Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with 9 years at the firm and a total of 26 years of industry experience. He holds a Series 65 designation and previously worked at EFPR Group for 17 years. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, buy-and-hold portfolios using broadly diversified, index-based ETFs and mutual funds, enhanced by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

George Marron is a CFP® with eight years of industry experience, currently serving as an advisor at High Probability Advisors, LLC. Prior to joining High Probability Advisors, he worked at High Falls Advisors, Karpus Investment Management, and Manning & Napier in various advisory roles. In addition to his financial advisory work, Marron maintains a solo law practice. 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 quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1 billion in assets across an eight-person advisory team.

Chad Goodchild is a CFP® with 24 years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to this, he worked at Merrill for 19 years. He holds the Series 66 designation and is based in Pittsford, NY. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, families, and entities including family offices and qualified retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis-driven, with a broad range of asset options tailored to client needs.

Andrew Wong is a CFP® professional with five years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2010. 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 investment approach focuses on customized asset allocation, individualized Investment Policy Statements, risk management, tax considerations, and ongoing oversight through a monthly investment committee.

Alan Deuel is a financial advisor at FLFS Advisory LLC with 24 years of experience in the industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, and he has been associated with Finger Lakes Financial Services since 2001. FLFS Advisory LLC serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and consulting services. The firm employs a discovery-based process to tailor investment plans to client objectives and risk profiles, utilizing value and momentum asset-allocation models and offering performance-based fee arrangements for qualified clients.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting services.

Christopher Radigan is a financial advisor at Whitney & Company with 5 years of industry experience. He has been with Whitney & Company since 2015. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically requiring a $500,000 account minimum. The firm emphasizes quality and liquidity through a long-term equity investment approach supported by fundamental, technical, cyclical, and quantitative analysis.

Sarah Stymus is a CFP® with 13 years of industry experience, currently serving as an advisor at Whitney & Company. Her prior experience includes roles at J.P. Morgan Securities and Sage, Rutty & Co., Inc. She holds Series 63 and Series 65 licenses. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and charitable organizations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its long-term investment approach, combining fundamental analysis with technical methods and Modern Portfolio Theory.

Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

Samuel Capilli is a financial advisor at Blue Horizon Equity, Inc. with two years of industry experience. He holds a Series 66 designation and serves as a board member of The Cus Foundation. Capilli has previously worked with Cambridge Investment Research and Cetera Wealth Services, among other firms. 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 platforms, operating as a multi-advisor team across multiple offices.

Andrea Ells is a CFP® and CFA® with nine years of experience in the financial industry. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves as an Investment Committee Member for the YWCA of Rochester & Monroe County, where she reviews endowment portfolio investments. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, risk management, tax considerations, and oversight through a monthly investment committee, employing a range of investment vehicles and third-party technology tools to support client strategies.

Robert Gwynn is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved in coaching sports and fitness. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans through discretionary investment management and non-discretionary consulting. The firm uses a discovery-based process to customize investment plans aligned with client objectives, incorporating value and momentum asset-allocation strategies and offering performance-based fee arrangements for qualified clients.

David Pulcini Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at RFG Advisory, LLC and its dba Sixpoint Financial Partners since 2022. His prior experience includes roles at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside of his advisory work, he owns a consulting business focused on branding and marketing. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to proprietary models, alternative investments, and annuity management.

David Mack is a financial advisor at ValMark Advisers, Inc. with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities and Penn Mutual Life Insurance Co. Outside of his advisory role, he coordinates Plan LLC, a registered service advisor focused on client servicing and investment activities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms, with oversight from an investment committee and integration of manager programs and strategist portfolios.

Dana Vosburgh is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. He has been with the Manning & Napier organization since 2013, including roles at both the advisory and investor services divisions. In addition to his advisory work, Vosburgh is an adjunct professor at Nazareth College. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering fiduciary retirement plan services. The firm employs a team-based, strategy-specific investment process combining top-down and bottom-up analysis and is affiliated with an in-house trust company and broker-dealer.

Lee Wilson is a financial advisor at Arkadios Wealth Advisors in Rochester, NY, holding a Series 66 license with two years of industry experience. Prior to joining Arkadios in 2022, he worked at Stanley Security and The Bonadio Group. Outside of advising, he is an investor in multi-family real estate through Cora Sandord LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio team and a mix of managed accounts, third-party managers, and financial planning.

Alexander Stuver is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, FocalPoint Wealth Management, and Paychex Insurance Agency. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary software and quantitative metrics, integrating both passive and active investment strategies along with dynamic rebalancing.

John Skomski is a CFP® with 10 years of experience in the financial advisory industry. He is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Best Times Financial Planning, Commonwealth Financial Network, and Lincoln Financial Advisors. Outside of his advisory work, he is involved in several consulting and networking ventures, including co-authoring a publication titled Cool Boss/Talent Rules and serving on the board of the Fairport Foundation. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates, utilizing multiple program platforms and custodial arrangements to implement tailored strategies.

William Dombrock is a financial advisor with Manning & Napier Advisors, LLC. He holds a Series 66 credential and has one year of industry experience. Prior to joining Manning & Napier, he held roles at Tokyo Bay, Under Armor, and Vision Group LLC. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection and offers customized wealth management and retirement plan services.