Lawrence Leon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 designations and 29 years of industry experience. He worked at Manning & Napier Advisors and its affiliated firms for 30 years before joining Wealth Enhancement Advisory Services and its predecessor in 2022. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that blends passive and active strategies and is supported by an internal Investment Committee.

Christopher Kurowski is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Key Investment Services, he worked at KeyBank and has experience in educational roles at St John Fisher University and Canandaigua High School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Bradley Dufrane is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MassMutual. Outside of his advisory work, he is an author of children's books and has volunteered as an unpaid film extra. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Brian Mack is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Clearing Services. Outside of finance, he manages Lycaon, LLC, a clothing and apparel design business. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research capabilities alongside specialized market roles, offering bespoke solutions for large relationships.

Terry Majeski is a financial advisor at &Partners with 28 years of industry experience. He holds a Series 63 designation and has held roles at Wells Fargo Clearing and independently at Wegmans Grocery Store for over three decades. Outside of his advisory work, he is a notary public in Rochester, NY. &Partners serves a diverse range of clients, including individuals, institutions, and organizations, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Colby Feane is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at QCI Asset Management, Armbruster Capital Management, and Manning & Napier. He is a board member and investment committee member for both the Monroe Community College Foundation and the YMCA of Greater Rochester, and also serves on the board of the Statesman Athletic Association of Hobart College. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Sonu Johar is a financial advisor at Mariner with five years of industry experience. He previously worked for sixteen years at Forte Capital LLC. Outside of advising, Johar is a co-owner of a bar and restaurant in Rochester and serves on the board of Visual Studies Workshop Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services.

Anne Ambrosetti is a financial advisor with Commonwealth Financial Network in Fairport, NY. She holds Series 63 and Series 66 licenses and has 27 years of industry experience, including 15 years at RBC Capital Markets. She has been with Commonwealth Financial Network and Kelly Financial Partners since 2025. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $213 billion in client assets. The firm offers a broad advisor-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Kevin Conroy is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, following prior roles at Mass Mutual Investors Services and MassMutual. Outside of his advisory work, he is the owner of KJ Conroy Inc. and acts as power of attorney for his father. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Timothy Odell is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He previously worked at Equitable Advisors, LLC and has served as a Medical Operation Officer in the United States Army Reserve. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program using ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Nathan Van Brunt is a financial advisor with Eagle Strategies (New York Life) based in Victor, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at John G. Ullman & Associates, Inc. and has also been employed at Woodfin Ridge Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Timothy Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Deanna Sekovski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies to help clients pursue their individual goals and manage their wealth effectively. Deanna's approach focuses on connecting clients with the appropriate people, plans, and processes that align with their unique ambitions. She works with clients on various financial objectives such as planning for education funding, retirement lifestyle, healthcare costs, and long-term family goals, always considering their personal perspectives and priorities. Deanna holds a High School Diploma from Penfield High School. She aims to provide simplicity and transparency in the complexities of investing, making wealth planning an accessible and structured process for her clients.

James Ross is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential with over seven years of industry experience. His prior roles include positions at QCI Asset Management and PanAgora Asset Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for 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 management supported by quantitative, momentum, and fundamental analysis.

Michael Petix is a financial advisor at &Partners with Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement plan participant discretionary management, and brokerage services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Jeffrey Douglass is a Series 63 licensed financial advisor with 11 years of industry experience, currently with Principal Financial Services. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he mentors individuals on building business plans and go-to-market strategies. Principal Securities provides brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Cheryl Mac Pherson is a Series 66-licensed financial advisor at Merrill with six years at the firm and a total of 15 years in the industry, including nine years at Bank of America. She is based in Pittsford, NY. Outside of finance, she works with Letchworth Concessions Inc., managing retail operations at Letchworth State Park, and serves as a trustee board member for the Avon Free Library. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

William Schoff is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Schoff serves on the board of directors for Gilda’s Club Cancer Support Center, an organization supporting people affected by cancer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

Salvatore Mazzola is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors L.L.C. since 2016, following prior roles at The Mutual Fund Store and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation across a range of account types.

Mark Stone is a financial advisor with Ameriprise in Rochester, NY, holding CFP® and Series 63 credentials and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Stone is involved in managing marketing and administrative activities through Creative Management Consultants, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning. The firm’s approach incorporates proprietary research and third-party data, with an emphasis on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.