Philip Weisberg is a CFP® and holds a Series 65 license, operating Weisberg Financial Services in Pittsford, NY. He has 14 years of experience with the firm, which he founded in 2012. The practice is a single-advisor independent firm serving primarily individual clients. Weisberg Financial Services serves about 60–65 individual clients and one corporate client on a pro bono basis. The firm employs a low-cost, flat-fee model without percentage-of-assets charges, managing portfolios through a discount brokerage platform using equities, ETFs, and no-load mutual funds, with an emphasis on tax-aware strategies and daily account monitoring.

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.

David Piano is a financial advisor with Piano Wealth Management in Victor, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Merrill Lynch and Nexus Capital, LLC. Outside of advising, he has a passive property ownership interest in rental real estate. Piano Wealth Management offers financial planning and portfolio management services to individuals, families, and business owners, including retirement-plan consulting and participant education. The firm provides discretionary and non-discretionary asset management and tailors investment advice using behavioral, fundamental, technical, and quantitative analysis.

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 at QuantStrat Advisors LLC with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Architect Partners and Lykke, Inc. In addition to his advisory role, he is a partner at Architect Partners, focusing on M&A, capital raising, and advisory services. QuantStrat Advisors LLC is an independent SEC-registered investment adviser that provides discretionary portfolio management primarily for qualified institutions and corporations. The firm specializes in systematic, yield-oriented digital-asset strategies using algorithmic and calendar futures basis trades with a focus on synthetic exposure and offshore structures.

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 Series 65-registered financial advisor with 20 years of industry experience. She has been the principal of Forever Financial Advisors, LLC since 2005. The firm is a fee-only independent advisory serving individuals, small business owners, and institutional clients with comprehensive financial planning and investment management. Forever Financial Advisors employs a Modern Portfolio Theory-based approach using diversified mutual funds and ETFs, and participates in a consortium of independent advisors for joint due diligence on fund managers and asset classes.

Austin Gilbert is the sole advisor at Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY. He holds a Series 65 designation and has 12 years of industry experience, operating Gilbert Financial since 2006. Gilbert Financial, LLC provides customized portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm manages approximately $110 million in assets for around 150 clients, focusing on individualized asset-allocation models and a fixed-income practice that generally holds bonds until call or maturity.

Michael Nevinger is the sole advisor at Comfort Capital Management, an independent registered investment adviser. He holds a Series 65 designation and has recently founded the firm in 2025. Outside of his advisory work, Nevinger is an estimator and project manager in the construction industry through his role at 104 Contractors, which he has held since 2018. Comfort Capital Management provides fee-only investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fundamental analysis and modern portfolio theory approach, emphasizing asset allocation and passive fund strategies.

Jonathan Thomas is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is the founder of JQL Wealth, an independent wealth management firm established in 2026. Prior to founding JQL Wealth, he worked at LVW Advisors LLC, McKinley Carter Wealth Services, Inc., and PNC Wealth Management. JQL Wealth provides wealth management, investment management, and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm employs a combination of passive and active investment strategies based on asset allocation and client risk tolerance, offering discretionary account management and access to outside managers for specialized services such as direct indexing and socially responsible investing.

Daniel Kelley is a financial advisor at Clover Leaf Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Clover Leaf Financial LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, and retirement plan sponsors. The firm employs a research-based, long-term approach focused on diversified, low-cost ETFs, strategic asset allocation, and tax-aware strategies, managing approximately $100 million in assets.

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.