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.

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.

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.

Kenneth Blazick is a financial advisor at Horizon Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securities America Advisors and Securities Service Network. He has been involved with Horizon Advisory Services and The Horizon Group for over a decade. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management and integrated financial planning. The firm employs a model-driven investment process focused on diversified, long-term asset allocation across mutual funds, ETFs, and individual securities for complex accounts.

David Pulcini Jr. is a CFP® professional with 22 years of experience in financial advisory services. He is currently with RFG Advisory, LLC and has previous experience at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside his advisory role, he operates a consulting business focused on branding and marketing. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach features primarily discretionary management using model portfolios, third-party platforms, and access to alternative investments, with a noted role as sub-adviser to several ETFs and service to state and municipal clients.

David Mack is a financial advisor with ValMark Advisers, Inc. in Pittsford, NY, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He is also involved with Coordinated Plan LLC, where he provides client servicing as a registered service advisor. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with ongoing portfolio monitoring and periodic client reviews.

Allison Bell is a Series 65-licensed financial advisor with two years of industry experience. She is currently with RFG Advisory, LLC and has previously worked at LVW Advisors, Ashford Advisors, and Generation Capital Management. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

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.

John Skomski is a CFP® with 11 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held previous 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 coaching ventures and serves as a board member of the Fairport Foundation. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model allocations, discretionary or non-discretionary manager relationships, and a variety of wrap and non-wrap solutions.

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.

Ethan Mckenney is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC since 2013. His career has been with various affiliated entities of Manning & Napier since 2014. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to proprietary funds. The firm’s investment process is team-based and strategy-specific, combining top-down macro analysis with bottom-up security selection, and it offers a range of retirement plan and custom wealth management solutions.

Nicholas Savas is a CFP® and holds a Series 66 license, with 13 years of industry experience. He currently serves as a financial advisor at RFG Advisory, LLC, having previously worked at Equitable Advisors and Axa Advisors, Llc. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm uses a primarily discretionary investment approach that incorporates model portfolios, third-party platforms, and offers specialized services such as sub-advisory roles to ETFs and access to alternative investments.

Samantha Larew is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked exclusively within the Manning & Napier organization since 2010, including roles at Manning & Napier Fund Inc. and Manning & Napier Investor Services, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients such as banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers a range of services including retirement plan advice, participant education, and custom wealth management solutions.

Christopher Van Buren is a CFP® professional with 13 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked at firms including LVW Advisors LLC, HD Vest entities, BANK of AMERICA, N.A., and Merrill. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management utilizing model strategies, third-party platforms, and also serves as a sub-adviser to multiple ETFs.

Brittany Buffington is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Manning & Napier Advisors, LLC and has previously worked at Chicago Partners Investment Group, Elevatus Wealth Management, Halleran Financial/LPL Financial, and Stifel Nicolaus & Co Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside discretionary separately managed accounts and non-discretionary advice for proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

William Ward is a financial advisor at Pinnacle Investments, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Equitable Advisors. In addition to his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis in investment strategies.