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.

Vincent Fasso is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Investment and Legend Advisory Corporation. Outside of his advisory work, he has experience working as a bartender at Genesee River Restaurant. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and firm-managed programs.

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.

Donald Lennox is a financial advisor with Prospera Financial Services, Inc. in Rochester, NY, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Advisors and Summit Services Unlimited Inc. Outside of advising, he serves as a notary public in Rochester. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and multiple advisory programs through both proprietary and third-party platforms.

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.

Joseph Prestigiacomo is a financial advisor with RFG Advisory, LLC, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at American Portfolios Advisors, Inc. and Axa Advisors, LLC. He serves as a board member of the Greece Education Foundation. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

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 CFP® and Series 66 credentials and three years of industry experience. Prior to joining Manning & Napier, she held roles at Vanderlande Industries, Halocarbon Products Corporation, and Americold Logistics. Outside of her advisory work, she serves as treasurer for Room to Move, a nonprofit organization, and provides accounting and financial consulting. Manning & Napier Advisors, LLC provides investment advisory services mainly to institutional clients and pooled vehicles while also managing discretionary and non-discretionary accounts. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, supporting a range of customized wealth management and retirement plan services.

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. in Rochester, NY, with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for five years before joining Sage Rutty in 2021. 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 across 8,685 accounts and combines comprehensive planning with portfolio management using multiple custodial relationships and varied program structures.

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 Thompson is a financial advisor at Sage, Rutty & Co., Inc. with a Series 66 designation and three years of industry experience. Her prior work includes roles outside the financial sector at Livingston Lanes & Pub, Barefoot Septic & Sewer Inc., Sonyea Golf Course, Glen Iris Inn, and various positions at SUNY Geneseo and Keshequa Central School. 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 across 8,685 accounts with 45 advisors, providing comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Noah Fehrenbach is a financial advisor with Capital Analysts, holding a Series 63 credential and 14 years of industry experience. His prior roles include positions at Lincoln Investment, MML Investors Services, MassMutual, and Northwestern Mutual in various wealth management and investment capacities. Outside of his advisory work, he serves as one of two managers at Breathe Capital Planning LLC, where he consults on business planning and strategy for business owners. Capital Analysts provides services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Meghan Schneible is a Certified Financial Planner® (CFP®) with 27 years of industry experience. She is affiliated with Capital Analysts and has been with Lincoln Investment Planning, Inc. since 2012. Schneible is also an independent insurance agent specializing in fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Carol Ramsdell is a financial advisor with Prospera Financial Services, Inc. in Rochester, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Outside of her advisory role, she owns a small investment-related business, Carol Ramsdell Inc., and serves as a notary public. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.