Rupesh Goyal is a financial advisor at Alphanso with a Series 65 designation and three years of industry experience. He previously worked at Seamans Capital Management for five years and has an academic background from Boston College. Alphanso provides financial planning, consulting, and portfolio management primarily to individual and high-net-worth clients through tiered subscription planning and optional investment management. The firm combines quantitative and traditional investment methods with an automated machine-learning recommendation system, offering both discretionary and non-discretionary engagements and performance-fee programs for qualified clients.

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 at 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 institutions, offering portfolio management, modular financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and short- and long-term investment strategies tailored to client objectives and risk tolerance, providing both discretionary and non-discretionary portfolio management along with educational seminars available to the public 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 with LynnLeigh & Company, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked at LynnLeigh & Company since 2018 and previously spent two years with Great Lakes Financial. She is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm serving investment advisor firms. LynnLeigh & Company, LLC is a New York-registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process combining fundamental, technical, cyclical, and charting analysis to tailor asset allocation and investment selection to client risk profiles and objectives.

David Green is the sole advisor at Ever Green Wealth Management, LLC in Victor, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 14 years at Edward Jones prior to founding his current firm. Ever Green Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive wealth management through discretionary investment management and financial planning. The firm employs a research-based, long-term investment approach using low-cost, diversified funds and custom or model portfolios, managing approximately $63 million in assets across about 351 client relationships.

Michael Strong is a financial advisor at Oak Crest Advisory, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp prior to joining Oak Crest Advisory. Outside of investing, he is involved in insurance sales and Medicare enrollment assistance. Oak Crest Advisory, LLC is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans, including high-net-worth clients. The firm employs a strategic asset allocation approach with primarily passive investment management and provides discretionary asset management, financial planning, and pension consulting.

Gregory Mulbury is a financial advisor at Oak Crest Advisory, LLC in Rochester, NY, holding Series 63 and Series 65 licenses with 19 years of industry experience. His career includes prior roles at Marsh Advisors, Leigh Baldwin & Co., LLC, and Mirsky Financial Management. Oak Crest Advisory is a state-registered investment adviser serving individuals, trusts, estates, and retirement plans with discretionary asset management, financial planning, and pension consulting. The firm employs a strategic asset allocation approach with generally passive investment management and offers modular or comprehensive financial plans supported by a three-advisor team.

Matthew Pitti is a financial advisor at The Pitti Group Wealth Management, LLC with 19 years of industry experience. He has worked at Wells Fargo Advisors and has been with The Pitti Group since 2016. Outside of advising, he serves as treasurer for 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, utilizing a range of securities and monitoring accounts continuously with regular formal reviews.

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 Series 65 registration and three years of industry experience. Prior to joining RDG Capital Management, she worked at RDG + Partners, CPA, for fourteen 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 a broadly diversified, tax-aware, index-based investment approach with a core-and-satellite strategy and offers discretionary management through a sub-advisory arrangement while retaining fiduciary oversight.

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 Services, LLC prior to joining Milestones in 2017. She holds Series 63 and Series 65 licenses. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a data-driven, macro-analytical approach to manage portfolios across multiple defined strategies, emphasizing active, index-agnostic, and unconstrained investment options.

Andrew Federico III is a CFP® and CFA® with 20 years of industry experience. He is currently with Financial Freedom in Rochester, NY, having held previous roles at Madison Planning Group, Madison Advisory Services, Lion Street Financial, Cambridge Investment Research, and Royal Alliance Associates. Federico is an owner and partner in Madison Planning Group and Madison Advisory Services. Financial Freedom, LLC provides fee-only comprehensive financial planning and wealth management services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs a strategic asset allocation approach across various securities and manages accounts on a non-discretionary basis, with a distinctive use of Monte Carlo simulations and flexible billing arrangements.

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 CFP® with 31 years of industry experience, currently serving as an advisor at The Pitti Group Wealth Management, LLC since 2021. Prior to this, he worked at Wells Fargo Advisors from 2016 to 2021. He holds Series 63 and Series 65 licenses and has significant involvement in the operations of his firm. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser managing approximately $374 million in client assets. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans, utilizing a customized, primarily 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.

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.