of funds and alternative instruments, managing approximately $4.3 billion in discretionary assets.

Jeffrey Mccormack is a CFA® charterholder with six years of experience in the financial industry, currently advising at Manning & Napier Advisors, LLC. He has previously worked at QCI Asset Management and Bonafyde Consulting. Outside of his advisory role, Mccormack serves as vice chairman of the executive and finance committees at Mary Cariola’s Center, a school for children with developmental disabilities, and coaches age-group swimmers as an assistant swim coach with Webster Bluefins. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also offers retirement plan services, participant education, transition management, and custom wealth management solutions.

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 a Series 66 designation and one year of industry experience. His prior work includes roles at Lyons National Bank and Howard Hanna Real Estate Services. Outside of advisory work, Gorsky is a licensed real estate salesperson assisting in real estate transactions. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies with an emphasis on risk management and tax efficiency.

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.