Margaret Broomfield is a financial advisor at Armbruster Capital Management, Inc. with a Series 65 designation and no prior industry experience. Before joining the firm, she worked at Paychex, Inc. and Bonadio Group. She is also involved with the Rochester Academy of Irish Dance. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios using diversified, index-based ETFs and mutual funds, supplemented by factor tilts and selected alternative investments tailored to clients’ objectives.

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.

Jeffrey Renelt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Renelt-Richard Group. With a career at Merrill beginning in 1987 and over 30 years of experience, he manages a team focused on providing wealth management and planning services. His practice emphasizes the comprehensive financial needs of multigenerational families, professionals, entrepreneurs, and professional athletes. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from the University of Rochester. His community involvement includes serving as Director and President of the Pemaquid Trail Association and volunteering as a hockey coach for the Rochester Junior Amerks. In his approach, Jeffrey works one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Outside of his professional role, his personal interests include ice hockey, music, photography, and spending time with his family.

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.

Kerry Tallon is a Certified Financial Planner® at Post Resch Tallon Group with 30 years of industry experience. He has worked with Post Resch Tallon Group since 2004 and previously with Cadaret, Grant & Co., Inc. He is also involved in insurance sales, including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a top-down, asset-allocation driven investment process that incorporates modern portfolio theory, fundamental analysis, and options and derivative strategies within managed accounts.

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.

Megan Horvat is a CFP® with 13 years of industry experience, currently serving at Elevatus Wealth Management, LLC. Her prior roles include positions at Thorley Wealth Management, Commonwealth Financial Network, Bank of America, and Merrill. She holds Series 63 and Series 65 licenses. Elevatus Wealth Management serves individual and high-net-worth clients, institutional clients, and retirement plan sponsors with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive investment strategies and offers access to a range of alternative and digital-asset solutions.

David Resch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Post Resch Tallon Group, Inc. for over two decades and Cadaret, Grant & Co., Inc. for 21 years. Outside of his advisory roles, he serves as a non-profit board member and HOA officer. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of financial planning and portfolio management options supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.

Anthony Vaccaro is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Prentice Wealth Management LLC in Rochester, NY, and 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, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, using both fundamental and technical analysis to construct personalized investment policies.

Jacob Schlicht is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has worked at Merrill for 14 years before joining Kickstand Wealth Advisors, where he has been since 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a fundamentally based, long-term oriented investment approach while tailoring decisions to client goals and suitability.

Jacob Moshier is a CFP® at Flower City Capital LLC in Pittsford, NY, with experience at the firm since 2020. Prior to joining Flower City Capital, he worked briefly at Alsheimer & Evarts Tax Accounting in 2020. Flower City Capital provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm applies a combination of fundamental, technical, and quantitative analysis within a broad investment universe and manages approximately $445 million in assets.

Dylan Shaw is a financial advisor at Bright Futures Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential, Cetera, and Rochester Wealth Partners. Shaw is also licensed to sell life, health, disability, long-term care insurance, and annuities. Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting, and third-party investment adviser selection to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary services through comprehensive investment programs.

Robert St. George is a financial advisor at Blue Horizon Equity, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc. and OSAIC. 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 other institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Samuel Post is a financial advisor at Post Resch Tallon Group in Pittsford, NY, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, Merrill, Bank of America, and Morgan Stanley. Post Resch Tallon Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a top-down, asset-allocation driven investment process using mutual funds, ETFs, listed securities, fixed income, options, and private investments, offering discretionary portfolio management and financial planning services.

Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Armbruster Capital since 2017, previously spending 17 years at EFPR Group. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on long-term, buy-and-hold strategies using diversified, index-based ETFs and mutual funds, augmented by quantitative factor tilts and selected alternative investments.

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.

Andrew Schuler is a CFP® with seven years of industry experience, currently serving at Prentice Wealth Management LLC in Rochester, NY. His previous roles include positions at Manning & Napier Advisors, Sage, Rutty & Company, and NorthLanding Financial Partners. Outside of financial advisory, he was involved with Black Button Distilling for one year. Prentice Wealth Management advises a range of clients including individuals, pension plans, trusts, charitable organizations, and small businesses. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, employing both fundamental and technical analysis in managing portfolios.

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.