Anthony Filberto is a financial advisor at Candace Shira Associates, LLC in Pittsford, NY, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Candace Shira Associates since 2012. 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 and commonly incorporates third-party managers and custodial platforms while exercising discretionary authority over client accounts.

Rupesh Goyal is a financial advisor at Alphanso with a Series 65 designation and three years of industry experience. His prior work includes five years at Seamans Capital Management and a year at Boston College. Alphanso provides subscription-based financial planning, consulting, and portfolio management services to individual and high-net-worth clients through tiered plans that include written plans, a web dashboard, and ongoing advisor access. The firm combines traditional and quantitative investment methods with automated features, offering both discretionary and non-discretionary advice, as well as tax and estate-related services.

Eric Garsin is a financial advisor at NorthLanding Financial Partners, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mutual Securities, Inc. since 2016. Outside of advising, Garsin operates an independent insurance agency specializing in life insurance and fixed annuities. NorthLanding Financial Partners primarily serves high-net-worth individuals, along with trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and investment management, focusing on exchange-traded funds and mutual funds while employing fundamental, cyclical, and behavioral finance approaches in their strategy.

Luke Squires is a financial advisor at FSP Advisors, Inc. in Rochester, NY, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has worked with Assurance Service Partners, LLC and Leigh Baldwin & Co., LLC since 2016. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions with offerings that include portfolio management, modular financial planning, and pension consulting. The firm uses a variety of investment methods tailored to client objectives and risk tolerance, operating with both discretionary and non-discretionary portfolio management, and also provides educational seminars and workshops at no charge.

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.

Sean Collins is a financial advisor with Core Alpha, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He owns and operates S.P. Collins & Company, which offers tax preparation services, and also runs the retail website American Emart. Core Alpha, Inc. provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses, utilizing a dynamic asset-allocation approach across a variety of portfolio programs and investment instruments. The firm’s model incorporates multiple outsourced platforms and a combination of broker-dealer, insurance, and tax preparation affiliations.

Rebecca Gillette is a financial advisor at LynnLeigh & Company, LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Great Lakes Financial, Edward Jones, and Merrill. She is also the owner of GFC Compliance Partners, LLC, a firm that provides compliance consulting to investment advisor firms. LynnLeigh & Company, LLC is a New York-registered investment adviser offering wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to tailor asset allocation and investment selection to each client's risk profile.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HNP Capital LLC, LPL Financial, and Five Star Bank. HYJC Capital of WNY provides portfolio management and financial planning services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm customizes portfolios based on clients’ goals and risk tolerance, using a combination of cyclical and fundamental analysis along with modern portfolio theory.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

Michael Strong is a financial advisor at Oak Crest Advisory, LLC with 15 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Oak Crest Advisory since 2020. His prior experience includes roles at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp. Outside of his advisory work, Strong is involved in insurance sales and Medicare enrollment assistance. Oak Crest Advisory, LLC offers discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm employs a primarily passive, strategic asset allocation approach and serves a diverse client base through a supported three-advisor team.

Gregory Mulbury is a financial advisor at Oak Crest Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Marsh Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management. He has been with Oak Crest Advisory since 2019. Oak Crest Advisory provides discretionary asset management, financial planning, and pension consulting primarily to individuals, trusts, estates, and retirement plans. The firm employs a strategic asset allocation framework with a generally passive investment approach and manages roughly $90 million across approximately 188 client relationships.

Matthew Pitti is a financial advisor at The Pitti Group Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Outside of his advisory role, he serves as treasurer of the St. Joseph School Foundation in Penfield, NY. 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 employs a customized, primarily long-term investment approach and offers discretionary portfolio management, financial planning, retirement-plan advisory, and estate-planning referrals.

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 her current position since 2017 and previously worked at Wells Fargo Clearing for one year. Proctor holds Series 63 and Series 65 designations. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial and retirement planning, asset management, and retirement plan consulting. The firm employs a retirement-focused, holistic planning process and utilizes proprietary quantitative strategies across various asset classes, managing over $200 million in client assets with a small advisory team.

Andrew Federico III is a CFP® and CFA® with 21 years of industry experience. He is currently an advisor at Financial Freedom, where he has worked since 2026. His prior experience includes roles at Cambridge Investment Research, Lion Street Financial, Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. Financial Freedom, LLC provides fee-only comprehensive financial planning and ongoing wealth management to individuals, families, trusts, and estates, including high-net-worth clients. The firm uses a strategic asset allocation approach with diversified portfolios and manages accounts on a non-discretionary basis, incorporating Monte Carlo simulations and tailoring fee structures for new clients.

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.