Shawnnah Sprague is a financial advisor at Lincoln Investment in Rochester, NY, holding a Series 66 designation with three years of industry experience. She previously worked with Horizon Advisory Services, Inc., Private Client Services, and Edward Jones. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs overseen by a dedicated Investment Management & Research team.

Jeremiah Howard is a CFP® professional with 36 years of industry experience. He has been with Commonwealth Financial Network since 1999 and also works with Crossbridge Financial Group, LLC. In addition to his advisory role, he conducts fixed insurance sales and serves as a notary. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options.

Kristina Smith is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 66 designation and bringing 10 years of industry experience. Her prior work includes roles at LPL Financial and Tompkins Financial Advisors. She also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with advisors able to construct client portfolios from a broad range of securities and insurance products.

Morgan Weiler is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and 17 years of industry experience. Prior to joining Lincoln Investment in 2017, Weiler worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he also markets Medicare Advantage Plans as an independent insurance broker during enrollment periods. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various managed portfolio programs, employing both strategic and dynamic investment approaches.

Sophia Greene is a financial advisor at Lincoln Investment with two years of industry experience. She holds Series 65 and Series 63 credentials. Prior to her current role, she has held various positions including accounting at Wegmans and internships in financial services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages both model portfolios and advisory programs using a combination of strategic and tactical investment approaches.

Joseph D. Amico is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is involved in insurance activities outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and consulting, utilizing proprietary and third-party investment strategies across various account types.

Gregg Layer is a financial advisor with Commonwealth Financial Network and Marathon Financial, where he has worked for 15 years. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. Outside of advisory work, he is involved in fixed insurance sales and owns Marathon Financial, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, and compliance, while allowing affiliated advisors discretion in constructing client portfolios.

Michael Conley is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities, New York Life Insurance Company, MML Investors Services, MassMutual, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm provides tailored advisory solutions across multiple program types, with a significant focus on non-discretionary asset management and serving a variety of institutional sponsors.

Thomas Montulli is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial LLC and Private Advisor Group since 2011. In addition to his advisory role, he sells fixed annuities, disability insurance, long-term care insurance, and life insurance. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Stephen Miller is a financial advisor with Commonwealth Financial Network in Pittsford, NY. He holds a Series 66 designation and has 17 years of industry experience. Miller has been with Commonwealth since 2011 and is also associated with Marathon Financial. Additionally, he owns Oakbridge Wealth Management, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers.

Louis Bacchetta is a financial advisor with Eagle Strategies (NY Life) based in Pittsford, NY. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current roles with Eagle Strategies, NYLIFE Securities, LLC, and New York Life Insurance, he worked for 15 years at Lowe's Home Improvement. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Gerald Furciniti is a CFA® charterholder with five years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at QCI Asset Management, Inc. for 20 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Eric Alvito is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for nine years before joining Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to 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 process that combines passive and active management, quantitative, momentum, and fundamental analysis.

Mario Melidona is a financial advisor with Primerica Advisors in Pittsford, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance, and he is also involved in physical therapy through ownership of Melidona Physical Therapy, PLLC. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies including proprietary model portfolios, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets under management.

Barbara Bensink is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner since 2025. She previously worked for Forte Capital LLC for ten years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by both internal research and third-party managers, along with integrated tax and accounting services and administrative family office capabilities.

Miriam Bianchini is a financial advisor at Key Investment Services LLC with six years of industry experience. She holds the Series 66 designation and has worked at Key Investment Services since 2024, following roles at Citizens Securities, Inc. and Citizens Bank. Outside of advising, she is a partner in a personal real estate investment business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in selecting investment models while providing ongoing monitoring and due diligence for third-party advisory products.

Nicholas Lapenna is a financial advisor at &Partners with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a mix of proprietary models and third-party solutions, using fundamental, technical, and quantitative analysis, and is notable for operating simultaneously as a broker-dealer and RIA while providing a wide range of financial services.

Christopher Porpiglia is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over a decade with Manning & Napier Advisors, LLC. 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 an internal Investment Committee and quantitative and fundamental research.

Ann Knaak is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked with both Commonwealth Financial Network and RFG Associates LLC since 2021. Prior to her advisory roles, she was employed at Nazareth College of Rochester and College Assistance Plus. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Melissa Siesto is a ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Eagle Strategies (NY Life) and has held roles at Verro Financial Group, JR Special Events, NYLIFE Securities LLC, and New York Life insurance. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.