Samantha Beverley is a financial advisor with Lifemark Securities Corp., holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at PRUCO Securities, The Prudential Insurance Company of America, and National Life Group. In addition to her advisory work, she is an author of educational children’s books through Kindle Direct Publishing. 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 tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and both discretionary and non-discretionary account management.

Frank Lesczinski is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Manning & Napier and its affiliates since 2010. Outside of his advisory role, Lesczinski serves on the boards of the Pittsford Panthers Baseball and Pittsford Little League Baseball organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and systematic approaches such as its Disciplined Value strategy.

Teresa Robinson is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with Sage Rutty since 2013. Sage Rutty & Co., Inc. serves a diverse range of individual and institutional clients, providing portfolio management, financial planning, and various advisory programs. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations across discretionary and non-discretionary platforms.

Joseph Lanzisera is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 65 designation and bringing 43 years of industry experience. He has worked at Excel Securities & Associates, Inc. since 1985. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, and third-party models.

Donald Brown Jr. is a financial advisor at Capitol Securities Management, Inc. in Rochester, NY, holding a Series 66 designation with 20 years of industry experience. He has been involved with Capitol Securities Management, Rochester Wealth Management, and Global Life of NY since 2013 or earlier. Outside of advisory work, he is an agent marketing and selling fixed life insurance and Medicare supplement insurance. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies.

Alexei Casolari is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Family First Federal Credit Union and State Farm, as well as operating as an Independent Insurance Agent. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through risk assessments, with both discretionary and non-discretionary account management.

Jeffrey Hanretty is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at National Asset Management, National Securities Corporation, and his own firms, Jeffrey W. Hanretty & Associates and Hanretty & Harloff PA, LLC. Outside of advisory work, he operates a CPA practice under Jeffrey W. Hanretty CPA & Associates. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments with discretionary and non-discretionary management options.

Aaron Young is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has worked at Sage, Rutty & Co., Inc. continuously since 2014. Sage, Rutty & Co., Inc. serves a diverse client base including individuals and institutions, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple program platforms.

Amanda Esteves is a financial advisor with Novem Group in Rochester, NY, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has worked at Novem Group since 2013 and previously with American Portfolios Financial Services from 2008 to 2024. Esteves serves as a board member of the Novem Foundation, a nonprofit organization. Novem Group provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm uses fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes, including the use of third-party money managers and a wrap fee program.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors in Canandaigua, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Arkadios, he worked at Sheppard Mosher and held positions outside finance including at Starbucks. He is also involved in insurance and fixed annuity sales. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a variety of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

David D'Ambrosio is a CFP® and holds a Series 63 license, with four years of industry experience. He has been with Karpus Investment Management since 2011. Karpus Investment Management is a discretionary investment adviser managing approximately $4.0 billion for individuals, high net worth clients, and various institutional entities. The firm employs an actively managed, value-oriented, multi-manager approach with a focus on closed-end funds, ETFs, and targeted strategies, including shareholder-activism tools as part of its investment process.

Joshuah Tatro is a financial advisor at Modern Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at OSAIC for 11 years before joining Modern Wealth Management and Mutual Securities, Inc. in 2025. Outside of his advisory roles, Tatro coaches a youth soccer team with the Fairport Soccer Club. 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 employs a centralized portfolio management model supported by an Investment Committee and offers comprehensive services such as discretionary investment management, financial and tax planning, estate-planning assistance, and insurance solutions.

Joseph Richard is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. He has been with Advisors Capital Management since 2013 and holds the Series 63 and Series 65 designations. Outside of advising, he serves as Vice President of Sales at the firm. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates as both an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative methods.

Cole Schmitt is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Alesco Advisors LLC, Cetera Advisors, Bright Futures Wealth Management LLC, and Equimark East LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach using a range of strategies and third-party sub-advisors, supported by technology partnerships and a fiduciary framework.

Juan Garzaron is a Series 65-licensed financial advisor with Karpus Investment Management, bringing experience from prior roles at City of London Investment Management, Antepartners LLC, and Kingsmere Partners. He has been with Karpus Investment Management since 2025. Karpus Investment Management is an SEC-registered adviser managing approximately $4.01 billion in discretionary assets for individuals, high-net-worth clients, foundations, and other entities. The firm employs an actively managed, value-oriented, multi-manager approach focused on diversification and uses formal equity and fixed-income matrices approved by an Investment Committee.

Natalia Zimnoch is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes positions at Mass Mutual and ownership of Zimnoch Financial Group. Outside of advisory work, she is active as a disc jockey at private events and provides educational cryptocurrency consulting. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, providing programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, utilizing risk assessments and managed on discretionary or non-discretionary bases, with custody maintained through third-party custodians.

Christopher Hoffarth is a financial advisor with Modern Wealth Management, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Mutual Securities Group, Inc., LPL Financial, and QCI Asset Management. Hoffarth is also involved with Beltz, Ianni, & Associates, a DBA for Mutual Securities Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers comprehensive services such as discretionary investment management, tax and estate planning, and ERISA plan management.

James Burke is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Sage, Rutty & Co., Inc. in Rochester, NY, since 1992. Sage, Rutty & Co., Inc. serves a diverse client base of individuals and institutions, offering portfolio management, financial planning, wrap-fee programs, and qualified retirement plan advisory services. The firm manages over $3 billion in assets and provides both discretionary and non-discretionary management through multiple program platforms.

David Angeline is a financial advisor at Karpus Investment Management in Pittsford, NY, holding a Series 65 designation with four years of industry experience. He has been with Karpus Investment Management since 2012. Karpus Investment Management is a discretionary investment adviser managing approximately $4.0 billion for individuals, high net worth clients, and institutional entities. The firm employs an actively managed, value-oriented, multi-manager approach with a focus on closed-end funds, ETFs, and targeted strategies such as SPAC unit investments, offering tailored portfolios and shareholder-activism tools as part of its investment process.

Douglas Emblidge is a financial advisor at ESL Newco I, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC. Before entering finance, he spent 39 years in broadcasting, including roles at 13WHAM-TV/Sinclair Broadcast Group and WAIO Radio 95.1. 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 a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and manages approximately $4.81 billion in assets.