Nathan Wegman is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Endeavor Wealth Advisory Group since 2018. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2013 to 2018. He is also the owner of Wegman Wealth Management LLC, a private entity facilitating securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Joshua Vernon is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at KeyBank, Principal Life Insurance Company, and Northwestern Mutual firms. Outside of advisory work, he has engaged in the sale of various insurance products, including life, disability, and health insurance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Matthew Sheehan is a financial advisor with Commonwealth Financial Network and co-owner of Wisehaven Financial, LLC, based in Rochester, NY. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at Equitable Advisors, AXA Advisors, and J.P. Morgan. His activities include fixed insurance sales conducted during business hours at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

James Englert is a CFP® professional with 29 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Englert is an enrolled agent with the National Association of Enrolled Agents and provides tax preparation services during the tax season. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and integrates technology to manage held-away employer retirement accounts without client login credentials.

Brendan Jeffery is a financial advisor with J. W. Cole Advisors, Inc. in Pittsford, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. from 2011 to 2019. Jeffery is also the owner of Jeffery & Jeffery Family Legacy Planning Inc., which provides investment and insurance services. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and multiple managed account solutions.

Benjamin Hintz is a financial advisor with Commonwealth Financial Network in Rochester, NY. He holds a Series 66 credential and has been in the industry since 2025. Prior to his advisory roles, he worked in education and other fields, including positions at St. John Fisher University and Delta Sonic Car Wash Systems, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while offering various investment program options including discretionary model portfolios managed by its Investment Management and Research team.

Peter Noto is a financial advisor at &PARTNERS with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Credit Suisse Securities (USA) LLC for 12 years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Egbert Bouwmeester is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and 29 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 20 years with Legend Equities Corporation followed by 8 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Edmond Sheidlower is a financial advisor at Mariner with five years of industry experience. He previously worked for Forte Capital LLC for 16 years before joining Mariner, which acquired Forte Capital's remnant business and now serves as a holding company. Mariner serves a broad mix of clients including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and a range of coordinated services such as tax compliance and Core Family Office offerings. The firm combines in-house research with third-party manager allocations and offers diverse strategies across equity, fixed income, alternatives, and retirement plan solutions, supported by CPAs and specialized tax services.

Gregory Herbison is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has 18 years of industry experience and has been with Hornor, Townsend & Kent since 2016. Herbison is also involved in teaching, serving as an adjunct professor at St. John Fisher College and working in various educational roles within the Pittsford, NY school system. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer functions and partners with third-party asset managers to provide discretionary and non-discretionary account options.

Aaron Randisi is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been a co-owner of Crossbridge Financial Group, LLC since 2015, where he also conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice-management services. The firm offers discretionary portfolio management and various customized investment solutions through its PPS programs and other strategist strategies.

John Tubridy is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2011 and previously spent 10 years at LPL Financial. In addition to his advisory work, he arranges business appointments related to health insurance and employee benefits for local small businesses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model, allowing advisors to set investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Matthew Fischer is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include ten years at American Portfolios Financial Services, Inc. and one year at OSAIC. Outside of his advisory work, he is a co-owner of ADF Wealth Management, LLC, and owner of APG Advisors, both private entities involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, with discretionary portfolio construction and multiple program options managed by an in-house Investment Management and Research team.

Joshua Dejohn is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors. In addition to his advisory role, he operates a sole proprietorship as a life insurance and fixed annuity agent. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and strategies.

Michael Mason is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He is involved with Mason Wealth Management, LLC and participates in life and legacy planning activities. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Andre Rene is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 13 years. In addition to his advisory role, Rene is involved in outside business activities with CNMK Operational Support, LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Lucas Stuart is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Crossbridge Financial Group. His prior work includes roles at Montage Wealth Management, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Stuart is also the owner of Lucas Stuart Wealth Strategies Group, Inc., a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, including discretionary model portfolios and personalized indexing options, while supporting affiliated advisors with operational, technological, and compliance resources.

Derek Donnarumma is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, WMG Partners, LLC, and American Portfolios Financial Services, Inc. He is based in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

John Klee is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Rochester, NY. His prior experience includes roles at High Falls Advisors, Inc., Seneca Financial Advisors LLC, and Russell Schwartzbeck. Outside of financial advising, he has been involved in Haroun Education Ventures and Parkleigh Enterprises Inc. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, pure-index, and specialized offerings like Buffered Equity ETFs and options-based overlays, and is distinguished by its ownership structure and industry-specific divisions.

Jonathan Larue is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has worked at TIAA and Raymond James & Associates, Inc. Prior to his current role at TIAA-CREF, he spent 10 years at TIAA in various capacities. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.