Nicholas D Angelo is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Carestream Health. Outside of his advisory role, he is involved with CNMK Operational Support, LLC, providing financial advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through proprietary and third-party solutions.

Maria Opett is a financial advisor at Key Investment Services LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also offering access to third-party discretionary managers and providing supervisory oversight.

Paul Salvetti is a CFA® charterholder with five years of industry experience. He has worked at Farther since 2026 and previously spent ten years at LVW Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, individual equities, and fixed income.

Kathleen Roth is a CFP® with 47 years of industry experience currently affiliated with J.W. Cole Advisors, Inc. She previously worked with OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors, INC. In addition to her financial advisory work, Roth serves as an authorized facilitator for Moving Forward for Women, a support organization for widows. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management, digital advice, and third-party manager models.

Charles Hodge is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he operates as an independent contractor offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, known as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a mix of proprietary and third-party investment programs.

William Hess is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and industry experience beginning in 2023. His prior work includes eight years at John Manser State Farm Office and various roles at firms such as Alliance Advisory Group and YPCmedia. He also holds an insurance-related side activity outside of Guardian Life. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through both proprietary and third-party strategies.

Christopher Opper is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and a Series 66 license. He has 22 years of industry experience and serves as a financial advisor and Director of Research at Regent Financial Group. His career includes roles at Kestra Investment Services, LLC and Regent Financial Group, with involvement in investment advisory services and insurance recommendations as part of client financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional clients and pooled employer plan arrangements.

Alejandro Bruno is a financial advisor with Principal Financial Services in Rochester, NY, holding a Series 66 designation and two years of industry experience. Before joining Principal, he worked at Equitable Advisors, LLC for two years and spent nine years at Apple Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Castine is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2019. Prior to joining J.W. Cole, he worked at Cambridge Investment Research Advisors and Paychex Inc. He also provides tax preparation and bookkeeping services, holding a registered PTIN and EFIN with the IRS. 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 portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Roger Anderson is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee offerings, separately managed accounts, and brokerage and insurance products. Key Investment Services operates within the KeyCorp group and emphasizes client-directed model selection alongside ongoing monitoring and third-party manager oversight.

James Traylor is a ChFC® financial advisor with Hornor, Townsend & Kent, LLC in Rochester, NY, where he has worked since 2014. He has 18 years of industry experience and also holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Traylor is president of Rivent Partners, Inc., a life insurance brokerage specializing in financial planning and consulting for clients with special needs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Robert Morse is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations along with Series 65 and 66 licenses. He has 25 years of industry experience, including 14 years at American Portfolios and more recent roles at OSAIC and Angelo Planning Group. His activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Mark Fitch is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and 41 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, with tenures spanning from 1994 to 2019. Fitch is also the owner of farm land in Perry, NY. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Jesse Siegfried is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and Field and Stream. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Genevieve Paeglow is a financial advisor at Primerica Advisors with a Series 66 designation and two years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Financial Growth Partners, Alliance Advisory Group, and AP Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, providing financial planning, retirement-plan consulting, and business consulting services through a range of proprietary and third-party investment platforms.

Steven Luan is a financial advisor at Allworth Financial, L.P. in Rochester, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at High Falls Advisors, Inc., JB Hunt, and Wells Fargo Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, and corporate clients. The firm employs customized portfolio strategies, including core-satellite and defined-outcome ETFs, and utilizes both discretionary and non-discretionary management approaches.

Mark Avery is a financial advisor with Principal Financial Services in Fairport, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with Principal Securities Inc since 2016 and previously with CNY Life Insurance Group from 2013 to 2017. Avery also has experience with Principal Life Insurance Company dating back to 2009. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Paul Stack is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Ameriprise for five years and served over three decades at East Irondequoit Central School District. Outside of advisory work, he owns a tax preparation business and serves on the board of the Irondequoit Public Library Foundation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Robert Vay is a Series 65 licensed financial advisor with 14 years of industry experience. He has worked at Allworth Financial, L.P. since 2026 and previously spent 20 years at High Falls Advisors, LLC. 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 model allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and is notable for its ownership structure and specialized Airline division.

Timothy Pelcher is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He has held his current role since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a co-owner of a real estate rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to banking and capital markets affiliates.