Thomas Hamilton is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Securities America Inc., WealthPLAN Partners, LLC, and LPL Financial. Outside of his advisory work, Mr. Hamilton hosts the local radio show Wall Street to Main Street on WYSL 1040 AM. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based model, utilizing multiple investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Duncan Radcliffe is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with Principal Securities and Principal Life Insurance since 2001. Outside of his advisory role, he is involved in selling fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Gregory Kausch is a financial advisor with Equity Services, Inc. in Rochester, NY, holding a Series 63 designation and bringing 37 years of industry experience. His prior work includes roles at National Life Group and Prudential Insurance Company of America. Outside of his advisory work, he serves on the boards of St. Ann's Community Foundation and Rochester Regional Health Foundation and is a member of the Rochester Rotary Club. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Agustin Amores Aguiar is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at USPS and UPS before joining Eagle Strategies and its affiliates in 2024. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Travis Walls is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Galina Kolossovsky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior firms include LPL Financial, City National Bank, RBC Capital Markets, J.P. Morgan Securities, and Chase Investment Services Corp. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Julie Thomas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Commonwealth since 2014. Julie also engages in fixed insurance sales through a business named Crossbridge Financial Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Lydia Palmer is a Series 66-credentialed financial advisor with five years of industry experience. She is affiliated with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, and has previously worked for both firms during her career. Outside of her advisory role, Palmer is involved with the Syracuse University Alumni Club of Rochester, where she serves as finance chair and participates in planning outreach and events. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third‑party investment programs, combining advisor-led discretionary management with model-based strategies and a range of operational and lending solutions.

Rocky Martini is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, primarily with Park Avenue Securities and Guardian Life. Outside of his advisory role, he serves as a Business Development Representative for a tax planning firm. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Roderick Williams is a Series 66-licensed financial advisor with Guardian Life in Pittsford, NY. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Alliance Financial Network. Prior to entering the financial sector, he worked for five years at Walmart and has experience in education. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations. The firm offers tailored financial planning and investment solutions through a combination of advisor-led management and model-based strategies, supported by proprietary and third-party platforms.

Joshua Moscov is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth and co-owns Heritage Financial Services, LLC since 2014. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Harold Shill is a CFA® charterholder with four years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. He previously spent 30 years with QCI Asset Management, Inc. Outside of his advisory role, Shill is the founder of the Molly & Ed Shill Cares Foundation and serves as co-chair of the capital campaign for Lollypop Farm, as well as an honorary board member of the Willow Domestic Violence Center. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting through a large advisor network managing over $122 billion in assets. The firm employs a diversified, risk-class based investment approach blending passive and active management with oversight from an internal Investment Committee.

Peter Owh is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company, where he worked for 11 years. He also serves as Chief Operating Officer of Champlin & Associates, a financial services firm. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Robert Barley Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and Private Advisor Group, LLC. Outside of his advisory work, he serves on the Town of Henrietta Town Council and is the board treasurer for the Tim Horton’s Ice Plex hockey arena. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions implemented on discretionary or non-discretionary bases.

Frank Randall is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Citizens Bank. Randall is involved in an insurance-related business outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Caleb Harris is a CFP® at Allworth Financial, L.P. with one year of experience at the firm and prior roles at High Falls Advisors Inc. and Delta Sonic Car Wash. Based in Rochester, NY, his background includes four years in the car wash industry before transitioning to financial advisory. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering a range of financial planning and portfolio management services. The firm employs a combination of quantitative and qualitative investment analysis and provides customized strategies across multiple asset classes.

Daniel Masino is a financial advisor with Commonwealth Financial Network in Rochester, NY. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Angelo Planning Group, OSAIC, and Gordon Brothers Group, as well as work experience with the University of Rochester and Bloomberg LP. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office services, including investment management and practice-management support, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

James Keys is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, and Wells Fargo Clearing. He also serves as an associate advisor managing an advisory business at CNMK Operational Support, LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Ralph Angelo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and most recently at OSAIC before joining Commonwealth and founding Angelo Planning Group. Outside of his advisory role, he is involved in managing commercial real estate through entities such as APG Lodge, LLC and 2590 Group, LLC. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Philip Guinn is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and seven years of industry experience. His prior experience includes roles at Wisehaven Financial, Equitable Advisors, Axa Advisors, and Paychex. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.