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.

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.

Joseph Lanzisera is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 65 designation and bringing 43 years of industry experience. He has worked at Excel Securities & Associates, Inc. since 1985. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, and third-party models.

Donald Brown Jr. is a financial advisor at Capitol Securities Management, Inc. in Rochester, NY, holding a Series 66 designation with 20 years of industry experience. He has been involved with Capitol Securities Management, Rochester Wealth Management, and Global Life of NY since 2013 or earlier. Outside of advisory work, he is an agent marketing and selling fixed life insurance and Medicare supplement insurance. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies.

Amanda Esteves is a financial advisor with Novem Group in Rochester, NY, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has worked at Novem Group since 2013 and previously with American Portfolios Financial Services from 2008 to 2024. Esteves serves as a board member of the Novem Foundation, a nonprofit organization. Novem Group provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm uses fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes, including the use of third-party money managers and a wrap fee program.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors in Canandaigua, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Arkadios, he worked at Sheppard Mosher and held positions outside finance including at Starbucks. He is also involved in insurance and fixed annuity sales. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a variety of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

David D'Ambrosio is a CFP® with five years of industry experience, currently serving as a financial advisor at Karpus Investment Management. He has been with Karpus since 2011, accumulating 15 years of work history at the firm. Karpus Investment Management is a discretionary investment adviser managing approximately $4.3 billion in assets. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, employing an actively managed, multi-manager, value-oriented approach across mutual funds, ETFs, closed-end funds, and select alternative instruments.

Joshuah Tatro is a financial advisor at Modern Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at OSAIC for 11 years before joining Modern Wealth Management and Mutual Securities, Inc. in 2025. Outside of his advisory roles, Tatro coaches a youth soccer team with the Fairport Soccer Club. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers comprehensive services such as discretionary investment management, financial and tax planning, estate-planning assistance, and insurance solutions.

Joseph Richard is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. He has been with Advisors Capital Management since 2013 and holds the Series 63 and Series 65 designations. Outside of advising, he serves as Vice President of Sales at the firm. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates as both an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative methods.

Cole Schmitt is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alesco Advisors LLC, Cetera Advisors, Bright Futures Wealth Management LLC, and Equimark East LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by offering discretionary portfolio management, financial planning, and institutional advisory services. The firm provides Direct Investment Management and a Turnkey Asset Management Program, focusing on risk-based model allocations and a combination of long-term strategies with tactical tools.

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.

Christopher Hoffarth is a financial advisor with Modern Wealth Management, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Mutual Securities Group, Inc., LPL Financial, and QCI Asset Management. Hoffarth is also involved with Beltz, Ianni, & Associates, a DBA for Mutual Securities Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers comprehensive services such as discretionary investment management, tax and estate planning, and ERISA plan management.

Vincent Fasso is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 29 years of industry experience, including roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his financial career, he works as a bartender at Genesee River Restaurant. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm combines in-house discretionary management using a proprietary mutual fund screening process with non-discretionary services offered by advisors and third-party managers.

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.