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.

Derek Hayner is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding a Series 66 designation. He has been with Citizens Securities since 2026 and has prior work experience at BMW of Rochester and Delta Sonic. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital program with ETF-based portfolios managed via proprietary algorithms, alongside commission-based brokerage and non-discretionary 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.

Kasy Pechler is a financial advisor with J. W. Cole Advisors, Inc. in Fairport, NY, holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining J. W. Cole Advisors, Pechler worked at Tom's Pro Bike and FedEx, and maintains an ongoing role with Lifetime Planning, providing financial planning and insurance services. Outside of finance, Pechler serves on the Farmington Environmental Conservation Board, advising on local natural resource management. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement services, and digital advice for individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary strategies, including fundamental and technical analysis, and supports multiple custodial platforms and third-party investment managers.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 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 serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

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 with 29 years of industry experience. His prior experience includes nearly three decades at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc., as well as a tenure at Global Hawk Insurance Co. from 2019 to 2020. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Christopher Kurowski is a financial advisor with Key Investment Services LLC in Fairport, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at KeyBank and positions in educational institutions such as St John Fisher University and Canandaigua High School. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and collaborates with KeyCorp affiliates to deliver a range of investment and advisory services, with a focus on non-discretionary asset management and integrated financial solutions.

Michael Roorda is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent three years with M&T Securities, Inc. Roorda serves on the board of the Colin F. Kennedy Foundation, a local nonprofit focused on aiding underserved youth and families. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients who have existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Bradley Dufrane is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 30 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MassMutual. Outside of his advisory work, he is an author of children's books and has volunteered as an unpaid film extra. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Kristin Holbrook is a financial advisor at Citizens Securities, Inc. in Rochester, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Brian Mack is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and J.P. Morgan. Outside of finance, he is the managing member of Lycaon, LLC, a creative design business for clothing and apparel. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and operating as a swap dealer and futures commission merchant.

Timothy Eddy is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Key Bank NA since 2012 and with Key Investment Services LLC during two separate periods totaling 12 years. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based portfolio management and custodial services supported by multiple wrap programs and integrates resources from KeyCorp affiliates and third-party managers.

William Schiefer is a financial advisor with Empower Advisory Group in Rochester, NY, holding Series 63 and Series 66 registrations and seven years of industry experience. His career includes roles at Empower Financial Services, Paychex, Five Star Bank, JPMorgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services, often working within plan lineups selected by plan sponsors.

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.