Joseph Zappia is a financial advisor with LVW Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with LVW Advisors, d/b/a Zappia Family Wealth, since 2014. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients by offering wealth management, financial planning, investment management, and consulting. The firm employs customized investment plans focusing on asset allocation, diversification, and risk management, incorporating a range of traditional and non-traditional investments.

Jordan Eich is a financial advisor at Howe and Rusling, Inc. with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes a decade at Manning & Napier Advisors, LLC, as well as two years working at Churchville-Chili Senior High School. 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 with an investment approach that combines top-down macroeconomic forecasting and tactical sector allocation alongside bottom-up fundamental research and proprietary valuation models.

William Bennett is a financial advisor at Whitney & Company with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Whitney & Company since 2008, totaling 18 years with the firm. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically with a $500,000 account minimum. The firm manages approximately $1.49 billion in discretionary assets, using a long-term equity-focused investment approach that incorporates fundamental analysis, quantitative tools, and dynamic asset allocation.

William Moore is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Whitney & Company since 2020. Prior to this, he worked at Manning & Napier Advisors for 17 years. 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 in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory while maintaining a diagnostic management consulting approach to corporate evaluation.

Robert Kravetz is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Brighton Securities since 2009. 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.

Joseph Del Prete is a financial advisor at Brighton Securities Corp. based in Rochester, NY. He holds the Series 66 designation and has been with Brighton Securities since 2025. Prior to joining the firm, he spent four years at SUNY Brockport and thirteen years in East Northport. 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.

William Sigrist is a financial advisor with Capstone Investment Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Dunn Warren Investment Advisors, LLC since 2015 and at Capstone Investment Financial Group, Inc. since 2013. Outside of his advisory role, he serves as a board member and sponsorship chairman for the Financial Planning Association of Southern Colorado. Capstone Investment Financial Group provides financial planning and discretionary and non-discretionary portfolio management to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a risk-focused investment approach with monthly portfolio reviews and offers proprietary strategies such as earnings-momentum and ETF-based allocations, as well as specialized screening strategies.

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.

Christina Larkin is a CFP® professional with two years of industry experience, currently working at Seneca Financial Advisors LLC in Rochester, NY. Her prior work includes roles at Vireo Group and Sciarabba Walker & Co., LLP. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, offering services such as financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models and incorporates an in-house tax function alongside its investment advice.

Elizabeth Hutton is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, with 13 years at the firm and two years of industry experience. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, alongside financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a subsidiary.

Angelica Sudore is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to her current role, she worked at Alfred University and has experience as a New York State Life Accident and Health insurance agent. She also has a background in the food service industry, having worked at Perinton Pizza. 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 and emphasizes ETFs alongside other investment vehicles.

Patrice Lancelot is a financial advisor at Bright Futures Wealth Management, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Patrice has worked at Bright Futures Wealth Management since 2011 and has prior experience with Cetera Advisors LLC and Silver Oak Securities, Inc. Bright Futures Wealth Management, LLC 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, with a focus on documented client objectives and ongoing portfolio monitoring.

William Shaheen is a financial advisor with Whitney & Company in Rochester, NY, holding five years of industry experience. He has been with Whitney & Company since 2014 and serves as CEO of Telesero, a software and outsourcing business. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, focusing on quality and liquidity through long-term equity investments and a diagnostic management consulting process. The firm manages approximately $1.49 billion in discretionary assets and employs a combination of fundamental, technical, and quantitative analysis to tailor strategies to client objectives.

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.

Abigail Adams is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding Series 66 and Series 65 licenses and having nine years of industry experience. She has been with LVW Advisors since 2014. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients, providing wealth management, financial planning, investment management, and consulting. The firm uses customized investment plans focused on asset allocation, diversification, and risk management, incorporating both traditional and alternative investments.

Olivia Queri is a financial advisor at Blue Horizon Equity, Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Cetera Wealth Services, LLC, Omne Planning & Wealth LLC, and Cambridge Investment Research Inc. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers a range of investment programs, including wrap-fee Unified Managed Accounts and access to third-party money managers, operating as a multi-advisor team across multiple offices.

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.

Patrick Martin is a financial advisor at Ashford Advisors, LLC in Pittsford, NY, holding a Series 65 designation with four years of industry experience. He has been with Ashford Advisors since 2001. Ashford Advisors serves high net worth individuals, charitable organizations, and closely held corporations, offering financial planning, portfolio management, third-party manager search and monitoring, and consulting on hedge fund, venture capital, and private equity investments. The firm emphasizes asset allocation and manager selection, using a range of securities and providing quarterly reporting, with a focus on clients meeting a minimum family relationship of $10 million.

Anthony Vaccaro is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Prentice Wealth Management LLC in Rochester, NY, and has previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, model-subscription services, pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Stephen Green is a financial advisor at Seneca Financial Advisors LLC with 16 years at the firm and 5 years of industry experience. 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 by providing comprehensive financial planning, investment management, tax planning and preparation, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, incorporating a limited tactical overlay and occasionally borrowing in separately managed accounts.