Melissa Siesto is a ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Eagle Strategies (NY Life) and has held roles at Verro Financial Group, JR Special Events, NYLIFE Securities LLC, and New York Life insurance. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Antonio Monti is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at KeyBank since 2020. Outside of finance, he works as a bartender and server at AVID Indoor Golf, a venue offering golf simulators during the off-season. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment model selection with ongoing monitoring and provides access to third-party discretionary managers while maintaining supervisory oversight.

Christopher Neitz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. Neitz is also involved as co-owner of DeVille LLC, a real estate business, and owns CNMK Operational Support LLC, a financial advisory practice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Collin Oshea is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Commonwealth Financial Network since 2024, following roles at Lincoln Financial Advisors Corporation, Rucci, Bardaro & Falzone PC, and Grant Thornton LLP. He took a year in 2017 to hike the Appalachian Trail. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Joseph Nacca is a CFP® with 23 years of industry experience, currently advising at Rockefeller Financial LLC. He previously worked at Sage, Rutty & Co., Inc. for 21 years and spent part of 2004 with Wells Fargo Advisors. Outside of his advisory role, he holds a compliance position with Snowmellow Alpine, a youth alpine ski racing club in Victor, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and offers a consolidated investment platform that includes discretionary and non-discretionary portfolio solutions, as well as brokerage, placement, and investment banking services.

Brian Hayner is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Citizens Securities since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides digital advisory and managed account programs and operates as a broker-dealer and insurance agency.

Sara Overslaugh is a financial advisor at &Partners with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and manages accounts through both in-house advisors and third-party managers.

Bruce Gaynor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Wealthpoint LLC and LPL Financial, where he worked for 15 and 10 years respectively. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions including their proprietary WealthSuite platform. The firm’s fiduciary-based advisory model utilizes various investment strategies and third-party managers to align with client goals and risk tolerances.

Adil Masood is a financial advisor at Mariner with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Achieve Wealth Partners LLC for six years and Forte Capital LLC for 26 years. Outside of his advisory role, he serves on the management committee of Fleur City Holding Co. LLC, a holding entity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office services.

Kenneth Burke is a financial advisor at Allworth Financial, L.P. in Rochester, NY, with nine years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2026, he spent 12 years at High Falls Advisors, Inc. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Matthew Melia is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at Cetera Investment Services, Canandaigua National Bank, and M&T Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while relying on both model and customized portfolios.

Michael Underwood is a CFP® professional with 49 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2008. In addition to his advisory role, he is president of Coordinated Wealth Planning, a life insurance brokerage firm. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

John Moose is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Commonwealth in 2018, he worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Derek Hayner is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding a Series 66 designation. He has been with Citizens Securities since 2026 and has prior work experience at BMW of Rochester and Delta Sonic. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital program with ETF-based portfolios managed via proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

Peter Knittle is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and OSAIC. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Paul Viel Jr. is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a range of proprietary and third-party strategies through discretionary and non-discretionary accounts.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, American Portfolios Advisors Inc., and Wealth Management Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Robert Damico is a financial advisor with J.W. Cole Advisors, Inc. based in Webster, NY, holding the ChFC® designation and Series 66 license, with 18 years of industry experience. He previously worked at Massmutual and MML Investors Services Inc. Damico also owns a CPA and tax practice focused on small business consulting and operates a scrap metal brokerage business. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Michael Roorda is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at M&T Securities, Inc. from 2015 to 2018 before joining TIAA-CREF in 2018. He serves on the board of the Colin F Kennedy Foundation, a local nonprofit focused on aiding underserved youth and their families. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard for its advisory services and operates a vertically integrated model using affiliated funds.

Kristin Holbrook is a financial advisor at Citizens Securities, Inc. in Rochester, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.