Zachary Erskine is a CFP® professional with seven years of industry experience and has been with Seneca Financial Advisors LLC since 2011. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, and incorporates a limited tactical overlay and borrowing in separately managed accounts as part of its investment approach.

Thomas Beam is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at Cetera Wealth Services, American Portfolios Advisors, and Wall Street Financial Group. Outside of advising, he is a partner in ITP Partners, LLC, which provides insurance services. Blue Horizon Equity, Inc. manages approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, operating as a multi-advisor team across multiple offices.

Mary Graniero is a financial advisor at Howe and Rusling, Inc. with two years of industry experience. She previously worked at The Bonadio Group and has held roles at St. John Fisher University and Wegmans Food Markets. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed income, combined with financial and estate-planning services supported by a wholly owned tax-preparation subsidiary.

William Prentice II is a CFP® professional with 27 years of industry experience. He is the founder of Prentice Wealth Management LLC and has worked at LPL Financial since 2025. Outside of advisory services, he is the owner of Alpine Thread, LLC and involved with other business entities. Prentice Wealth Management serves individuals, pension plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized divorce and pension consulting, utilizing both fundamental and technical analysis to manage accounts.

Brian Roes is a CFP® and Series 65 credentialed advisor with Cooper/Haims Advisors, LLC, where he has worked since 2014. He has five years of industry experience and is based in Victor, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities. The firm employs a customized investment approach with asset allocation, risk management, tax considerations, and ongoing oversight, utilizing a variety of investment vehicles and third-party technology tools.

Jared Haims is a CFP® with five years of industry experience, currently serving at Cooper/Haims Advisors, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and is based in Victor, NY. 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 approach includes customized asset allocation, individualized Investment Policy Statements, risk management, and the use of third-party money managers, supported by AI-enabled technology tools for planning and documentation.

David Dupuis is a financial advisor with Bright Futures Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Advisors, and Equimark East, LLC. Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting, and related advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a variety of analytical methods and strategies, including discretionary and non-discretionary management, and sponsors a wrap fee program, with regular portfolio reviews organized around written Investment Policy Statements.

David Gwynn is a financial advisor with FLFS Advisory LLC, holding the ChFC® designation and Series 63 license, and has 57 years of industry experience. His work history includes roles at LPL Financial, Grove Point Investments, H. Beck, Inc., and Finger Lakes Financial Services Inc. He is also a business owner of LaSalle Associates. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans, offering discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to create customized investment plans and uses asset-allocation models focused on value and momentum, with options for third-party managers and performance-based fee arrangements for qualified clients.

Wendy Devinny is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. and Neubert Financial Services. Devinny also provides investment advisory services through Post Resch Tallon Group, an independent registered investment advisor, and is involved in tax preparation and accounting through WLD Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment delivery options ranging from financial planning to third-party asset management.

Ethan Wade is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Brighton Securities since 2013. Brighton Securities serves individuals, including high-net-worth clients, as well as pension plans, charities, estates, trusts, and businesses, offering financial planning, portfolio management, and consulting through various program structures. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, providing a combination of advisory and brokerage services along with affiliated tax and accounting offerings.

Mark Santelli is a financial advisor with Bright Futures Wealth Management, LLC in Webster, NY, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of advisory work, he owns and operates Equimark Insurance Agency, LLC, which sells fixed insurance products. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, entities, and retirement plans. The firm serves a broad client base, employing various investment analysis methods and offering discretionary and non-discretionary services, including a sponsored wrap fee program.

Kevin Fahy is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several firms, including Silver Oak Securities, Cetera Investment Advisers, and Prudential. Fahy is also involved with Notable Networks, a business networking group. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, and retirement plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a variety of analysis methods and offering discretionary and non-discretionary investment services.

David Perrotto is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Silver Oak Securities, Inc. He is also involved with the National Association of Insurance and Financial Advisors (NAIFA) as a Grassroots Chair and board member, leading local advocacy efforts. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting to a diverse client base, including individuals, trusts, and retirement plans. The firm uses a range of investment analysis methods and offers both discretionary and non-discretionary services, incorporating alternative investments and maintaining a transparent approach to affiliated businesses and licensed personnel.

Samantha Webster is a CFP® professional with 24 years of experience in financial advising. She currently works at OSAIC and has held advisory roles at FSC Securities Corporation and Ciccarelli Advisory Services. Webster is also a partner at Park Central LLC, where she provides financial planning and investment advice. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services and utilizes a comprehensive investment process that incorporates risk tolerance assessments, portfolio optimization, and access to various investment products and custodial platforms.

Catherine Arnold is a CFP® with eight years of industry experience, currently serving as an advisor at Flower City Capital LLC. She has previously worked at Whitney & Company and LVW Advisors. Flower City Capital provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $445 million in assets. The firm uses a diversified investment approach combining fundamental, technical, and quantitative analysis alongside modern portfolio theory, with portfolios managed on a discretionary basis and reviewed quarterly.

Melissa Talarico is a financial advisor at Brighton Securities Corp. with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Medical Marketing Associates LLC, FF Thompson Hospital, and Victor Surgical Care PLLC. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Ryan Tomko is a CFP® and holds a Series 63 license, with five years of experience in the financial industry. He has been with Howe and Rusling, Inc. in Rochester, NY since 2015. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines top-down macroeconomic forecasting with bottom-up fundamental research to manage discretionary portfolios focused on large-cap equities and intermediate fixed income, supported by estate-planning coordination and tax-preparation services through a wholly owned subsidiary.

Christine Fusare is a financial advisor with Kickstand Wealth Advisors and holds Series 63 and Series 66 licenses. She has 32 years of industry experience, including 25 years at Merrill before joining Kickstand Wealth Advisors in 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and qualified retirement plans, offering personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a long-term investment approach grounded in fundamental analysis and utilizes a broad range of investment vehicles tailored to client suitability.

Jeremiah Thisse is a financial advisor at Ashford Advisors, LLC with 4 years of industry experience. He has been with Ashford Advisors since 2001. Ashford Advisors serves high net worth individuals, charitable organizations, and closely held corporations through its Ashford Advisory Program, offering financial planning, portfolio management, third-party manager search and monitoring, and consulting on hedge fund, venture capital, and private equity investments. The firm focuses on discretionary and non-discretionary separately managed accounts with an emphasis on asset allocation and manager selection.

Jennifer Snyder is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Brighton Securities in 2022, she worked at LULULEMON for nine years. 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.