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.

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.

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.

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 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.

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 five years of experience in financial advising. He is currently with Oak Crest Advisory, LLC and has prior experience at Marsh Advisors and Mirshy Financial. He also owns Bryan M. Gray, CPA, PC., a tax and accounting services firm serving individuals and businesses. Oak Crest Advisory, LLC is a state-registered investment adviser that provides discretionary asset management, financial planning, and pension consulting primarily to individuals, trusts, estates, and retirement plans. The firm manages approximately $90 million across about 188 client relationships and employs a strategic asset allocation framework with generally passive investment management.

Kelly Olczak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LynnLeigh & Company, LLC since 2018. Prior to this, she worked at Cornerstone Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, she is involved in a family business, The Karma Sauce Company, which produces goods on a farm property intended for retirement. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process using customized and model portfolios that incorporate fundamental, technical, cyclical, and charting analysis tailored to each client’s risk profile and objectives.

Daniel Muster is a financial advisor with Queenbridge Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Nexus Capital, LLC and New York Life. 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 combines fundamental and technical analysis with options strategies and typically seeks discretionary authority to implement client investment plans.

Mark Buscher is a financial advisor with Milestones Private Investment Advisors LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and A. G. Edwards & Sons. Buscher has been with Milestones since 2017. Milestones Private Investment Advisors advises individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial planning and asset management. The firm employs a retirement-focused, holistic planning process and uses proprietary quantitative strategies across a range of asset classes, managing over $200 million with a small advisory team.

Alyssa Girod is a financial advisor at Prosperity Advisory Group LLC with four years of industry experience. She holds a Series 65 designation and has worked in various roles including at KM Investment Services, Inc. and Ravenwood Golf Club. 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 across about 244 clients, employing a primarily long-term investment approach with tactical asset allocation and fundamental analysis.

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.