Robert Defreze Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc. and ownership of DeFreze Financial Services since 2005. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services through an open-architecture platform that integrates third-party managers and affiliated financial entities.

Martin Lazzaro is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he is involved in educating and enrolling clients in Medicare plans through NY Medicare Specialists. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm uses an in-house investment management team to oversee model portfolios and offers a range of discretionary and non-discretionary portfolio management solutions, with access to third-party managers and specialized retirement plan advisory services.

Robert Lee is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2011. Ashton Thomas Securities, LLC serves individuals, business entities, 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 options and multiple program versions with ongoing account review and rebalancing.

Ethan Mckenney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2013. His career has been with various affiliated entities of Manning & Napier since 2014. 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’s investment process is team-based and strategy-specific, combining top-down macro analysis with bottom-up security selection, and it offers a range of retirement plan and custom wealth management solutions.

Sara Groschadl is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with seven years of industry experience. Prior to her current role, she has worked at Genesee Valley Equine Clinic and Whitney Hill Stables. Outside of her advisory work, she manages an equestrian facility, Daymark Farm LLC, where she is involved in barn and horse care. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across a multi-advisor structure, providing comprehensive planning and portfolio management with both discretionary and non-discretionary account services.

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 8 years of experience. Prior to joining Sage, Rutty, he worked for the City of Rochester for 22 years. Outside of his advisory role, he serves as Treasurer and liaison for the Rochester Police Foundation between police and civilian volunteers. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across a multi-advisor structure and provides comprehensive planning and portfolio management services.

Zachary Armstrong is a CFP® with 12 years of experience in the financial industry. He is currently with Sage, Rutty & Co., Inc., where he has worked since 2014. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, providing advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across diverse account types and utilizes fundamental, technical, and cyclical analysis in its investment approach.

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 licenses with 28 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 1997. Outside of her advisory role, she is co-owner of From The Heart Press, LLC, a non-investment business that publishes and markets "The Legacy Planner." Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across 8,685 accounts and offers various program structures and custodial relationships, combining comprehensive planning with portfolio management.

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., having joined the firm in 2024 after several years at Manning & Napier. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets and provides both discretionary and non-discretionary portfolio management alongside comprehensive planning services.

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. in Rochester, NY, with eight years of industry experience. She holds the Series 66 designation and has worked at Sage, Rutty & Co., Inc. since 2018. Prior to her financial advisory career, she was employed at Genesee & Wyoming Railroad and St. John Fisher College. Manser has also served as an adjunct professor at Nazareth College. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts and offers a range of program structures, custodial relationships, and both discretionary and non-discretionary portfolio management services.

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.