Peter Sartori is a financial advisor at Ashton Thomas Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Excel Securities & Associates, Inc. since 2014. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers a range of portfolio management services, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Brian Carlson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2024. Prior to this, he spent eight years at Grimes & Company, Inc. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management with a mix of customized private accounts and model strategies. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative security evaluation and manages over $8.1 billion in discretionary assets, primarily acting as an outsourced sub-advisor.

Samantha Beverley is a financial advisor at LifeMark Securities Corp. with 14 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, and National Life Group. Outside of advising, she is an author of educational and subject matter books for children published through Kindle Direct Publishing. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, emphasizing suitability-driven advice and customized portfolio management.

Frank Lesczinski is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Manning & Napier and its affiliates since 2010. Outside of his advisory role, Lesczinski serves on the boards of the Pittsford Panthers Baseball and Pittsford Little League Baseball organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm employs a team-based, strategy-specific investment process that integrates top-down macro analysis with bottom-up security selection and systematic approaches such as its Disciplined Value strategy.

Teresa Robinson is a financial advisor at Sage Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Sage Rutty since 2013. 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 about $3.9 billion in assets across multiple program structures and custodial relationships, providing both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Joseph Lanzisera is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 65 designation and bringing 43 years of industry experience. He has worked at Excel Securities & Associates, Inc. since 1985. Ashton Thomas Securities serves individuals, businesses, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, and third-party models.

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 at LifeMark Securities Corp. with six years of industry experience. He holds a Series 66 designation and has worked in various roles including as an independent insurance agent since 2022 and at LifeMark Securities since 2019. Prior to that, he held positions at Family First Federal Credit Union, State Farm, and in the entertainment and hospitality industries. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with a range of managed account programs and uses platform tools to support personalized portfolio 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 at Novem Group with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Novem Group since 2013. Esteves is also a board member of the Novem Foundation. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm offers investment advice under written Investment Policy Statements, employing fundamental, cyclical, and technical analysis across various asset classes, and may refer clients to third-party money managers as part of its offerings.

Michael Kramer is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advising, he serves as president of the Lakeshore Rochester Kiwanis Club and owns MGK Tax Advisors, a tax preparation business. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a combination of in-house discretionary management and third-party manager access.

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 credentials and previously worked at Alesco Advisors LLC, Cetera Advisors, Bright Futures Wealth Management LLC, and Equimark East LLC. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, turnkey asset management, financial planning, and alternative strategies such as private REITs and private credit. The firm employs a fiduciary, goals-based investment process with a range of strategies including low-cost ETFs, direct indexing, and professional options, supported by technology partnerships and automated monitoring.

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.

Keeghan Cummings is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Alesco Advisors, he has experience in various roles outside the financial industry, including work at Pittsford Pub & Grille and Cameron Roofing. He also studied at St. Bonaventure University. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a process that integrates asset allocation based on client goals with a mix of index-based and private investments, supported by fundamental and quantitative analysis.

Christopher Hoffarth is a financial advisor with Modern Wealth Management, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Mutual Securities Group, Inc., LPL Financial, and QCI Asset Management. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across a range of client types, including individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment approach supported by model portfolios, third-party managers, and risk-tolerance tools, while also offering tax, estate, and insurance services through affiliated entities.