Barbara Bensink is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner since 2025. She previously worked for Forte Capital LLC for ten years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by both internal research and third-party managers, along with integrated tax and accounting services and administrative family office capabilities.

Nicholas Lapenna is a financial advisor at &Partners with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm combines fundamental, technical, and quantitative analysis with a variety of portfolio strategies, managing accounts through both internal advisors and vetted third-party managers.

Ann Knaak is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at both Commonwealth Financial Network and RFG Associates LLC. Prior to her advisory roles, she was employed at Nazareth College of Rochester. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.

Antonio Monti is a financial advisor at Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with KeyBank and Key Investment Services LLC since 2020. Outside of his advisory role, Monti works as a bartender and server at Avid Indoor Golf, a venue offering golf simulators during the off-season. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

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 financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Rockefeller Financial in 2025, he worked for Sage, Rutty & Co., Inc. for 21 years and spent one year with Wells Fargo Advisors. Outside of his advisory role, he serves in a compliance capacity for Snowmellow Alpine, a youth alpine ski racing club in Victor, NY. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, consulting, and brokerage services through a consolidated investment platform, offering a range of discretionary and non-discretionary solutions across multiple asset classes.

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.

Garrett Shambo is a financial advisor with Lincoln Investment in Fairport, NY, holding a Series 66 license and three years of industry experience. Prior to joining Lincoln Investment, he worked at Capital Analysts and Bob Johnson Auto Group. In addition to his advisory role, he assists individuals and small businesses with health insurance options through the New York State Health Care Marketplace. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

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, A. G. Edwards & Sons, Inc., and KeyBanc Capital Markets Inc. since beginning her career in 2005. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis alongside model portfolios and third-party strategies.

David Khalil is a CFA® charterholder and financial advisor with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for 29 years before joining his current firm. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, offering a range of investment solutions that combine passive and active management supported by quantitative, momentum, and fundamental analysis.

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.

Elliott Hillman is a CFA® charterholder affiliated with Wealth Enhancement Advisory Services, LLC. He has prior experience at Cambridge Associates spanning from 2020 to 2026 and worked at St Bonaventure University from 2016 to 2020. Hillman is based in Pittsford, NY. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and offers financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach includes diversified, risk-class based allocations combining passive and active managers, with portfolio oversight by an internal Investment Committee.

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.

Paul Viel Jr. is a financial advisor with \u0026Partners, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes eight years at Wells Fargo Clearing before joining \u0026Partners in 2024. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a dual registration as a registered investment adviser and broker-dealer. The firm employs a variety of analytical approaches and combines proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Kasy Pechler is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. They hold Series 65 and Series 63 registrations and have held prior roles at Tom's Pro Bike and FedEx. Pechler is a board member of the Farmington Environmental Conservation Board, advising on the management and protection of local natural resources. J.W. Cole Advisors operates a large network of independent representatives and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and custodial platforms, with both discretionary and non-discretionary account management options.

Lawrence Leon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 designations and 29 years of industry experience. He worked at Manning & Napier Advisors and its affiliated firms for 30 years before joining Wealth Enhancement Advisory Services and its predecessor in 2022. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that blends passive and active strategies and is supported by an internal Investment Committee.

Christopher Kurowski is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Key Investment Services, he worked at KeyBank and has experience in educational roles at St John Fisher University and Canandaigua High School. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model and integrates services with KeyCorp affiliates to offer a range of investment and advisory capabilities.

Bradley Dufrane is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MassMutual. Outside of his advisory work, he is an author of children's books and has volunteered as an unpaid film extra. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Terry Majeski is a financial advisor at &Partners with 28 years of industry experience. He holds a Series 63 designation and has held roles at Wells Fargo Clearing and independently at Wegmans Grocery Store for over three decades. Outside of his advisory work, he is a notary public in Rochester, NY. &Partners serves a diverse range of clients, including individuals, institutions, and organizations, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Colby Feane is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at QCI Asset Management, Armbruster Capital Management, and Manning & Napier. He is a board member and investment committee member for both the Monroe Community College Foundation and the YMCA of Greater Rochester, and also serves on the board of the Statesman Athletic Association of Hobart College. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.