Megan Konieczny is a financial advisor at ESL Newco I, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Alesco Advisors LLC and BNY Mellon. Megan's background also includes roles at Duquesne University, Invesco, Coopervision, and Cloud Docx. 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 uses fundamental analysis and quantitative modeling to develop asset-allocation plans tailored to clients’ time horizons, risk tolerance, and tax considerations.

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, holding a Series 66 designation with 14 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 2011. Sage, Rutty & Co., Inc. serves a diverse range of individual and institutional clients, providing portfolio management, financial planning, and qualified retirement plan advisory services. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations and manages both discretionary and non-discretionary accounts across multiple platforms.

Joshua Slish is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with five years of industry experience. He holds the Series 66 designation and has previously worked at Brighton Securities and Equitable Advisors. Sage, Rutty & Co., Inc. serves a diverse client base including individual and institutional investors, offering services such as portfolio management, financial planning, wrap-fee programs, and qualified retirement plan advisory platforms. The firm combines salaried financial planners with advisory representatives to create written plans and customized investment recommendations across multiple program platforms.

Ellyn Schaefer is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Capital Analysts. She has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to her advisory role, she is a CPA and owner of Baden Street Settlement of Rochester, providing accounting and tax services to a nonprofit organization. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing in-house investment models and third-party managers, with a fiduciary approach tailored to client needs.

Kim Nugent is a CFP® with 22 years of experience in the financial industry. She has been with Sage Rutty & Co., Inc. since 2010. Outside of her advisory work, she serves on the Board of Directors and the Development Committee for Greater Rochester Habitat for Humanity. Sage Rutty & Co., Inc. serves a diverse client base including both individual and institutional investors, offering portfolio management, financial planning, and various advisory platforms. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations and manages over $3 billion in assets across roughly 7,700 accounts.

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 with Lifemark Securities Corp. in Rochester, NY, holding a Series 66 designation and eight years of industry experience. He has been with Lifemark since 2017 and also works as an independent insurance agent focusing on life insurance products. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, using suitability-driven advice and a range of managed account programs.

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 client base, including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers across fundamental, technical, and quantitative strategies.

Robin Blackman is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2011, and LPL Financial from 2009 to 2019. Additionally, he is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary account management, with a notable focus on retirement-plan advisory and pension consulting services.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating securities, advisory, and insurance business. 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 and back-office support, including investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Lexus Shannon Hummer is a financial advisor at Commonwealth Financial Network with a Series 66 credential and less than one year of industry experience. She has been associated with Commonwealth Financial Network since 2023, including prior roles during her time as a student. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 in Rochester, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at M&T Bank, LPL Financial LLC, and Fifth Third Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed accounts. The firm emphasizes client direction in investment decision-making and provides access to third-party discretionary managers, along with monitoring and oversight of investment programs.

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 with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Bankers Life Advisory, he worked with Bankers Life Securities and Bankers Life & Casualty. Outside of advisory services, he acts as an insurance agent, assisting clients with life insurance, Medicare, Medicaid, and long-term care products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor asset allocations 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.