James Mc Bride is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allworth Financial, L.P. and Leigh Baldwin & Co., LLC. He serves as Executive Director of the Bulrush Foundation and acts as trustee to various trusts. High Falls Advisors primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee services. The firm employs an internal investment committee and a range of strategies, including tax-aware and ESG-focused models, supported by in-house legal, tax, and trust expertise.

Michael Charleton Jr. is a CFP® with 41 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2025. His previous roles include positions at OSAIC and American Portfolios Advisors, Inc., among others. In addition to his advisory work, he operates an independent insurance agency and owns a separate business entity providing payroll services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management with financial planning and manages accounts on both discretionary and non-discretionary bases, utilizing third-party models and custodians such as Schwab.

George Conboy is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 66 and Series 63 licenses with 42 years of industry experience. He has been with Brighton Securities since 1988. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a variety of financial planning and portfolio management services through multiple program structures and combines fundamental, quantitative, strategic, and tactical investment approaches.

Richard Dougherty is a CFP® professional with 17 years of industry experience. He is currently with Uniting Wealth Partners, where he has worked since 2025. Prior to that, he spent over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dougherty is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm uses a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative investments, often implementing solutions through both in-house and independent managers.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms including Private Client Services and Securities America, Inc. Beyond his advisory role, Hammond serves as treasurer for the Village of Geneseo Volunteer Fire Department and for the Geneseo United Methodist Church’s benevolence fund. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach focusing on diversified, long-term asset allocation.

Nicholas Fischer is a financial advisor at Brighton Securities Corp. with six years of industry experience. He holds a Series 66 designation and has worked at Brighton Securities since 2019. Prior to that, he was employed at Vista Property Management and Fleet World LLC. Outside of his advisory role, he is involved with NOVA Event Management, assisting with stage and sound setup for the Buffalo/Rochester Polar Plunge annually. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Ann Randyl Beach is a financial advisor at High Falls Advisors, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC and Allworth Financial, L.P. Prior to her current position, she spent 20 years at High Falls Advisors. Beach also provides tax preparation services as part of her role at High Falls Advisors. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs a range of actively managed investment strategies overseen by an internal investment committee and maintains an in-house legal practice and substantial tax and trust capabilities.

Dylan Potter is a CFP® professional at Howe and Rusling, Inc. in Rochester, NY, with nine years at the firm and five years of industry experience. Prior to his financial advisory career, he served seven years in the United States Army and has concurrently served in the New York Army National Guard since 2017. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies and pension plans. The firm combines macroeconomic forecasting with fundamental research to manage portfolios focused on large-cap equities and intermediate fixed income, alongside financial and estate planning services.

Lori Alberts is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Brighton Securities Capital Management since 2017 and a position at Morgan Stanley from 2016 to 2017. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a range of financial planning and portfolio management services through multiple program structures and integrates brokerage, insurance, and affiliated tax and accounting services.

Justin Stevens is a CFP® with 15 years of industry experience and currently serves at O'Keefe Stevens Advisory, Inc., where he has worked since 2017. Prior to that, he was with Sage Rutty & Co. Inc. for eight years. Justin holds a Series 66 license. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser managing approximately $585.6 million in assets across 357 client households. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, employing a value-oriented, long-term investment approach focused on capital preservation.

Jordan Eich is a financial advisor at Howe and Rusling, Inc. with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes a decade at Manning & Napier Advisors, LLC, as well as two years working at Churchville-Chili Senior High School. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with an investment approach that combines top-down macroeconomic forecasting and tactical sector allocation alongside bottom-up fundamental research and proprietary valuation models.

Robert Kravetz is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Brighton Securities since 2009. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Joseph Del Prete is a financial advisor at Brighton Securities Corp. based in Rochester, NY. He holds the Series 66 designation and has been with Brighton Securities since 2025. Prior to joining the firm, he spent four years at SUNY Brockport and thirteen years in East Northport. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Jeanine Drake is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Brighton Securities since 2013. Outside of her advisory role, she operates a notary business focused on real estate closings. Brighton Securities serves individuals, including high-net-worth clients, as well as pension plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, and consulting through various program structures and a range of analytical approaches. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and also offers affiliated tax and insurance services.

Peter O'Keefe is a CFP® certificant with 45 years of industry experience. He currently serves as an advisor at O'Keefe Stevens Advisory, Inc., where he has worked since 2017, following an eight-year tenure at Sage Rutty & Co Inc. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation, managing approximately $585.6 million in assets across 357 client households as of year-end 2025.

Elizabeth Hutton is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, with 13 years at the firm and two years of industry experience. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, alongside financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a subsidiary.

Salvatore Fasciano is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Brighton Securities since 2011. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, fee-based financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Kellan Peer is a financial advisor at O’Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and Noticestry LLC. Outside of advisory work, he assists his mother’s private practice, Oasis Therapy LLC, providing consulting and business planning support. O’Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pensions, charitable organizations, and small businesses. The firm follows a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation.

Gary Michaels is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Brighton Securities since 2010. Brighton Securities Corp. offers investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm provides portfolio management, fee-based financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Deborah Bastow is a financial advisor at High Falls Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with High Falls Advisors for 23 years. She also serves as a co-trustee, assisting in coordinating financial and personal affairs. High Falls Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm utilizes a range of actively managed investment strategies and maintains a strong in-house tax and trust capability.