Christopher Kurowski is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and St. John Fisher University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring and oversight, operating within the KeyCorp group alongside affiliated banking and capital market entities.

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.

Brian Mack is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and J.P. Morgan. Outside of finance, he is the managing member of Lycaon, LLC, a creative design business for clothing and apparel. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and operating as a swap dealer and futures commission merchant.

Timothy Eddy is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

William Schiefer is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. His career background includes roles at Empower Financial Services, Paychex, Five Star Bank, JPMorgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Terry Majeski is a financial advisor with &PARTNERS, holding a Series 63 designation and 28 years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a notary public in Rochester, NY. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party 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.

Emily Burdett is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 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 for CNMK Operational Support LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through in-house and third-party solutions.

Kevin Conroy is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, following prior roles at Mass Mutual Investors Services and MassMutual. Outside of his advisory work, he is the owner of KJ Conroy Inc. and acts as power of attorney for his father. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

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.

Jamie Abbott is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Abbott serves on the board of Eagle Star Housing, an organization that provides housing for local veterans. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered adviser and broker-dealer services and manages both discretionary and non-discretionary assets.

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.

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 Nash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Key Investment Services in 2022, he spent a decade at J.P. Morgan Securities and previously worked at J.P. Morgan Chase. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with an established due diligence process for third-party advisory products.

Michael Petix is a financial advisor at &Partners with 43 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining &Partners in 2024. He holds Series 63 and Series 65 licenses. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, and consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

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.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.