Jesse Siegfried is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his current role, he worked at Citizens Bank from 2017 to 2024 and spent four years at Field and Stream. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also 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.

Nicholas Lapp is a financial advisor with Lincoln Investment in Fairport, NY, holding a Series 66 credential and one year of industry experience. Prior to joining Lincoln Investment, he has held positions in various fields, including engineering and design. Outside of his advisory role, he is a co-owner and manager of a real estate business, Lapp NC Properties LLC. 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 retirement plan advice services, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Timothy Pelcher is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, with an emphasis on client-directed investment selection supported by ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Terri Trotta is a financial advisor with Lincoln Investment, holding a Series 63 license and 17 years of industry experience. She has been with Lincoln Investment since 2013. In addition to her advisory work, Terri is a self-employed CPA specializing in tax preparation. 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 financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, utilizing both strategic and tactical approaches supported by proprietary research and models.

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.

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 licenses and 18 years of industry experience. He has been with Private Advisor Group since 2016 and has also worked with LPL Financial since 2014. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

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.

John Conquest is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and bringing 32 years of industry experience. His previous roles include positions at Legend Advisory Corporation and Legend Equities Corporation. He also serves as a board member of the Hoselton Foundation, a charitable organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various advisor-managed and firm-managed investment programs, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.