Sara Groschadl is a financial advisor at Sage, Rutty & Co., Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Sage, Rutty & Co. since 2018. Outside of her advisory role, she is involved in operating an equestrian facility, Daymark Farm LLC, where she manages barn and horse care. Sage, Rutty & Co., Inc. serves a diverse client base including both individual and institutional investors, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific approach combining salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple platforms.

Stephen Mitchell is a CFA® charterholder with 10 years of industry experience. He currently works at ESL Newco I, LLC and has held roles at Alesco Advisors LLC, Novem Group, American Portfolios Financial Services, Inc., and Cetera ADVISORS LLC. 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 uses fundamental analysis and quantitative modeling to develop asset-allocation plans tailored to clients’ financial and tax considerations.

Nicholas Savas is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior experience includes roles at Equitable Advisors and Axa Advisors, Llc. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion across more than 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, direct indexing, and tax-aware approaches.

Daniel Williams is a financial advisor at Novem Group in Rochester, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Novem Group, he worked at St. John Fisher University and Wegmans. 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, offering both long-term and short-term investment strategies tailored to client objectives.

Wyatt Hulsey is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Northcoast Research Partners LLC and PRSPCTV Capital. Outside of his advisory role, Mr. Hulsey serves as CEO of Sheb Group, LLC, a non-investment related company. Manning & Napier Advisors provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based investment process that combines top-down macro analysis with bottom-up security selection. The firm offers a range of services including discretionary and non-discretionary investment management, retirement plan advice, and custom wealth management solutions.

David Swain is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with eight years of industry experience. Prior to joining Sage, Rutty & Co., he worked for the City of Rochester for over two decades. He serves as treasurer and liaison for the Rochester Police Foundation, coordinating between police and civilian volunteers. Sage, Rutty & Co., Inc. serves individual and institutional clients, offering portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple program platforms.

Zachary Armstrong 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 since 2014. Sage Rutty & Co., Inc. provides advisory services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and qualified retirement plan advisory platforms. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations and manages over $3 billion in assets.

Samantha Larew is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked exclusively within the Manning & Napier organization since 2010, including roles at Manning & Napier Fund Inc. and Manning & Napier Investor Services, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients such as banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers a range of services including retirement plan advice, participant education, and custom wealth management solutions.

Todd Green is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is currently with Alesco Advisors, LLC, An ESL Company, and has served on the board of FERA Diagnostics and Biologicals, a company focused on animal health products, since 2021. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals, utilizing an investment process that combines fundamental analysis with quantitative modeling and employs a mix of index-based funds, ETFs, and selected private investments.

Kristin Dowejko is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 65 and Series 66 designations with 27 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 1997. Outside of her advisory work, she is co-owner of From The Heart Press, LLC, a non-investment business focused on designing, publishing, and marketing "The Legacy Planner." Sage, Rutty & Co., Inc. serves a diverse client base including individuals and institutions, offering portfolio management, financial planning, and various advisory platforms. The firm employs a client-specific approach combining salaried planners and advisory representatives to deliver customized investment recommendations and manages over $3 billion in assets.

Jarrett Felton is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2012 to 2020 before joining Stratos Wealth Advisors in 2020. Outside of his advisory role, he owns a rental property managed by a local firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm employs a network of supervised independent advisory representatives who implement client-specific strategies through a range of portfolios and third-party programs.

Jeffrey Briggs is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2006. Outside of his advisory role, he is a co-founder of a nonprofit organization focused on local school board issues. Capitol Securities Management serves individual, corporate, and charitable clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm utilizes a variety of investment vehicles and offers access to wrap fee programs and third-party money managers.

Corey Van Lare is a CFA® charterholder with one year of industry experience. He is currently with Sage, Rutty & Co., Inc. and previously worked at Manning & Napier for several years. Sage, Rutty & Co., Inc. serves individual and institutional clients with financial planning, portfolio management, and retirement-plan advisory services across multiple platforms. The firm uses a multi-advisor model incorporating third-party program platforms and internal planning resources to offer customized and program-based solutions.

David Germano is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Modern Wealth Management, LLC and Mutual Securities, Inc., having previously worked at LPL Financial, Beltz, Ianni & Associates, LLC, and Cadaret, Grant & Co., Inc. Germano serves on the board of the Rochester Regional Health System Foundation and is also an independent insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services from discretionary investment management to tax and estate planning, as well as ERISA plan services.

Ryleigh Manser is a financial advisor at Sage, Rutty & Co., Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at Sage, Rutty & Co. since 2018. Prior to her current role, she was employed at Genesee & Wyoming Railroad and St. John Fisher College. Manser also served as an adjunct professor at Nazareth College during the Fall 2022 semester. Sage, Rutty & Co., Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individual and institutional clients. The firm operates a multi-advisor model utilizing third-party platforms and internal resources to offer both discretionary and non-discretionary solutions.

Brittany Buffington is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Manning & Napier Advisors, LLC and has previously worked at Chicago Partners Investment Group, Elevatus Wealth Management, Halleran Financial/LPL Financial, and Stifel Nicolaus & Co Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside discretionary separately managed accounts and non-discretionary advice for proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Kathryn Keenan is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with seven years of industry experience. She worked at Harter Secrest & Emery LLP from 2015 to 2018 before joining Sage Rutty. Sage Rutty & Co., Inc. serves individual and institutional clients, offering portfolio management, financial planning, and various advisory programs. The firm combines a salaried financial planning team with advisory representatives to deliver customized investment recommendations and manages both discretionary and non-discretionary accounts across multiple platforms.

Colin Young is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Sage, Rutty & Co. since 2015. Outside of his advisory role, he serves as Treasurer on the Monroe Community Hospital Auxiliary Board. Sage, Rutty & Co., Inc. serves a diverse client base including individuals and institutions, offering portfolio management, financial planning, and retirement plan advisory services. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple program platforms.

Sunny Ramirez is a financial advisor at Sage, Rutty & Co., Inc. with four years of industry experience. Ramirez holds the Series 66 designation and has been with Sage, Rutty & Co. since 2021, following prior roles at Paychex, Inc. and a teaching position at Jody B's School of Dance. Outside of finance, Ramirez is active as a dance teacher. Sage, Rutty & Co., Inc. serves a diverse client base of individuals and institutions, offering portfolio management, financial planning, and various advisory programs. The firm manages over $3 billion in assets and employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment strategies.

William Ward is a financial advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm offers a range of services including financial planning and portfolio management, using both fundamental and technical analysis across various securities.