Peter Van Der Voorn is a CFP® professional with four years of industry experience, currently affiliated with Professional Financial in Pittsford, NY. His work history includes roles at H&R Block since 2020 and Professional Financial Strategies, Inc. since 2003. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm manages approximately $206 million in client assets and employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, coordinated to address asset location and tax-aware outcomes.

Kam Lin Hill is a CFP® and ChFC® with four years of industry experience, affiliated with Professional Financial in Pittsford, NY. He is the sole proprietor of an insurance management and benefit consulting business, Professional Financial Solutions LLC, operating since 2003. Professional Financial Strategies, Inc. provides investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, with an integrated approach that includes legacy and retirement planning.

Jason Grover is a financial advisor with Grover Wealth Partners, LLC in Pittsford, NY. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Grover Wealth Partners, he worked at LPL Financial LLC for 11 years. Grover also teaches continuing education courses at Brighton Central School, Finger Lakes Community College, and the Penfield Recreation Department. Grover Wealth Partners offers wealth management, discretionary investment management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach using diversified, low-cost mutual funds and ETFs, offering portfolio management primarily through model portfolios and sponsoring a wrap fee program that combines custodial and transaction costs into a single asset-based fee.

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.

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.

Rebecca Gillette is a financial advisor at LynnLeigh & Company, LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Great Lakes Financial, Edward Jones, and Merrill. She is also the owner of GFC Compliance Partners, LLC, a firm that provides compliance consulting to investment advisor firms. LynnLeigh & Company, LLC is a New York-registered investment adviser offering wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to tailor asset allocation and investment selection to each client's risk profile.

Matthew Pitti is a financial advisor at The Pitti Group Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Outside of his advisory role, he serves as treasurer of the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach and offers discretionary portfolio management, financial planning, retirement-plan advisory, and estate-planning referrals.

Daniel Antocicco is a financial advisor at Crossover Capital with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Elevatus Wealth Management, and John Hancock Investment Management. In addition to his advisory role, he is a licensed insurance agent servicing clients in Victor, NY. Crossover Capital is a privately owned SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis combined with tactical and strategic asset allocation, utilizing both passive and active strategies across various instruments including options, alternative investments, and ETFs.

Anthony Pitti is a financial advisor with The Pitti Group Wealth Management, LLC in Victor, NY. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Pitti Group, he worked at Wells Fargo Advisors and TEKsystems. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to a range of clients including individuals, families, trusts, and businesses. The firm employs a customized, primarily long-term investment approach and manages approximately $374 million in client assets.

Heather Proctor is a financial advisor at Milestones Private Investment Advisors LLC with 31 years of industry experience. She has held her current position since 2017 and previously worked at Wells Fargo Clearing for one year. Proctor holds Series 63 and Series 65 designations. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial and retirement planning, asset management, and retirement plan consulting. The firm employs a retirement-focused, holistic planning process and utilizes proprietary quantitative strategies across various asset classes, managing over $200 million in client assets with a small advisory team.

Salvatore Pitti is a Certified Financial Planner® with 32 years of industry experience. He is a principal at The Pitti Group Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and Morgan Stanley. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a customized, primarily long-term investment approach that incorporates both fundamental and technical analysis.

Michael Byrne is a CFP® and CFA® credentialed advisor with Grover Wealth Partners, LLC, based in Pittsford, NY. He has seven years of prior experience at MPB Wealth Management LLC and four years at Steuben Trust. Grover Wealth Partners provides wealth management, discretionary investment management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses model portfolios focused on low-cost, diversified mutual funds and ETFs with a generally long-term investment approach.

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.

Keith Maier is a financial advisor with Queenbridge Capital, LLC and holds a Series 63 designation. He has over 30 years of industry experience, including prior roles at The Maier Group, LLC and his own practice, Keith A Maier. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, including options strategies, and manages approximately $79 million for a focused client base.

John Harnish is a CFP® with 22 years of industry experience, currently serving as a principal and Chief Compliance Officer at Prosperity Advisory Group LLC. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and held roles at KM Advisory Services and KM Investment Services. Outside of his advisory work, he maintains ownership in an independent wholesale consumer products business. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets, providing tailored investment management, financial planning, and retirement-plan advisory services with a long-term investment approach complemented by tactical asset allocation and fundamental analysis.

Fioramanti Marino is a financial advisor at Queenbridge Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan and Nexus Capital. Prior to his current role, he was also employed at Vision Automotive. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis and uses options strategies, maintaining discretionary authority to implement investment plans while requiring clients to custody assets through VEO One.

Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.

Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previous work history at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in client assets using a customized, primarily long-term investment approach and sponsors a wrap-fee program that bundles transaction costs into a single asset-based advisory fee.

Pia Bugaleri is an advisor at Grover Wealth Partners, LLC with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at LPL Financial LLC and was involved with Inky Mama, LLC for eight years. Grover Wealth Partners provides wealth management, discretionary investment management, financial planning, and separate investment consulting to individuals, high-net-worth clients, trusts, and estates. The firm uses model portfolios focused on low-cost, diversified mutual funds and ETFs, with a generally long-term investment approach and discretionary account management.

Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.