John Bleier Jr. is an investment advisor at The AmeriFlex Group with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research and Commonwealth Financial Network. Outside of advisory work, he is the founder and brand ambassador of the Bleier Bourbon Project. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies using model asset allocations and discretionary or non-discretionary manager relationships.

Charles Herendeen is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Novem Group since 2011 and previously at American Portfolios Financial Services for 18 years. Herendeen serves as a board member of the New York Employee Benefits Conference. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, state and municipal government entities, and other investment advisers. The firm manages diversified portfolios using a combination of fundamental, cyclical, and technical analysis tailored to client goals and risk tolerance.

Catherine Gueli is a CFP® with seven years of industry experience, currently serving as a financial advisor at Novem Group since 2024. Her previous experience includes roles at City National Bank and RBC Capital Markets, LLC. Prior to entering the financial industry, she worked at Xerox Corporation for 20 years. 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 tailor portfolios according to client goals and risk tolerance.

Joseph McPherson is a CFP® and ChFC® with 41 years of industry experience. He is currently an Investment Advisor Representative at Novem Group and a registered representative at OSAIC Wealth, Inc. He previously worked for American Portfolios Financial Services, Inc. and operates McPherson Financial Services, where he also acts as an insurance agent selling fixed life, fixed annuity, and long-term care insurance. Additionally, he provides income tax preparation services through A/C Associates. Novem Group offers 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 employs a combination of fundamental, cyclical, and technical analysis and provides portfolio management tailored to client goals and risk tolerance.

Victoria Ruetz is a Series 66-registered financial advisor at Prospera Financial Services, Inc. with three years of industry experience. She previously worked at Wells Fargo Advisors and Mengel Metzger Barr & Co., LLP. She also holds a CPA license, maintaining it since 2023. 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 various advisory programs and platforms.

Charles Constantino II is a financial advisor with The AmeriFlex Group in Pittsford, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, Commonwealth Financial Network, and Hornor, Townsend & Kent, LLC. Outside of advising, he is involved in insurance and benefits services and owns a real estate management business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing various wrap programs and discretionary management strategies.

Marc Johnson is a financial advisor at Prospera Financial Services, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 10 years prior to joining Prospera. Outside of advisory work, he has business interests in real estate through co-ownership roles in related entities. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Lynn Bianco is a financial advisor at The Partners Wealth Management with 34 years of experience in the industry. She holds Series 63 and Series 65 designations and has previously worked at American Portfolios Financial Services from 2001 to 2024. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm employs both customized portfolios and model-based management using internal and third-party models, with mandatory use of the Amplify Platform for back-office and trading functions.

Keri Vacanti is a financial advisor with Capital Analysts, holding a Series 63 designation and 22 years of industry experience. She has worked at Capital Analysts since 2023 and has been associated with The Legend Group since 2001. 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Pablo Gentile is a financial advisor at Alesco Advisors, LLC, An ESL Company, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Principal Life Insurance Company. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm emphasizes asset allocation tailored to client-specific factors and combines fundamental analysis with quantitative modeling, offering services that range from portfolio management to financial planning and consulting.

Eric Morris is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with four years of industry experience. His prior work includes roles at ESL Newco I, LLC, Nazareth College of Rochester, Syracuse University, and Brighton Central School District. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a mixed approach of index-based, systematic funds, and selected private investments, combining fundamental analysis with quantitative modeling to manage client portfolios.

Rebecca Galliford is a financial advisor at Manning & Napier Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Manning & Napier and its affiliated entities since 2011. Outside of her advisory role, she serves as a board member of the Rush United Methodist Church Child Care Center. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary investment management alongside retirement plan services and customized wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Douglas Hilfiker is a financial advisor at Manning & Napier Advisors, LLC with 16 years of industry experience. He has served at Manning & Napier since 2021 and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 12 years. Hilfiker is a Series 66 holder and serves as a board member for both Hillside Agencies and the Seneca Waterways Council, Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Megan Konieczny is a financial advisor at Alesco Advisors, LLC, an ESL company, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at BNY Mellon and Duquesne University. Megan is currently associated with ESL Newco I, LLC. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, and retirement plans, as well as high net worth individuals. The firm’s investment approach combines fundamental analysis with quantitative modeling, utilizing a diversified mix of index-based funds, ETFs, and private investments tailored to clients’ goals and risk profiles.

Paula Rogala is a CFP® professional with 33 years of experience in the financial services industry. She is currently with Novem Group and has previous experience at American Portfolios Financial Services, Inc. and Waddell & Reed, Inc. Outside of her advisory work, she is also an active artist, a role she has maintained since 2013. Novem Group provides portfolio management and financial planning services to a diverse clientele, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs fundamental, cyclical, and technical analysis and offers a range of investment strategies including long-term, short-term, and options trading.

Dominick Lapenna is a financial advisor at &Partners with a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes both proprietary and third-party strategies across discretionary and non-discretionary accounts, supported by ongoing monitoring and periodic reviews.

Lexus Shannon Hummer is a financial advisor at Commonwealth Financial Network with a Series 66 credential and less than one year of industry experience. She has been associated with Commonwealth Financial Network since 2023, including prior roles during her time as a student. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.

Nathan Van Bortel is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Cetera Investment Services LLC and Canandaigua National Bank. Van Bortel is also the owner of Sarkis Financial Corporation, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.