Donald Brown Jr. is a financial advisor at Capitol Securities Management, Inc. in Rochester, NY, holding a Series 66 designation with 20 years of industry experience. He has been involved with Capitol Securities Management, Rochester Wealth Management, and Global Life of NY since 2013 or earlier. Outside of advisory work, he is an agent marketing and selling fixed life insurance and Medicare supplement insurance. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies.

Alexei Casolari is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Family First Federal Credit Union and State Farm, as well as operating as an Independent Insurance Agent. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through risk assessments, with both discretionary and non-discretionary account management.

Jeffrey Hanretty is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at National Asset Management, National Securities Corporation, and his own firms, Jeffrey W. Hanretty & Associates and Hanretty & Harloff PA, LLC. Outside of advisory work, he operates a CPA practice under Jeffrey W. Hanretty CPA & Associates. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments with discretionary and non-discretionary management options.

Aaron Young is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has been with Sage, Rutty & Co., Inc. since 2014, across multiple roles within the firm. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts and provides both comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Amanda Esteves is a financial advisor with Novem Group in Rochester, NY, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has worked at Novem Group since 2013 and previously with American Portfolios Financial Services from 2008 to 2024. Esteves serves as a board member of the Novem Foundation, a nonprofit organization. Novem Group provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm uses fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes, including the use of third-party money managers and a wrap fee program.

Michael Kramer is a financial advisor with Capital Analysts who holds a Series 63 designation and has 24 years of industry experience. He has worked at Capital Analysts since 2023 and previously held roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, he serves as President of the Lakeshore Rochester Kiwanis Club and owns a tax preparation business, MGK Tax Advisors, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, providing access to model portfolios, third-party managers, and ERISA retirement plan advisory services.

David D'Ambrosio is a CFP® with five years of industry experience, currently serving as a financial advisor at Karpus Investment Management. He has been with Karpus since 2011, accumulating 15 years of work history at the firm. Karpus Investment Management is a discretionary investment adviser managing approximately $4.3 billion in assets. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, employing an actively managed, multi-manager, value-oriented approach across mutual funds, ETFs, closed-end funds, and select alternative instruments.

Joshuah Tatro is a financial advisor at Modern Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at OSAIC for 11 years before joining Modern Wealth Management and Mutual Securities, Inc. in 2025. Outside of his advisory roles, Tatro coaches a youth soccer team with the Fairport Soccer Club. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers comprehensive services such as discretionary investment management, financial and tax planning, estate-planning assistance, and insurance solutions.

Joseph Richard is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. He has been with Advisors Capital Management since 2013 and holds the Series 63 and Series 65 designations. Outside of advising, he serves as Vice President of Sales at the firm. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates as both an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative methods.

Cole Schmitt is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Alesco Advisors LLC, Cetera Advisors, Bright Futures Wealth Management LLC, and Equimark East LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach using a range of strategies and third-party sub-advisors, supported by technology partnerships and a fiduciary framework.

Juan Garzaron is a financial advisor at Karpus Investment Management with a Series 65 designation and industry experience beginning in 2016. Prior to joining Karpus, he worked at City of London Investment Management, Antepartners LLC, and Kingsmere Partners. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, charitable organizations, and institutional clients such as insurance companies and municipal governments. The firm employs an actively managed, multi-manager, value-oriented investment approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Natalia Zimnoch is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior work includes positions at Mass Mutual and ownership of Zimnoch Financial Group. Outside of advisory work, she is active as a disc jockey at private events and provides educational cryptocurrency consulting. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, providing programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, utilizing risk assessments and managed on discretionary or non-discretionary bases, with custody maintained through third-party custodians.

Christopher Hoffarth is a financial advisor with Modern Wealth Management, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Mutual Securities Group, Inc., LPL Financial, and QCI Asset Management. Hoffarth is also involved with Beltz, Ianni, & Associates, a DBA for Mutual Securities Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers comprehensive services such as discretionary investment management, tax and estate planning, and ERISA plan management.

Vincent Fasso is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory role, he works as a bartender at the Genesee River Restaurant. Capital Analysts serves a varied client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes, and it has notable affiliations with Lincoln Investment and custodial arrangements with Pershing/BNY.

James Burke is a CFP® professional with 33 years of industry experience. He has been with Sage, Rutty & Co., Inc. in Rochester, NY, for over three decades, serving in a financial advisory capacity since 1992. Sage, Rutty & Co., Inc. provides advisory, financial planning, and wrap-fee services to a diverse client base that includes individuals and institutions such as pension and profit-sharing plans. The firm manages approximately $3.9 billion in assets across more than 8,600 accounts, employing various program structures and analytical approaches while supporting both discretionary and non-discretionary account management.

David Angeline is a Series 65 licensed advisor at Karpus Investment Management, with four years of industry experience and 14 years at Karpus. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, managing approximately $4.3 billion in discretionary assets. Karpus employs an actively managed, multi-manager, value-oriented investment approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Douglas Emblidge is a financial advisor at ESL Newco I, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC. Before entering finance, he spent 39 years in broadcasting, including roles at 13WHAM-TV/Sinclair Broadcast Group and WAIO Radio 95.1. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and manages approximately $4.81 billion in assets.

Craig Abbott is a financial advisor at Manning & Napier Advisors, LLC with 27 years of industry experience. He has been with Manning & Napier in various capacities since 1998 and holds a Series 63 designation. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm’s investment process combines top-down macro analysis with bottom-up security selection and employs systematic strategies such as Disciplined Value and Managed ETF Portfolios.

David Prull II is a financial advisor with Ashton Thomas Securities, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Ashton Thomas Securities since 2005 and concurrently serves as a Deputy Sheriff Investigator with the Monroe County Sheriff’s Office since 2003. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and uses a diverse range of investment options including mutual funds, ETFs, and third-party models.

Michael Floccare is a financial advisor at Karpus Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Key Private Bank from 2011 to 2022. Outside of his advisory role, Michael serves as a board advisor to Fortified Inc., a company providing hardware and software for construction site safety and security, where he contributes to marketing, product analysis, and growth strategies. Karpus Investment Management is a discretionary investment adviser that serves a range of clients, including individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients such as insurance companies and municipal governments. The firm employs an actively managed, multi-manager, value-oriented approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.