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.

Michael Robinson is a financial advisor with Integrity Advisory Solutions in Pittsford, NY, holding Series 63 and Series 65 designations and two years of industry experience. He has been self-employed in wealth management since 1986 and also maintains a law practice, providing legal advice and planning services to individuals and families. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

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.

Thomas Stedman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Manning & Napier Advisors, LLC and has prior experience at Seneca Financial Advisors LLC and Nixon Peabody LLP. 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 separately managed accounts and offering customized wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as its Disciplined Value approach and Managed ETF Portfolios.

Matthew Webster is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Equitable Advisors and AxA Advisors. Webster serves as a board member of the Onondaga East Chamber, a nonprofit organization. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, providing advisory, financial planning, and portfolio management services. The firm manages approximately $3.9 billion in assets under management across multiple custodial platforms and offers a range of program structures, including discretionary and non-discretionary account 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.

David Goodfellow is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020, following a 12-year tenure at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, Goodfellow is involved in life insurance brokerage activities, serving as an agent with Coordinated Plan and writing insurance with various carriers. 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 representatives. The firm emphasizes diversified, goal-based portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Margaret Jeffries is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. She has been with the firm and its affiliates since 2012. Outside of her advisory role, she works part-time as an event coordinator for Blue Apple Productions, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

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.

Marshal Scheidt is a financial advisor at RFG Advisory, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at American Portfolios Advisors, Inc. and Axa Advisors, LLC, and has experience outside finance in roles at Webster Ice Arena and Abbott's Frozen Custard. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a mix of actively managed and passive strategies with a focus on risk management and tax awareness.

Gerald Gugger is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Manning & Napier Advisors, LLC and has held various roles within the Manning & Napier organization since 2017. Gugger serves as a committee member of the CFA Society of Rochester. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Luke Molnar is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Wegmans Food Markets Inc. He is also employed as a Client Service Associate with Coordinated Plan, Inc. outside of his advisory role. 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 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and third-party managers.

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.

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.

Frank Lesczinski is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Manning & Napier and its affiliates since 2010. Outside of his advisory role, Lesczinski serves on the boards of the Pittsford Panthers Baseball and Pittsford Little League Baseball organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and systematic approaches such as its Disciplined Value strategy.