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 17 years of industry experience. He is currently with Layline Advisors in Rochester, NY and previously worked at Ameriprise from 2015 to 2016. Layline Advisors serves individual clients, including high-net-worth households, and retirement plan sponsors by providing tailored investment management, financial planning, and pension consulting. The firm primarily uses passively managed portfolios featuring index mutual funds and ETFs, while also incorporating fundamental, technical, and cyclical analyses, and offers both discretionary and non-discretionary management arrangements.

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 at Queenbridge Capital, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses with six years of industry experience. He worked previously at Nexus Capital, LLC and New York Life before joining Queenbridge Capital in 2022. Queenbridge Capital 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, utilizing long-term trading and options strategies, and serves a focused client base without account minimums.

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.

Salvatore Paternico is a CFP® and ChFC® with 12 years of industry experience. He is currently with W & S Management Services, Inc., where he has worked since 2021. Prior to that, he held roles at ESL Investment Services LLC, LPL Financial, and ESL Federal Credit Union. W & S Management Services provides discretionary portfolio management and financial planning for individuals, trusts, estates, and closely held businesses. The firm serves individual and high-net-worth clients, using fundamental analysis to guide investment decisions and offering tailored portfolios primarily composed of publicly traded equities, bonds, ETFs, and mutual funds.

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.

Brian Ward is a Series 65-licensed advisor with W & S Management Services, Inc. in Rochester, NY, bringing 12 years of industry experience. He has been vice president at Ward & Schmerbeck, P.C., a Certified Public Accounting firm, since 1995, where he performs tax accounting work alongside his advisory role. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm integrates fundamental analysis with accounting expertise through its affiliation with Ward & Schmerbeck, offering coordinated tax and financial planning for clients.

Rupesh Goyal is a financial advisor at Alphanso with a Series 65 designation and three years of industry experience. His prior work includes five years at Seamans Capital Management and a year at Boston College. Alphanso provides subscription-based financial planning, consulting, and portfolio management services to individual and high-net-worth clients through tiered plans that include written plans, a web dashboard, and ongoing advisor access. The firm combines traditional and quantitative investment methods with automated features, offering both discretionary and non-discretionary advice, as well as tax and estate-related services.

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, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has worked with 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 other institutions with offerings that include portfolio management, modular financial planning, and pension consulting. The firm uses a variety of investment methods tailored to client objectives and risk tolerance, operating with both discretionary and non-discretionary portfolio management, and also provides educational seminars and workshops at no charge.

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 at LynnLeigh & Company, LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Great Lakes Financial, Edward Jones, and Merrill. She is also the owner of GFC Compliance Partners, LLC, a firm that provides compliance consulting to investment advisor firms. LynnLeigh & Company, LLC is a New York-registered investment adviser offering wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to tailor asset allocation and investment selection to each client's risk profile.

Michael Strong is a financial advisor at Oak Crest Advisory, LLC with 15 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Oak Crest Advisory since 2020. His prior experience includes roles at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp. Outside of his advisory work, Strong is involved in insurance sales and Medicare enrollment assistance. Oak Crest Advisory, LLC offers discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm employs a primarily passive, strategic asset allocation approach and serves a diverse client base through a supported three-advisor team.

Gregory Mulbury is a financial advisor at Oak Crest Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Marsh Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management. He has been with Oak Crest Advisory since 2019. Oak Crest Advisory provides discretionary asset management, financial planning, and pension consulting primarily to individuals, trusts, estates, and retirement plans. The firm employs a strategic asset allocation framework with a generally passive investment approach and manages roughly $90 million across approximately 188 client relationships.