Samuel Zito is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Legacy Financial Planning LLC and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

David Henion is a financial advisor at Mariner with 23 years of industry experience. Prior to joining Mariner in 2025, he spent 29 years at Forte Capital LLC. Henion serves as treasurer and chair of the investment committee for the Highland Hospital Foundation Inc. Mariner provides investment management, financial planning, retirement plan consulting, and other services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a discretionary, customized portfolio approach supported by both in‑house research and third‑party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Kyle Downey is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 12 years and more recently at OSAIC and Angelo Planning Group. Outside of advising, he serves as a basketball coach at Fairport High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing roughly $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party managers, retirement consulting, and custody services, offering clients a range of investment options and portfolio implementation approaches.

Terri Torregrossa is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with Key Investment Services and Key Bank since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment profiles and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Peter Noto is a financial advisor at &PARTNERS with 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the investment committee of the Rochester Rotary Charitable Trust and holds board positions with the Aquinas Institute of Rochester Foundation, where he is vice chairman, and the Rivergate Townhouses Condo Association. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

Larry Rabinowitz is a CFP® with six years of industry experience and is currently an advisor at Mariner. His prior roles include eight years at Forte Capital LLC and seven years at Bank of America. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Philip Ashe is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC since 2016 and at Regent Financial Group since 2014. In addition to his advisory roles, Ashe provides business consulting services to independent clients, including market research and business plan development. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and utilizing multiple management platforms and third-party solutions.

Ana Ventura is a financial advisor with Commonwealth Financial Network in Rochester, NY. She holds a Series 66 designation and has been with Commonwealth and TK & Associates since 2025. Her prior experience includes roles in hospitality and education, including positions at Serendipity Labs, Courtyard by Marriott, and Rosen College of Hospitality. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Cindy Ziegler is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with Citizens Securities since 2005. Outside of her advisory role, she provides bookkeeping and administrative support for her husband's business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Gregory Kausch is a Series 63 licensed advisor with Equity Services, Inc. in Pittsford, NY, bringing 36 years of industry experience. He has worked with National Life Group since 2018 and previously with Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of his advisory role, Kausch serves on the boards of St. Ann’s Community Foundation and Rochester Regional Health Foundation, and he is a member of the Rochester Rotary Club. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Travis Walls is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Galina Kolossovsky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior firms include LPL Financial, City National Bank, RBC Capital Markets, J.P. Morgan Securities, and Chase Investment Services Corp. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Julie Thomas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Commonwealth since 2014. Julie also engages in fixed insurance sales through a business named Crossbridge Financial Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Lydia Palmer is a Series 66 licensed financial advisor with five years of industry experience, currently with Primerica Advisors in Rochester, NY. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory work, she is involved with the Syracuse University Alumni Club of Rochester, serving as Finance Chair and assisting with outreach and events. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account services including lending solutions and donor-advised funds.

Sydia Cromer is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Key Investment Services since 2012. Outside of her advisory role, she is involved with Young Living Essential Oils, a personal-use organization, with limited monthly participation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment decisions supported by advisory recommendations and conducts ongoing due diligence and supervisory oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Rocky Martini is a financial advisor at Guardian Life with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Martini has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. He is also involved in business development for a tax planning firm, Tax Strategy Pro. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships utilizing in-house and third-party model portfolios.

Roderick Williams is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of industry experience. Prior to entering the financial services field, he worked for Walmart for five years and has teaching experience at Hilton High School and Merton Williams Middle School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.

Robert Barley Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and Private Advisor Group, LLC. Outside of his advisory work, he serves on the Town of Henrietta Town Council and is the board treasurer for the Tim Horton’s Ice Plex hockey arena. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions implemented on discretionary or non-discretionary bases.

Frank Randall is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Randall has also been involved with Allstate Roofing and More LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Caleb Harris is a CFP® professional with one year of experience at Allworth Financial, L.P. in Rochester, NY. He previously worked at High Falls Advisors Inc. for four years and has a background that includes time at Delta Sonic Car Wash. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios with various model strategies and employs technology to manage held-away employer retirement accounts.