Bryce Carey is a CFP® with 17 years of industry experience, currently serving as an advisor at NorthLanding Financial Partners, LLC. He has been with NorthLanding since 2013 and has also worked at Mutual Securities, Inc. since 2016. In addition to his advisory role, he operates an independent insurance agency specializing in the sale of fixed annuities. NorthLanding Financial Partners serves primarily high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities, providing financial planning, consulting, and investment management. The firm manages client portfolios mainly through exchange-traded funds and mutual funds, employing fundamental, cyclical, and behavioral finance approaches to tailor strategic allocations and monitor portfolios.

Devon Nolan is a financial advisor at Boyd Capital with 19 years of industry experience. He holds a Series 66 designation and previously worked at Esl Investment Services LLC and LPL Financial LLC for 13 years. Nolan is also involved in providing non-variable insurance products through KAFL Insurance Resources. Boyd Capital Management LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, including technical and quantitative analysis, and manages approximately $124 million in client assets across over 500 accounts.

Daniel Monte is a financial advisor at Sage Tree Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Harbor Capital Advisory Services for five years before joining Sage Tree Wealth in 2018. Outside of his advisory role, Monte is also an insurance agent with Crump, dedicating a small portion of his time to that activity. Sage Tree Wealth provides personalized investment management, modular financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $32 million in client assets and employs a tactical allocation strategy focused on capital appreciation, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Kevin Guarino is a financial advisor with Clover Leaf Financial LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Caderet Grant, and Ayco. Outside of finance, he is involved in software development through Council9 LLC, where he works on site development with clients. Clover Leaf Financial provides investment advisory and financial planning services to individuals, families, trusts, small businesses, and retirement plan sponsors. The firm uses a disciplined, research-based investment process focused on long-term strategic asset allocation with diversified, low-cost ETFs, supported by fundamental and quantitative analysis and tax-aware techniques.

Jennifer Kenney Zimmerli is a Series 65-credentialed advisor at Two Point Capital Management, Inc. with one year of industry experience. She has been with Two Point Capital Management since 2016. Two Point Capital Management provides discretionary investment management services to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on long-term client relationships. The firm manages approximately $310.5 million across about 100 client accounts, employing a long-term, fundamental approach to equity selection and customized fixed-income strategies based on client risk preferences.

Bryan Gray is a CFP® professional with seven years at Oak Crest Advisory, LLC and a total of four years in the financial advisory industry. He previously worked at Marsh Advisors and Mirshy Financial, and he also owns and operates Bryan M. Gray, CPA, PC., providing tax and accounting services. Oak Crest Advisory offers investment advisory and financial planning services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a strategic asset allocation framework with a generally passive management approach, incorporating equities, fixed income, ETFs, and cash, and provides regular account reviews and additional services such as pension consulting and participant education.

Jonathon Hughes is a financial advisor at Linden Financial Consultants, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to founding Linden Financial Consultants, he worked for SPS Medical Supply Corp for 27 years. Outside of advising, Hughes is a partner in a commercial real estate venture, Hughes Highpower LLC. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy using diversified asset allocation and low-cost mutual funds and ETFs, without maintaining or directly managing client assets.

Anthony Filberto is a financial advisor at Candace Shira Associates, LLC in Pittsford, NY, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Candace Shira Associates since 2012. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities and commonly incorporates third-party managers and custodial platforms while exercising discretionary authority over client accounts.

Eric Garsin is a financial advisor at NorthLanding Financial Partners, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mutual Securities, Inc. since 2016. Outside of advising, Garsin operates an independent insurance agency specializing in life insurance and fixed annuities. NorthLanding Financial Partners primarily serves high-net-worth individuals, along with trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and investment management, focusing on exchange-traded funds and mutual funds while employing fundamental, cyclical, and behavioral finance approaches in their strategy.

Michael Strong is a financial advisor at Oak Crest Advisory, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp prior to joining Oak Crest Advisory. Outside of investing, he is involved in insurance sales and Medicare enrollment assistance. Oak Crest Advisory, LLC is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans, including high-net-worth clients. The firm employs a strategic asset allocation approach with primarily passive investment management and provides discretionary asset management, financial planning, and pension consulting.

Gregory Mulbury is a financial advisor at Oak Crest Advisory, LLC in Rochester, NY, holding Series 63 and Series 65 licenses with 19 years of industry experience. His career includes prior roles at Marsh Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management. Oak Crest Advisory is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans with discretionary asset management, financial planning, and pension consulting. The firm employs a strategic asset allocation approach with generally passive investment management and offers modular or comprehensive financial plans supported by a three-advisor team.

Joseph Boyd is a financial advisor at Boyd Capital Management LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Brighton Securities Corp. for 11 years before joining Boyd Capital in 2021. Boyd Capital Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of analytical methods and investment strategies across various asset types, managing approximately $124 million in client assets through tailored plans and ongoing account monitoring.

Whitney Baniewicz is a financial advisor at RDG Capital Management LLC with Series 65 registration and three years of industry experience. Prior to joining RDG Capital Management, she worked at RDG + Partners, CPA, for fourteen years. RDG Capital Management LLC provides fee-only investment advisory services and standalone hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a broadly diversified, tax-aware, index-based investment approach with a core-and-satellite strategy and offers discretionary management through a sub-advisory arrangement while retaining fiduciary oversight.

Mark Fien is a CFA® charterholder and principal at Fien Capital Management, LLC in Rochester, NY, with 25 years of experience at the firm. He has served in investment management and consulting since 2001. Fien Capital Management provides investment management and consulting services to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable institutions, and corporations. The firm uses a fundamental analysis approach with a focus on long-term portfolio construction, managing assets primarily on a discretionary basis across a diversified set of securities tailored to client-specific factors.

Nancy Kay is a financial advisor with Candace Shira Associates, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cross Staff Investments since 2013. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities, with access to third-party money managers and various custodial platforms.

Robert Christensen is a financial advisor at Sage Tree Wealth with four years of industry experience. He holds the Series 65 designation and previously worked at Aftek Filters for five years before joining Sage Tree Wealth. The firm provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Sage Tree Wealth employs a tactical asset allocation strategy using fundamental, technical, and cyclical analysis, and it offers both discretionary and non-discretionary portfolio management along with modular financial planning and pension consulting.

Kate Kenney is a financial advisor with RDG Capital Management LLC in Pittsford, NY. She holds a Series 65 designation and has experience working in the industry since 2012, including roles at ProNexus LLC and Anderson Kenney Associates LLC. RDG Capital Management LLC provides fee-only investment advisory services and hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a broadly diversified, tax-aware, index-based investment approach with discretionary and non-discretionary portfolio management, supported by a sub-advisory arrangement and fiduciary oversight.

Douglass Lyon is a CFA® with 14 years of industry experience and has been with Lyon Capital Management, LLC since 1994. He is based in Pittsford, NY, and is one of three advisors at the firm. Lyon Capital Management, LLC is an SEC-registered investment adviser managing approximately $94.8 million for about 82 clients. The firm provides discretionary portfolio management for individuals, trusts, estates, small businesses, and corporate retirement plans, employing a value-contrarian investment approach with fundamental and technical analysis, and offers a Style Rotation ETF strategy designed primarily for tax-deferred accounts.

Jeffrey Feldman is a CFP® professional with four years of industry experience, affiliated with Rochester Financial Services in Pittsford, NY. He has been with Rochester Financial Services since 1993, a firm that manages over $340 million in assets and serves more than 300 client accounts with a single advisor. Rochester Financial Services provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm typically structures balanced portfolios using no-load mutual funds, with ongoing monitoring and adjustments, and offers formal reviews semiannually.

Danielle Hartman is a financial advisor at Kane Financial in Pittsford, NY, holding a Series 65 designation with one year of industry experience. Prior to her current role, she worked in various positions outside the financial industry, including at SHEN Beauty and Edgewell Personal Care. She is president and treasurer of Femme Financial, an investment club focused on education, where she organizes meetings, executes trades, and manages financial reporting. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a client-specific investment approach that generally combines fundamental analysis with primarily passive strategies using index mutual funds and ETFs.