Richard Bentley is a CFP® with eight years of industry experience, serving at Cooper/Haims Advisors, LLC since 2008. He participates as an investment committee member and advisory board member for LeChase Construction Services, providing guidance on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm’s approach involves customized asset allocation, risk management, tax considerations, and utilizes AI-supported technology tools to enhance planning and documentation.

Benjamin Owens is a CFP® professional with four years of industry experience, currently serving at Cooper/Haims Advisors, LLC since 2019. Prior to this, he worked at SUNY Geneseo and Access FCU. He is also an investment committee member for St. Peters Kitchen, a charitable organization providing free lunches in Rochester, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and estates. The firm emphasizes customized asset allocation, risk management, tax considerations, and uses third-party technology tools alongside human review to support client strategies.

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.

Alan Deuel is a financial advisor at FLFS Advisory LLC with 24 years of experience in the industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, and he has been associated with Finger Lakes Financial Services since 2001. FLFS Advisory LLC serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and consulting services. The firm employs a discovery-based process to tailor investment plans to client objectives and risk profiles, utilizing value and momentum asset-allocation models and offering performance-based fee arrangements for qualified clients.

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

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.

Robert Gwynn is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved in coaching sports and fitness. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans through discretionary investment management and non-discretionary consulting. The firm uses a discovery-based process to customize investment plans aligned with client objectives, incorporating value and momentum asset-allocation strategies and offering performance-based fee arrangements for qualified clients.

Alexander Stuver is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, FocalPoint Wealth Management, and Paychex Insurance Agency. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary software and quantitative metrics, integrating both passive and active investment strategies along with dynamic rebalancing.

John Harms is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with RFG Advisory, LLC and has previously worked at American Portfolios and Axa Advisors. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies.

Frederic Scarpulla is a financial advisor with Lifemark Securities Corp. and holds a Series 63 designation. He has 35 years of industry experience, including 24 years as an independent insurance agent. His work involves the sale and service of life, health, group life, and group long-term disability insurance products. 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 programs such as Unified Managed Accounts and Separately Managed Accounts, tailoring advice through risk assessments and using a variety of platform tools.

Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera and Bright Futures Wealth Management. Outside his advisory roles, he has been involved with Premo Design Inc. and briefly worked at Sodus Bay Heights Golf Course. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of advisory and co-advisory relationships.

Michael Kramer is a financial advisor with Capital Analysts who holds a Series 63 designation and has 24 years of industry experience. He has worked at Capital Analysts since 2023 and previously held roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, he serves as President of the Lakeshore Rochester Kiwanis Club and owns a tax preparation business, MGK Tax Advisors, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, providing access to model portfolios, third-party managers, and ERISA retirement plan advisory services.

Noah Fehrenbach is a financial advisor at Capital Analysts with 13 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Lincoln Investment, MML Investors Services, MassMutual, and Northwestern Mutual. Outside of his advisor role, he is a manager and consultant at Breathe Capital Planning LLC, where he supports business owners with planning and strategy development. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Meghan Schneible is a CFP® professional with 27 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2012. Schneible is also an independent insurance agent specializing in long-term care and fixed life insurance. She is affiliated with Capital Analysts, a firm serving a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizes an in-house investment research team, and provides services through various program models and third-party managers.

Garrett Shambo is a financial advisor at Capital Analysts with three years of industry experience. He holds a Series 66 designation and previously worked at Bob Johnson Auto Group and Delta Sonic. In addition to his advisory role, he assists individuals and small businesses with health insurance plans through the New York State Health Care Marketplace. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with access to third-party managers and ERISA retirement plan advisory services.

Steven Vestri is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Wealthcare Advisory Partners and LPL Financial since 2016 and owns SDV Tax Service, which provides tax preparation and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and behavioral economics, combining passive and active investment strategies alongside proprietary quantitative metrics.

Keri Vacanti is a financial advisor with Capital Analysts, LLC, holding the Series 63 designation and bringing 22 years of industry experience. She has worked at Capital Analysts since 2023 and has been with The Legend Group since 2001. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs, utilizing an in-house investment management team and proprietary screening processes.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating securities, advisory, and insurance business. 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 back-office support, including investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.