Keith Condemi is a CFA® charterholder with 33 years of experience in the financial services industry. He is currently affiliated with Silver Oak Securities, Incorporated and has held roles at Cetera and various entities he manages, including Bright Futures Wealth Management LLC, where he serves as CEO. Outside of advisory work, he is involved in managing family partnerships and commercial property ownership. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Gregory Halstead is a financial advisor at Bright Futures Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Silver Oak Securities, Cetera Investment Advisers, and Prudential. Outside of his advisory work, he serves as treasurer for a homeowners association. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Devyn Little is a CFP® professional with nine years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to joining Kickstand, Devyn worked at Bank of America and Merrill Lynch from 2017 to 2021. Kickstand Wealth Advisors provides personalized financial planning and investment management for individuals, including high-net-worth clients, as well as entities such as family offices and qualified retirement plans. The firm uses a client-focused process and fundamental analysis to build diversified portfolios that can include mutual funds, ETFs, individual securities, and alternative investments.

Matthew Kelley is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Cooper/Haims Advisors, LLC and has previously worked at LPL Financial, ESL Federal Credit Union, Tompkins Financial Advisors, and Morgan Stanley Smith Barney LLC. Kelley’s background includes roles at both credit unions and large financial firms. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach centers on customized asset allocation, individualized Investment Policy Statements, risk management, and tax considerations, utilizing a range of investment vehicles and both discretionary and non-discretionary management.

Corey Ernisse is a financial advisor at Kickstand Wealth Advisors in Pittsford, NY, holding CFP® and Series 66 certifications with seven years of industry experience. His prior roles include positions at Merrill Lynch, Liquid Products, Northwestern Mutual, and TCWP LLC dba Kickstand Wealth Advisors. Kickstand Wealth Advisors offers personalized financial planning and investment management services to individuals, families, and entities such as family offices and trusts. The firm employs a fundamentally driven, long-term investment approach tailored to client goals and utilizes a broad range of investment vehicles including mutual funds, ETFs, and alternative investments.

Robert Sansone is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding 53 years of industry experience. He has worked with firms including American Portfolios Advisors, ITP Partners LLC, and ITRUST Advisors LLC. He serves as a board member for the Jim & Juli Boeheim Foundation, assisting in the selection of grant recipients. 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, tax-qualified plans, and institutions. The firm offers wrap-fee Unified Managed Accounts and access to third-party money manager programs, with a multi-advisor team structure across multiple offices.

Matthew Darcy is a CFA® charterholder with three years of experience in the financial services industry. He has been with Seneca Financial Advisors LLC since 2021, following a prior role at Key Bank National Association. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm utilizes strategic asset allocation models and a limited tactical overlay in portfolio management, integrating in-house tax functions and accommodating complex client situations.

Mark Jones is a CFP® professional with 24 years of experience in the financial industry. He is currently with Rise Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Outside of advising, he serves on the board of the Cornell Club of Rochester, is an adjunct professor at St. John Fisher College, and is a board member of the Tree of Hope Foundation. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm generally manages client portfolios on a discretionary basis using strategic asset allocation with an emphasis on ETFs, employing custom and model strategies along with various investment vehicles tailored to client goals.

Luca Zambito is a CFA® charterholder with three years of industry experience, currently serving at Armbruster Capital Management, Inc. since 2021. His prior experience includes roles at Citigroup and Landmark Wealth Management, as well as a period at Canisius College. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, and other entities. The firm emphasizes long-term, buy-and-hold portfolios using broadly diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients' specific objectives.

Stephen Carl is a financial advisor at High Probability Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howe & Rusling. Outside of his advisory role, he serves as board chairman of Carl Group Enterprises, LLC, a holding company for franchise restaurant stores. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing 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 manages approximately $1.046 billion in assets across an eight-person team.

Michael Jones is a CFA® charterholder and securities-licensed financial advisor with 10 years of industry experience. He has been with High Probability Advisors, LLC since 2017. Jones serves as chairman of the board at Reef Consulting & Investment, Inc., a private equity investment partnership. 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 portfolios and manages approximately $1.046 billion in assets across about 344 client relationships.

Michelle Werth is a financial advisor with Prentice Wealth Management LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Putnam Investments. She is involved in fundraising activities for the Vera House Foundation. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a range of specialized services, including model-subscription programs for other advisers, pension consulting, and divorce planning.

Zachary Erskine is a CFP® professional with seven years of industry experience and has been with Seneca Financial Advisors LLC since 2011. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, and incorporates a limited tactical overlay and borrowing in separately managed accounts as part of its investment approach.

Thomas Beam is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at Cetera Wealth Services, American Portfolios Advisors, and Wall Street Financial Group. Outside of advising, he is a partner in ITP Partners, LLC, which provides insurance services. Blue Horizon Equity, Inc. manages approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, operating as a multi-advisor team across multiple offices.

William Prentice II is a CFP® professional with 27 years of industry experience. He is the founder of Prentice Wealth Management LLC and has worked at LPL Financial since 2025. Outside of advisory services, he is the owner of Alpine Thread, LLC and involved with other business entities. Prentice Wealth Management serves individuals, pension plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized divorce and pension consulting, utilizing both fundamental and technical analysis to manage accounts.

Brian Roes is a CFP® and Series 65 credentialed advisor with Cooper/Haims Advisors, LLC, where he has worked since 2014. He has five years of industry experience and is based in Victor, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities. The firm employs a customized investment approach with asset allocation, risk management, tax considerations, and ongoing oversight, utilizing a variety of investment vehicles and third-party technology tools.

Jared Haims is a CFP® with five years of industry experience, currently serving at Cooper/Haims Advisors, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and is based in Victor, NY. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, individualized Investment Policy Statements, risk management, and the use of third-party money managers, supported by AI-enabled technology tools for planning and documentation.

David Dupuis is a financial advisor with Bright Futures Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Advisors, and Equimark East, LLC. Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting, and related advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a variety of analytical methods and strategies, including discretionary and non-discretionary management, and sponsors a wrap fee program, with regular portfolio reviews organized around written Investment Policy Statements.

David Gwynn is a financial advisor with FLFS Advisory LLC, holding the ChFC® designation and Series 63 license, and has 57 years of industry experience. His work history includes roles at LPL Financial, Grove Point Investments, H. Beck, Inc., and Finger Lakes Financial Services Inc. He is also a business owner of LaSalle Associates. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans, offering discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to create customized investment plans and uses asset-allocation models focused on value and momentum, with options for third-party managers and performance-based fee arrangements for qualified clients.

Wendy Devinny is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. and Neubert Financial Services. Devinny also provides investment advisory services through Post Resch Tallon Group, an independent registered investment advisor, and is involved in tax preparation and accounting through WLD Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment delivery options ranging from financial planning to third-party asset management.