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.

Joseph Prestigiacomo is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory work, he serves on the board of the Greece Education Foundation. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Mark Wilson is a financial advisor with Arkadios Wealth Advisors in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 15 years at MML Investors Services Inc and Mass Mutual before joining Arkadios Wealth Advisors and Arkadios Capital in 2022. Wilson serves on the board of Dollars for Scholars, an organization that awards scholarships to high school students. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an in-house portfolio team that offers models and trade execution across multiple asset classes.

Crysten Parker is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has worked in various roles since 2011, including positions at Vanderlande Industries and Halocarbon Products Corporation. Outside of her advisory work, she serves as Treasurer on the board of the nonprofit Room to Move and provides accounting and financial consulting services. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banks, investment companies, pension plans, and government entities. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection and offers a range of retirement plan and custom wealth management solutions.

Nicole Newman is a financial advisor at OneSeven in Pittsford, NY, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Newman Management Consulting, Bassich & Associates, and Final Gift. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach with access to diversified assets and third-party managers, and has affiliations that enhance its retirement-plan consulting capabilities.

Kimberly Schulwitz is a financial advisor at Sage, Rutty & Co., Inc. with 10 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Sage Rutty in 2019. Schulwitz holds Series 63 and Series 66 designations. Sage, Rutty & Co., Inc. serves both individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in assets across 8,685 accounts. The firm offers a range of program structures and custodial relationships, providing both comprehensive planning and portfolio management services.

Paul Stanzione is a CFA® charterholder with 13 years of industry experience. He has been with Manning & Napier Advisors, LLC and its affiliated entities since 2013. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing 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 systematic strategies, supported by an Investment Policy Group that oversees asset allocation.

Michael Cerutti is a financial advisor with Modern Wealth Management, LLC in Rochester, NY, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Mutual Securities, Neuberger Berman, Lincoln Financial Advisors, and GAMCO Investors. Outside of advisory work, he is also an independent insurance agent specializing in fixed life insurance. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, using a centralized Investment Committee and a combination of model portfolios, third-party money managers, and strategic allocations to guide investment decisions.

Lauren Mc Kerrow is a Series 66-licensed financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. She has worked in various roles including positions at Livingston Lanes & Pub, Barefoot Septic & Sewer Inc., and SUNY Geneseo. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering comprehensive financial planning and portfolio management services. The firm manages approximately $3.9 billion in assets across multiple custodial relationships and employs fundamental, technical, and cyclical analysis in both discretionary and non-discretionary accounts.

Noah Fehrenbach is a financial advisor at Capital Analysts with 13 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Lincoln Investment, MML Investors Services, MassMutual, and Northwestern Mutual. Outside of his advisor role, he is a manager and consultant at Breathe Capital Planning LLC, where he supports business owners with planning and strategy development. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.