Andrew Kay is a financial advisor at ESL Newco I, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC for 13 years. 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, commonly recommending index-based mutual funds and ETFs, and serves approximately 468 clients with about $4.81 billion in assets under management.

Anthony Simonetti is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding a Series 66 designation and over 17 years of industry experience. His prior work includes roles at Novem Group, Inc. and American Portfolios Advisors, Inc. He is the founder and president of the Just Breathe Foundation, a charitable organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisers.

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 at Modern Wealth Management, LLC with 17 years of industry experience. He previously worked at Principal Funds Distributor, Inc. and Paychex Securities Corporation. He holds Series 65 and Series 63 credentials. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, using a centralized Investment Committee and a combination of model portfolios, third-party managers, and strategic allocation.

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.

Christopher Schoff is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. Outside of finance, he owns and operates two small businesses: SHO Pools, which provides pool opening and closing services, and Schoff's Sugar Shack, a family-run maple syrup production and sales operation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm’s investment approach is guided by an in-house Investment Management & Research team that manages proprietary model portfolios and employs a mutual-fund screening process, offering both discretionary and non-discretionary portfolio management options.

Morgan Allen is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at multiple firms including Beau Morgan Advisors, Invessent, Stratos Wealth Advisors, USAA Financial Advisors, and Charles Schwab & Co. Allen has also been involved with Invessent Wealth Management, LLC in a wealth advisory capacity. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through IAR-managed programs, separately managed accounts, model portfolios, and third-party Money Managers.

Jeffrey Altieri is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at RBC Capital Markets for 12 years before joining Novem Group in 2021. Outside of his advisory role, he serves as a director at Penfield Country Club, overseeing management and operations. 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 across various asset classes and uses individualized Investment Policy Statements to guide portfolio construction.

Christine Lanzisera is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. She has been affiliated with Excel Securities & Associates, Inc since 1996. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and multiple program platforms.

Lee Kern is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory role, Kern is the owner of Kern Wealth Management, an S-Corp focused on enrolling qualified individuals in Medicare plans and the sales and service of insurance and fixed products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a proprietary investment screening process and customizable portfolio options.

Stephen Digennaro II is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aegis Capital Corp. and Benchmark Investments. Outside of advisory roles, he is involved as Vice President of Investments for Argyle Creek LLC. Kingswood Wealth Advisors serves a diverse client base including retail, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA advisory services. The firm employs an open-architecture platform, often using third-party managers and sub-advisors, and integrates insurance-linked account management through affiliated financial entities.

Ronald Taylor is a financial advisor at Novem Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is based in Rochester, NY. 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 across various asset classes and offers both wrap and non-wrap portfolio management tailored to client goals and risk tolerance.

Frederic Scarpulla is a financial advisor with Lifemark Securities Corp. and holds a Series 63 designation. He has 35 years of industry experience, including 24 years as an independent insurance agent. His work involves the sale and service of life, health, group life, and group long-term disability insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts and Separately Managed Accounts, tailoring advice through risk assessments and using a variety of platform tools.

Craig Gingerich is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has been with Sage, Rutty & Co., Inc. since 2014. Sage, Rutty & Co., Inc. serves a diverse client base including individual and institutional investors, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across 8,685 accounts and provides both discretionary and non-discretionary portfolio management with multiple program structures and custodial relationships.

Craig Houck is a financial advisor at Modern Wealth Management, LLC with 26 years of industry experience. He previously worked at OSAIC for 16 years before joining Modern Wealth Management and Mutual Securities, Inc. in 2025. Houck serves as board secretary for Hope Hall School and is a board member of the Rochester Presbyterian Home Foundation, where he participates in investment-related reviews and grant decisions. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and Investment Management Team that utilize model portfolios, third-party managers, and strategic allocation combined with tactical adjustments.

Michelle Cannan is a financial advisor at Modern Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Cadaret, Grant & Co., Inc., Donegal Securities, Inc., and Kraematón Group. Outside of advisory work, she is involved with BIA Consulting, LLC and serves as a member of a third-party administrator affiliated with Modern Wealth Management. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Thomas Burke is a financial advisor at Novem Group with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Novem Group since 2016, following a decade at American Portfolios Financial Services, Inc. Novem Group provides portfolio management and financial planning services to a diverse client base, including individual and 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 across multiple asset classes.