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 advisor with William Joseph Capital Management, Inc., holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and OSAIC. Outside of advisory work, he is involved with ITP Partners, LLC, providing fixed annuities and fixed insurance products. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance services.

Josy Reid Espinal is a financial advisor at Ashton Thomas Securities, LLC with a Series 66 credential and two years of industry experience. Prior to joining Ashton Thomas in 2022, she worked at Fallon Moving & Storage and Raymour & Flanigan. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers various investment management programs and retirement plan consulting through a team of 18 advisors across six offices.

Kimberley Kosko is a financial advisor at Novem Group with seven years of industry experience. She holds a Series 65 designation and previously worked at The Wolford Law Firm for three years. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis and offers both discretionary and non-discretionary management across multiple asset classes.

Dustin Baker is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently an advisor at Sage, Rutty & Co., Inc., having joined the firm in 2026. His prior experience includes roles at Canandaigua National Bank, Cooper/Haims Advisors, LLC, and Esl Investment Services LLC, among others. 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 diverse account types and offers multiple program structures with both discretionary and non-discretionary management approaches.

David Young is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining AmeriFlex, he worked at Cambridge Investment Research, OSAIC, Securities America Advisors, and INVEST Financial Corp. Outside of financial advising, he is the managing partner of a full-service CPA firm and serves on the board of Heart of God International Ministries, where he oversees mission work in Haiti. He is also a board member of the New York State Society of CPAs, holding several leadership roles. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, with multiple custodial relationships and periodic account reviews.

John Harms is a CFP® with 21 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior work includes roles at American Portfolios Financial Services, AXA Advisors, and Wells Fargo Advisors. Harms is also involved as an insurance agent with ASH Brokerage and KAFL Insurance Resources. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while providing access to alternative investments and annuities.

Andrew Kay is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential and five years of industry experience. He has been affiliated with ESL Newco I, LLC since 2025 and worked at Alesco Advisors LLC from 2012 to 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm combines fundamental analysis with quantitative modeling to implement asset allocations using index-based and systematic mutual funds, ETFs, and selected private investments, while also offering financial planning and consulting services.

Anthony Simonetti is a financial advisor with Novem Group in Rochester, NY, holding a Series 66 designation and 18 years of industry experience. He has worked at Novem Group since 2015 and previously held roles at American Portfolios Advisors, American Portfolios Financial Services, and Equitable Advisors. Simonetti is the founder and president of the Just Breathe Foundation, a charitable organization where he participates in board meetings and fundraising activities. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies across multiple asset classes and offers discretionary management and third-party manager referrals.

Randy Schuster is a financial advisor with ValMark Advisers, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining ValMark in 2020, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent for 13 years each. Outside of advising, he is an author and serves as president of the Jewish Federation of Rochester. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary programs and strategic partnerships that distinguish its service offerings.

Joseph Cerqua is a CFA® charterholder with three years of industry experience. He is currently with Sage, Rutty & Co., Inc. and previously worked at Elmwood Income Partners LLC and Clover Capital Management Inc./Federated Hermes. 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 both comprehensive planning and portfolio management services.

Kyle Dunn is a financial advisor at Modern Wealth Management, LLC in Rochester, NY, holding the ChFC® designation with 15 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., MML Investors Services, and MassMutual Financial Group. He also serves as an independent insurance agent involved with fixed insurance products. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm operates a centralized portfolio management model, utilizing third-party managers and risk-tolerance tools, and offers a broad range of services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.

Patrick Manuel is a financial advisor at Novem Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Novem Group since 2014 and Osaic Wealth, Inc. since 2024. Outside of his advisory role, he serves as treasurer of the Wolf Foundation board of directors and holds board positions with the Italian Heritage Foundation and Novem Foundation. He is also involved in a furniture sales business through ADK Guys, LLC. 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, government entities, and other advisers. The firm employs a combination of fundamental, cyclical, and technical analysis and offers both wrap and non-wrap portfolio management arrangements tailored to client goals and risk tolerance.

Tyler Rogers is a financial advisor with Modern Wealth Management, LLC in Rochester, NY. He holds Series 65 and Series 63 designations and has 17 years of industry experience. Prior to joining Modern Wealth Management in 2025, he worked at Principal Funds Distributor, Inc. and Paychex Securities Corporation. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a team using model portfolios and third-party managers.

Connor Holly is a CFP® professional with 15 years of experience in financial advising. He has been with Sage, Rutty & Co., Inc. since 2011. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across a range of program structures and custodial relationships, providing comprehensive planning and portfolio management through a team of 45 advisors.