Ralph Angelo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and most recently at OSAIC before joining Commonwealth and founding Angelo Planning Group. Outside of his advisory role, he is involved in managing commercial real estate through entities such as APG Lodge, LLC and 2590 Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Philip Guinn is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wisehaven Financial, Commonwealth Financial Network, Equitable Advisors, AXA Advisors, and Paychex. Guinn is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Jonathan Lawrence is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with J.W. Cole Financial and J.W. Cole Advisors since 2013. Outside of his advisory role, he owns and operates Jonathan Lawrence Wealth Management, Inc. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Shawnnah Sprague is a financial advisor at Lincoln Investment in Rochester, NY, holding a Series 66 designation with three years of industry experience. She previously worked with Horizon Advisory Services, Inc., Private Client Services, and Edward Jones. 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 a range of investment programs overseen by a dedicated Investment Management & Research team.

Morgan Weiler is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and 17 years of industry experience. Prior to joining Lincoln Investment in 2017, Weiler worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he also markets Medicare Advantage Plans as an independent insurance broker during enrollment periods. 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 various managed portfolio programs, employing both strategic and dynamic investment approaches.

Miriam Bianchini is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of her advisory role, she is a partner in a personal real estate investment venture. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining connections with affiliated banking and capital markets entities.

Melissa Siesto is a ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Eagle Strategies (NY Life) and has held roles at Verro Financial Group, JR Special Events, NYLIFE Securities LLC, and New York Life insurance. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Antonio Monti is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at KeyBank since 2020. Outside of finance, he works as a bartender and server at AVID Indoor Golf, a venue offering golf simulators during the off-season. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment model selection with ongoing monitoring and provides access to third-party discretionary managers while maintaining supervisory oversight.

Christopher Neitz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. Neitz is also involved as co-owner of DeVille LLC, a real estate business, and owns CNMK Operational Support LLC, a financial advisory practice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Matthew Melia is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at Cetera Investment Services, Canandaigua National Bank, and M&T Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while relying on both model and customized portfolios.

Jason Navolio is a CFP® professional with 21 years of industry experience, currently serving at Key Investment Services LLC since 2022. His prior experience includes roles at LPL Financial, M&T Securities, and TIAA-CREF. He is a board member of the Henrietta Chamber of Commerce, where he coordinates events and promotes membership. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, leveraging due diligence and supervisory oversight within its corporate affiliations.

John Moose is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Commonwealth in 2018, he worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Peter Knittle is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and OSAIC. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, American Portfolios Advisors Inc., and Wealth Management Group, LLC. 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, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Michael Roorda is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at M&T Securities, Inc. from 2015 to 2018 before joining TIAA-CREF in 2018. He serves on the board of the Colin F Kennedy Foundation, a local nonprofit focused on aiding underserved youth and their families. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard for its advisory services and operates a vertically integrated model using affiliated funds.

Timothy Eddy is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

William Schiefer is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. His career background includes roles at Empower Financial Services, Paychex, Five Star Bank, JPMorgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Kleeman is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at TIAA-CREF since 2017 and previously spent nine years at M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to the TIAA Donor Advised Fund.

Emily Burdett is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Ameriprise, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She also works as a paraplanner for CNMK Operational Support LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through in-house and third-party solutions.

Benjamin Montreuil is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil has served in the US Army Reserve since 2017 and the US Marine Corps from 2010 to 2018. He also represents Yarmouth Road residents as part of a neighborhood association that advocates for local community interests. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.