Ryan Wegman is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., Penn Mutual Life Insurance, and Hornor Townsend & Kent. Wegman serves on the board of directors for Cancer Support Community Rochester. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes asset allocation and diversification, using a top-down approach and modern portfolio theory, and incorporates derivatives in separately managed accounts, which is uncommon among peer team firms.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various advisory roles, including at Private Client Services and Securities America, Inc. Outside of his advisory work, Hammond serves as treasurer and council member for the Village of Geneseo Fire Department and is treasurer for the Geneseo United Methodist Church benevolence fund. Horizon Financial is an SEC-registered firm serving individuals and families, including high-net-worth clients, with discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm uses a model-driven investment process overseen by an internal team and manages approximately $510 million in assets across its nine-advisor team.

Kerry Tallon is a Certified Financial Planner® at Post Resch Tallon Group with 30 years of industry experience. He has worked with Post Resch Tallon Group since 2004 and previously with Cadaret, Grant & Co., Inc. He is also involved in insurance sales, including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a top-down, asset-allocation driven investment process that incorporates modern portfolio theory, fundamental analysis, and options and derivative strategies within managed accounts.

David Resch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Post Resch Tallon Group, Inc. for over two decades and Cadaret, Grant & Co., Inc. for 21 years. Outside of his advisory roles, he serves as a non-profit board member and HOA officer. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of financial planning and portfolio management options supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.

Michael Congdon is a financial advisor at Horizon Financial with five years of industry experience. He holds the Series 65 designation and has worked within related firms under the Horizon umbrella since 2012. Congdon also serves as an administrator and manager responsible for oversight of an investment brokerage firm. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement services, and integrated financial planning. The firm manages approximately $510 million in assets with a model-driven investment approach overseen by an internal team and Investment Policy Committee.

Brian Novellin is a financial advisor at Horizon Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Horizon Advisory Services Inc., Private Client Services, Securities America, Inc., and Securities Service Network, Inc. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment process overseen by an internal investment team and Investment Policy Committee.

Samuel Post is a financial advisor at Post Resch Tallon Group in Pittsford, NY, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, Merrill, Bank of America, and Morgan Stanley. Post Resch Tallon Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a top-down, asset-allocation driven investment process using mutual funds, ETFs, listed securities, fixed income, options, and private investments, offering discretionary portfolio management and financial planning services.

Amanda Heagerty is a financial advisor at Horizon Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Inc. and Citizens Securities Inc. Amanda is also affiliated with Horizon Advisory Services, Inc., where she dedicates significant time. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, with discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Kenneth Blazick is a financial advisor at Horizon Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors and Securities Service Network. He has been involved with Horizon Advisory Services and The Horizon Group for over a decade. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management and integrated financial planning. The firm employs a model-driven investment process focused on diversified, long-term asset allocation across mutual funds, ETFs, and individual securities for complex accounts.

David Pulcini Jr. is a CFP® professional with 22 years of experience in financial advisory services. He is currently with RFG Advisory, LLC and has previous experience at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside his advisory role, he operates a consulting business focused on branding and marketing. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach features primarily discretionary management using model portfolios, third-party platforms, and access to alternative investments, with a noted role as sub-adviser to several ETFs and service to state and municipal clients.

Allison Bell is a Series 65-licensed financial advisor with two years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at LVW Advisors, Ashford Advisors, and Generation Capital Management. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Nicholas Savas is a CFP® and holds a Series 66 license, with 13 years of industry experience. He currently serves as a financial advisor at RFG Advisory, LLC, having previously worked at Equitable Advisors and Axa Advisors, Llc. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm uses a primarily discretionary investment approach that incorporates model portfolios, third-party platforms, and offers specialized services such as sub-advisory roles to ETFs and access to alternative investments.

Christopher Van Buren is a CFP® professional with 13 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at firms including LVW Advisors LLC, HD Vest entities, BANK of AMERICA, N.A., and Merrill. 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 primarily delivers discretionary portfolio management utilizing model strategies, third-party platforms, and also serves as a sub-adviser to multiple ETFs.

William Ward is a financial advisor at Pinnacle Investments, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Equitable Advisors. In addition to his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis in investment strategies.

Daniel Lippincott is a CFA® charterholder with six years of experience at Karpus Investment Management, where he has worked since 2012. He established KARDS LLC in 2024, a real estate rental business that he manages outside of trading hours. Karpus Investment Management is a multi-team discretionary adviser managing approximately $4.3 billion in assets. The firm serves individual and institutional clients, employing an actively managed, value-oriented approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Michael Gorsky is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Lyons National Bank and Howard Hanna Real Estate Services. Outside of his advisory role, he is a licensed real estate salesperson assisting in real estate transactions. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using various model strategies and third-party platforms, and serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Michael Robinson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal practice, providing estate planning and legal advice through his law office and roles with the American Academy of Estate Planning Attorneys. Robinson also operates wealth management firms, including Robinson Wealth and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using fundamental and technical analysis alongside multiple asset-allocation frameworks.

Marshal Scheidt is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory role, he has prior experience with Webster Ice Arena and Abbott's Frozen Custard. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management and access to alternative investments, and it acts as a sub-adviser to multiple ETFs while supporting insurance and annuity product sales among its advisors.

David D'Ambrosio is a CFP® with five years of industry experience, currently serving as a financial advisor at Karpus Investment Management. He has been with Karpus since 2011, accumulating 15 years of work history at the firm. Karpus Investment Management is a discretionary investment adviser managing approximately $4.3 billion in assets. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, employing an actively managed, multi-manager, value-oriented approach across mutual funds, ETFs, closed-end funds, and select alternative instruments.

Juan Garzaron is a financial advisor at Karpus Investment Management with a Series 65 designation and industry experience beginning in 2016. Prior to joining Karpus, he worked at City of London Investment Management, Antepartners LLC, and Kingsmere Partners. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, charitable organizations, and institutional clients such as insurance companies and municipal governments. The firm employs an actively managed, multi-manager, value-oriented investment approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.