Juan Garzaron is a financial advisor at Karpus Investment Management with a Series 65 designation and industry experience beginning in 2016. Prior to joining Karpus, he worked at City of London Investment Management, Antepartners LLC, and Kingsmere Partners. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, charitable organizations, and institutional clients such as insurance companies and municipal governments. The firm employs an actively managed, multi-manager, value-oriented investment approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Keeghan Cummings is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Alesco Advisors, he has experience in various roles outside the financial industry, including work at Pittsford Pub & Grille and Cameron Roofing. He also studied at St. Bonaventure University. Alesco Advisors 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 process that integrates asset allocation based on client goals with a mix of index-based and private investments, supported by fundamental and quantitative analysis.

David Angeline is a Series 65 licensed advisor at Karpus Investment Management, with four years of industry experience and 14 years at Karpus. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, managing approximately $4.3 billion in discretionary assets. Karpus employs an actively managed, multi-manager, value-oriented investment approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Douglas Emblidge is a financial advisor at ESL Newco I, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC. Before entering finance, he spent 39 years in broadcasting, including roles at 13WHAM-TV/Sinclair Broadcast Group and WAIO Radio 95.1. 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 a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and manages approximately $4.81 billion in assets.

Craig Abbott is a financial advisor at Manning & Napier Advisors, LLC with 27 years of industry experience. He has been with Manning & Napier in various capacities since 1998 and holds a Series 63 designation. 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 proprietary funds. The firm’s investment process combines top-down macro analysis with bottom-up security selection and employs systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Donald Lennox is a financial advisor with Prospera Financial Services, Inc. in Rochester, NY, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Advisors and Summit Services Unlimited Inc. Outside of advising, he serves as a notary public in Rochester. 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 businesses, offering financial planning, portfolio management, and multiple advisory programs through both proprietary and third-party platforms.

David Prull II is a financial advisor with Ashton Thomas Securities, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Ashton Thomas Securities since 2005 and concurrently serves as a Deputy Sheriff Investigator with the Monroe County Sheriff’s Office since 2003. Ashton Thomas Securities 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, retirement plan consulting, and uses a diverse range of investment options including mutual funds, ETFs, and third-party models.

Joseph Prestigiacomo is a financial advisor with RFG Advisory, LLC, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at American Portfolios Advisors, Inc. and Axa Advisors, LLC. He serves as a board member of the Greece Education Foundation. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Mark Wilson is a financial advisor with Arkadios Wealth Advisors in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 15 years at MML Investors Services Inc and Mass Mutual before joining Arkadios Wealth Advisors and Arkadios Capital in 2022. Wilson serves on the board of Dollars for Scholars, an organization that awards scholarships to high school students. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an in-house portfolio team that offers models and trade execution across multiple asset classes.

Nicole Newman is a financial advisor at OneSeven in Pittsford, NY, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Newman Management Consulting, Bassich & Associates, and Final Gift. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach with access to diversified assets and third-party managers, and has affiliations that enhance its retirement-plan consulting capabilities.

Paul Stanzione is a CFA® charterholder with 13 years of industry experience. He has been with Manning & Napier Advisors, LLC and its affiliated entities since 2013. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering non‑discretionary advice to proprietary funds. The firm’s investment process combines top‑down macro analysis with bottom‑up security selection and systematic strategies, supported by an Investment Policy Group that oversees asset allocation.

Noah Fehrenbach is a financial advisor with Capital Analysts, holding a Series 63 credential and 14 years of industry experience. His prior roles include positions at Lincoln Investment, MML Investors Services, MassMutual, and Northwestern Mutual in various wealth management and investment capacities. Outside of his advisory work, he serves as one of two managers at Breathe Capital Planning LLC, where he consults on business planning and strategy for business owners. Capital Analysts provides services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Meghan Schneible is a Certified Financial Planner® (CFP®) with 27 years of industry experience. She is affiliated with Capital Analysts and has been with Lincoln Investment Planning, Inc. since 2012. Schneible is also an independent insurance agent specializing in fixed insurance products. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Carol Ramsdell is a financial advisor with Prospera Financial Services, Inc. in Rochester, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Outside of her advisory role, she owns a small investment-related business, Carol Ramsdell Inc., and serves as a notary public. 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 multiple advisory programs and platforms.

Jessica Ferrindino is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior experience includes roles at Cambridge Investment Research, Commonwealth Financial Network, Montage Wealth Management, and OSAIC. She is also a member of the Fairport Rotary Club, where she volunteers. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Christine Porter is a financial advisor at Karpus Investment Management with 7 years of industry experience. She holds Series 63 and Series 65 designations and has been with Karpus since 2012. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western New York and is involved with LCL Rockstars, a nonprofit group that operates concession stands at local venues to fund children’s sports activities. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients. The firm employs an actively managed, multi-manager, value-oriented approach emphasizing diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Todd Gunther is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience. Prior to joining Prospera in 2026, he worked for Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Gunther also owns a separate investment-related business, Todd M. Gunther, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 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 programs and platforms.

Bruce Lear is an investment advisor representative with Novem Group, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with firms including American Portfolios Financial Services, Inc. and Securities America Advisors, Inc. Lear is also the girls' head soccer coach at Kearney Catholic High School. 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 combines fundamental, cyclical, and technical analysis to tailor portfolios across various asset classes, managing accounts with individualized Investment Policy Statements and regular reviews.

Christine Lane is a financial advisor at The AmeriFlex Group with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Commonwealth Financial Network, Montage Wealth Management, Tompkins Trust Company, and LPL Financial. Lane serves as a committee member and volunteer at the Mary Cariola Center. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of 172 investment adviser representatives. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and both wrap and non-wrap solutions.

Michael Merriman is a financial advisor with Alera Investment Advisors, LLC, based in Rochester, NY. He holds four years of industry experience and has been affiliated with Alera Investment Advisors since 2022. Prior to this, he was associated with Waterford Group and THE WATERFORD GROUP, LLC / Alera Retirement Advisors from 2011 through 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, and offers ERISA-related services for retirement plans.