Jeanine Drake is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Brighton Securities since 2013. Outside of her advisory role, she operates a notary business focused on real estate closings. Brighton Securities serves individuals, including high-net-worth clients, as well as pension plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, and consulting through various program structures and a range of analytical approaches. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and also offers affiliated tax and insurance services.

Peter O'Keefe is a CFP® certificant with 45 years of industry experience. He currently serves as an advisor at O'Keefe Stevens Advisory, Inc., where he has worked since 2017, following an eight-year tenure at Sage Rutty & Co Inc. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation, managing approximately $585.6 million in assets across 357 client households as of year-end 2025.

Elizabeth Hutton is a financial advisor with Howe And Rusling, Inc. in Rochester, NY, where she has worked since 2013. She holds professional credentials and has three years of industry experience. Howe And Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, complemented by financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a wholly owned subsidiary.

Salvatore Fasciano is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Brighton Securities since 2011. 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 approximately $986 million in client assets as of December 2024.

Kellan Peer is a financial advisor at O’Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and Noticestry LLC. Outside of advisory work, he assists his mother’s private practice, Oasis Therapy LLC, providing consulting and business planning support. O’Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pensions, charitable organizations, and small businesses. The firm follows a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation.

Gary Michaels is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Brighton Securities since 2010. Brighton Securities Corp. offers investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm provides portfolio management, fee-based financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Jacob Chen is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Brighton Securities in 2024, he worked at Vanquour LLC and PneumaTek LLC, and spent nineteen years at New York University. Outside of his advisory work, he manages a small residential rental activity unrelated to the securities industry. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by providing financial planning, portfolio management, and consulting services through a variety of program structures. The firm is dually registered as an SEC-registered investment adviser and a FINRA member broker-dealer, offering brokerage execution, insurance products, and affiliated tax and accounting services.

Michael Black is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Liberty Financial Solutions, E.K. Riley Investments, Raymond James Financial, and Wells Fargo Clearing. Brighton Securities Corp. serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning and portfolio management through multiple program structures. The firm combines advisory and broker-dealer services, providing a range of investment and tax-related solutions.

Jenny Leach is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc for eight years, as well as Harbor Financial Services for two years. Brighton Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning, portfolio management, and consulting services across various program structures. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, providing a range of brokerage, insurance, tax, and accounting services.

Samuel Dinorma is a financial advisor at Brighton Securities Corp. based in Rochester, NY, holding a Series 66 designation with 15 years of industry experience. He has been with Brighton Securities since 2011. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning, portfolio management, wrap fee programs, and consulting services. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and provides a mix of program structures and analytical approaches in its client solutions.

Victoria Tabor is a financial advisor at Brighton Securities Corp. in Rochester, NY, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Brighton Securities since 2017, including a prior tenure from 2018 to the present. Outside of her advisory role, she serves as Treasurer for the Albion Joint Fire District, managing tax collections for the local fire department. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by providing financial planning, portfolio management, wrap fee programs, and consulting. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a range of investment program structures and affiliated tax and accounting services.

Raymond Ciccarelli is the owner of Ciccarelli Advisory Services Inc and holds a Series 63 designation, with 53 years of industry experience. He has been associated with Ciccarelli Advisory Services since 1984 and also owns CTO Estate Planning Corp and Park Central Tax Offices. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering a range of financial management and planning services. The firm generally manages client portfolios on a non-discretionary basis and emphasizes strategic long-term investing alongside tactical recommendations.

Craig Cairns is a financial advisor with Howe and Rusling, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Howe and Rusling since 2000. Since 2021, he has served on the Board of Directors of Transcat, Inc. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional accounts such as insurance companies and pension plans. The firm employs a combined top-down and bottom-up investment approach with a focus on large-cap equity and intermediate fixed-income strategies, along with financial and estate planning services.

Alecia Fisher Dougherty is a financial advisor with Uniting Wealth Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Naviter Wealth, Cambridge Investment Research Advisors, High Falls Advisors, and Fidelity. She is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, with additional strategies tailored through fundamental and technical analysis, managing approximately $935 million across multiple offices.

Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.

Clara Sanguinetti is a financial advisor at Brighton Securities Corp. with over 14 years of industry experience, including 12 years at Invesco and three years at her current firm. She holds a Series 66 designation. Outside of her advisory role, she serves on the Brighton Town Council. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets as of 2024.

Grace Stolberg is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with O'Keefe Stevens Advisory, Inc., where she has worked since 2023. Her prior experience includes a role at SFG Wealth Management and various positions outside the financial industry, including teaching at Nazareth College and entrepreneurship at Peppermint Boutique. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on a value-oriented, long-term investment approach and manages approximately $585.6 million in assets across 357 client households.

Joseph Parks is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 66 credentials with nine years of industry experience. He has worked at Sage, Rutty & Co., Inc. since 2022, following roles at Ameriprise Financial Services, Inc., Axa Advisors LLC, and Zenetex LLC/LTM LLC. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, providing advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across more than 8,600 accounts, offering both discretionary and non-discretionary portfolio management with a multi-advisor approach.

Douglas Parker III is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Sage, Rutty & Co., Inc. since 1996. Parker serves on the Board of Trustees for Hope Hall School and is a fundraising board member for the MCC Foundation. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across a range of program structures and custodial relationships, offering both discretionary and non-discretionary portfolio management and comprehensive financial planning.

Neil Frood III is a financial advisor at Sage, Rutty & Co., Inc. with 23 years of industry experience. He holds Series 65 and Series 66 designations and has been with Sage Rutty since 2001. Outside of his advisory role, he operates a sole proprietorship as an attorney. Sage Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across 8,685 accounts with 45 advisors and utilizes a range of investment approaches including fundamental, technical, and cyclical analysis.