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 in Pittsford, NY, holding a Series 66 credential and 19 years of industry experience. He is also a partner and part owner of RFG Associates, LLC, a private entity engaged in securities, advisory, and insurance business. Prior to his current roles, Daniel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Edward Silversmith Jr. is a Certified Financial Planner (CFP®) with nine years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Ameriprise Financial Services, Citizens Securities, and New York Life Insurance. 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 through a large advisor network and employs a diversified, risk-class based investment approach overseen by an internal Investment Committee.

Bryant Dudek is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. His prior work history includes roles at Keybank and Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a wide range of clients, including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary and non-discretionary management options and is integrated with KeyCorp affiliates offering additional financial services.

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.

Shawn Holahan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory roles, he has been involved with the Boy Scouts of America through the National Boys Scouts and the Seneca Waterways Council. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

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 ChFC® credentialed financial advisor with 24 years of industry experience. She has worked at Commonwealth Financial Network since 2017 and previously spent over a decade at Royal Alliance Associates and Georgetown Capital Group. Marks also engages in fixed insurance sales as a secondary business activity. 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 $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, with seven years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a large network of affiliated advisors within the New York Life affiliate structure.

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 licenses and has worked within Key Investment Services and its affiliated firms since 2012. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform with both discretionary and non-discretionary investment models and is integrated with affiliates such as KeyBank and KeyBanc Capital Markets.

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.

Charles Hodge is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he operates as an independent contractor offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, known as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a mix of proprietary and third-party investment programs.

Amy Gaston Iresabal is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Citizens Securities, Inc., and M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management through customized and model portfolio solutions.

Jamie Block is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent nine years at Wealth Design Services, Inc. Mercer Global Advisors Inc. serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized programs and educational initiatives.

Thomas Mahoney is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 63 designation and 39 years of industry experience. He has been operating Mahoney Wealth Strategies, Inc. as president and sole owner since 2007. Outside of finance, he is involved in music and is a co-owner of White Mule Records, located in Brockport, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad range of individual and institutional clients. The firm offers a comprehensive advisor support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Nick Jensen is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Silvo Planning, LLC, Purenergy LLC, and John G. Ullman & Associates, Inc. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, and institutional clients, offering comprehensive financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of investment vehicles and specialized programs.

William Hess is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and industry experience beginning in 2023. His prior work includes eight years at John Manser State Farm Office and various roles at firms such as Alliance Advisory Group and YPCmedia. He also holds an insurance-related side activity outside of Guardian Life. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through both proprietary and third-party strategies.