Stephen Miller is a financial advisor with Commonwealth Financial Network in Pittsford, NY. He holds a Series 66 designation and has 17 years of industry experience. Miller has been with Commonwealth since 2011 and is also associated with Marathon Financial. Additionally, he owns Oakbridge Wealth Management, LLC, a private entity focused on 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 support services, including wealth management, retirement plan consulting, and access to third-party asset managers.

Louis Bacchetta is a financial advisor with Eagle Strategies (NY Life) based in Pittsford, NY. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current roles with Eagle Strategies, NYLIFE Securities, LLC, and New York Life Insurance, he worked for 15 years at Lowe's Home Improvement. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Robert Granish is a financial advisor at Allworth Financial, L.P. in Rochester, NY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC and Ameriprise Financial Services, Inc. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of model strategies and uses technology to manage held-away employer retirement accounts, and it is notable for its ownership structure and specialized offerings including an Airline division and privately offered Shorepoint income funds.

Russell Mandrino is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work experience includes roles at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. 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 strategies, including model-based allocations and specialized ETF approaches, and provides both discretionary and non-discretionary asset management.

Mario Melidona is a financial advisor with Primerica Advisors in Pittsford, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance, and he is also involved in physical therapy through ownership of Melidona Physical Therapy, PLLC. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies including proprietary model portfolios, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets under management.

Hillary Beldue is a financial advisor at Citizens Securities, Inc. in Rochester, NY, with 11 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as a trustee for the Supplemental Needs Trust and is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm employs a variety of investment approaches, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

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.

Miriam Bianchini is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of her advisory role, she is a partner in a personal real estate investment venture. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining connections with affiliated banking and capital markets entities.

Nicholas Lapenna is a financial advisor at &Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and manages accounts through both proprietary and third-party strategies, providing services on discretionary and non-discretionary bases.

Melissa Siesto is a ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Eagle Strategies (NY Life) and has held roles at Verro Financial Group, JR Special Events, NYLIFE Securities LLC, and New York Life insurance. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Antonio Monti is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at KeyBank since 2020. Outside of finance, he works as a bartender and server at AVID Indoor Golf, a venue offering golf simulators during the off-season. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment model selection with ongoing monitoring and provides access to third-party discretionary managers while maintaining supervisory oversight.

Christopher Neitz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. Neitz is also involved as co-owner of DeVille LLC, a real estate business, and owns CNMK Operational Support LLC, a financial advisory practice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

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 CFP® with 23 years of industry experience, currently advising at Rockefeller Financial LLC. He previously worked at Sage, Rutty & Co., Inc. for 21 years and spent part of 2004 with Wells Fargo Advisors. Outside of his advisory role, he holds a compliance position with Snowmellow Alpine, a youth alpine ski racing club in Victor, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and offers a consolidated investment platform that includes discretionary and non-discretionary portfolio solutions, as well as brokerage, placement, and investment banking services.

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.

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 and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and manages accounts through both in-house advisors and third-party managers.

Bruce Gaynor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Wealthpoint LLC and LPL Financial, where he worked for 15 and 10 years respectively. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions including their proprietary WealthSuite platform. The firm’s fiduciary-based advisory model utilizes various investment strategies and third-party managers to align with client goals and risk tolerances.

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.

Kenneth Burke is a financial advisor at Allworth Financial, L.P. in Rochester, NY, with nine years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2026, he spent 12 years at High Falls Advisors, Inc. 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 using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Matthew Melia is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at Cetera Investment Services, Canandaigua National Bank, and M&T Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while relying on both model and customized portfolios.