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.

Meghan Schneible is a CFP® professional with 27 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2012. Schneible is also an independent insurance agent specializing in long-term care and fixed life insurance. She is affiliated with Capital Analysts, a firm serving 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, utilizes an in-house investment research team, and provides services through various program models and third-party managers.

Meghan Kelly is a financial professional with three years of industry experience, currently affiliated with Vicus Capital, Inc. in Rochester, NY. She holds a Series 66 designation and has prior experience with Kelly Wealth Services, Kelly Retirement Services, Cetera Wealth Services, and Paychex. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and offers specialized retirement-plan consulting and fiduciary services.

David Robbins is a financial advisor at Courier Capital, LLC in Rochester, NY, holding a Series 63 designation with five years of industry experience. He worked at HNP Capital, LLC from 2011 to 2023 before joining Courier Capital, where he has been since 2023. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, retirement plan consulting, third-party manager selection, and access to alternative investments.

David Dewind is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Sage Rutty since 2012. Sage Rutty & Co., Inc. serves a range of individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across nearly 8,700 accounts and provides both comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Riley Zimmerman is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beltz-Ianni & Associates, LPL Financial, and Paychex Inc. prior to joining Modern Wealth Management. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, financial planning, tax and estate planning, and insurance solutions.

Michael Linkey is a financial advisor at The AmeriFlex Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, OSAIC, Securities America Advisors, and Invest Financial Corporation. Linkey is also involved with the Kiwanis Club of Canandaigua, assisting in community fundraising activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.

Gina Griffo is a financial advisor at Sage, Rutty & Co., Inc. with 15 years of industry experience. She previously worked for 20 years at Ralph Parks Investment Group LLC d/b/a Parks Capital. Griffo holds Series 63 and Series 65 licenses. 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 assets and provides both comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Jessica Ferrindino is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior experience includes roles at Cambridge Investment Research, Commonwealth Financial Network, Montage Wealth Management, and OSAIC. She is also a member of the Fairport Rotary Club, where she volunteers. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Justin Albrecht is a financial advisor at Capital Analysts with five years of industry experience. He holds Series 63 and Series 66 registrations and has prior experience with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Albrecht served six years in the Army National Guard and has worked in both legal and fitness industries. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment team using proprietary screening and model portfolios, with a close affiliation to Lincoln Investment and unique custodial arrangements.

Phillip Yargeau is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and serving clients for 33 years. He has been with Ashton Thomas since 2011 and also has experience at Pike & Gold Partners and Erb's Income Tax Service, where he is a 40% owner and prepares tax returns. Additionally, he assists clients with Medicare Supplement and Advantage Plan selections as a health insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management programs and retirement plan services through a team of 18 advisors across six offices.

Luke Lansing is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 66 designation and 10 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Lansing is involved as a Medicare sales agent and owns a disability and paid family leave insurance business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations, offering both discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment management team and proprietary screening tools, with a business model that supports advisors’ outside activities alongside advisory services.