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.

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.

James Ross is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential with over seven years of industry experience. His prior roles include positions at QCI Asset Management and PanAgora Asset Management. Wealth Enhancement Advisory Services provides 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 process that combines passive and active management supported by quantitative, momentum, and fundamental analysis.

Michael Nash is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.P. Morgan Securities and JPMorgan Chase. He is based in Rochester, NY. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a range of clients, including individuals, trusts, estates, small businesses, and institutional plans. The firm employs a multi-provider model and integrates services from KeyCorp affiliates to offer diversified investment solutions.

Michael Petix is a financial advisor at &Partners with Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement plan participant discretionary management, and brokerage services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Jeffrey Douglass is a financial advisor with Principal Financial Services, holding a Series 63 designation and 11 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of his advisory role, he mentors individuals seeking to start their own businesses, providing guidance on business planning and go-to-market strategies. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Kendig is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at NanoArk Corporation and SUNY Geneseo College. Outside of his advisory role, Kendig is involved in community activities such as volunteering with the American Legion’s Boys State program in Monroe County, hosting the RocPulse podcast, and participating in the Rochester Rotary and East Rochester Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment programs based on personal and plan information.