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.

Scott Zollo is a CFA® charterholder with 35 years of industry experience. He is affiliated with Core Alpha, Inc. in Rochester, NY, and has worked at various related firms including Mutual Funds Associates Inc. and Accu-Vest Planning, Inc. since the early 1990s. Core Alpha, Inc. provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses, focusing on non-high-net-worth clients. The firm employs a dynamic asset-allocation strategy that utilizes a range of investment vehicles and outsources implementation and trading through multiple platforms and partnerships.

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.

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.

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.

Luke Squires is a financial advisor at FSP Advisors, Inc. in Rochester, NY, with 10 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at Assurance Service Partners, LLC and Leigh Baldwin & Co., LLC since 2016. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and institutions, offering portfolio management, modular financial planning, and pension consulting. The firm combines multiple investment approaches tailored to client objectives and risk tolerance and offers educational seminars and workshops to the public at no charge.

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.

Sean Collins is a financial advisor with Core Alpha, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He owns and operates S.P. Collins & Company, which offers tax preparation services, and also runs the retail website American Emart. Core Alpha, Inc. provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses, utilizing a dynamic asset-allocation approach across a variety of portfolio programs and investment instruments. The firm’s model incorporates multiple outsourced platforms and a combination of broker-dealer, insurance, and tax preparation affiliations.

Rebecca Gillette is a financial advisor with LynnLeigh & Company, LLC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her career includes prior roles at Great Lakes Financial, Edward Jones, and Merrill. She is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm serving investment adviser firms. 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 uses a primarily long-term investment approach, combining various analyses to tailor asset allocation and investments to clients' risk profiles and objectives.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HNP Capital LLC, LPL Financial, and Five Star Bank. HYJC Capital of WNY provides portfolio management and financial planning services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm customizes portfolios based on clients’ goals and risk tolerance, using a combination of cyclical and fundamental analysis along with modern portfolio theory.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

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 in Rochester, NY, with 15 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp. Outside of his advisory role, he is involved in insurance sales, including term, LTC, and disability insurance, as well as Medicare enrollment assistance during open enrollment periods. Oak Crest Advisory, LLC is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $90 million across 188 client relationships. The firm employs a strategic asset allocation approach with primarily passive investment management, offering discretionary portfolio management, financial planning, and pension consulting supported by a three-advisor team.

Gregory Mulbury is a financial advisor at Oak Crest Advisory, LLC in Rochester, NY, holding Series 63 and Series 65 licenses with 19 years of industry experience. His career includes prior roles at Marsh Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management. Oak Crest Advisory is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans with discretionary asset management, financial planning, and pension consulting. The firm employs a strategic asset allocation approach with generally passive investment management and offers modular or comprehensive financial plans supported by a three-advisor team.

Matthew Pitti is a financial advisor at The Pitti Group Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Outside of his advisory role, he serves as treasurer of the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach and offers discretionary portfolio management, financial planning, retirement-plan advisory, and estate-planning referrals.