Jason Navolio is a CFP® professional with 21 years of industry experience, currently serving at Key Investment Services LLC since 2022. His prior experience includes roles at LPL Financial, M&T Securities, and TIAA-CREF. He is a board member of the Henrietta Chamber of Commerce, where he coordinates events and promotes membership. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, leveraging due diligence and supervisory oversight within its corporate affiliations.

John Moose is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Commonwealth in 2018, he worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Peter Knittle is a financial advisor with Commonwealth Financial Network in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and OSAIC. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Paul Viel Jr. is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a range of proprietary and third-party strategies through discretionary and non-discretionary accounts.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, American Portfolios Advisors Inc., and Wealth Management Group, LLC. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Robert Damico is a financial advisor with J.W. Cole Advisors, Inc. based in Webster, NY, holding the ChFC® designation and Series 66 license, with 18 years of industry experience. He previously worked at Massmutual and MML Investors Services Inc. Damico also owns a CPA and tax practice focused on small business consulting and operates a scrap metal brokerage business. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Lawrence Leon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. for three decades and was also affiliated with Global Hawk Insurance Co. from 2019 to 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to specialized investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Christopher Kurowski is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and St. John Fisher University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and provides ongoing monitoring and oversight, operating within the KeyCorp group alongside affiliated banking and capital market entities.

Michael Roorda is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at M&T Securities, Inc. from 2015 to 2018 before joining TIAA-CREF in 2018. He serves on the board of the Colin F Kennedy Foundation, a local nonprofit focused on aiding underserved youth and their families. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a fiduciary standard for its advisory services and operates a vertically integrated model using affiliated funds.

Timothy Eddy is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Key Investment Services and Key Bank NA since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

William Schiefer is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. His career background includes roles at Empower Financial Services, Paychex, Five Star Bank, JPMorgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Terry Majeski is a financial advisor with &PARTNERS, holding a Series 63 designation and 28 years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a notary public in Rochester, NY. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Colby Feane is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at QCI Asset Management, Armbruster Capital Management, and Manning & Napier. He is a board member and investment committee member for both the Monroe Community College Foundation and the YMCA of Greater Rochester, and also serves on the board of the Statesman Athletic Association of Hobart College. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Sonu Johar is a financial advisor at Mariner with five years of industry experience. He previously worked for sixteen years at Forte Capital LLC. Outside of advising, Johar is a co-owner of a bar and restaurant in Rochester and serves on the board of Visual Studies Workshop Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services.

David Kleeman is a financial advisor with TIAA-CREF in Rochester, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at TIAA-CREF since 2017 and previously spent nine years at M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to the TIAA Donor Advised Fund.

Anne Ambrosetti is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 15 years before joining Commonwealth and Kelly Financial Partners in 2025. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering extensive operational and compliance resources to affiliated advisors.

Emily Burdett is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Ameriprise, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She also works as a paraplanner for CNMK Operational Support LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through in-house and third-party solutions.

Kevin Conroy is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, following prior roles at Mass Mutual Investors Services and MassMutual. Outside of his advisory work, he is the owner of KJ Conroy Inc. and acts as power of attorney for his father. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Benjamin Montreuil is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil has served in the US Army Reserve since 2017 and the US Marine Corps from 2010 to 2018. He also represents Yarmouth Road residents as part of a neighborhood association that advocates for local community interests. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Peter Edelstein is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66), and has 19 years of industry experience. He has worked with Regent Financial Group since 2013 and Kestra Advisory Services since 2016. Outside of his advisory roles, he provides firearms instruction focused on safe handling and marksmanship. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms within a supervisory framework.