Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance business. 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 $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.

Jesse Leonardo is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Bank, LPL Financial LLC, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Eric Schmidt is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and WMG Partners LLC. Schmidt also provides administrative support to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Arthur Lamborn is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., based in Pittsford, NY, with one year of industry experience. His prior experience includes over four decades at AH Lamborn and related entities. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jacob Coleman is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advising, he serves as an insurance agent assisting clients with life insurance, Medicare, Medicaid, and long-term care planning. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios aligned with clients’ goals and risk tolerances.

Peter Adamczuk is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at Kasperski Dinan & Rink CPAs from 2015 to 2017. Adamczuk also provides tax preparation services alongside his advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while providing discretionary model portfolios and customizable program structures.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has also worked with NYLIFE Securities LLC and New York Life Insurance Co since 2012. Outside of her advisory work, she serves as the chairperson of the Ambassador Committee for the Rochester Women’s Network, where she coordinates welcoming and onboarding new members. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and fiduciary responsibility to retirement investors.

Scott Mckay is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Rochester, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment and retirement plan services.

Nathan Wegman is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Endeavor Wealth Advisory Group since 2018. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2013 to 2018. He is also the owner of Wegman Wealth Management LLC, a private entity facilitating securities, advisory, and insurance services. 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 managed by its Investment Management and Research team.

Maureen Dowling is a financial advisor at Key Investment Services LLC with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Key Investment Services since 2012, following five years at HSBC Securities (USA) Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Joshua Vernon is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at KeyBank, Principal Life Insurance Company, and Northwestern Mutual firms. Outside of advisory work, he has engaged in the sale of various insurance products, including life, disability, and health insurance. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Bentley Hutchings is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Commonwealth since 2011 and has operated Hutchings Financial since 2004. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized portfolio management solutions.

Daniel Pennise is a CFP® professional with 23 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2011 and has also maintained an insurance business since 2003. Outside of his advisory work, he is a co-owner of Scarlett Vineyard, LLC, which manages real estate and produces wine. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customizable investment solutions.

Matthew Sheehan is a financial advisor with Commonwealth Financial Network and co-owner of Wisehaven Financial, LLC, based in Rochester, NY. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at Equitable Advisors, AXA Advisors, and J.P. Morgan. His activities include fixed insurance sales conducted during business hours at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

James Englert is a CFP® professional with 29 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Englert is an enrolled agent with the National Association of Enrolled Agents and provides tax preparation services during the tax season. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and integrates technology to manage held-away employer retirement accounts without client login credentials.

Brendan Jeffery is a financial advisor with J. W. Cole Advisors, Inc. in Pittsford, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. from 2011 to 2019. Jeffery is also the owner of Jeffery & Jeffery Family Legacy Planning Inc., which provides investment and insurance services. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and multiple managed account solutions.

Benjamin Hintz is a financial advisor with Commonwealth Financial Network in Rochester, NY. He holds a Series 66 credential and has been in the industry since 2025. Prior to his advisory roles, he worked in education and other fields, including positions at St. John Fisher University and Delta Sonic Car Wash Systems, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while offering various investment program options including discretionary model portfolios managed by its Investment Management and Research team.

Peter Noto is a financial advisor at &PARTNERS with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Credit Suisse Securities (USA) LLC for 12 years before joining &PARTNERS. &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, financial and tax planning, ERISA 3(21) consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Egbert Bouwmeester is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and 29 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 20 years with Legend Equities Corporation followed by 8 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.