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.

John Mcgowan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Two Point Capital Management, Inc. since 2004. Two Point Capital Management, Inc. offers discretionary investment management services primarily to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on clients with long-term investment horizons. The firm manages portfolios mainly composed of publicly traded stocks and bonds using a fundamental, long-term equity selection approach combined with tailored fixed-income strategies.

Jacklyn Raymonda is a financial advisor at LVW Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS Financial Services, Lincoln Financial Advisors, Morgan Stanley, and Merrill. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting services for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm uses a detailed investment process incorporating asset allocation, diversification, and stress testing, and employs both passive and active strategies as well as non-traditional investments through its affiliation with Focus Financial Partners.

John Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Post Resch Tallon Group since 2004. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a top-down approach and modern portfolio theory to create diversified portfolios, incorporating fundamental analysis, third-party research, and a range of investment vehicles including derivatives in separately managed accounts.

Lori Van Dusen is a financial advisor at LVW Advisors, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has been with LVW Advisors since 2011. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes individualized investment policy development, asset allocation, diversification, and multi-scenario stress testing, using a combination of passive and active managers along with non-traditional strategies.

Benjamin Chappell is a financial advisor at Horizon Financial with a Series 65 designation and four years of industry experience. He has worked at Horizon Advisory Services, Inc. since 2021 and was previously employed at Haley & Aldrich, Inc. for ten years. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Jonathan Blazick is a financial advisor at Horizon Financial with eight years of industry experience. He holds a Series 65 designation and has held positions at Securities America Advisors, SSN Advisory, and Mark Congdon, CFS Inc., as well as prior employment at Kellogg's. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment process focused on diversified, long-term asset allocation.

Mark Congdon is a financial advisor with Horizon Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with several firms, including Private Client Services, Securities America, Inc., and Securities Services Network, and has been involved with Horizon Advisory Services and The Horizon Group since 1993. Congdon also participates in the Putnam Investments Advisory Council, a forum for advisors to provide feedback on investment offerings and industry developments. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment process overseen by an internal team and Investment Policy Committee, focusing on diversified, long-term asset allocation primarily implemented with mutual funds, ETFs, and individual securities.

Donald Kwarta is a financial advisor at Horizon Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Horizon Advisory Services, Inc., SSN Advisory Inc, and Mark A Congdon, among others. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment approach overseen by an internal team and an Investment Policy Committee, focusing on diversified, long-term asset allocation primarily via mutual funds, ETFs, and individual securities.

Wendy Devinny is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. and Neubert Financial Services. Devinny also provides investment advisory services through Post Resch Tallon Group, an independent registered investment advisor, and is involved in tax preparation and accounting through WLD Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment delivery options ranging from financial planning to third-party asset management.

Ryan Wegman is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., Penn Mutual Life Insurance, and Hornor Townsend & Kent. Wegman serves on the board of directors for Cancer Support Community Rochester. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes asset allocation and diversification, using a top-down approach and modern portfolio theory, and incorporates derivatives in separately managed accounts, which is uncommon among peer team firms.

Richard Van Kuren Jr. is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He previously worked at Convergent Wealth Advisors, LLC for two years before joining LVW Advisors, where he has worked for 15 years. Van Kuren serves as a board member and investment committee member for Sojourner Home for Women, providing oversight of the organization and its endowment portfolio. LVW Advisors offers customized wealth management, financial planning, and investment management services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm focuses on asset allocation, diversification, and the use of both passive and active independent managers, incorporating non-traditional strategies and tactical opportunities to align portfolios with client objectives.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LVW Advisors since 2011, following two years at Convergent Wealth Advisors, LLC. LVW Advisors provides customized wealth management, financial planning, and investment consulting for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes individualized investment strategies, asset allocation, and a mix of passive and active management techniques, including non-traditional investments such as hedge funds and private equity.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various advisory roles, including at Private Client Services and Securities America, Inc. Outside of his advisory work, Hammond serves as treasurer and council member for the Village of Geneseo Fire Department and is treasurer for the Geneseo United Methodist Church benevolence fund. Horizon Financial is an SEC-registered firm serving individuals and families, including high-net-worth clients, with discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm uses a model-driven investment process overseen by an internal team and manages approximately $510 million in assets across its nine-advisor team.

Jennifer Cornish is a financial advisor at Beau Morgan Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Capitol Securities Management, LPL Financial, and Sagepoint Financial. Outside of her advisory role, she volunteers as a class educator for Junior Achievement of Central Upstate NY, teaching personal finance to K-12 students. Beau Morgan Advisors serves high-net-worth individuals and corporate clients, offering financial planning, retirement-plan consulting, and portfolio management through a wrap-fee program. The firm employs a blend of fundamental and technical analysis with various investment strategies, managing a significant concentration of non-discretionary assets and publishing a subscription-based investment newsletter.

Joseph Zappia is a financial advisor with LVW Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at LVW Advisors since 2014 and previously spent five years with Wells Fargo Clearing. Outside of his advisory role, he is involved as a member in investment entities focused on private and public securities. LVW Advisors provides customized wealth management and financial planning services for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation, diversification, and utilizes both active and passive strategies, including non-traditional investments like hedge funds and private equity.

Kerry Tallon is a Certified Financial Planner® at Post Resch Tallon Group with 30 years of industry experience. He has worked with Post Resch Tallon Group since 2004 and previously with Cadaret, Grant & Co., Inc. He is also involved in insurance sales, including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a top-down, asset-allocation driven investment process that incorporates modern portfolio theory, fundamental analysis, and options and derivative strategies within managed accounts.

Abigail Adams is a financial advisor at LVW Advisors, LLC with 9 years of industry experience. She holds the Series 65 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing and Merrill, with a brief tenure at Morgan Stanley DW Inc. LVW Advisors provides customized wealth management and financial planning for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes asset allocation, diversification, and multi-scenario stress testing, utilizing both passive and active managers along with non-traditional strategies such as hedge funds and private equity.

David Resch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Post Resch Tallon Group, Inc. for over two decades and Cadaret, Grant & Co., Inc. for 21 years. Outside of his advisory roles, he serves as a non-profit board member and HOA officer. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of financial planning and portfolio management options supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.