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.

Kathryn Keenan is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Sage, Rutty & Co., Inc. since 2018 and previously was employed by Harter Secrest & Emery LLP from 2015 to 2018. 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 across 8,685 accounts. The firm offers comprehensive planning and portfolio management services, utilizing multiple program structures and custodial relationships, and manages both discretionary and non-discretionary accounts.

Colin Young is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Sage, Rutty & Co., Inc. 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 individual investors and institutional clients such as pension and profit-sharing plans. The firm manages approximately $3.9 billion in regulatory assets across more than 8,600 accounts, offering comprehensive financial planning and portfolio management through multiple program structures and custodial relationships.

Sunny Ramirez is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Sage, Rutty & Co., Inc., Ramirez worked at Paychex, Inc. and has experience outside finance as a dance teacher at Jody B's School of Dance. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets and offers a range of program structures, combining comprehensive planning with portfolio management across discretionary and non-discretionary accounts.

Timothy Tindall is a Series 65-licensed financial advisor with four years of industry experience, currently with Alesco Advisors, LLC. He has been associated with Alesco Advisors since 2005. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a disciplined process combining fundamental analysis with quantitative modeling to implement asset allocations tailored to client needs, utilizing index-based funds, ETFs, and select private investments.

Jennifer Hall is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with one year of industry experience. She holds a Series 66 designation. Prior to joining Sage, Rutty, she was self-employed and also spent time as a homemaker. 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 and custodial relationships, combining comprehensive planning with portfolio management on both discretionary and non-discretionary bases.

James Ugone is a financial advisor with Novem Group in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 22 years before joining Novem Group in 2014. Outside of his advisory role, he is the owner of Topsfield Financial Group, where he is a licensed insurance agent involved in occasional insurance sales. 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 combined fundamental, cyclical, and technical analysis approach, managing portfolios across multiple asset classes with individualized Investment Policy Statements guiding portfolio construction.

Jody Rossiter is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation with five years of industry experience. Rossiter has been with Alesco Advisors since 2011 and also has experience with ESL Newco I, LLC since 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients, including foundations, endowments, retirement plans, trusts, and estates, as well as to high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement asset allocations tailored to client-specific factors, utilizing index-based and systematic mutual funds, ETFs, and selected private investments.

Todd Jessop is a financial advisor with Lifemark Securities Corp. in Churchville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Lifemark Securities since 2007 and previously worked at AmeriCU Capital Management. Outside of his advisory role, he is president and managing partner of Axiom Planning LLC, where he is involved in marketing financial services and insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored suitability-driven advice.

Rachel Golding is a financial advisor at Capital Analysts with four years of industry experience and holds a Series 66 designation. She has worked with Capital Analysts and Lincoln Investment since 2022 and has prior experience with The Legend Group, Crickler Vending Company, and Genesee River Restaurant. Outside of advisory work, she owns Capturing Life Photography, specializing in family, children, and pet portraits. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a national network of independent advisors and firm-managed programs. The firm employs a proprietary mutual-fund screening process and integrates discretionary investment management with third-party managers and advisors.

Tami Lanzisera is a financial advisor at Ashton Thomas Securities, LLC with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Ashton Thomas Securities since 1996. In addition to her advisory role, she has been associated with The Daily Record Newspaper since 1995. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices and provides a variety of program structures including wrap and non-wrap offerings, model portfolios, and managed ETF options.

Mark Heberger is a financial advisor with StoneX Advisors Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and concurrently with StoneX Securities Inc. since 2014. Outside of his advisory role, he operates as an insurance agent specializing in life and accident/health insurance on a limited basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a variety of platforms and investment solutions, including proprietary models and third-party managers, and supports diverse account structures with regular oversight and due diligence.

Marc Brondon is a financial advisor with Alera Investment Advisors, LLC in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Alera Investment Advisors and Osaic Wealth, Inc. in 2026. Brondon serves on the board of Grace The Arts!, a non-profit organization that provides children in need with access to arts education, scholarships, and performance opportunities. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm follows a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Cathy Pereira is a CFP® with four years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She previously worked at Generation Capital Management from 2017 to 2021. 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 for various proprietary funds. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection, supported by systematic strategies and a defined fixed income approach.

Justin Cornelison is a financial advisor at NFSG Corporation with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Newbridge Financial Services Group, Newbridge Securities Corporation, Foresters Advisory Services LLC, and Foresters Financial Services. In addition to his advisory role, he is an independent life insurance agent specializing in life, variable life, variable annuities, and travel accident insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and investment strategies, and frequently utilizes third-party asset managers with ongoing monitoring and rebalancing.

Vincent Palumbos is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Novem Group since 2017 and previously held roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Palumbos serves as a Safety Officer and Mission Pilot with the Civil Air Patrol, participating in cadet education and search and rescue operations. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and may refer clients to third-party money managers, offering both discretionary and non-discretionary advisory services.

Robert Williams is a financial advisor at ValMark Advisers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Valmark Securities, Inc., Hornor, Townsend & Kent Inc., Lincoln Financial Advisors, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of several nonprofit and community organizations, including Camp Haccamo and Roc City Uncorked, where he acts as treasurer, and he is also involved with the Rochester Young Professionals as vice president of membership. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and periodic client reviews.

Christopher Mirrione is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously spent 17 years at Alesco 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 employs fundamental analysis and quantitative modeling, offering discretionary portfolio management and non-discretionary consulting while maintaining approximately $4.81 billion in regulatory assets under management.

Adam Drinkwater is a financial professional with nine years of industry experience. He is currently with William Joseph Capital Management, Inc. and holds the Series 66 designation. His prior experience includes roles at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advisory work, he is involved with ITP Partners, LLC in insurance sales and performs administrative duties at Charleton Financial. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management services that integrate financial planning and portfolio management, utilizing customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.