Daniel Mc Avoy is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts since 2023, following prior roles at Lincoln Investment, Angelo Planning Group, and The Legend Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.

James Gould is a financial advisor at Alesco Advisors, LLC, an ESL company, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Newco I, LLC since 2025, following a 25-year tenure at Alesco Advisors (formerly WealthCFO). Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs an investment process that integrates fundamental analysis with quantitative modeling and uses a combination of index-based and systematic funds alongside selected private investments.

Michael Robinson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal practice, providing estate planning and legal advice through his law office and roles with the American Academy of Estate Planning Attorneys. Robinson also operates wealth management firms, including Robinson Wealth and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using fundamental and technical analysis alongside multiple asset-allocation frameworks.

Justin Sansone is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and five years of industry experience. He has worked at Alesco Advisors since 2018 and has prior experience with EFPR Solutions, LLC. Alesco provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement tailored asset allocations through index-based funds, ETFs, and selected private investments.

Kevin Ruster is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously worked at Alesco Advisors LLC for twelve years. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm utilizes fundamental analysis and quantitative modeling, offering both discretionary portfolio management and non-discretionary consulting, and is part of a broader financial group that includes broker-dealer and trust services affiliates.

Brian Carlson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2024. Prior to this, he spent eight years at Grimes & Company, Inc. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management with a mix of customized private accounts and model strategies. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative security evaluation and manages over $8.1 billion in discretionary assets, primarily acting as an outsourced sub-advisor.

Keeghan Cummings is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Alesco Advisors, he has experience in various roles outside the financial industry, including work at Pittsford Pub & Grille and Cameron Roofing. He also studied at St. Bonaventure University. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a process that integrates asset allocation based on client goals with a mix of index-based and private investments, supported by fundamental and quantitative analysis.

Vincent Fasso is a financial advisor at Capital Analysts with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Investment and Legend Advisory Corporation. Outside of his advisory work, he has experience working as a bartender at Genesee River Restaurant. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and firm-managed programs.

Douglas Emblidge is a financial advisor at ESL Newco I, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC. Before entering finance, he spent 39 years in broadcasting, including roles at 13WHAM-TV/Sinclair Broadcast Group and WAIO Radio 95.1. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and manages approximately $4.81 billion in assets.

David Prull II is a financial advisor with Ashton Thomas Securities, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Ashton Thomas Securities since 2005 and concurrently serves as a Deputy Sheriff Investigator with the Monroe County Sheriff’s Office since 2003. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and uses a diverse range of investment options including mutual funds, ETFs, and third-party models.

Nicole Newman is a financial advisor at OneSeven in Pittsford, NY, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Newman Management Consulting, Bassich & Associates, and Final Gift. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach with access to diversified assets and third-party managers, and has affiliations that enhance its retirement-plan consulting capabilities.

Michael Linkey is a financial advisor at The AmeriFlex Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, OSAIC, Securities America Advisors, and Invest Financial Corporation. Linkey is also involved with the Kiwanis Club of Canandaigua, assisting in community fundraising activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.

Justin Albrecht is a financial advisor with Capital Analysts and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Mass Mutual and Lincoln Investment. He also served six years in the Army National Guard. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house investment management and research team.

Luke Lansing is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 66 designation and 10 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisor role, Lansing is involved in Medicare sales and owns a disability and paid family leave insurance business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment management strategies.

Daniel Dovan is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he owns DD Wealth Management, a holding company involved in Medicare sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

Michael Tracz is a financial advisor at Capital Analysts with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, previously serving at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Tracz is involved as an independent sales agent for Medicare plans with several providers, including United Healthcare, Excellus, Aetna, and New York Medicare Specialists. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary and non-discretionary investment management.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 65 and Series 66 designations. Her prior experience includes roles at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Axa Advisors, and consulting work with Webster Writing Consulting. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

Lynn Bianco is a financial advisor at The Partners Wealth Management with 34 years of experience in the industry. She holds Series 63 and Series 65 designations and has previously worked at American Portfolios Financial Services from 2001 to 2024. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services. The firm employs both customized portfolios and model-based management using internal and third-party models, with mandatory use of the Amplify Platform for back-office and trading functions.

Pablo Gentile is a financial advisor at Alesco Advisors, LLC, An ESL Company, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Principal Life Insurance Company. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm emphasizes asset allocation tailored to client-specific factors and combines fundamental analysis with quantitative modeling, offering services that range from portfolio management to financial planning and consulting.

Eric Morris is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with four years of industry experience. His prior work includes roles at ESL Newco I, LLC, Nazareth College of Rochester, Syracuse University, and Brighton Central School District. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a mixed approach of index-based, systematic funds, and selected private investments, combining fundamental analysis with quantitative modeling to manage client portfolios.