Antonio Monti is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at KeyBank since 2020 and at Key Investment Services LLC since 2022. Outside of his advisory role, Monti works as a bartender and server at AVID Indoor Golf, a facility offering golf simulators during the off-season. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Christopher Neitz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. Neitz is also involved as co-owner of DeVille LLC, a real estate business, and owns CNMK Operational Support LLC, a financial advisory practice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Collin Oshea is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Commonwealth Financial Network since 2024, following roles at Lincoln Financial Advisors Corporation, Rucci, Bardaro & Falzone PC, and Grant Thornton LLP. He took a year in 2017 to hike the Appalachian Trail. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Joseph Nacca is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Rockefeller Financial in 2025, he spent 21 years at Sage, Rutty & Co., Inc. He serves in a compliance role for Snowmellow Alpine, a youth alpine ski racing club, on a volunteer basis. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a designated Private Advisor model.

Sara Overslaugh is a financial advisor at &Partners with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base including individual and institutional investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party manager solutions and provides financial planning, ERISA consulting, retirement plan participant management, and investment banking services.

Bruce Gaynor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes roles at LPL Financial, LLC and Wealthpoint LLC (Capital Financial Planning). Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

David Khalil is a CFA® charterholder and financial advisor with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for 29 years before joining his current firm. 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 assets, offering a range of investment solutions that combine passive and active management supported by quantitative, momentum, and fundamental analysis.

Adil Masood is a financial advisor at Mariner with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Achieve Wealth Partners LLC for six years and Forte Capital LLC for 26 years. Outside of his advisory role, he serves on the management committee of Fleur City Holding Co. LLC, a holding entity. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by both internal research and third-party managers, with a notable integration of tax, accounting, and administrative family office services.

Reagan Mangos is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and beginning their advisory career in 2026. Prior to joining Commonwealth, Mangos worked at Weller Financial Group and had roles at St Bonaventure University and various educational institutions. 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 provides its advisors with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, and a broad support platform including custody and clearing services.

Matthew Melia is a financial advisor with TIAA-CREF, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at Cetera Investment Services, Canandaigua National Bank, and M&T Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm’s advisory model distinguishes point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund while relying on both model and customized portfolios.

Elliott Hillman is a CFA® charterholder affiliated with Wealth Enhancement Advisory Services, LLC. He has prior experience at Cambridge Associates spanning from 2020 to 2026 and worked at St Bonaventure University from 2016 to 2020. Hillman is based in Pittsford, NY. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and offers financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach includes diversified, risk-class based allocations combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Michael Underwood is a CFP® with 48 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2008. Outside of his advisory role, he is president of Coordinated Wealth Planning, a life insurance brokerage providing a range of insurance products and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight rather than discretionary trading.

Jason Navolio is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Key Investment Services LLC, where he has worked since 2022, and has prior experience at LPL Financial, M&T Securities, and TIAA-CREF. Outside of his advisory role, he serves as a board member of the Henrietta Chamber of Commerce. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, including wrap-fee arrangements, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated banking and capital markets entities.

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 at &Partners with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &Partners in 2024. &Partners serves a diverse client base that includes individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing the Envestnet platform to provide portfolio management through a combination of proprietary models and third-party managers, and employs a variety of analytical approaches including fundamental, technical, and quantitative analysis.

Kasy Pechler is a financial advisor at J.W. Cole Advisors, Inc. with two years of industry experience. They hold Series 63 and Series 65 licenses and have worked at J.W. Cole Advisors, J.W. Cole Financial, and Lifetime Planning, where they are also involved in financial planning and insurance sales. Pechler serves on the Farmington Environmental Conservation Board, providing advice on local natural resource management. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm combines fundamental and technical analysis with digital advice and facilitates both discretionary and non-discretionary account management.

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.