Devon Nolan is a financial advisor at Boyd Capital with 19 years of industry experience. He holds a Series 66 designation and previously worked at Esl Investment Services LLC and LPL Financial LLC for 13 years. 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 range of investment strategies, including technical and quantitative analysis, and manages approximately $124 million in client assets across over 500 accounts.

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 at FSP Advisors, Inc. with 40 years of industry experience and holds the Series 63, Series 65, and Series 66 licenses. He has worked at FSP Advisors since 2019 and has longstanding roles at Leigh Baldwin & CO., LLC and Progressive Marketing Services, Inc., where he is involved in insurance sales and marketing. He 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 with both discretionary and non-discretionary portfolio management. The firm offers modular financial planning and pension consulting, tailoring investment advice to client objectives through a combination of fundamental, technical, and charting methods, and hosts educational seminars available to the public at no charge.

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.

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 seven years at Oak Crest Advisory, LLC and a total of four years in the financial advisory industry. He previously worked at Marsh Advisors and Mirshy Financial, and he also owns and operates Bryan M. Gray, CPA, PC., providing tax and accounting services. Oak Crest Advisory offers investment advisory and financial planning services to individuals, trusts, estates, and pension and profit-sharing plans. The firm employs a strategic asset allocation framework with a generally passive management approach, incorporating equities, fixed income, ETFs, and cash, and provides regular account reviews and additional services such as pension consulting and participant education.

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 at Milestones Private Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services and Wells Fargo Advisors prior to joining Milestones in 2017. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a data-driven, macro-analytical approach with multiple defined strategies and emphasizes active, index-agnostic, and unconstrained investment options.

Alyssa Girod is a Series 65-licensed financial advisor at Prosperity Advisory Group LLC with three years of industry experience. She has worked at several firms including KM Investment Services, Inc. and Evergreen Federal Credit Union before joining Prosperity Advisory Group. Outside of advising, she was employed at Ravenwood Golf Club in 2022. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets using a primarily long-term investment approach combined with tactical asset allocation and fundamental analysis.

Scott Zollo is a CFA® charterholder with 34 years of industry experience. He is affiliated with Core Alpha, Inc., where he has worked since 2000, and has also been associated with Mutual Funds Associates Inc. and Accu-Vest Planning, Inc. for over three decades. Core Alpha provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses. The firm employs a dynamic asset-allocation approach using a variety of investment vehicles and relies on multiple outsourced platforms for portfolio implementation and management.

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.