Jeffrey Renelt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Renelt-Richard Group. With a career at Merrill beginning in 1987 and over 30 years of experience, he manages a team focused on providing wealth management and planning services. His practice emphasizes the comprehensive financial needs of multigenerational families, professionals, entrepreneurs, and professional athletes. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from the University of Rochester. His community involvement includes serving as Director and President of the Pemaquid Trail Association and volunteering as a hockey coach for the Rochester Junior Amerks. In his approach, Jeffrey works one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Outside of his professional role, his personal interests include ice hockey, music, photography, and spending time with his family.

Andrew Wong is a CFP® professional with five years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2010. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s investment approach focuses on customized asset allocation, individualized Investment Policy Statements, risk management, tax considerations, and ongoing oversight through a monthly investment committee.

Andrea Ells is a CFP® and CFA® with nine years of experience in the financial industry. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves as an Investment Committee Member for the YWCA of Rochester & Monroe County, where she reviews endowment portfolio investments. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, risk management, tax considerations, and oversight through a monthly investment committee, employing a range of investment vehicles and third-party technology tools to support client strategies.

Bradley Donner is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CL Wealth Management since 2021, previously serving at Cabot Lodge Securities LLC and SB Advisory, LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, referrals to third-party money managers, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis and custom model portfolios.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Kalos Management and Sheppard Mosher & Associates. Mosher serves as a council member for the Town of Seneca, NY, participating in municipal governance since 2012. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of managed accounts, third-party managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis across asset classes.

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.

Nathan Van Bortel is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His career includes roles at Commonwealth Financial Group, Canandaigua Financial Group, Cetera Investment Services LLC, and Canandaigua National Bank. He is also the owner of Sarkis Financial Corporation, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.

Wade Sarkis is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 credentials and bringing 38 years of industry experience. He has worked at Commonwealth Financial Network since 1997, with a brief transition in 2025, and also maintains roles at Canandaigua Financial Group and Crossbridge Financial. Outside of advising, he manages a private family entity, Sarkis Family Fund, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has also worked with NYLIFE Securities LLC and New York Life Insurance Co since 2012. Outside of her advisory work, she serves as the chairperson of the Ambassador Committee for the Rochester Women’s Network, where she coordinates welcoming and onboarding new members. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and fiduciary responsibility to retirement investors.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, with seven years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a large network of affiliated advisors within the New York Life affiliate structure.

Ryan Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Acre Equity Advisors, Lincoln Financial Advisors, The Delong Company Inc, and Lansing Trade Group. Outside of advising, he is involved in fixed insurance sales and owns Oak & Ivy Land Company, LLC, which manages real estate and land management equipment in Geneva, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients with a range of investment options.

Timothy Veazey is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked at Lincoln Financial Advisors for nine years and currently serves as president and owner of Acre Equity Advisors, LLC. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services, allowing advisors discretion in portfolio construction and access to a range of advisory programs and strategies.

Amy Roxin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at LPL Financial LLC and Key Investment Services LLC. Outside of her advisory work, she is a co-president and owner of Deliberate Luck Vineyard, a micro wine vineyard in Canandaigua, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Russell Barone is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2002 and with Canandaigua Financial Group since 2011. Barone also offers accounting services through his CPA practice, which he has maintained since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Austin Allen is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Empower Financial Services, Strategic Financial Solutions, and Eagle Insurance, as well as five years working in education at the junior and high school levels. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Ralph Angelo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and most recently at OSAIC before joining Commonwealth and founding Angelo Planning Group. Outside of his advisory role, he is involved in managing commercial real estate through entities such as APG Lodge, LLC and 2590 Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Jonathan Spacher is a financial advisor with Eagle Strategies, affiliated with New York Life, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including roles at Eagle Strategies since 2007, Nylife Securities since 1982, and New York Life Insurance Company since 1972. Outside of advisory activities, he is involved in insurance brokering with outside carriers for non-registered investment-related insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, working with both retail and institutional sponsors within an integrated New York Life affiliate structure.

Michael Conley is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities, New York Life Insurance Company, MML Investors Services, MassMutual, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advisory solutions across multiple program types, with a significant focus on non-discretionary asset management and serving a variety of institutional sponsors.

Bradley Dufrane is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MassMutual. Outside of his advisory work, he is an author of children's books and has volunteered as an unpaid film extra. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.