Brian Mack is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Clearing Services. Outside of finance, he manages Lycaon, LLC, a clothing and apparel design business. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research capabilities alongside specialized market roles, offering bespoke solutions for large relationships.

Timothy Eddy is a financial advisor with Key Investment Services LLC in Rochester, NY, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked with Key Bank NA since 2012 and has been with Key Investment Services LLC during two periods, from 2012 to 2018 and from 2020 to the present. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that delivers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates services from affiliated KeyCorp entities, offering a range of wrap programs with custodial and trade execution services.

William Schiefer is a financial advisor at Empower Advisory Group in Rochester, NY, with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Paychex, Inc., Five Star Bank, and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and tailored savings strategies within plan lineups selected by plan sponsors.

Terry Majeski is a financial advisor at &Partners with 28 years of industry experience. He holds a Series 63 designation and has held roles at Wells Fargo Clearing and independently at Wegmans Grocery Store for over three decades. Outside of his advisory work, he is a notary public in Rochester, NY. &Partners serves a diverse range of clients, including individuals, institutions, and organizations, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through 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 with Commonwealth Financial Network in Fairport, NY. She holds Series 63 and Series 66 licenses and has 27 years of industry experience, including 15 years at RBC Capital Markets. She has been with Commonwealth Financial Network and Kelly Financial Partners since 2025. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $213 billion in client assets. The firm offers a broad advisor-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Emily Burdett is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Ameriprise, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. She also works as a paraplanner for CNMK Operational Support LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management through in-house and third-party solutions.

Kevin Conroy is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, following prior roles at Mass Mutual Investors Services and MassMutual. Outside of his advisory work, he is the owner of KJ Conroy Inc. and acts as power of attorney for his father. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Benjamin Montreuil is a CFP® professional with 11 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil serves in the U.S. Army Reserve and represents his neighborhood as a street representative for a local association. 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 services with KeyCorp affiliates to offer a range of investment and advisory solutions.

Peter Edelstein is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and multiple securities licenses (Series 63, 65, 66), and has 19 years of industry experience. He has worked with Regent Financial Group since 2013 and Kestra Advisory Services since 2016. Outside of his advisory roles, he provides firearms instruction focused on safe handling and marksmanship. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms within a supervisory framework.

Timothy Odell is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He previously worked at Equitable Advisors, LLC and has served as a Medical Operation Officer in the United States Army Reserve. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program using ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Joseph Feeney is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. Feeney is based in Rochester, NY. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, alongside traditional brokerage and managed account services.

Jamie Abbott is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Abbott serves on the board of Eagle Star Housing, an organization that provides housing for local veterans. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered adviser and broker-dealer services and manages both discretionary and non-discretionary assets.

Nathan Van Brunt is a financial advisor with Eagle Strategies (New York Life) based in Victor, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at John G. Ullman & Associates, Inc. and has also been employed at Woodfin Ridge Golf Course. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Timothy Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Deanna Sekovski is a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies to help clients pursue their individual goals and manage their wealth effectively. Deanna's approach focuses on connecting clients with the appropriate people, plans, and processes that align with their unique ambitions. She works with clients on various financial objectives such as planning for education funding, retirement lifestyle, healthcare costs, and long-term family goals, always considering their personal perspectives and priorities. Deanna holds a High School Diploma from Penfield High School. She aims to provide simplicity and transparency in the complexities of investing, making wealth planning an accessible and structured process for her clients.

James O'Brien is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Putnam Investment Management and Allspring Funds Distributor. Outside of his advisory role, he serves as Treasurer for the Victor Girls Lacrosse Booster Club, managing financial reporting and tax filings. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Jennifer Vogler is a financial advisor at Allworth Financial, L.P. with five years of industry experience. She previously worked for High Falls Advisors, Inc. for 21 years and maintains a part-time solo law practice specializing in estate planning and real estate. Allworth Financial serves a broad range of clients, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning and portfolio management through a combination of quantitative and qualitative investment strategies.