Charles Wade is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2012. He has 13 years of industry experience. 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 a diverse range of client assets and employing both discretionary and non-discretionary management strategies.

Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management 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.

Jacklyn Raymonda is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Lincoln Financial Advisors, and Osaic Wealth, Inc. 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 uses customized Investment Policy Statements, asset allocation, diversification, and a combination of active and passive independent managers, including allocations to non-traditional strategies such as hedge funds and private equity.

John Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Post Resch Tallon Group since 2004. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a top-down approach and modern portfolio theory to create diversified portfolios, incorporating fundamental analysis, third-party research, and a range of investment vehicles including derivatives in separately managed accounts.

Lee Woodring is a financial advisor at Indivisible Partners with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Woodring is a co-owner of several family rental property businesses and is licensed as an insurance agent. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and third-party managers to tailor strategies to client needs.

Daniel Dipaola is a CFP®-certified financial advisor with 23 years of industry experience. He is currently part of Blue Horizon Equity, Inc., a multi-advisor team based in Pittsford, NY. His prior experience includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advising, he is a minority owner in a family-run farm business that operates seasonally. 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 a range of investment programs including wrap-fee Unified Managed Accounts and access to third-party money managers, delivering both discretionary and non-discretionary management across multiple offices.

Allison Bell is a financial advisor at LVW Advisors, LLC with two years of industry experience and holds a Series 65 designation. She previously worked at Ashford Advisors and Generation Capital Management and has an academic background with the University of Rochester. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients by providing wealth management, financial planning, investment management, and consulting. The firm employs customized investment plans emphasizing asset allocation, diversification, and risk management, utilizing both traditional and alternative investment strategies.

Lori Van Dusen is a financial advisor at LVW Advisors, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with LVW Advisors since 2011. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm emphasizes customized investment plans, asset allocation, diversification, and risk management, utilizing a blend of independent managers, tactical overlays, and non-traditional investments.

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.

James Englert is a CFP® with 29 years of industry experience. He is currently with High Falls Advisors, Inc. and has previously worked at Allworth Financial, L.P. and Leigh Baldwin & CO., LLC. Englert also provides tax preparation services during the tax season and is an Enrolled Agent authorized to represent clients before the IRS. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee services. The firm employs an internal investment committee and utilizes a variety of actively managed strategies, including tax-aware and ESG-focused models.

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.

Ben Rozin is a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC with a Series 65 designation and over 15 years of industry experience. He previously worked at Morgan Stanley from 2017 to 2024 and Manning Napier Advisors from 2005 to 2016. Rozin is also involved in a real estate business since 2024. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients. The firm employs a value-oriented investment approach based on fundamental analysis and intrinsic-value assessments and offers services including asset management, financial planning, consulting, and educational seminars.

Benjamin Chappell is a financial advisor at Horizon Financial with a Series 65 designation and four years of industry experience. He has worked at Horizon Advisory Services, Inc. since 2021 and was previously employed at Haley & Aldrich, Inc. for ten years. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Douglas Hendee is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Brighton Securities Corp. since 2010. He is also a fitness instructor at Midtown Athletic Club in Rochester, NY. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses, offering a range of portfolio management and financial planning solutions. The firm combines discretionary and non-discretionary management across proprietary and third-party programs, employing diverse investment strategies.

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.

Todd Alexander is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Brighton Securities since 2016. Brighton Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, brokerage execution, insurance products, and affiliated tax and accounting services. The firm employs a variety of program structures and analytical approaches and is dually registered as an SEC-registered investment adviser and FINRA member broker-dealer.

John Klee is a CFP® professional with one year of industry experience. He has worked at several firms, including High Falls Advisors, Inc. and Allworth Financial, L.P. Outside of financial advising, he is involved with Haroun Education Ventures. High Falls Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs a range of actively managed investment strategies overseen by an internal investment committee and maintains an in-house tax and trust capability alongside an affiliated legal practice for limited legal and estate-planning matters.

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.