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.

Robert Christensen is a financial advisor at Sage Tree Wealth with four years of industry experience. He holds the Series 65 designation and previously worked at Aftek Filters for five years before joining Sage Tree Wealth. The firm provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Sage Tree Wealth employs a tactical asset allocation strategy using fundamental, technical, and cyclical analysis, and it offers both discretionary and non-discretionary portfolio management along with modular financial planning and pension consulting.

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.

Douglass Lyon is a CFA® with 14 years of industry experience and has been with Lyon Capital Management, LLC since 1994. He is based in Pittsford, NY, and is one of three advisors at the firm. Lyon Capital Management, LLC is an SEC-registered investment adviser managing approximately $94.8 million for about 82 clients. The firm provides discretionary portfolio management for individuals, trusts, estates, small businesses, and corporate retirement plans, employing a value-contrarian investment approach with fundamental and technical analysis, and offers a Style Rotation ETF strategy designed primarily for tax-deferred accounts.

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.

Katharine Bressington is a CFP® and Series 66-licensed advisor with 13 years at Linden Financial Consultants, LLC in Rochester, NY. She has three years of industry experience and serves as a director for the Foundation for Women's Financial Education, where she is involved in financial literacy course creation and delivery. She is also a notary public. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm follows a fundamental, long-term buy-and-hold investment philosophy with diversified asset allocation using low-cost mutual funds and ETFs, and it does not maintain or directly manage client assets.

Damian Weidmann is a CFA® charterholder with four years of industry experience, currently serving at Fien Capital Management, LLC. He has been with the firm since 2006. Fien Capital Management provides investment management and consulting services to both individual and institutional clients. The firm employs fundamental analysis and long-term portfolio construction across various asset classes, managing all assets on a discretionary basis and offering tailored portfolios reviewed quarterly.

John Mcgowan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Two Point Capital Management, Inc. since 2004. Two Point Capital Management, Inc. offers discretionary investment management services primarily to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on clients with long-term investment horizons. The firm manages portfolios mainly composed of publicly traded stocks and bonds using a fundamental, long-term equity selection approach combined with tailored fixed-income strategies.

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.

Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previous work history at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in client assets using a customized, primarily long-term investment approach and sponsors a wrap-fee program that bundles transaction costs into a single asset-based advisory fee.

Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.

Charles Wade is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2012. He has 13 years of industry experience. 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 a diverse range of client assets and employing both discretionary and non-discretionary management strategies.

Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Jacklyn Raymonda is a financial advisor at LVW Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS Financial Services, Lincoln Financial Advisors, Morgan Stanley, and Merrill. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting services for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm uses a detailed investment process incorporating asset allocation, diversification, and stress testing, and employs both passive and active strategies as well as non-traditional investments through its affiliation with Focus Financial Partners.

John Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Post Resch Tallon Group since 2004. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a top-down approach and modern portfolio theory to create diversified portfolios, incorporating fundamental analysis, third-party research, and a range of investment vehicles including derivatives in separately managed accounts.

Lee Woodring is a financial advisor at Indivisible Partners with 30 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. Lee holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a co-owner of several family rental properties and also works as an insurance agent. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework overseen by an investment committee and offers active, passive, or blended investment approaches tailored to client risk profiles.