Samuel Zito is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Raymond James Financial and Legacy Financial Planning. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Joshua Pryor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. Pryor serves as a board member for Depaul, a nonprofit organization providing addiction prevention, affordable housing, senior living, and vocational programs in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.

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.

Arnold Pechler IV is a financial advisor with J. W. Cole Advisors, Inc. based in Fairport, NY, holding a Series 66 designation and 18 years of industry experience. He has held roles at Ameritas Life Insurance and its affiliates for over 15 years and is currently involved with Pechler Land Company, LLC. Outside of his advisory work, he owns and manages Lifetime Planning, Inc., a financial planning business, and is active as a fixed insurance salesperson. J. W. Cole Advisors operates a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Russell Barone is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2002 and with Canandaigua Financial Group since 2011. Barone also offers accounting services through his CPA practice, which he has maintained since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Peter Noto is a financial advisor at &Partners with Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. He serves on several boards, including as Vice Chairman of the Aquinas Institute of Rochester Foundation, which manages educational endowment assets. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, technical, and quantitative analysis and utilizes proprietary and third-party strategies.

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.

Timothy Modesti is a CFP® and holds a Series 65 license with one year of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025 following a nine-year tenure at Northern Trust from 2016 to 2025. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with oversight from an internal Investment Committee.

Thomas Hamilton is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Securities America Inc., WealthPLAN Partners, LLC, and LPL Financial. Outside of his advisory work, Mr. Hamilton hosts the local radio show Wall Street to Main Street on WYSL 1040 AM. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based model, utilizing multiple investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Duncan Radcliffe is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with Principal Securities and Principal Life Insurance since 2001. Outside of his advisory role, he is involved in selling fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Austin Allen is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Eagle Insurance and Strategic Financial Solutions. Before entering the financial industry, he spent five years working in junior and high schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach includes point-in-time financial plans and optional managed account solutions, integrating closely with Empower’s recordkeeping and administrative platforms.

Agustin Amores Aguiar is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at USPS and UPS before joining Eagle Strategies and its affiliates in 2024. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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-credentialed financial advisor with five years of industry experience. She is affiliated with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, and has previously worked for both firms during her career. Outside of her advisory role, Palmer is involved with the Syracuse University Alumni Club of Rochester, where she serves as finance chair and participates in planning outreach and events. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third‑party investment programs, combining advisor-led discretionary management with model-based strategies and a range of operational and lending solutions.

Rocky Martini is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, primarily with Park Avenue Securities and Guardian Life. Outside of his advisory role, he serves as a Business Development Representative for a tax planning firm. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Roderick Williams is a Series 66-licensed financial advisor with Guardian Life in Pittsford, NY. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Alliance Financial Network. Prior to entering the financial sector, he worked for five years at Walmart and has experience in education. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations. The firm offers tailored financial planning and investment solutions through a combination of advisor-led management and model-based strategies, supported by proprietary and third-party platforms.

Joshua Moscov is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth and co-owns Heritage Financial Services, LLC since 2014. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Harold Shill is a CFA® charterholder with four years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. He previously spent 30 years with QCI Asset Management, Inc. Outside of his advisory role, Shill is the founder of the Molly & Ed Shill Cares Foundation and serves as co-chair of the capital campaign for Lollypop Farm, as well as an honorary board member of the Willow Domestic Violence Center. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting through a large advisor network managing over $122 billion in assets. The firm employs a diversified, risk-class based investment approach blending passive and active management with oversight from an internal Investment Committee.