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.

Steven Luan is a financial advisor at Allworth Financial, L.P. in Rochester, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at High Falls Advisors, Inc., JB Hunt, and Wells Fargo Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, and corporate clients. The firm employs customized portfolio strategies, including core-satellite and defined-outcome ETFs, and utilizes both discretionary and non-discretionary management approaches.

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.

Nicholas Lapp is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment in 2025, his background includes roles at various companies across different sectors. Outside of his advisory work, he is a partner in a real estate management business. Lincoln Investment Planning, LLC serves a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans, offering financial planning and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Robert Vay is a Series 65 licensed financial advisor with 14 years of industry experience. He has worked at Allworth Financial, L.P. since 2026 and previously spent 20 years at High Falls Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and is notable for its ownership structure and specialized Airline division.

Timothy Pelcher is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He has held his current role since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a co-owner of a real estate rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to banking and capital markets affiliates.

Terri Trotta is a financial advisor with Lincoln Investment in Fairport, NY, holding a Series 63 designation and 17 years of industry experience. She has been with Lincoln Investment since 2013. In addition to her advisory role, she is a self-employed CPA providing tax preparation services. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model combining independent advisors and third-party relationships.

Michael Kiviat is a CFP® professional based in Pittsford, NY, with five years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at QCI Asset Management, Inc. and Manning & Napier, Inc. His career includes a decade at Manning & Napier, Inc. prior to his current roles. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and offers diversified, risk-class based allocations combining passive and active management with quantitative, momentum, and fundamental analysis.

William Nelkin is a financial advisor at TIAA-CREF in Rochester, NY, with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with TIAA-CREF since 2016. Nelkin serves on the Finance Committee of Jewish Family Service of Rochester, where he has held various leadership roles including Board President. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected to TIAA-administered employer plans. The firm combines model portfolio management with customized portfolio options under a fiduciary standard and also acts as adviser to a donor-advised fund.

Brandon Wolk is a CFP® professional with 11 years of experience in the financial services industry, currently with Empower Advisory Group. His prior roles include positions at Montage Wealth Management, Commonwealth Financial Network, TD Ameritrade, and JPMorgan Securities LLC. Outside of his advisory work, he serves as a trustee for a philanthropic family foundation and teaches religion to second graders at his synagogue. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms.

Robert Dornan is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior work includes fourteen years at American Portfolios Financial Services and more recent roles at OSAIC and Angelo Planning Group. Dornan is also an owner of Dornan Wealth Management, LLC, and co-owner of ADF Wealth Management, LLC. 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 range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Mc Bride is a financial advisor with Allworth Financial, L.P. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC and High Falls Advisors, Inc. He serves as Executive Director of the Bulrush Foundation and acts as a trustee to various trusts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios with a variety of model strategies and employs third-party sub-advisers when appropriate.

Christopher Santelli is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been associated with Eagle Strategies and New York Life entities since 2003. Santelli is also the owner of Santelli Financial Group, LLC, and serves as a board member of the Anthony Poselovich Memorial Foundation, a nonprofit assisting families with children who have cancer. Additionally, he works as a certified pyrotechnician producing professional firework shows. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Damico is a financial advisor with J.W. Cole Advisors, Inc. He holds the Series 66 credential and has one year of industry experience. Prior to joining J.W. Cole Financial, he was involved with R.P. Damico & Associates and worked in education for over a decade. Outside of his advisory work, he serves as the head coach for modified rugby at McQuaid Jesuit High School. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Timothy Weller is a CFP® with 33 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2003, with additional experience managing his own firm, Weller Group LLC. Outside of his advisory role, he is co-owner of a private entity facilitating securities business and is involved in a local snowplowing service. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures to support diverse client needs.

Constantine Kitrinos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Private Advisor Group since 2016, previously with LPL Financial and M&T Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to proprietary and third-party managed account solutions and employs a fiduciary-based advisory model using various investment strategies and technology platforms.

Megan Culhane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is also a notary public. 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 options, while acting as a back-office and platform provider for its affiliated advisors.

Mark Colgan is a CFP® professional with 32 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated Colgan Capital since 2011. In addition to his advisory work, he is involved in book publishing and volunteers providing pro-bono financial planning for widows. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Elizabeth Thorley is a CFP® professional with 39 years of experience in the financial services industry. She has been affiliated with Commonwealth Financial Network since 1997 and owns Thorley Wealth Management, Inc., which she established in 2013. 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 offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.