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® with 16 years of industry experience and is currently affiliated with RFG Advisory, LLC. His prior roles include positions at Wealth Enhancement Group and Manning & Napier Advisors, LLC. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, tax-aware portfolio management, and alternative investments, and serves a broad range of clients including investment companies and state and municipal entities.

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 credentials with 43 years of industry experience. He has been with Sage, Rutty & Co., Inc. since 1980. 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 diverse account types and employs multiple program structures and custodial relationships while supporting both discretionary and non-discretionary management.

Georgios Manou is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at Capitol Securities Management since 2006 and spent four years at Bianchi and Associates. Outside of his advisory role, he assists with data entry at Bianchi and Associates, a firm providing income tax and accounting services. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice primarily through IAR-managed programs, separately managed accounts, and third-party money managers.

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 financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 license and 16 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, Tracz is involved as an independent sales agent specializing in Medicare plans for several providers. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.

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 credential and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and spent six years at Bob Johnson Auto Group. He also works as a broker assisting 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 and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house management teams.

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.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Axa Advisors, and the Rochester Institute of Technology. Outside of advising, she has experience in writing consulting through Webster Writing Consulting. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, leveraging investment advice from Morningstar Investment Management and supporting over 40,000 participants within a multi-team advisory structure.

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. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Northwestern Mutual and Russell K Schwartzbeck. Stratos Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, retirement plans, and institutional accounts with a range of financial planning and portfolio management services. The firm manages approximately $5.57 billion in assets for nearly 5,000 clients across 31 offices.

Joseph McPherson is a CFP® and ChFC® with 41 years of industry experience. He is currently an Investment Advisor Representative at Novem Group and a registered representative at OSAIC Wealth, Inc. He previously worked for American Portfolios Financial Services, Inc. and operates McPherson Financial Services, where he also acts as an insurance agent selling fixed life, fixed annuity, and long-term care insurance. Additionally, he provides income tax preparation services through A/C Associates. Novem Group offers 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 employs a combination of fundamental, cyclical, and technical analysis and provides portfolio management tailored to client goals and risk tolerance.