Kevin Guarino is a financial advisor with Clover Leaf Financial LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, Caderet Grant, and Ayco. Outside of finance, he is involved in software development through Council9 LLC, where he works on site development with clients. Clover Leaf Financial provides investment advisory and financial planning services to individuals, families, trusts, small businesses, and retirement plan sponsors. The firm uses a disciplined, research-based investment process focused on long-term strategic asset allocation with diversified, low-cost ETFs, supported by fundamental and quantitative analysis and tax-aware techniques.

Jennifer Kenney Zimmerli is a Series 65-credentialed advisor at Two Point Capital Management, Inc. with one year of industry experience. She has been with Two Point Capital Management since 2016. Two Point Capital Management provides discretionary investment management services to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on long-term client relationships. The firm manages approximately $310.5 million across about 100 client accounts, employing a long-term, fundamental approach to equity selection and customized fixed-income strategies based on client risk preferences.

Bryan Gray is a CFP® professional with five years of experience in financial advising. He is currently with Oak Crest Advisory, LLC and has prior experience at Marsh Advisors and Mirshy Financial. He also owns Bryan M. Gray, CPA, PC., a tax and accounting services firm serving individuals and businesses. Oak Crest Advisory, LLC is a state-registered investment adviser that provides discretionary asset management, financial planning, and pension consulting primarily to individuals, trusts, estates, and retirement plans. The firm manages approximately $90 million across about 188 client relationships and employs a strategic asset allocation framework with generally passive investment management.

Mark Wyand is a CFA® charterholder with 16 years of industry experience. He is affiliated with Layline Advisors in Rochester, NY, and previously worked at Ameriprise Financial Services Inc. from 2011 to 2016. Layline Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing continuous portfolio management, financial planning, and retirement plan consulting. The firm primarily employs passive investment strategies with quarterly account reviews and offers a wrap fee program that integrates trade execution into a single advisory fee.

Kelly Olczak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LynnLeigh & Company, LLC since 2018. Prior to this, she worked at Cornerstone Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, she is involved in a family business, The Karma Sauce Company, which produces goods on a farm property intended for retirement. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process using customized and model portfolios that incorporate fundamental, technical, cyclical, and charting analysis tailored to each client’s risk profile and objectives.

Daniel Muster is a financial advisor with Queenbridge Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Nexus Capital, LLC and New York Life. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with options strategies and typically seeks discretionary authority to implement client investment plans.

Mark Buscher is a financial advisor with Milestones Private Investment Advisors LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and A. G. Edwards & Sons. Buscher has been with Milestones since 2017. Milestones Private Investment Advisors advises individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial planning and asset management. The firm employs a retirement-focused, holistic planning process and uses proprietary quantitative strategies across a range of asset classes, managing over $200 million with a small advisory team.

Alyssa Girod is a financial advisor at Prosperity Advisory Group LLC with four years of industry experience. She holds a Series 65 designation and has worked in various roles including at KM Investment Services, Inc. and Ravenwood Golf Club. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets across about 244 clients, employing a primarily long-term investment approach with tactical asset allocation and fundamental analysis.

Peter Van Der Voorn is a CFP® professional with four years of industry experience, currently affiliated with Professional Financial in Pittsford, NY. His work history includes roles at H&R Block since 2020 and Professional Financial Strategies, Inc. since 2003. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm manages approximately $206 million in client assets and employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, coordinated to address asset location and tax-aware outcomes.

Kam Lin Hill is a CFP® and ChFC® with four years of industry experience, affiliated with Professional Financial in Pittsford, NY. He is the sole proprietor of an insurance management and benefit consulting business, Professional Financial Solutions LLC, operating since 2003. Professional Financial Strategies, Inc. provides investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, with an integrated approach that includes legacy and retirement planning.

Charles Ruff is a CFA® charterholder with six years of experience in the financial services industry. He is currently with Layline Advisors and has previously worked at CapFinancial Partners, LLC (CAPTRUST), Cobblestone Capital Advisors, LLC, Novem Group, and Federated Clover Investment Advisors. He also serves as an adjunct professor at St. John Fisher University in Rochester, NY. Layline Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering continuous portfolio management, comprehensive financial planning, and retirement plan consulting. The firm primarily uses passive investment management combined with fundamental and technical analysis and provides ERISA-level consulting for 401(k) plans.

Jonathon Hughes is a financial advisor at Linden Financial Consultants, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to founding Linden Financial Consultants, he worked for SPS Medical Supply Corp for 27 years. Outside of advising, Hughes is a partner in a commercial real estate venture, Hughes Highpower LLC. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy using diversified asset allocation and low-cost mutual funds and ETFs, without maintaining or directly managing client assets.

Anthony Filberto is a financial advisor at Candace Shira Associates, LLC in Pittsford, NY, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Candace Shira Associates since 2012. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities and commonly incorporates third-party managers and custodial platforms while exercising discretionary authority over client accounts.

Randal Engelbrecht is a Series 65 credentialed advisor with Ever Green Wealth Management, LLC in Victor, NY. He has one year of experience in financial advising and previously worked for 24 years at Aldi Inc. Ever Green Wealth Management is an SEC-registered independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary wealth management and financial planning with customized or model portfolios primarily consisting of low-cost mutual funds and ETFs, employing a mix of fundamental, technical, cyclical, and charting analysis with a focus on long-term investing.

Rupesh Goyal is a financial advisor at Alphanso with a Series 65 designation and three years of industry experience. He previously worked for Seamans Capital Management and spent a year at Boston College. Alphanso provides advisory services to individual and high-net-worth clients, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses a combination of fundamental, technical, quantitative, and modern portfolio theory analyses supported by automated rebalancing and a machine-learning recommendation engine, delivering services through a web-based platform with tiered subscription levels and performance-fee programs.

Eric Garsin is a financial advisor at NorthLanding Financial Partners, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mutual Securities, Inc. since 2016. Outside of advising, Garsin operates an independent insurance agency specializing in life insurance and fixed annuities. NorthLanding Financial Partners primarily serves high-net-worth individuals, along with trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and investment management, focusing on exchange-traded funds and mutual funds while employing fundamental, cyclical, and behavioral finance approaches in their strategy.

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.

Rebecca Gillette is a financial advisor at LynnLeigh & Company, LLC with 20 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked at LynnLeigh since 2018, following two years at Great Lakes Financial. Gillette is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm serving investment advisor firms. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to tailor asset allocation and investment selection to each client’s risk profile and objectives.

David Green is the sole advisor at Ever Green Wealth Management, LLC in Victor, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 14 years at Edward Jones prior to founding his current firm. Ever Green Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive wealth management through discretionary investment management and financial planning. The firm employs a research-based, long-term investment approach using low-cost, diversified funds and custom or model portfolios, managing approximately $63 million in assets across about 351 client relationships.

Michael Strong is a financial advisor at Oak Crest Advisory, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp prior to joining Oak Crest Advisory. Outside of investing, he is involved in insurance sales and Medicare enrollment assistance. Oak Crest Advisory, LLC is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans, including high-net-worth clients. The firm employs a strategic asset allocation approach with primarily passive investment management and provides discretionary asset management, financial planning, and pension consulting.