Daniel Antocicco is a financial advisor at Crossover Capital with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Elevatus Wealth Management, and John Hancock Investment Management. In addition to his advisory role, he is a licensed insurance agent servicing clients in Victor, NY. Crossover Capital is a privately owned SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis combined with tactical and strategic asset allocation, utilizing both passive and active strategies across various instruments including options, alternative investments, and ETFs.

Joseph Boyd is a financial advisor at Boyd Capital Management LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Brighton Securities Corp. for 11 years before joining Boyd Capital in 2021. Boyd Capital Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a range of analytical methods and investment strategies across various asset types, managing approximately $124 million in client assets through tailored plans and ongoing account monitoring.

Whitney Baniewicz is a financial advisor at RDG Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining RDG Capital Management, Whitney worked for RDG + Partners, CPA for 14 years. RDG Capital Management LLC provides fee-only investment advisory services and standalone hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses broadly diversified, tax-aware, index-based portfolios with a core-and-satellite approach and retains fiduciary oversight while implementing day-to-day management through a sub-advisory relationship.

Anthony Pitti is a financial advisor with The Pitti Group Wealth Management, LLC in Victor, NY. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Pitti Group, he worked at Wells Fargo Advisors and TEKsystems. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to a range of clients including individuals, families, trusts, and businesses. The firm employs a customized, primarily long-term investment approach and manages approximately $374 million in client assets.

Heather Proctor is a financial advisor at Milestones Private Investment Advisors LLC with 31 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Milestones in 2017. Proctor holds Series 63 and Series 65 licenses. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing financial and retirement planning, asset management, and retirement plan consulting. The firm employs a retirement-focused, holistic planning approach and utilizes proprietary quantitative investment strategies, including ETF- and mutual fund-based models that adjust frequently across various asset classes.

Mark Fien is a CFA® charterholder and principal at Fien Capital Management, LLC in Rochester, NY, with 25 years of experience at the firm. He has served in investment management and consulting since 2001. Fien Capital Management provides investment management and consulting services to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable institutions, and corporations. The firm uses a fundamental analysis approach with a focus on long-term portfolio construction, managing assets primarily on a discretionary basis across a diversified set of securities tailored to client-specific factors.

Salvatore Pitti is a Certified Financial Planner® with 32 years of industry experience. He is a principal at The Pitti Group Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and Morgan Stanley. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a customized, primarily long-term investment approach that incorporates both fundamental and technical analysis.

Nancy Kay is a financial advisor with Candace Shira Associates, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cross Staff Investments since 2013. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities, with access to third-party money managers and various custodial platforms.

Keith Maier is a financial advisor with Queenbridge Capital, LLC and holds a Series 63 designation. He has over 30 years of industry experience, including prior roles at The Maier Group, LLC and his own practice, Keith A Maier. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, including options strategies, and manages approximately $79 million for a focused client base.

John Harnish is a CFP® with 22 years of industry experience, currently serving as a principal and Chief Compliance Officer at Prosperity Advisory Group LLC. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and held roles at KM Advisory Services and KM Investment Services. Outside of his advisory work, he maintains ownership in an independent wholesale consumer products business. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets, providing tailored investment management, financial planning, and retirement-plan advisory services with a long-term investment approach complemented by tactical asset allocation and fundamental analysis.

Robert Christensen is a financial advisor at Sage Tree Wealth with four years of industry experience. He holds the Series 65 designation and previously worked at Aftek Filters for five years before joining Sage Tree Wealth. The firm provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Sage Tree Wealth employs a tactical asset allocation strategy using fundamental, technical, and cyclical analysis, and it offers both discretionary and non-discretionary portfolio management along with modular financial planning and pension consulting.

Kate Kenney is an advisor at RDG Capital Management LLC with a Series 65 designation. She has worked in the financial industry since 2012, including roles at ProNexus LLC and Anderson Kenney Associates LLC. Kenney has been with RDG Capital Management since 2023. RDG Capital Management LLC offers fee-only investment advisory services and hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tax-aware, index-based approach with core-and-satellite portfolios, managing accounts both discretionarily and non-discretionarily while maintaining fiduciary oversight.

Fioramanti Marino is a financial advisor at Queenbridge Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan and Nexus Capital. Prior to his current role, he was also employed at Vision Automotive. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis and uses options strategies, maintaining discretionary authority to implement investment plans while requiring clients to custody assets through VEO One.

Douglass Lyon is a CFA® charterholder with 14 years of industry experience and has been with Lyon Capital Management since 1994. He is based in Pittsford, NY, and works at a firm he has been part of for over three decades. Lyon Capital Management provides discretionary portfolio management and incidental financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach using fundamental and technical analysis, constructing diversified portfolios across multiple asset classes while also offering a quantitative Style Rotation ETF strategy.

Jeffrey Feldman is a CFP® professional with four years of industry experience, affiliated with Rochester Financial Services in Pittsford, NY. He has been with Rochester Financial Services since 1993, a firm that manages over $340 million in assets and serves more than 300 client accounts with a single advisor. Rochester Financial Services provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm typically structures balanced portfolios using no-load mutual funds, with ongoing monitoring and adjustments, and offers formal reviews semiannually.

Danielle Hartman is a financial advisor at Kane Financial in Pittsford, NY, holding a Series 65 designation with one year of industry experience. Prior to her current role, she worked in various positions outside the financial industry, including at SHEN Beauty and Edgewell Personal Care. She is president and treasurer of Femme Financial, an investment club focused on education, where she organizes meetings, executes trades, and manages financial reporting. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a client-specific investment approach that generally combines fundamental analysis with primarily passive strategies using index mutual funds and ETFs.

Katharine Bressington is a CFP® and Series 66-licensed advisor with 13 years at Linden Financial Consultants, LLC in Rochester, NY. She has three years of industry experience and serves as a director for the Foundation for Women's Financial Education, where she is involved in financial literacy course creation and delivery. She is also a notary public. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm follows a fundamental, long-term buy-and-hold investment philosophy with diversified asset allocation using low-cost mutual funds and ETFs, and it does not maintain or directly manage client assets.

Damian Weidmann is a CFA® charterholder with four years of industry experience, currently serving at Fien Capital Management, LLC. He has been with the firm since 2006. Fien Capital Management provides investment management and consulting services to both individual and institutional clients. The firm employs fundamental analysis and long-term portfolio construction across various asset classes, managing all assets on a discretionary basis and offering tailored portfolios reviewed quarterly.

John Mcgowan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Two Point Capital Management, Inc. since 2004. Two Point Capital Management, Inc. offers discretionary investment management services primarily to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on clients with long-term investment horizons. The firm manages portfolios mainly composed of publicly traded stocks and bonds using a fundamental, long-term equity selection approach combined with tailored fixed-income strategies.

Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.