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.

Charles Constantino II is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior firms include Commonwealth Financial Network, Montage Wealth Management, and Penn Mutual Life Insurance Company. Outside of advising, he is involved in insurance and benefits as well as owning a real estate management business. 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.

Lynn Bianco is a financial advisor at The Partners Wealth Management with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services and OSAIC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines internally developed and third-party investment models with discretionary account management and offers ERISA 3(21) plan services and ongoing oversight of outsourced managers.

Keri Vacanti is a financial advisor at Capital Analysts with 22 years of industry experience. She holds the Series 63 designation and has been with Capital Analysts since 2023, following a long tenure at The Legend Group beginning in 2001. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and institutions, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm offers both discretionary investment management through an in-house team and non-discretionary services via advisors and third-party managers.

Pablo Gentile is a financial advisor at Alesco Advisors, LLC, An ESL Company, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Principal Life Insurance Company. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm emphasizes asset allocation tailored to client-specific factors and combines fundamental analysis with quantitative modeling, offering services that range from portfolio management to financial planning and consulting.

Eric Morris is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with four years of industry experience. His prior work includes roles at ESL Newco I, LLC, Nazareth College of Rochester, Syracuse University, and Brighton Central School District. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a mixed approach of index-based, systematic funds, and selected private investments, combining fundamental analysis with quantitative modeling to manage client portfolios.

Nicolas Spinelli is a financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Lazard Asset Management. Outside of his advisory role, he is a co-owner and partner of Solstice Growth. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets and offers a range of program structures, custodial relationships, and both discretionary and non-discretionary portfolio management.

Rebecca Galliford is a financial advisor at Manning & Napier Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Manning & Napier and its affiliated entities since 2011. Outside of her advisory role, she serves as a board member of the Rush United Methodist Church Child Care Center. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary investment management alongside retirement plan services and customized wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Douglas Hilfiker is a financial advisor at Manning & Napier Advisors, LLC with 16 years of industry experience. He has served at Manning & Napier since 2021 and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 12 years. Hilfiker is a Series 66 holder and serves as a board member for both Hillside Agencies and the Seneca Waterways Council, Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

John Cairns is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Sage, Rutty, he worked with the Roman Catholic Diocese of Albany and the Society for the Protection and Care of Children. Outside of finance, he operated a food truck business for six years. 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 various accounts and employs fundamental, technical, and cyclical analysis to support both discretionary and non-discretionary portfolios.

Megan Konieczny is a financial advisor at Alesco Advisors, LLC, an ESL company, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at BNY Mellon and Duquesne University. Megan is currently associated with ESL Newco I, LLC. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, and retirement plans, as well as high net worth individuals. The firm’s investment approach combines fundamental analysis with quantitative modeling, utilizing a diversified mix of index-based funds, ETFs, and private investments tailored to clients’ goals and risk profiles.

Paula Rogala is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY, holding a CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. Her career includes roles at American Portfolios Financial Services, Inc. and the Novem Group. In addition to her financial advisory work, she has maintained an ongoing career as an artist since 2013. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization and offers access to multiple custodial platforms and third-party managers.

Jennifer Fox is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 14 years of industry experience. She holds a Series 66 designation and has been with Sage, Rutty & Co., Inc. since 2011. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platform services. The firm manages approximately $3.9 billion in regulatory assets and provides various program structures, comprehensive planning, and portfolio management through a team of 45 advisors.

Joshua Slish is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Brighton Securities and Equitable Advisors. 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, operating multiple custodial relationships and supporting both discretionary and non-discretionary account management.

Ellyn Schaefer is a financial advisor at Capital Analysts with 11 years of industry experience and holds a Series 66 designation. She has previously worked at Lincoln Investment for nine years and at Legend Advisory Corporation and Legend Equities Corporation. In addition to her advisory role, she is a CPA and serves as an accountant for the nonprofit Baden Street Settlement of Rochester. Capital Analysts serves a variety of clients including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Kim Nugent is a CFP® with 22 years of industry experience, currently serving at Sage Rutty & Co., Inc. since 2010. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Outside of her advisory role, she serves on the Board of Directors and Development Committee for Greater Rochester Habitat for Humanity. Sage Rutty & Co., Inc. serves both individual and institutional clients, offering financial planning and portfolio management through multiple program structures and custodial relationships. The firm manages approximately $3.9 billion in assets across 45 advisors and provides services ranging from comprehensive planning to qualified retirement plan support.

Roland Salmi is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lawley Retirement Advisors, LLC, Georgetown Lawley Group, LLC, and Digital Insurance d/b/a OneDigital. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Nicholas Delgaizo is a financial advisor at Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation with nine years of industry experience. He has been with Lifemark since 2017 and also works as an independent insurance agent specializing in the sale and service of life insurance products. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using tailored, suitability-driven approaches with various managed account programs and retirement-plan consulting.

Dominick Lapenna is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.