Robert Defreze Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc. and ownership of DeFreze Financial Services since 2005. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services through an open-architecture platform that integrates third-party managers and affiliated financial entities.

Robert Lee is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2011. Ashton Thomas Securities, LLC serves individuals, business entities, 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 options and multiple program versions with ongoing account review and rebalancing.

Todd Jessop is a financial advisor with Lifemark Securities Corp. in Churchville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Lifemark Securities since 2007 and previously worked at AmeriCU Capital Management. Outside of his advisory role, he is president and managing partner of Axiom Planning LLC, where he is involved in marketing financial services and insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored suitability-driven advice.

Lorna Erb is a financial advisor at Ashton Thomas Securities, LLC with three years of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, J.P. Morgan Securities, Sephora, and Ulta Beauty. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Peter Sartori is a financial advisor at Ashton Thomas Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Excel Securities & Associates, Inc. since 2014. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers a range of portfolio management services, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Meghan Kelly is a financial professional with three years of industry experience, currently affiliated with Vicus Capital, Inc. in Rochester, NY. She holds a Series 66 designation and has prior experience with Kelly Wealth Services, Kelly Retirement Services, Cetera Wealth Services, and Paychex. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and offers specialized retirement-plan consulting and fiduciary services.

Phillip Yargeau is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and serving clients for 33 years. He has been with Ashton Thomas since 2011 and also has experience at Pike & Gold Partners and Erb's Income Tax Service, where he is a 40% owner and prepares tax returns. Additionally, he assists clients with Medicare Supplement and Advantage Plan selections as a health insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management programs and retirement plan services through a team of 18 advisors across six offices.

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Robin Blackman is a financial advisor with Independent Financial Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Partners since 2011 and previously spent a decade at LPL Financial. Blackman is also involved in non-variable insurance sales. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Jesse Leonardo is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Bank, LPL Financial LLC, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Joshua Vernon is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at KeyBank, Principal Life Insurance Company, and Northwestern Mutual firms. Outside of advisory work, he has engaged in the sale of various insurance products, including life, disability, and health insurance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Alyssa Piersimoni is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to her current role, she worked at Equitable Advisors LLC and has experience in the restaurant industry. Alyssa also holds an outside sales position related to insurance, including the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

James Duclos is a financial advisor with Kestra Advisory Services LLC, holding Series 65 and Series 66 credentials and 44 years of industry experience. His prior firms include American Portfolios Financial Services, Inc. and SII Investments, Inc. Duclos currently serves as an investment advisor representative through Kestra Advisory Services and Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Bryant Dudek is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank for four years and held positions at Chase Bank, Waste Management, and other firms. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Shawn Holahan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory roles, he has been involved with the Boy Scouts of America through the National Boys Scouts and the Seneca Waterways Council. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

David Reynolds is a Certified Financial Planner® at Citizens Securities, Inc. in Rochester, NY, with 25 years of industry experience. He has worked at Citizens Securities since 2014 and spent a year at LPL Financial prior to that. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and managed account programs, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Thomas Sheehan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He previously worked for Equitable Advisors and Axa Advisors, LLC, spanning from 2005 to 2025. He is also co-owner of Wisehaven Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jonathan Hawryschuk is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE, and Edward Jones. His career also includes employment at the Salvation Army and financial institutions such as Axiom Bank and Woodforest Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both single point-in-time financial plans and optional managed account solutions.

Terri Torregrossa is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with Key Investment Services and Key Bank since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment profiles and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Ana Ventura is a financial advisor with Commonwealth Financial Network in Rochester, NY. She holds a Series 66 designation and has been with Commonwealth and TK & Associates since 2025. Her prior experience includes roles in hospitality and education, including positions at Serendipity Labs, Courtyard by Marriott, and Rosen College of Hospitality. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.