Peter Knittle is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and OSAIC. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Paul Viel Jr. is a financial advisor at &Partners with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &Partners in 2024. &Partners serves a diverse client base that includes individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing the Envestnet platform to provide portfolio management through a combination of proprietary models and third-party managers, and employs a variety of analytical approaches including fundamental, technical, and quantitative analysis.

Kasy Pechler is a financial advisor at J.W. Cole Advisors, Inc. with two years of industry experience. They hold Series 63 and Series 65 licenses and have worked at J.W. Cole Advisors, J.W. Cole Financial, and Lifetime Planning, where they are also involved in financial planning and insurance sales. Pechler serves on the Farmington Environmental Conservation Board, providing advice on local natural resource management. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm combines fundamental and technical analysis with digital advice and facilitates both discretionary and non-discretionary account management.

Lawrence Leon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. for three decades and was also affiliated with Global Hawk Insurance Co. from 2019 to 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to specialized investment managers for 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 approach that combines passive and active strategies overseen by an internal Investment Committee.

Christopher Kurowski is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Key Investment Services, he worked at KeyBank and has a background that includes roles at St. John Fisher University and Canandaigua High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment decisions supported by model strategy selection and ongoing monitoring, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Michael Roorda is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at M&T Securities, Inc. from 2015 to 2018 before joining TIAA-CREF in 2018. He serves on the board of the Colin F Kennedy Foundation, a local nonprofit focused on aiding underserved youth and their families. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard for its advisory services and operates a vertically integrated model using affiliated funds.

Bradley Dufrane is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MassMutual. Outside of his advisory work, he is an author of children's books and has volunteered as an unpaid film extra. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Terry Majeski is a financial advisor at &PARTNERS with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial career, he serves as a notary public in Rochester, NY. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment adviser and broker-dealer, offering a range of investment advisory, financial planning, and investment banking services, utilizing a combination of proprietary and third-party portfolio management strategies.

Colby Feane is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at QCI Asset Management, Armbruster Capital Management, and Manning & Napier. He is a board member and investment committee member for both the Monroe Community College Foundation and the YMCA of Greater Rochester, and also serves on the board of the Statesman Athletic Association of Hobart College. 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 quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Sonu Johar is a financial advisor at Mariner with five years of industry experience. He previously worked for sixteen years at Forte Capital LLC. Outside of advising, Johar is a co-owner of a bar and restaurant in Rochester and serves on the board of Visual Studies Workshop Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services.

David Kleeman is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at TIAA-CREF since 2017 and previously spent nine years at M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to the TIAA Donor Advised Fund.

Anne Ambrosetti is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 15 years before joining Commonwealth and Kelly Financial Partners in 2025. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering extensive operational and compliance resources to affiliated advisors.

Emily Burdett is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Ameriprise, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She also works as a paraplanner with CNMK Operational Support LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Peter Edelstein is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66), and has 19 years of industry experience. He has worked with Regent Financial Group since 2013 and Kestra Advisory Services since 2016. Outside of his advisory roles, he provides firearms instruction focused on safe handling and marksmanship. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms within a supervisory framework.

Timothy Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. His prior roles include positions at QCI Asset Management, Inc. and the Rochester Regional Health Foundation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Deanna Sekovski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies to help clients pursue their individual goals and manage their wealth effectively. Deanna's approach focuses on connecting clients with the appropriate people, plans, and processes that align with their unique ambitions. She works with clients on various financial objectives such as planning for education funding, retirement lifestyle, healthcare costs, and long-term family goals, always considering their personal perspectives and priorities. Deanna holds a High School Diploma from Penfield High School. She aims to provide simplicity and transparency in the complexities of investing, making wealth planning an accessible and structured process for her clients.

James O'Brien is a financial advisor at TIAA-CREF with 29 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Putnam Investment Management and Allspring Funds Distributor before joining TIAA-CREF. He serves as Treasurer for the Victor Girls Lacrosse Booster Club, managing financial reporting and tax filing for the organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

James Ross is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential with over seven years of industry experience. His prior roles include positions at QCI Asset Management and PanAgora Asset Management. 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 process that combines passive and active management supported by quantitative, momentum, and fundamental analysis.

Michael Petix is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 43 years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. &PARTNERS serves a diverse client base that includes individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary models and third-party manager solutions through platforms such as Envestnet, and engages in a variety of transactions including commissionable and principal trades.

Jeffrey Douglass is a financial advisor with Principal Financial Services, holding a Series 63 designation and 11 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of his advisory role, he mentors individuals seeking to start their own businesses, providing guidance on business planning and go-to-market strategies. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.