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.

Christopher Opper is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and a Series 66 license. He has 22 years of industry experience and serves as a financial advisor and Director of Research at Regent Financial Group. His career includes roles at Kestra Investment Services, LLC and Regent Financial Group, with involvement in investment advisory services and insurance recommendations as part of client financial plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional clients and pooled employer plan arrangements.

Patrick Kelly is a financial advisor with Commonwealth Financial Network in Fairport, NY, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. He is also the owner of KFP Advisors, LLC, a private entity facilitating 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 operational support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Alejandro Bruno is a financial advisor with Principal Financial Services in Rochester, NY, holding a Series 66 designation and two years of industry experience. Before joining Principal, he worked at Equitable Advisors, LLC for two years and spent nine years at Apple Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Castine is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2019. Prior to joining J.W. Cole, he worked at Cambridge Investment Research Advisors and Paychex Inc. He also provides tax preparation and bookkeeping services, holding a registered PTIN and EFIN with the IRS. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Roger Anderson is a financial advisor at Key Investment Services LLC with 24 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee offerings, separately managed accounts, and brokerage and insurance products. Key Investment Services operates within the KeyCorp group and emphasizes client-directed model selection alongside ongoing monitoring and third-party manager oversight.

Robert Delisanti is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Private Advisor Group in 2024, he worked for American Portfolios Financial Services for 14 years. Outside of his advisory work, Mr. Delisanti serves as a Varsity Basketball Coach and Boys Biddy Basketball Director for Honeoye Central School. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Amanda Williams is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Hornor Townsend & Kent Inc. and Champlin & Associates, where she also operates as an independent advisory business. Williams serves as Board Chair of Home Start Hope, a nonprofit organization. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions through a variety of discretionary and non-discretionary investment strategies and multiple custodial platforms.

Kimberly Baxter is a CFP®-designated financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. Her career includes roles at Manning & Napier Advisors, LLC and QCI Asset Management prior to joining Wealth Enhancement. 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 employs a diversified, risk-class based investment process combining passive and active managers, supported by an internal Investment Committee and multiple program options.

James Traylor is a ChFC® financial advisor with Hornor, Townsend & Kent, LLC in Rochester, NY, where he has worked since 2014. He has 18 years of industry experience and also holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Traylor is president of Rivent Partners, Inc., a life insurance brokerage specializing in financial planning and consulting for clients with special needs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Steven Kane is a CFP® professional with 28 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and co-owns Heritage Financial Services, LLC, where he has been active since 2011. Kane is based in Pittsford, NY. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser that supports a nationwide network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Morse is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations along with Series 65 and 66 licenses. He has 25 years of industry experience, including 14 years at American Portfolios and more recent roles at OSAIC and Angelo Planning Group. His activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Robert Gavin is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding the Series 63 designation and nine years of industry experience. He previously worked at The Bonadio Group before joining Commonwealth Financial Network in 2017. Gavin is a partner and part owner of Etna Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting a range of investment options and portfolio management approaches.

Mark Fitch is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and over 41 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time with Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, Fitch owns farmland in Perry, NY. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, employing both strategic and dynamic approaches through a dedicated Investment Management & Research team.

Jesse Siegfried is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Citizens Securities, he worked at Citizens Bank and Field and Stream. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Thomas Sauer is a CFA® charterholder with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at QCI Asset Management and Hoew & Rusling. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and retirement plan consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.

Genevieve Paeglow is a financial advisor at Primerica Advisors with a Series 66 designation and two years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Financial Growth Partners, Alliance Advisory Group, and AP Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory relationships, providing financial planning, retirement-plan consulting, and business consulting services through a range of proprietary and third-party investment platforms.

Mark Avery is a financial advisor with Principal Financial Services in Fairport, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with Principal Securities Inc since 2016 and previously with CNY Life Insurance Group from 2013 to 2017. Avery also has experience with Principal Life Insurance Company dating back to 2009. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Paul Stack is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Ameriprise for five years and served over three decades at East Irondequoit Central School District. Outside of advisory work, he owns a tax preparation business and serves on the board of the Irondequoit Public Library Foundation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.