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.

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.

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.

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.

Michael Byrne is a CFP® and CFA® credentialed advisor with Grover Wealth Partners, LLC, based in Pittsford, NY. He has seven years of prior experience at MPB Wealth Management LLC and four years at Steuben Trust. Grover Wealth Partners provides wealth management, discretionary investment management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses model portfolios focused on low-cost, diversified mutual funds and ETFs with a generally long-term investment approach.

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.

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.

Jack Hills is a financial advisor at Iconoclastic Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Christopher Haigh, Northwestern Mutual Investment Services LLC, and Merrill. Hills has been with Iconoclastic Capital Management since 2020. Iconoclastic Capital Management provides discretionary investment management and modular wealth management and financial planning to individuals, high-net-worth households, trusts, and business owners. The firm uses an evidence-based, core-and-satellite investment approach featuring low-cost broad ETFs, active sleeves, and AI-driven tools with human oversight.

Gene Thompson Jr. is a financial advisor at Iconoclastic Capital Management LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Northstar Money. Iconoclastic Capital Management provides discretionary investment management and modular financial planning services to individuals, high-net-worth households, trusts, and business owners. The firm employs an evidence-based, core-and-satellite investment approach incorporating low-cost ETFs and active sleeves, and offers specialized services including cryptocurrency advisory and coordinated tax-preparation support.

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.