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.

Gerald Furciniti is a CFA® charterholder with five years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at QCI Asset Management, Inc. for 20 years. 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 regulatory assets under management and uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Eric Alvito is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for nine years before joining Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management, quantitative, momentum, and fundamental analysis.

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.

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.

Nicholas Lapenna is a financial advisor at &Partners with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a mix of proprietary models and third-party solutions, using fundamental, technical, and quantitative analysis, and is notable for operating simultaneously as a broker-dealer and RIA while providing a wide range of financial services.

Christopher Porpiglia is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over a decade with Manning & Napier Advisors, LLC. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Ann Knaak is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked with both Commonwealth Financial Network and RFG Associates LLC since 2021. Prior to her advisory roles, she was employed at Nazareth College of Rochester and College Assistance Plus. 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 around $212.7 billion in client assets. The firm offers a broad support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Antonio Monti is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at KeyBank since 2020 and at Key Investment Services LLC since 2022. Outside of his advisory role, Monti works as a bartender and server at AVID Indoor Golf, a facility offering golf simulators during the off-season. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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 financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Rockefeller Financial in 2025, he spent 21 years at Sage, Rutty & Co., Inc. He serves in a compliance role for Snowmellow Alpine, a youth alpine ski racing club, on a volunteer basis. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a designated Private Advisor model.

Sara Overslaugh is a financial advisor at &Partners with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including individual and institutional investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party manager solutions and provides financial planning, ERISA consulting, retirement plan participant management, and investment banking services.

David Khalil is a CFA® charterholder and financial advisor with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for 29 years before joining his current firm. 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, offering a range of investment solutions that combine passive and active management supported by quantitative, momentum, and fundamental analysis.

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.

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.

Michael Underwood is a CFP® with 48 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2008. Outside of his advisory role, he is president of Coordinated Wealth Planning, a life insurance brokerage providing a range of insurance products and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight rather than discretionary trading.

Jason Navolio is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Key Investment Services LLC, where he has worked since 2022, and has prior experience at LPL Financial, M&T Securities, and TIAA-CREF. Outside of his advisory role, he serves as a board member of the Henrietta Chamber of Commerce. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, including wrap-fee arrangements, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated banking and capital markets entities.

John Moose is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Commonwealth in 2018, he worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.