Wade Sarkis is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 credentials and bringing 38 years of industry experience. He has worked at Commonwealth Financial Network since 1997, with a brief transition in 2025, and also maintains roles at Canandaigua Financial Group and Crossbridge Financial. Outside of advising, he manages a private family entity, Sarkis Family Fund, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Eric Schmidt is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and WMG Partners LLC. Schmidt also provides administrative support to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Arthur Lamborn is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., based in Pittsford, NY, with one year of industry experience. His prior experience includes over four decades at AH Lamborn and related entities. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jacob Coleman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has worked across multiple related entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory services, Coleman is also a licensed insurance agent providing clients assistance with life insurance, Medicare, Medicaid, and long-term care planning. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, offering tailored asset allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm provides both wrap and non-wrap programs and works with Pershing as custodian, focusing primarily on individual investors rather than corporate clients.

Peter Adamczuk is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Kasperski Dinan & Rink CPAs from 2015 to 2017. Adamczuk also provides tax preparation services alongside his advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while providing discretionary model portfolios and customizable program structures.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has affiliations with NYLIFE Securities LLC and New York Life Insurance Co dating back to 2012. Outside of her advisory role, she serves as Chair of the Ambassador Committee for the Rochester Women's Network, coordinating events for new members. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a majority of assets on a non-discretionary basis within a New York Life affiliate structure.

Maureen Dowling is a financial advisor at Key Investment Services LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2012, following five years at HSBC Securities (USA) Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and combines platform services from Envestnet with portfolio strategies designed by its Chief Investment Office and third-party managers.

Bentley Hutchings is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Commonwealth since 2011 and has operated Hutchings Financial since 2004. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized portfolio management solutions.

Daniel Pennise is a CFP® professional with 23 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2011 and has also maintained an insurance business since 2003. Outside of his advisory work, he is a co-owner of Scarlett Vineyard, LLC, which manages real estate and produces wine. 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, operational support, and investment management services, including discretionary model portfolios and customizable investment solutions.

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.

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.

Peter Noto is a financial advisor at &PARTNERS in Pittsford, NY, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked for Credit Suisse Securities (USA) LLC for 12 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and advisory services through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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.

Connor Anderson is a financial advisor with Eagle Strategies (New York Life) holding Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked in various roles including positions at Rochester Institute of Technology and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and non-discretionary asset management.

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.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

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.