Megan Konieczny is a financial advisor at Alesco Advisors, LLC, an ESL company, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at BNY Mellon and Duquesne University. Megan is currently associated with ESL Newco I, LLC. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, and retirement plans, as well as high net worth individuals. The firm’s investment approach combines fundamental analysis with quantitative modeling, utilizing a diversified mix of index-based funds, ETFs, and private investments tailored to clients’ goals and risk profiles.

Ellyn Schaefer is a financial advisor with Capital Analysts, holding a Series 66 designation and 11 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. In addition to her advisory role, she is a CPA and serves as the owner and accountant for the Baden Street Settlement, a nonprofit organization in Rochester, NY. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, leveraging both discretionary and non-discretionary investment management approaches.

Matthew Sheehan is a financial advisor with Commonwealth Financial Network and co-owner of Wisehaven Financial, LLC, based in Rochester, NY. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at Equitable Advisors, AXA Advisors, and J.P. Morgan. His activities include fixed insurance sales conducted during business hours at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

Brendan Jeffery is a financial advisor with J. W. Cole Advisors, Inc. in Pittsford, NY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. from 2011 to 2019. Jeffery is also the owner of Jeffery & Jeffery Family Legacy Planning Inc., which provides investment and insurance services. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and multiple managed account solutions.

Egbert Bouwmeester is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and 29 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 20 years with Legend Equities Corporation followed by 8 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Gregory Herbison is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has 18 years of industry experience and has been with Hornor, Townsend & Kent since 2016. Herbison is also involved in teaching, serving as an adjunct professor at St. John Fisher College and working in various educational roles within the Pittsford, NY school system. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer functions and partners with third-party asset managers to provide discretionary and non-discretionary account options.

Joshua Dejohn is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors. In addition to his advisory role, he operates a sole proprietorship as a life insurance and fixed annuity agent. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and strategies.

Sierra King is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment since 2018 and previously was involved with the Alfred State Office of Student Engagement. Lincoln Investment Planning, LLC is a large, enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management services supported by an in-house Investment Management & Research team and employs both advisor-managed and firm-managed model portfolios.

James Duclos is a financial advisor at Kestra Advisory with 44 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and SII Investments, Inc. He is based in West Henrietta, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving assets totaling approximately $79.8 billion.

Nicholas Caracci is a financial advisor at Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Citizens Securities and its affiliated entities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Elizabeth Marks is a ChFC® credentialed financial advisor with 24 years of industry experience. She has worked at Commonwealth Financial Network since 2017 and previously spent over a decade at Royal Alliance Associates and Georgetown Capital Group. Marks also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kathleen Roth is a CFP® with 47 years of industry experience currently affiliated with J.W. Cole Advisors, Inc. She previously worked with OSAIC, American Portfolios Financial Services, Inc., and Cambridge Investment Research Advisors, INC. In addition to her financial advisory work, Roth serves as an authorized facilitator for Moving Forward for Women, a support organization for widows. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary account management, digital advice, and third-party manager models.

Matthew Castine is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2019. Prior to joining J.W. Cole, he worked at Cambridge Investment Research Advisors and Paychex Inc. He also provides tax preparation and bookkeeping services, holding a registered PTIN and EFIN with the IRS. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Robert Delisanti is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and 24 years of industry experience. He previously worked at American Portfolios Financial Services for 14 years and Equitable Advisors for one year. Outside of his advisory practice, Mr. Delisanti serves as a Varsity Basketball Coach and Boys Biddy Basketball Director for Honeoye Central School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model combines client goal assessments with portfolio management or manager selection, utilizing a range of strategies and technology platforms.

Camilla Merrick is a financial advisor with Key Investment Services LLC and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 31 years of industry experience, including prior roles at M&T Bank, M&T Securities, Inc., LPL Financial LLC, and Wall Street Financial Group, Inc. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Alec Schumacher is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at KeyBank in various roles since 2017. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Mark Fitch is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and 41 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, with tenures spanning from 1994 to 2019. Fitch is also the owner of farm land in Perry, NY. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Brandon Wolk is a CFP® professional with 11 years of experience in the financial services industry, currently with Empower Advisory Group. His prior roles include positions at Montage Wealth Management, Commonwealth Financial Network, TD Ameritrade, and JPMorgan Securities LLC. Outside of his advisory work, he serves as a trustee for a philanthropic family foundation and teaches religion to second graders at his synagogue. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms.

John Conquest is a financial advisor at Lincoln Investment with 33 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation. He serves as a board member of the Hoselton Foundation, a charitable organization. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, advisor-led consulting, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Jonathan Hawryschuk is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE, and Edward Jones. His career also includes employment at the Salvation Army and financial institutions such as Axiom Bank and Woodforest Financial Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both single point-in-time financial plans and optional managed account solutions.