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.

Gregory Vogel is a financial advisor at O'Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential. He has professional experience working at NFP, an Aon company, and at the University of Rochester Goergen Athletic Center. Outside of finance, he was involved with Vermont Foodie Stand for several years. O'Keefe Stevens Advisory is a fee-only investment adviser serving individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a value-oriented, long-term investment approach and manages approximately $585.6 million in assets across more than 350 client households.

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.

Joseph O'Hare is a financial advisor at Brighton Securities Corp. with three years of industry experience. He holds a Series 66 designation and has previously worked at Bob Johnson Auto Group and Great Point Capital, LLC. 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.

Samantha Walker is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Brighton Securities, she worked for six years at the Gates Police Department. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by offering a range of services including financial planning, portfolio management, and consulting, utilizing various program structures and analytical approaches. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing brokerage execution, insurance products, and affiliated tax and accounting services.

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.