Sarah Swan is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, holding a Series 65 designation with five years of industry experience. She has been with Howe and Rusling since 2011. 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 provides discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, complemented by financial and estate-planning services and tax preparation through a wholly owned subsidiary.

Richard Van Kuren is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He has been with LVW Advisors since 2011. Van Kuren is a board member and investment committee member of Sojourner Home for Women, where he oversees the management of the organization and its endowment portfolio. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized investment policy statements and a combination of active and passive strategies, including allocations to non-traditional assets and tactical opportunities, to align portfolios with client objectives.

William Shaheen is a financial advisor with Whitney & Company in Rochester, NY, holding 12 years of industry experience. He has been with Whitney & Company since 1999. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to clients’ objectives and risk tolerances. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, complemented by technical methods and Modern Portfolio Theory.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with LVW Advisors since 2011. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a combination of active and passive investment strategies, including non-traditional asset classes, and offers both discretionary and nondiscretionary portfolio management tailored to client objectives.

Adam Magee is a CFP® professional with four years of industry experience, currently serving as an advisor at Whitney & Company since 2017. Prior to this, he worked at LVW Advisors from 2015 to 2017. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to client objectives and risk tolerances. The firm emphasizes quality and liquidity in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory, and has managed over $1.15 billion in assets.

George Conboy is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 66 and Series 63 licenses with 42 years of industry experience. He has been with Brighton Securities since 1988. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a variety of financial planning and portfolio management services through multiple program structures and combines fundamental, quantitative, strategic, and tactical investment approaches.

Perry Noun III is a CFP® with 12 years of industry experience currently advising at Blue Horizon Equity, Inc. He has previously worked at firms including Merrill Gilliland, Avantax, Cambridge Investment Research, and Cetera Wealth Services. Perry holds a Series 63 license and operates out of Pittsford, NY. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers unified managed accounts, advisor-as-portfolio-manager programs, and third-party money manager access, operating as a multi-advisor team across multiple offices.

Jeffrey Braverman is a financial advisor at Whitney & Company with a Series 65 credential and over 29 years of industry experience. He previously worked at Steven Charles Capital before joining Whitney & Company in 2025. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, technical methods, and Modern Portfolio Theory.

Richard Dougherty is a CFP® professional with 17 years of industry experience. He is currently with Uniting Wealth Partners, where he has worked since 2025. Prior to that, he spent over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dougherty is also a licensed insurance agent, dedicating part of his 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 uses a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative investments, often implementing solutions through both in-house and independent managers.

Nikki Hamblin is a financial advisor with High Probability Advisors, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including prior roles at Manning & Napier and LPL Financial. Hamblin serves on the board of directors for Lakeland Industries. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and provides customized quarterly reporting.

Nicholas Fischer is a financial advisor at Brighton Securities Corp. with six years of industry experience. He holds a Series 66 designation and has worked at Brighton Securities since 2019. Prior to that, he was employed at Vista Property Management and Fleet World LLC. Outside of his advisory role, he is involved with NOVA Event Management, assisting with stage and sound setup for the Buffalo/Rochester Polar Plunge annually. 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 approximately $986 million in client assets as of December 2024.

Charles Lovejoy is a financial advisor at Rise Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Crump, KAFL, MML Investors Services LLC, and MassMutual Life Insurance Company. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm typically manages client portfolios on a discretionary basis using strategic asset allocation and regular rebalancing, emphasizing ETFs alongside mutual funds, individual securities, REITs, structured notes, and alternative investments.

Stephanie Kelm is a CFP® professional with seven years of industry experience, currently serving as a partner and financial planner at Rise Advisors, LLC. She previously worked at Mutual Securities, Inc. and NorthLanding Financial Partners, LLC. In addition to her advisory role, she is also licensed as a life insurance agent. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm typically manages client portfolios on a discretionary basis, focusing on strategic asset allocation and regular rebalancing with an emphasis on ETFs, while incorporating a range of investment vehicles and utilizing custom and model strategies tailored to client needs.

Benjamin Bedosky is a CFP® professional with one year of industry experience, currently serving at High Probability Advisors, LLC in Pittsford, NY. His prior experience includes roles at DeJoy & Co., Insero & Co. CPAs, and St. John Fisher University. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across about 344 client relationships.

John Enright is a financial advisor with Blue Horizon Equity, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Lincoln Financial Advisors. Enright serves as treasurer for the Forsgate Study Group, Inc., a volunteer position. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Dylan Potter is a CFP® professional at Howe and Rusling, Inc. in Rochester, NY, with nine years at the firm and five years of industry experience. Prior to his financial advisory career, he served seven years in the United States Army and has concurrently served in the New York Army National Guard since 2017. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies and pension plans. The firm combines macroeconomic forecasting with fundamental research to manage portfolios focused on large-cap equities and intermediate fixed income, alongside financial and estate planning services.

Lori Alberts is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Brighton Securities Capital Management since 2017 and a position at Morgan Stanley from 2016 to 2017. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a range of financial planning and portfolio management services through multiple program structures and integrates brokerage, insurance, and affiliated tax and accounting services.

Kevin Dempsey is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His career includes long tenures at Cadaret, Grant & Co., Inc. and The Partners Eebb & Co., Inc., as well as roles at Aspire Financial Group, American Portfolios Financial Services, Inc., and OSAIC. Outside of advising, he owns and operates a tax preparation business. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, serving individuals, tax-qualified retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory services, and utilizes wrap-fee Unified Managed Accounts and third-party money manager programs, providing both discretionary and non-discretionary management tailored to client needs.

Thomas Queri is a ChFC® credentialed financial advisor at Blue Horizon Equity, Inc. with 31 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and APFS Wealth Management. He serves on the board of the Society of Financial Services Professionals’ Rochester chapter and is a volunteer advisory board member for Make-A-Wish of Western New York. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, delivering both discretionary and non-discretionary management through a multi-advisor team structure.

Robert Pickels III is a CFA® charterholder with 24 years of industry experience, currently serving at Whitney & Company since 2017. Before joining Whitney & Company, he worked for Manning & Napier Advisors and Manning & Napier Investor Services for a combined 16 years. Outside of his financial advisory role, he owns rental property. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, employing a comprehensive investment approach that integrates fundamental analysis with technical, cyclical, and quantitative tools to tailor strategies according to client objectives.