Steven Vestri is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Wealthcare Advisory Partners and LPL Financial since 2016 and owns SDV Tax Service, which provides tax preparation and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and behavioral economics, combining passive and active investment strategies alongside proprietary quantitative metrics.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds the Series 65 and Series 66 designations and has worked previously at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Axa Advisors. Outside of finance, she operated Webster Writing Consulting for over a decade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans, offering plan administration, recordkeeping, education, and advisory services. Their Guided Pathways program provides personalized investment advice and model portfolios developed by Morningstar Investment Management for participants and IRAs held within MissionSquare-administered accounts.

Michael Merriman is a financial advisor with Alera Investment Advisors, LLC, based in Rochester, NY. He holds four years of industry experience and has been affiliated with Alera Investment Advisors since 2022. Prior to this, he was associated with Waterford Group and THE WATERFORD GROUP, LLC / Alera Retirement Advisors from 2011 through 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, and offers ERISA-related services for retirement plans.

Laura Parker is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 23 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 2003 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a silent partner in an auto wholesale and retail business. Sage, Rutty & Co., Inc. serves individual and institutional clients with a range of advisory services including portfolio management, financial planning, and qualified retirement plan advisory platforms. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations and manages $3.018 billion in assets across approximately 7,700 accounts.

John Bleier Jr. is an investment advisor representative at The AmeriFlex Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Commonwealth Financial Network, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of his advisory role, he is the founder and brand ambassador of the Bleier Bourbon Project. 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.

Caroline Hill is a financial advisor at Sage, Rutty & Co., Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Brighton Securities before joining Sage, Rutty & Co. Hill serves on the Investment Committee of the YMCA of Greater Rochester. Sage, Rutty & Co., Inc. provides advisory services to individual and institutional clients, offering portfolio management, financial planning, and retirement plan advisory platforms. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple program platforms.

Charles Herendeen is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Novem Group since 2011 and previously at American Portfolios Financial Services for 18 years. Herendeen serves as a board member of the New York Employee Benefits Conference. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, state and municipal government entities, and other investment advisers. The firm manages diversified portfolios using a combination of fundamental, cyclical, and technical analysis tailored to client goals and risk tolerance.

Catherine Gueli is a CFP® with seven years of industry experience, currently serving as a financial advisor at Novem Group since 2024. Her previous experience includes roles at City National Bank and RBC Capital Markets, LLC. Prior to entering the financial industry, she worked at Xerox Corporation for 20 years. 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 plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to tailor portfolios according to client goals and risk tolerance.

Thomas Le Roy is a financial advisor at Stratos Wealth Advisors LLC in Rochester, NY, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual and Russell K Schwartzbeck prior to joining Stratos. His other business activity includes serving as a financial advisor for Invessent, an investment advisory and financial planning firm in Rochester. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients. The firm offers financial planning and portfolio management through customized and model portfolios delivered via a network of independent contractor advisors, leveraging access to third-party managers and SEI-affiliated investment and custody services.

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.

Corey Gallahan is a CFP® and Series 66 credentialed advisor at Karpus Investment Management with four years of industry experience. His prior roles include positions at Morgan Stanley, Facet Wealth, and Sauberan & Co. Outside of advising, he is involved in rental property ownership. Karpus Investment Management is a discretionary investment adviser managing approximately $4.0 billion for individuals, high net worth clients, and institutional entities. The firm employs an actively managed, value-oriented, multi-manager approach with primary exposure to closed-end funds and ETFs, and offers specialized services including foundation administrative support and activist shareholder engagement.

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, offering comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using a combination of internally developed and third-party models, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Keri Vacanti is a financial advisor with Capital Analysts and holds a Series 63 designation. She has 22 years of industry experience, including a long tenure at The Legend Group since 2001, in addition to her current role at Capital Analysts since 2023. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary screening processes.

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 Series 65-licensed financial advisor with three years of industry experience. He is currently with ESL Newco I, LLC and previously worked at Alesco Advisors LLC. His background includes roles at Nazareth College of Rochester, Syracuse University, and Brighton Central School District. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs a combination of fundamental analysis and quantitative modeling, focusing on asset allocation tailored to clients’ time horizons, risk tolerances, income needs, and tax considerations.

Nicolas Spinelli is a financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. He previously worked at Morgan Stanley and Lazard Asset Management, among other firms. Spinelli is a Series 66 credential holder and is co-owner and partner of Solstice Growth, a non-investment-related business. Sage, Rutty & Co., Inc. serves a diverse mix of individual and institutional clients, providing financial planning, portfolio management, and retirement-plan advisory services through a multi-advisor model that utilizes third-party platforms and internal resources. The firm manages approximately $3.46 billion in client assets and supports a broad range of customized and program-based investment solutions.

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 at Sage, Rutty & Co., Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked with the Roman Catholic Diocese of Albany and the Society for the Protection and Care of Children. Outside of finance, he operated Marty’s Meats Food Truck for six years. Sage, Rutty & Co., Inc. serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-advisor model utilizing both third-party platforms and internal resources to deliver customized and program-based solutions.