Robert Baldes is a financial advisor with Wealth Strategies & Solutions, Ltd. in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Leigh Baldwin & CO., LLC and his current firm since 2018. Outside of his advisory work, he serves as assistant treasurer for the Eastern Association of North American Baptist and holds positions on local Republican committees. Wealth Strategies & Solutions provides financial life-planning and investment advisory services to individuals and families, focusing on goals-based retirement planning, cash flow and tax analysis, and estate planning coordination. The firm offers standalone financial planning, third-party money manager referrals, and limited discretionary asset management, emphasizing detailed client discovery and coordination with CPAs and estate-planning attorneys.

Brian Drumm is a financial advisor with Primetime Wealth Management in Pittsford, NY, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Edward Jones for five years before founding Primetime Wealth Management in 2019. Outside of his advisory work, Drumm is the owner of a real estate LLC. Primetime Wealth Management is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, business entities, and pension/profit-sharing plan clients. The firm focuses on strategic asset allocation, primarily using equities and exchange-traded funds, and offers both ongoing portfolio management and stand-alone financial planning.

Matthew Marino is a financial advisor at Nexus Capital, LLC, holding a Series 65 designation with five years of industry experience. He has worked at Nexus Capital since 2017 and previously was with MRM Wealth Management from 2011 to 2019. Nexus Capital, LLC provides portfolio management and investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm employs both fundamental and technical analysis across a diverse investment universe, including insurance products and higher-risk instruments like uncovered options and private equity.

James Pluta is the sole advisor at J.R. Pluta Capital Management, Inc. in Pittsford, NY, holding a Series 65 credential with 40 years at the firm and five years of industry experience. The firm provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations. J.R. Pluta Capital Management employs a bottom-up, fundamental investment approach that incorporates various strategies and maintains cash in money market accounts, managing approximately $16.25 million across a small client base.

Diana Apostolova is a financial advisor at Rochester Investments with 12 years of industry experience. She holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Axa Advisors, LLC. Outside of her advisory role, she provides income tax return and payroll services. Rochester Investments serves individual investors, trusts, estates, retirement plan sponsors, corporations, charities, and foundations by offering discretionary portfolio management, financial planning, and corporate retirement plan consulting. The firm combines top-down macroeconomic asset allocation with bottom-up security analysis across various asset classes and integrates tax and payroll services alongside its investment offerings.

Joshua Barrett is a financial advisor at Barrett Wealth Management in Rochester, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He has been associated with Barrett Capital Management, Inc. since 2003. Barrett Wealth Management offers discretionary and non-discretionary portfolio management and goals-based financial planning to individuals, high-net-worth clients, trusts, estates, and institutional clients such as charitable organizations and pension or profit-sharing plans. The firm employs a long-term, value-oriented investment approach focused on minimizing expenses and typically operates under written discretionary authority with regular account reviews.

Elizabeth Barrett is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Highroad Wealth Advisers, LLC, an independent firm based in Rochester, NY. Prior to this, she has worked at Apex Wealth Advisers LLC and Armbruster Capital Management, Inc. Highroad Wealth Advisers provides portfolio management and retirement-rollover advice primarily to individual and high-net-worth clients. The firm uses client-specific strategies involving mutual funds, ETFs, equities, fixed income, REITs, and insurance products, managing assets directly with accounts custodied at Schwab Institutional.

Noah Mc Mullen is the sole advisor at Harbor Light Capital LLC in Rochester, NY, holding a Series 65 designation with no prior industry experience. His background includes roles outside the financial sector and a period of self-directed market study before founding his independent advisory firm. Harbor Light Capital provides personalized investment advisory and financial consulting services to individuals and families, offering both non‑discretionary consultative programs and discretionary private investment management. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and risk-based suitability modeling, implementing strategies through individual securities, mutual funds, and ETFs while excluding cryptocurrencies. The firm also offers public financial education through free seminars and workshops.

Michael Klena is a financial advisor with QuantStrat Advisors LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at Architect Partners and Lykke, Inc., and has operated Wealth Apple, LLC since 2015. Outside of advising, he serves as an unpaid advisor to quantStrat, providing strategic insights on market acceptance and competitive positioning in the crypto space. QuantStrat Advisors LLC is an independent SEC-registered investment adviser specializing in discretionary portfolio management for qualified institutions and corporations. The firm focuses on systematic, yield-oriented digital-asset strategies and employs algorithmic execution frameworks, often utilizing synthetic exposure structures and outside managers.

Derek Main is the owner and sole advisor at First Main Capital, an independent registered investment adviser based in Rochester, NY. He holds Series 63 and 66 licenses and has 15 years of industry experience, including prior roles at Vanderbilt Securities, Mass Mutual Investors Services, Prudential, TIAA, Morgan Stanley, and Edward Jones. Outside of his advisory work, he was previously a passive member of a family real estate development firm. First Main Capital provides financial planning and discretionary portfolio management primarily for individual and family clients. The firm employs an ETF-based, factor-oriented equity strategy combined with diversified fixed-income and alternative investments, focusing on managing volatility and customized cash-needs analysis.

Barbara Clemons is a CFP® and ChFC® with 30 years of experience in the financial services industry. She is the principal of Clemons Financial Education Company, an independent firm she founded in 2026 after 14 years at LPL Financial and Esl Investment Services LLC. Clemons Financial Education Company provides project-based and hourly financial planning services to individuals, including retirement planning, insurance, cash flow, employee benefits, college savings, and estate/incapacity planning. The firm also offers pro bono group educational seminars on personal finance and delivers written financial plans without managing client assets or charging fees based on assets under management.

Alex Zazubec is a financial advisor at Highland Wealth Advisory LLC in Rochester, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with Highland Wealth Advisory since 2010. Highland Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and foundations or charities. The firm employs a range of analytical techniques and trading strategies, including options writing, and manages a notable level of employer retirement plan assets.

David Peartree is a CFP® and holds a Series 66 license with four years of industry experience. He is the owner of Peartree Advisory in Rochester, NY, and has prior experience at Brighton Securities Corp, Brighton Securities Capital Management, Inc., and Worth Considering, Inc. Peartree holds a juris doctor and has experience as a portfolio manager and as the founder of a previous registered advisory firm. Peartree Advisory provides personal financial planning to individual clients, focusing on risk analysis, asset allocation, investment selection, and retirement distribution planning. The firm uses an asset-allocation approach based on clients’ goals, risk tolerance, spending needs, tax considerations, and investment experience, and operates on a fee-only basis without managing client assets or offering discretionary investment services.

Annie Mcquilken is a CFP® and holds a Series 65 license, with 21 years of experience in financial advising. She has been the sole advisor and owner of Forever Financial Advisors, LLC since 2005, operating as an independent, fee-only practice in Fairport, NY. Forever Financial Advisors serves individuals, small-business owners, and institutional clients by providing comprehensive financial planning and investment management. The firm employs a Modern Portfolio Theory approach to build diversified portfolios using mutual funds and ETFs, with ongoing monitoring and occasional tactical adjustments, while also emphasizing client education through publishing and public seminars.

William Schmerbeck is the sole advisor at WGS Management Services, Inc, holding a Series 65 credential with five years of industry experience. He has managed his independent advisory firm since 2014 and has also been associated with Ward, Schmerbeck, & Billig, P.C. since 1996. WGS Management Services, Inc is an SEC-registered independent advisory firm with approximately $41.6 million in discretionary assets and serves individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a fundamental analysis approach with a long-term trading orientation, utilizing diversified portfolios constructed from mutual funds, equities, ETFs, fixed income, REITs, and Treasury inflation-protected securities aligned to each client's Investment Policy Statement.

Jonathan Thomas is a CFP® and holds a Series 65 license with eight years of industry experience. He is the sole advisor at JQL Wealth, an independent firm he founded in 2026. Prior to JQL Wealth, Thomas worked at LVW Advisors LLC, McKinley Carter Wealth Services, Inc., and PNC Wealth Management. JQL Wealth is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm uses a blend of passive and active strategies based on asset-allocation targets and client risk tolerance, managing accounts primarily on a discretionary basis.

Daniel Kelley is a financial advisor at Clover Leaf Financial LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial, Cetera Advisor Networks, and J.P. Morgan Securities. Clover Leaf Financial LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, small businesses, and retirement plan sponsors. The firm follows a disciplined, research-based investment process that emphasizes long-term strategic asset allocation using diversified, low-cost ETFs, along with fundamental analysis, quantitative modeling, periodic rebalancing, and tax-aware techniques.

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.

Martha Jesse is a financial advisor with Prosperity Advisory Group LLC in Victor, NY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker for 13 years. Prosperity Advisory Group LLC is an SEC-registered advisor serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets and provides tailored investment management, financial planning, cash-flow consulting, and retirement-plan advisory services using a primarily long-term investment approach with tactical asset allocation.

Devon Nolan is a financial advisor at Boyd Capital with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, LPL Financial, and ESL Investment Services. 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 variety of investment strategies across multiple asset classes and provides individualized plans and ongoing account monitoring for a broad client base.