Roberta Wagner is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She held previous positions at Merrill Lynch Pierce, Fenner & Smith, Inc. for 11 years and Citizens Securities Inc. for 4 years. Outside of her advisory role, she serves as secretary for the Victor Boy's Lacrosse Club, handling correspondence and event support. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring.

Marianne Tully Bolton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at City National Bank and RBC Capital Markets. She also spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Elizabeth Marks is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 23 years of industry experience. Her career includes roles at Royal Alliance Associates and Georgetown Capital Group prior to joining Commonwealth. She is also involved in fixed insurance sales as a secondary business activity. 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 services, including discretionary model portfolios and personalized investment solutions, supported by comprehensive operations, technology, and compliance platforms.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, with seven years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a large network of affiliated advisors within the New York Life affiliate structure.

Nicholas D Angelo is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Carestream Health. Outside of his advisory role, he is involved with CNMK Operational Support, LLC, providing financial advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through proprietary and third-party solutions.

Paul Salvetti is a CFA® charterholder with five years of industry experience. He has worked at Farther since 2026 and previously spent ten years at LVW Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, individual equities, and fixed income.

Michael Bianchi is a financial advisor with Commonwealth Financial Network and Bianchi Wealth Management in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 16 years at RBC Capital Markets. He is also the owner of Bianchi Wealth Management. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and back-office services including operations, trading, compliance, and technology. The firm offers a variety of investment solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Kathleen Roth is a CFP® with 47 years of industry experience currently affiliated with J.W. Cole Advisors, Inc. She previously worked with OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors, INC. In addition to her financial advisory work, Roth serves as an authorized facilitator for Moving Forward for Women, a support organization for widows. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management, digital advice, and third-party manager models.

Charles Hodge is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he operates as an independent contractor offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, known as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a mix of proprietary and third-party investment programs.

Jamie Block is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent nine years at Wealth Design Services, Inc. Mercer Global Advisors Inc. serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized programs and educational initiatives.

Thomas Mahoney is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 63 designation and 38 years of industry experience. He has been president and sole owner of Mahoney Wealth Strategies, Inc. since 2007. Outside of his advisory work, Mahoney is a musician and co-owner of White Mule Records in Brockport, NY. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios using a structured due-diligence process.

Nick Jensen is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Silvo Planning, LLC, Purenergy LLC, and John G. Ullman & Associates, Inc. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, and institutional clients, offering comprehensive financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of investment vehicles and specialized programs.

William Hess is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and industry experience beginning in 2023. His prior work includes eight years at John Manser State Farm Office and various roles at firms such as Alliance Advisory Group and YPCmedia. He also holds an insurance-related side activity outside of Guardian Life. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through both proprietary and third-party strategies.

Christopher Opper is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and a Series 66 license. He has 22 years of industry experience and serves as a financial advisor and Director of Research at Regent Financial Group. His career includes roles at Kestra Investment Services, LLC and Regent Financial Group, with involvement in investment advisory services and insurance recommendations as part of client financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional clients and pooled employer plan arrangements.

Patrick Kelly is a financial advisor with Commonwealth Financial Network in Fairport, NY, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. He is also the owner of KFP Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. 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 operational support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Alejandro Bruno is a financial advisor with Principal Financial Services in Rochester, NY, holding a Series 66 designation and two years of industry experience. Before joining Principal, he worked at Equitable Advisors, LLC for two years and spent nine years at Apple Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Castine is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2019. Prior to joining J.W. Cole, he worked at Cambridge Investment Research Advisors and Paychex Inc. He also provides tax preparation and bookkeeping services, holding a registered PTIN and EFIN with the IRS. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Roger Anderson is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee offerings, separately managed accounts, and brokerage and insurance products. Key Investment Services operates within the KeyCorp group and emphasizes client-directed model selection alongside ongoing monitoring and third-party manager oversight.

Robert Delisanti is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Private Advisor Group in 2024, he worked for American Portfolios Financial Services for 14 years. Outside of his advisory work, Mr. Delisanti serves as a Varsity Basketball Coach and Boys Biddy Basketball Director for Honeoye Central School. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Camilla Merrick is a financial advisor at Key Investment Services LLC with 31 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her prior experience includes eight years at M&T Bank and M&T Securities, Inc., and one year at LPL Financial LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed investment decisions and provides ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.