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.

Edmond Sheidlower is a financial advisor at Mariner with five years of industry experience. He previously worked for Forte Capital LLC for 16 years before joining Mariner, which acquired Forte Capital's remnant business and now serves as a holding company. Mariner serves a broad mix of clients including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and a range of coordinated services such as tax compliance and Core Family Office offerings. The firm combines in-house research with third-party manager allocations and offers diverse strategies across equity, fixed income, alternatives, and retirement plan solutions, supported by CPAs and specialized tax services.

Gregory Herbison is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has 18 years of industry experience and has been with Hornor, Townsend & Kent since 2016. Herbison is also involved in teaching, serving as an adjunct professor at St. John Fisher College and working in various educational roles within the Pittsford, NY school system. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer functions and partners with third-party asset managers to provide discretionary and non-discretionary account options.

Aaron Randisi is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been a co-owner of Crossbridge Financial Group, LLC since 2015, where he also conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice-management services. The firm offers discretionary portfolio management and various customized investment solutions through its PPS programs and other strategist strategies.

John Tubridy is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2011 and previously spent 10 years at LPL Financial. In addition to his advisory work, he arranges business appointments related to health insurance and employee benefits for local small businesses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model, allowing advisors to set investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Matthew Fischer is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include ten years at American Portfolios Financial Services, Inc. and one year at OSAIC. Outside of his advisory work, he is a co-owner of ADF Wealth Management, LLC, and owner of APG Advisors, both private entities involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, with discretionary portfolio construction and multiple program options managed by an in-house Investment Management and Research team.

Connor Anderson is a financial advisor with Eagle Strategies (New York Life) holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at NYLIFE Securities, New York Life Insurance Company, and several positions at Rochester Institute of Technology. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Joshua Dejohn is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors. In addition to his advisory role, he operates a sole proprietorship as a life insurance and fixed annuity agent. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and strategies.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

Michael Mason is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. He is involved with Mason Wealth Management, LLC and participates in life and legacy planning activities. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

William Dostman III is a CFP® professional with 10 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and co-owns Heritage Financial Services, a private entity involved in securities, advisory, and insurance business. Dostman has held roles at both Commonwealth Financial Network and Heritage Financial Services since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform.

Andre Rene 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 combined 13 years. In addition to his advisory role, Rene is involved in outside business activities with CNMK Operational Support, LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Bernard Salamone is a CFP® professional with 25 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2021. His prior experience includes roles at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp., alongside operating his own law firm, Salamone & Salamone, where he provides legal services in real estate and estate planning. Mercer Global Advisors offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, while providing a range of portfolio management and planning services.

Jacquelyn Dohse is a CFP® with five years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Pittsford, NY. Her prior experience includes roles at Commonwealth Financial Network, Mercer Global Advisors, Mirsky Financial Management Corp., and Tompkins Financial Advisors. Outside of her advisory work, she is involved with Colgan Capital, a separate business entity. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary strategies, blending fundamental and technical analysis along with access to multiple custodial platforms and third-party managers.

Jacqueline Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Morgan Stanley for two years and has a background that includes roles in education and other industries. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering diversified investment solutions that combine passive and active strategies overseen by an internal Investment Committee.

Lucas Stuart is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Crossbridge Financial Group. His prior work includes roles at Montage Wealth Management, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Stuart is also the owner of Lucas Stuart Wealth Strategies Group, Inc., a private entity focused on securities, advisory, and insurance services. 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, including discretionary model portfolios and personalized indexing options, while supporting affiliated advisors with operational, technological, and compliance resources.

Derek Donnarumma is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, WMG Partners, LLC, and American Portfolios Financial Services, Inc. He is based in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

John Klee is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Rochester, NY. His prior experience includes roles at High Falls Advisors, Inc., Seneca Financial Advisors LLC, and Russell Schwartzbeck. Outside of financial advising, he has been involved in Haroun Education Ventures and Parkleigh Enterprises Inc. 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, including core-satellite, pure-index, and specialized offerings like Buffered Equity ETFs and options-based overlays, and is distinguished by its ownership structure and industry-specific divisions.