Mario Melidona is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Park Avenue Securities and MassMutual. Outside of finance, he owns and operates Melidona Physical Therapy, a physical therapy practice. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

Hillary Beldue is a financial advisor at Citizens Securities, Inc. in Rochester, NY, with 11 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as a trustee for the Supplemental Needs Trust and is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm employs a variety of investment approaches, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

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 seven years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc. and Citizens Bank. Outside of her advisory role, she is a partner in a personal real estate investment venture. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory capabilities.

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 from 2016 to 2024. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm combines fundamental, technical, and quantitative analysis with a variety of portfolio strategies, managing accounts through both internal advisors and vetted third-party managers.

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 at both Commonwealth Financial Network and RFG Associates LLC. Prior to her advisory roles, she was employed at Nazareth College of Rochester. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients across the United States.

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.

Antonio Monti is a financial advisor at Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with KeyBank and Key Investment Services LLC since 2020. Outside of his advisory role, Monti works as a bartender and server at Avid Indoor Golf, a venue offering golf simulators during the off-season. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

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 23 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Rockefeller Financial in 2025, he worked for Sage, Rutty & Co., Inc. for 21 years and spent one year with Wells Fargo Advisors. Outside of his advisory role, he serves in a compliance capacity for Snowmellow Alpine, a youth alpine ski racing club in Victor, NY. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, consulting, and brokerage services through a consolidated investment platform, offering a range of discretionary and non-discretionary solutions across multiple asset classes.

Brian Hayner is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Citizens Securities since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides digital advisory and managed account programs and operates as a broker-dealer and insurance agency.

Garrett Shambo is a financial advisor with Lincoln Investment in Fairport, NY, holding a Series 66 license and three years of industry experience. Prior to joining Lincoln Investment, he worked at Capital Analysts and Bob Johnson Auto Group. In addition to his advisory role, he assists individuals and small businesses with health insurance options through the New York State Health Care Marketplace. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Sara Overslaugh is a financial advisor at &Partners with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and KeyBanc Capital Markets Inc. since beginning her career in 2005. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis alongside model portfolios and third-party strategies.

Bruce Gaynor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Wealthpoint LLC and LPL Financial, where he worked for 15 and 10 years respectively. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions including their proprietary WealthSuite platform. The firm’s fiduciary-based advisory model utilizes various investment strategies and third-party managers to align with client goals and risk tolerances.

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.

Kenneth Burke is a financial advisor with Allworth Financial, L.P. in Rochester, NY, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including twelve years at High Falls Advisors, Inc. prior to joining Allworth Financial in 2026. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, and qualified retirement plan consulting, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

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.