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.

David Dewind is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Sage Rutty since 2012. Sage Rutty & Co., Inc. serves a range of individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across nearly 8,700 accounts and provides both comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Riley Zimmerman is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beltz-Ianni & Associates, LPL Financial, and Paychex Inc. prior to joining Modern Wealth Management. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, financial planning, tax and estate planning, and insurance solutions.

Michael Linkey is a financial advisor at The AmeriFlex Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, OSAIC, Securities America Advisors, and Invest Financial Corporation. Linkey is also involved with the Kiwanis Club of Canandaigua, assisting in community fundraising activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.

Gina Griffo is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She worked for 20 years at Ralph Parks Investment Group LLC before joining Sage, Rutty & Co. in 2025. Sage, Rutty & Co., Inc. serves both 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 employs a multi-advisor approach with both discretionary and non-discretionary management strategies.

Jessica Ferrindino is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior experience includes roles at Cambridge Investment Research, Commonwealth Financial Network, Montage Wealth Management, and OSAIC. She is also a member of the Fairport Rotary Club, where she volunteers. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Justin Albrecht is a financial advisor with Capital Analysts and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Mass Mutual and Lincoln Investment. He also served six years in the Army National Guard. 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, customized and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house investment management and research team.

Phillip Yargeau is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and serving clients for 33 years. He has been with Ashton Thomas since 2011 and also has experience at Pike & Gold Partners and Erb's Income Tax Service, where he is a 40% owner and prepares tax returns. Additionally, he assists clients with Medicare Supplement and Advantage Plan selections as a health insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management programs and retirement plan services through a team of 18 advisors across six offices.

Luke Lansing is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 66 designation and 10 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisor role, Lansing is involved in Medicare sales and owns a disability and paid family leave insurance business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment management strategies.

Daniel Dovan is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he owns DD Wealth Management, a holding company involved in Medicare sales. 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, and retirement-plan advice through a network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

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 with Capitol Securities Management, Inc. in Rochester, NY, holding Series 66 and Series 65 credentials and bringing 26 years of industry experience. He has been with Capitol Securities since 2006 and has also worked at Bianchi and Associates since 2022, where he assists with income tax and accounting data entry. Outside of advisory work, he was involved with Delta House Restaurant for 17 years. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering client relationships through various investment programs and separately managed accounts.

Todd Gunther is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience. Prior to joining Prospera in 2026, he worked for Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Gunther also owns a separate investment-related business, Todd M. Gunther, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 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.

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 at Capital Analysts with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, previously serving at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Tracz is involved as an independent sales agent for Medicare plans with several providers, including United Healthcare, Excellus, Aetna, and New York Medicare Specialists. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary and non-discretionary investment management.

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.

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.