John Bleier Jr. is an investment advisor at The AmeriFlex Group with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research and Commonwealth Financial Network. Outside of advisory work, he is the founder and brand ambassador of the Bleier Bourbon Project. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies using model asset allocations and discretionary or non-discretionary manager relationships.

Charles Herendeen is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Novem Group since 2011 and previously at American Portfolios Financial Services for 18 years. Herendeen serves as a board member of the New York Employee Benefits Conference. 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, state and municipal government entities, and other investment advisers. The firm manages diversified portfolios using a combination of fundamental, cyclical, and technical analysis tailored to client goals and risk tolerance.

Catherine Gueli is a CFP® with seven years of industry experience, currently serving as a financial advisor at Novem Group since 2024. Her previous experience includes roles at City National Bank and RBC Capital Markets, LLC. Prior to entering the financial industry, she worked at Xerox Corporation for 20 years. 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 tailor portfolios according to client goals and risk tolerance.

Joseph McPherson is a CFP® and ChFC® with 41 years of industry experience. He is currently an Investment Advisor Representative at Novem Group and a registered representative at OSAIC Wealth, Inc. He previously worked for American Portfolios Financial Services, Inc. and operates McPherson Financial Services, where he also acts as an insurance agent selling fixed life, fixed annuity, and long-term care insurance. Additionally, he provides income tax preparation services through A/C Associates. Novem Group offers 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 and provides portfolio management tailored to client goals and risk tolerance.

Victoria Ruetz is a Series 66-registered financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She previously worked at Wells Fargo Advisors and Mengel Metzger Barr & Co., LLP. She also holds a CPA license, maintaining it since 2023. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Charles Constantino II is a financial advisor with The AmeriFlex Group in Pittsford, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, Commonwealth Financial Network, and Hornor, Townsend & Kent, LLC. Outside of advising, he is involved in insurance and benefits services and owns a real estate management business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing various wrap programs and discretionary management strategies.

Marc Johnson is a financial advisor at Prospera Financial Services, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 10 years prior to joining Prospera. Outside of advisory work, he has business interests in real estate through co-ownership roles in related entities. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Lynn Bianco is a financial advisor at The Partners Wealth Management with 34 years of experience in the industry. She holds Series 63 and Series 65 designations and has previously worked at American Portfolios Financial Services from 2001 to 2024. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm employs both customized portfolios and model-based management using internal and third-party models, with mandatory use of the Amplify Platform for back-office and trading functions.

Keri Vacanti is a financial advisor with Capital Analysts, holding a Series 63 designation and 22 years of industry experience. She has worked at Capital Analysts since 2023 and has been associated with The Legend Group since 2001. 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Rebecca Galliford is a financial advisor at Manning & Napier Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Manning & Napier and its affiliated entities since 2011. Outside of her advisory role, she serves as a board member of the Rush United Methodist Church Child Care Center. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary investment management alongside retirement plan services and customized wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Douglas Hilfiker is a financial advisor at Manning & Napier Advisors, LLC with 16 years of industry experience. He has served at Manning & Napier since 2021 and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 12 years. Hilfiker is a Series 66 holder and serves as a board member for both Hillside Agencies and the Seneca Waterways Council, Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Paula Rogala is a CFP® professional with 33 years of experience in the financial services industry. She is currently with Novem Group and has previous experience at American Portfolios Financial Services, Inc. and Waddell & Reed, Inc. Outside of her advisory work, she is also an active artist, a role she has maintained since 2013. Novem Group provides portfolio management and financial planning services to a diverse clientele, including individuals, 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 including long-term, short-term, and options trading.

Dominick Lapenna is a financial advisor at &Partners with a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes both proprietary and third-party strategies across discretionary and non-discretionary accounts, supported by ongoing monitoring and periodic reviews.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding the Series 63 designation and bringing 19 years of industry experience. He has held roles at Commonwealth Financial Network since 2015 and previously worked with Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, an entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Lexus Shannon Hummer is a financial advisor at Commonwealth Financial Network with a Series 66 credential and less than one year of industry experience. She has been associated with Commonwealth Financial Network since 2023, including prior roles during her time as a student. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.

Arthur Lamborn is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., based in Pittsford, NY, with one year of industry experience. His prior experience includes over four decades at AH Lamborn and related entities. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jacob Coleman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has worked across multiple related entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory services, Coleman is also a licensed insurance agent providing clients assistance with life insurance, Medicare, Medicaid, and long-term care planning. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, offering tailored asset allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm provides both wrap and non-wrap programs and works with Pershing as custodian, focusing primarily on individual investors rather than corporate clients.

Peter Adamczuk is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Kasperski Dinan & Rink CPAs from 2015 to 2017. Adamczuk also provides tax preparation services alongside his advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while providing discretionary model portfolios and customizable program structures.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has affiliations with NYLIFE Securities LLC and New York Life Insurance Co dating back to 2012. Outside of her advisory role, she serves as Chair of the Ambassador Committee for the Rochester Women's Network, coordinating events for new members. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a majority of assets on a non-discretionary basis within a New York Life affiliate structure.