David Angeline is a Series 65 licensed advisor at Karpus Investment Management, with four years of industry experience and 14 years at Karpus. The firm serves individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients, managing approximately $4.3 billion in discretionary assets. Karpus employs an actively managed, multi-manager, value-oriented investment approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Joseph Prestigiacomo is a financial advisor with RFG Advisory, LLC, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at American Portfolios Advisors, Inc. and Axa Advisors, LLC. He serves as a board member of the Greece Education Foundation. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Jessica Ferrindino is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior experience includes roles at Cambridge Investment Research, Commonwealth Financial Network, Montage Wealth Management, and OSAIC. She is also a member of the Fairport Rotary Club, where she volunteers. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Christine Porter is a financial advisor at Karpus Investment Management with 7 years of industry experience. She holds Series 63 and Series 65 designations and has been with Karpus since 2012. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western New York and is involved with LCL Rockstars, a nonprofit group that operates concession stands at local venues to fund children’s sports activities. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients. The firm employs an actively managed, multi-manager, value-oriented approach emphasizing diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Christine Lane is a financial advisor at The AmeriFlex Group with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Commonwealth Financial Network, Montage Wealth Management, Tompkins Trust Company, and LPL Financial. Lane serves as a committee member and volunteer at the Mary Cariola Center. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of 172 investment adviser representatives. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and both wrap and non-wrap solutions.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 65 and Series 66 designations. Her prior experience includes roles at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Axa Advisors, and consulting work with Webster Writing Consulting. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

John Bleier Jr. is an investment advisor at The AmeriFlex Group with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research and Commonwealth Financial Network. Outside of advisory work, he is the founder and brand ambassador of the Bleier Bourbon Project. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies using model asset allocations and discretionary or non-discretionary manager relationships.

Charles Constantino II is a financial advisor with The AmeriFlex Group in Pittsford, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, Commonwealth Financial Network, and Hornor, Townsend & Kent, LLC. Outside of advising, he is involved in insurance and benefits services and owns a real estate management business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing various wrap programs and discretionary management strategies.

Bentley Hutchings is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Commonwealth since 2011 and has operated Hutchings Financial since 2004. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized portfolio management solutions.

William Dostman III is a financial advisor with Commonwealth Financial Network and Heritage Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with these firms since 2016 and is a co-owner of Heritage Financial Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Jacquelyn Dohse is a CFP® with five years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Pittsford, NY. Her prior experience includes roles at Commonwealth Financial Network, Mercer Global Advisors, Mirsky Financial Management Corp., and Tompkins Financial Advisors. Outside of her advisory work, she is involved with Colgan Capital, a separate business entity. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary strategies, blending fundamental and technical analysis along with access to multiple custodial platforms and third-party managers.

Thomas Muscato is a financial advisor at J. W. Cole Advisors, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for nine years. Outside his advisory role, he is president of T. James Muscato Inc., a personal tax management business. J. W. Cole Advisors operates a large network of independent advisor representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm provides both discretionary and non-discretionary management using fundamental and technical analysis, model or manager-based strategies, and digital advice platforms.

James Duclos is a financial advisor at Kestra Advisory with 44 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and SII Investments, Inc. He is based in West Henrietta, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving assets totaling approximately $79.8 billion.

Robert Delisanti is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and 24 years of industry experience. He previously worked at American Portfolios Financial Services for 14 years and Equitable Advisors for one year. Outside of his advisory practice, Mr. Delisanti serves as a Varsity Basketball Coach and Boys Biddy Basketball Director for Honeoye Central School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessments with portfolio management or manager selection, utilizing a range of strategies and technology platforms.

Camilla Merrick is a financial advisor with Key Investment Services LLC and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 31 years of industry experience, including prior roles at M&T Bank, M&T Securities, Inc., LPL Financial LLC, and Wall Street Financial Group, Inc. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Amanda Williams is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior roles include positions at Hornor Townsend & Kent Inc and Champlin & Associates, where she continues to serve as an advisor. Outside of investment advisory, she is the Board Chair of Home Start Hope, a nonprofit organization. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutions, utilizing a combination of fundamental and technical analysis along with model- and manager-based strategies.

Alec Schumacher is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at KeyBank in various roles since 2017. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

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.

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.

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.