Robert Dornan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior work includes fourteen years at American Portfolios Financial Services and more recent roles at OSAIC and Angelo Planning Group. Dornan is also an owner of Dornan Wealth Management, LLC, and co-owner of ADF Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Mc Bride is a financial advisor with Allworth Financial, L.P. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC and High Falls Advisors, Inc. He serves as Executive Director of the Bulrush Foundation and acts as a trustee to various trusts. 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 portfolios with a variety of model strategies and employs third-party sub-advisers when appropriate.

Christopher Santelli is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been associated with Eagle Strategies and New York Life entities since 2003. Santelli is also the owner of Santelli Financial Group, LLC, and serves as a board member of the Anthony Poselovich Memorial Foundation, a nonprofit assisting families with children who have cancer. Additionally, he works as a certified pyrotechnician producing professional firework shows. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Constantine Kitrinos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Private Advisor Group since 2016, previously with LPL Financial and M&T Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to proprietary and third-party managed account solutions and employs a fiduciary-based advisory model using various investment strategies and technology platforms.

Megan Culhane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is also a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while acting as a back-office and platform provider for its affiliated advisors.

Mark Colgan is a CFP® professional with 32 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated Colgan Capital since 2011. In addition to his advisory work, he is involved in book publishing and volunteers providing pro-bono financial planning for widows. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Elizabeth Thorley is a CFP® professional with 39 years of experience in the financial services industry. She has been affiliated with Commonwealth Financial Network since 1997 and owns Thorley Wealth Management, Inc., which she established in 2013. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

John Conquest is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. He serves as a board member for the Hoselton Foundation, a charity organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop model portfolios and strategies, while many client relationships remain advisor-led and non-discretionary, with Lincoln acting as a fiduciary for ERISA and retirement advice.

Anthony Robinson is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at Alliance Advisory Group and various roles in the financial and service industries. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and advisory services, offering a range of model portfolios and digital advisory solutions.

Michael Fanto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes long-term roles at Guardian Life Insurance and Park Avenue Securities dating back to 1998. Outside of advisory work, he occasionally brokers life, disability, and long-term care insurance contracts. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting both discretionary and non-discretionary accounts with various asset types and lending solutions.

Brian Weber is a financial advisor with Empower Advisory Group in Macedon, NY, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Ascensus, LPL Financial LLC, and World Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Tristan Ierlan is an advisor with Commonwealth Financial Network holding a Series 66 designation and no prior industry experience. His background includes collegiate and professional athletics, having played for the Toronto Rock and the Premier Lacrosse League, as well as a decade-long involvement with Face Off Factory. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, offering a range of managed account programs, third-party asset manager access, and comprehensive back-office services.

Lisa Noonan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Commonwealth and Crossbridge Financial Group in 2021. Noonan is also the owner of Brilliant Shoal Advisors, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program structures and operates as a platform provider delivering technology, compliance, and practice-management support to affiliated advisors.

Timothy Veazey is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked at Lincoln Financial Advisors for nine years and currently serves as president and owner of Acre Equity Advisors, LLC. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services, allowing advisors discretion in portfolio construction and access to a range of advisory programs and strategies.

Tonya Wester is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Marathon Financial, The Ameriflex Group, and SECURITIES AMERICA Inc. in addition to her tenure at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Adam Mark is a CFP® professional with 17 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services and LPL Financial. Outside of advisory work, he is licensed as a Life Accident & Health Insurance Agent. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and various specialized services.

Amy Roxin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at LPL Financial LLC and Key Investment Services LLC. Outside of her advisory work, she is a co-president and owner of Deliberate Luck Vineyard, a micro wine vineyard in Canandaigua, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Isabella Foltyniak is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including KeyBank, Exp Realty, and Delighted Hospitality Group. Outside of her advisory role, she serves as a project management consultant for the Society for the Protection and Care of Children, assisting with event planning and marketing efforts. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ann Randyl Beach is a financial advisor with Allworth Financial, L.P. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Allworth Financial in 2026, she worked at Leigh Baldwin & CO., LLC for 12 years and at High Falls Advisors for 20 years. She also serves as a tax preparer within the tax department at High Falls Advisors. 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 through a variety of strategies, employing both discretionary and non-discretionary services, and incorporates technology to manage held-away employer retirement accounts.

Christine Embling is a financial advisor at Equity Services, Inc. in Rochester, NY, with 31 years of industry experience. She holds the Series 63 and Series 65 registrations and has been with Equity Services since 2012. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.