Lawrence Giangreco III is a Series 66 credentialed financial advisor with two years of industry experience. He is currently affiliated with Commonwealth Financial Network and also works with Angelo Planning Group LLC. Prior to his advisory career, Mr. Giangreco held various roles in hospitality and education sectors. 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 $210 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.

James Duclos is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and SII Investments, Inc. He currently serves clients through Kestra Advisory Services LLC and Kestra Investment Services LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Nicholas Berkompas is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Charles Schwab & Co., Inc., TIAA-CREF Individual & Institutional Services, LLC, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Marcin Ciolek is a CFP® with five years of industry experience currently advising at Mariner. He previously worked at Forte Capital LLC for seven years and Citi for three years. Outside of his advisory role, he serves on the board of Webster Montessori School in Webster, NY. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with additional services such as family office and employer financial-wellness tools.

Asher Flint VII is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His career spans from 1998 to the present, with notable tenures at Primerica Advisors and Guardian Life Insurance Company. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports discretionary and non-discretionary account management.

James Boller is a financial advisor at Kestra Advisory with over 20 years of experience in the industry. He holds the ChFC® designation and has served in advisory roles at Kestra Investment Services, LLC and Regent Financial Group since 2006. He is also a Vice President at Regent Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities.

David Georgiev is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Private Advisor Group since 2016 and also maintains a relationship with LPL Financial, where he has worked since 2014. Outside of his advisory roles, Georgiev is involved in managing an independent investment advisory firm, Monarch Wealth Management. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Travis Gallton is a CFA® charterholder currently with TIAA-CREF in Rochester, NY, where he has worked since 2025. He has over a decade of industry experience, including roles at Karpus Investment Management from 2007 to 2018 and TIAA since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and various entities. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Jeffrey Hough is a financial advisor at Mariner with five years of industry experience. He holds a Series 63 designation and previously worked at Forte Capital LLC for eighteen years. He serves as a board member of Boardwalk Securities Corp, a trust company based in Wilmington, Delaware. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers comprehensive services such as investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing a discretionary, customized portfolio approach supported by in-house research and third-party managers.

Daniel James is a financial advisor with Commonwealth Financial Network based in Pittsford, NY. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Commonwealth in 2018, he worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is also a partner and part owner of RFG Associates, LLC, a private entity involved in 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 portfolio management, trading, technology, and compliance, allowing its advisors discretion to construct client portfolios from diverse securities and insurance products.

Edward Silversmith Jr. is a CFP® professional with nine years of experience in financial services. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. His prior experience includes roles at Ameriprise Financial Services, Inc., Citizens Securities, Inc., and New York Life Insurance Co. He also worked at SUNY Brockport in an academic capacity from 2013 to 2017. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management, quantitative, momentum, and fundamental analysis.

Bryant Dudek is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank for four years and held positions at Chase Bank, Waste Management, and other firms. 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 investment selection combined with ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Alexander Bernier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. for seven years. Bernier serves as treasurer for Recovery Fitness, Inc., where he consults on financial activities and capital allocation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Marianne Tully Bolton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at City National Bank and RBC Capital Markets. She also spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Elizabeth Marks is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 23 years of industry experience. Her career includes roles at Royal Alliance Associates and Georgetown Capital Group prior to joining Commonwealth. She is also involved in fixed insurance sales as a secondary business activity. 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 services, including discretionary model portfolios and personalized investment solutions, supported by comprehensive operations, technology, and compliance platforms.

Nicholas D Angelo is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Carestream Health. Outside of his advisory role, he is involved with CNMK Operational Support, LLC, providing financial advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through proprietary and third-party solutions.

Maria Opett is a financial advisor at Key Investment Services LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also offering access to third-party discretionary managers and providing supervisory oversight.

Paul Salvetti is a CFA® charterholder with five years of industry experience. He has worked at Farther since 2026 and previously spent ten years at LVW Advisors, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, individual equities, and fixed income.

Michael Bianchi is a financial advisor with Commonwealth Financial Network and Bianchi Wealth Management in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 16 years at RBC Capital Markets. He is also the owner of Bianchi Wealth Management. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and back-office services including operations, trading, compliance, and technology. The firm offers a variety of investment solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Kathleen Roth is a CFP® with 47 years of industry experience currently affiliated with J.W. Cole Advisors, Inc. She previously worked with OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors, INC. In addition to her financial advisory work, Roth serves as an authorized facilitator for Moving Forward for Women, a support organization for widows. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management, digital advice, and third-party manager models.