Devon Nolan is a financial advisor at Boyd Capital with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, LPL Financial, and ESL Investment Services. Nolan is also involved in providing non-variable insurance products through KAFL Insurance Resources. Boyd Capital Management LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment strategies across multiple asset classes and provides individualized plans and ongoing account monitoring for a broad client base.

Daniel Monte is a financial advisor at Sage Tree Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Harbor Capital Advisory Services for five years before joining Sage Tree Wealth in 2018. Outside of his advisory role, Monte is also an insurance agent with Crump, dedicating a small portion of his time to that activity. Sage Tree Wealth provides personalized investment management, modular financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $32 million in client assets and employs a tactical allocation strategy focused on capital appreciation, offering both discretionary and non-discretionary portfolio management along with access to third-party money managers.

Julian Ruiz Jr. is a financial advisor with FSP Advisors, Inc. in Rochester, NY, holding Series 63, 65, and 66 licenses and over 40 years of industry experience. He has worked at FSP Advisors since 2019 and has a long tenure with Leigh Baldwin & Co., LLC and Progressive Marketing. Ruiz is also a board member of the Henrietta Chamber of Commerce. 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 uses a combination of fundamental, technical, and charting methods to tailor investment advice to client objectives and risk tolerance, and it offers educational seminars and workshops to the public at no charge.

Kevin Guarino is a financial advisor at Clover Leaf Financial LLC in Fairport, NY, holding a Series 66 designation with six years of industry experience. His prior work includes roles at LPL Financial, Cetera Advisor Networks, Caderet Grant, and Ayco. Outside of his advisory work, he is involved with Council9 LLC as a developer focused on site development with clients. Clover Leaf Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, small businesses, and retirement plan sponsors. The firm employs a disciplined, research-based investment process centered on long-term strategic asset allocation using diversified, low-cost ETFs, supported by fundamental analysis, quantitative modeling, and tax-aware strategies.

Ryan Bierley is an advisor at FSP Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Leigh Baldwin & Co., LLC and Progressive Marketing Services. In addition to his advisory role, he sells fixed life, disability, and fixed annuities on a part-time basis. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions, offering portfolio management, modular financial planning, and pension consulting. The firm uses a mix of investment methods and provides both discretionary and non-discretionary portfolio management, along with educational seminars and workshops available to the public at no charge.

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.

Robert Brown Jr. is a financial advisor at Core Alpha, Inc. in Rochester, NY, with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Nationwide Securities, Inc., Nationwide Financial Network, and ACCU-Vest Planning. Core Alpha provides investment advisory and financial planning services to individuals, trusts, and small businesses, primarily serving non-high-net-worth clients. The firm employs a dynamic asset-allocation approach across a variety of portfolio solutions and utilizes multiple outsourced platforms for implementation and account management.

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.

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.

Ryan Turbyfill is a financial advisor at Capstone Investment Financial Group, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in real estate sales through Re/Max Alliance/Turbyfill since 2002. Outside of financial advising, Turbyfill coaches endurance athletes through his business, Elevation Multisport LLC. Capstone Investment Financial Group serves individual investors, institutions, and various plan types by providing personalized investment management, financial planning, and retirement-plan advisory services. The firm emphasizes risk management over market timing, uses proprietary model strategies, and manages a pooled private vehicle focused on privately sourced debt.

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.