Daniel Dovan is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 license and having 39 years of industry experience. His prior roles include positions at Lincoln Investment since 2017 and at Legend Advisory Corporation and Legend Equities Corporation from 1989 to 2019. He is also owner and president of DD Wealth Management, a Medicare sales and holding company. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both an in-house team and third-party managers, utilizing proprietary screening processes and maintaining institutional relationships to support its service offerings.

Christine Porter is a financial advisor at Karpus Investment Management with 7 years of industry experience. She holds Series 63 and Series 65 designations and has been with Karpus since 2012. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western New York and is involved with LCL Rockstars, a nonprofit group that operates concession stands at local venues to fund children’s sports activities. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients. The firm employs an actively managed, multi-manager, value-oriented approach emphasizing diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Christopher Porpiglia is a CFP® professional with 16 years of industry experience, currently serving at RFG Advisory, LLC. His prior experience includes roles at Wealth Enhancement Group and Manning & Napier Advisors, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management, leveraging model strategies, third-party platforms, and provides sub-advisory services to exchange-traded funds.

Steven Ciotti is a financial advisor at Sage, Rutty & Co., Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Sage, Rutty & Company since 2023. Prior to his current role, he was involved in real estate and insurance sectors. Outside of finance, he is a guitar lesson instructor at the Rochester School of Guitar. 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 uses a variety of analytical approaches while supporting both discretionary and non-discretionary account management.

Wayne Holly is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Sage, Rutty & Co., Inc. since 1980, spanning over four decades at the firm. Sage, Rutty & Co., Inc. serves 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 comprehensive planning and portfolio management services supported by multiple custodial relationships and uses a variety of analytical approaches in managing discretionary and non-discretionary accounts.

Georgios Manou is a financial advisor at Capitol Securities Management, Inc. in Rochester, NY, holding Series 65 and Series 66 licenses with 26 years of industry experience. He has worked at Capitol Securities Management since 2006 and also spent time at Bianchi and Associates, where he currently assists with data entry for an income tax and accounting services business. His background includes 17 years associated with Delta House Restaurant. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering discretionary and non-discretionary investment programs and utilizing third-party money managers through its primary clearing relationship with Raymond James.

Todd Gunther is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He owns and operates Todd M. Gunther, Inc., an investment-related business based in Fairport, NY. Prospera Financial Services, Inc. is a multi-team firm managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with services encompassing both discretionary and non-discretionary account management.

Bruce Lear is an investment advisor representative with Novem Group, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with firms including American Portfolios Financial Services, Inc. and Securities America Advisors, Inc. Lear is also the girls' head soccer coach at Kearney Catholic High School. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm combines fundamental, cyclical, and technical analysis to tailor portfolios across various asset classes, managing accounts with individualized Investment Policy Statements and regular reviews.

Michael Tracz is a Series 63-licensed financial advisor with 16 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory role, he is an independent agent selling various Medicare plans, including Medicare Advantage, Supplement, and Part D plans. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base that includes individual investors, trusts, foundations, businesses, and charitable organizations. The firm combines discretionary investment management from an in-house team with non-discretionary services delivered through advisors and third-party managers.

Brian Kelly is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Vicus Capital, Inc. and serves as the owner and financial professional at Kelly Wealth Services. His prior experience includes roles at Nationwide Securities, LLC and Corey Insurance Agency. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Garrett Shambo is a financial advisor with Capital Analysts, holding a Series 66 designation and three years of industry experience. Prior to joining Capital Analysts and Lincoln Investment, he worked in the automotive and service industries. He also assists individuals and small businesses with health insurance plans through the New York State Health Care Marketplace. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, and businesses, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.

Christine Lane is a financial advisor at The AmeriFlex Group with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Commonwealth Financial Network, Montage Wealth Management, Tompkins Trust Company, and LPL Financial. Lane serves as a committee member and volunteer at the Mary Cariola Center. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of 172 investment adviser representatives. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and both wrap and non-wrap solutions.

Steven Vestri is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Wealthcare Advisory Partners and LPL Financial since 2016 and owns SDV Tax Service, which provides tax preparation and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and behavioral economics, combining passive and active investment strategies alongside proprietary quantitative metrics.

Michael Merriman is a financial advisor with Alera Investment Advisors, LLC, based in Rochester, NY. He holds four years of industry experience and has been affiliated with Alera Investment Advisors since 2022. Prior to this, he was associated with Waterford Group and THE WATERFORD GROUP, LLC / Alera Retirement Advisors from 2011 through 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, and offers ERISA-related services for retirement plans.

Laura Parker is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience, all of which have been with her current firm since 2003. Outside of her advisory role, she is a silent partner in an auto wholesale and retail business. Sage, Rutty & Co., Inc. serves both individual and institutional clients, offering advisory, financial planning, and wrap-fee platforms, with approximately $3.9 billion in assets under management across a multi-advisor team. The firm provides comprehensive planning and portfolio management, utilizing multiple custodial relationships and program structures to meet diverse client needs.

John Bleier Jr. is an investment advisor representative at The AmeriFlex Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Commonwealth Financial Network, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of his advisory role, he is the founder and brand ambassador of the Bleier Bourbon Project. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Caroline Hill is a financial advisor at Sage, Rutty & Co., Inc. with 12 years of industry experience. She holds the Series 66 credential and previously worked at Brighton Securities before joining Sage, Rutty & Co., Inc. Hill serves on the Investment Committee for the YMCA of Greater Rochester. Sage, Rutty & Co., Inc. provides advisory, financial planning, and wrap-fee services to individual and institutional clients, including pension and profit-sharing plans. The firm manages approximately $3.9 billion in assets across 8,685 accounts and employs fundamental, technical, and cyclical analysis in portfolio management.

Charles Herendeen is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Novem Group since 2011 and previously at American Portfolios Financial Services for 18 years. Herendeen serves as a board member of the New York Employee Benefits Conference. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, state and municipal government entities, and other investment advisers. The firm manages diversified portfolios using a combination of fundamental, cyclical, and technical analysis tailored to client goals and risk tolerance.

Catherine Gueli is a CFP® with seven years of industry experience, currently serving as a financial advisor at Novem Group since 2024. Her previous experience includes roles at City National Bank and RBC Capital Markets, LLC. Prior to entering the financial industry, she worked at Xerox Corporation for 20 years. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to tailor portfolios according to client goals and risk tolerance.

Thomas Le Roy is a financial advisor with Stratos Wealth Advisors LLC in Rochester, NY, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual and Russell K Schwartzbeck. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning and portfolio management through a network of 71 advisors across multiple teams. The firm employs customized asset allocations, model portfolios, and third-party management solutions to deliver discretionary account management and other advisory services.