Lisa Noonan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Commonwealth and Crossbridge Financial Group in 2021. Noonan is also the owner of Brilliant Shoal Advisors, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment program structures and operates as a platform provider delivering technology, compliance, and practice-management support to affiliated advisors.

Timothy Veazey is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked at Lincoln Financial Advisors for nine years and currently serves as president and owner of Acre Equity Advisors, LLC. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services, allowing advisors discretion in portfolio construction and access to a range of advisory programs and strategies.

Tonya Wester is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Marathon Financial, The Ameriflex Group, and SECURITIES AMERICA Inc. in addition to her tenure at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Adam Mark is a CFP® professional with 17 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services and LPL Financial. Outside of advisory work, he is licensed as a Life Accident & Health Insurance Agent. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes 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 various specialized services.

Amy Roxin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at LPL Financial LLC and Key Investment Services LLC. Outside of her advisory work, she is a co-president and owner of Deliberate Luck Vineyard, a micro wine vineyard in Canandaigua, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Christine Embling is a financial advisor at Equity Services, Inc. in Rochester, NY, with 31 years of industry experience. She holds the Series 63 and Series 65 registrations and has been with Equity Services since 2012. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.

Samuel Zito is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Legacy Financial Planning LLC and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving 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.

Joshua Pryor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. Pryor serves as a board member for Depaul, a nonprofit organization providing addiction prevention, affordable housing, senior living, and vocational programs in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.

Jonathan Hawryschuk is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE, and Edward Jones. His career also includes employment at the Salvation Army and financial institutions such as Axiom Bank and Woodforest Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both single point-in-time financial plans and optional managed account solutions.

David Henion is a financial advisor at Mariner with 23 years of industry experience. Prior to joining Mariner in 2025, he spent 29 years at Forte Capital LLC. Henion serves as treasurer and chair of the investment committee for the Highland Hospital Foundation Inc. Mariner provides investment management, financial planning, retirement plan consulting, and other services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a discretionary, customized portfolio approach supported by both in‑house research and third‑party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Kyle Downey is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 12 years and more recently at OSAIC and Angelo Planning Group. Outside of advising, he serves as a basketball coach at Fairport High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing roughly $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party managers, retirement consulting, and custody services, offering clients a range of investment options and portfolio implementation approaches.

Arnold Pechler IV is a financial advisor with J. W. Cole Advisors, Inc. based in Fairport, NY, holding a Series 66 designation and 18 years of industry experience. He has held roles at Ameritas Life Insurance and its affiliates for over 15 years and is currently involved with Pechler Land Company, LLC. Outside of his advisory work, he owns and manages Lifetime Planning, Inc., a financial planning business, and is active as a fixed insurance salesperson. J. W. Cole Advisors operates a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Russell Barone is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2002 and with Canandaigua Financial Group since 2011. Barone also offers accounting services through his CPA practice, which he has maintained since 1998. 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, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Peter Noto is a financial advisor at &Partners with Series 63 and Series 65 credentials and 40 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. He serves as Vice Chairman of the Aquinas Institute of Rochester Foundation and is a member of the investment committee for the Rochester Rotary Charitable Trust. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, using a range of portfolio management strategies that combine proprietary models and third-party managers.

Larry Rabinowitz is a CFP® with six years of industry experience and is currently an advisor at Mariner. His prior roles include eight years at Forte Capital LLC and seven years at Bank of America. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Timothy Modesti is a CFP® and holds a Series 65 license with one year of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025 following a nine-year tenure at Northern Trust from 2016 to 2025. 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, risk-class based investment approach that combines passive and active management with oversight from an internal Investment Committee.

Philip Ashe is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC since 2016 and at Regent Financial Group since 2014. In addition to his advisory roles, Ashe provides business consulting services to independent clients, including market research and business plan development. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan-level investment advice, and employee education, supporting large institutional investors and utilizing multiple management platforms and third-party solutions.

Thomas Hamilton is a financial advisor with Private Advisor Group, LLC, holding a Series 63 license and possessing 30 years of industry experience. His prior work includes roles at Securities America Inc., WealthPLAN Partners, LLC, and LPL Financial. Outside of advisory services, he hosts a local radio show, Wall Street to Main Street, on WYSL 1040 AM. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey platforms.

Duncan Radcliffe is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with Principal Securities and Principal Life Insurance since 2001. Outside of his advisory role, he is involved in selling fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Gregory Kausch is a Series 63 licensed advisor with Equity Services, Inc. in Pittsford, NY, bringing 36 years of industry experience. He has worked with National Life Group since 2018 and previously with Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of his advisory role, Kausch serves on the boards of St. Ann’s Community Foundation and Rochester Regional Health Foundation, and he is a member of the Rochester Rotary Club. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.