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® professional with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior experience includes roles at Equitable Advisors and Axa Advisors, Llc. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion across more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Wyatt Hulsey is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Northcoast Research Partners LLC and PRSPCTV Capital. Outside of his advisory role, Mr. Hulsey serves as CEO of Sheb Group, LLC, a non-investment related company. Manning & Napier Advisors provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based investment process that combines top-down macro analysis with bottom-up security selection. The firm offers a range of services including discretionary and non-discretionary investment management, retirement plan advice, and custom wealth management solutions.

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.

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.

Bradley Donner is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CL Wealth Management since 2021, previously serving at Cabot Lodge Securities LLC and SB Advisory, LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, referrals to third-party money managers, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis and custom model portfolios.

Cathy Pereira is a CFP® with four years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She previously worked at Generation Capital Management from 2017 to 2021. 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 for various proprietary funds. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection, supported by systematic strategies and a defined fixed income approach.

Robert Williams is a financial advisor at ValMark Advisers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Valmark Securities, Inc., Hornor, Townsend & Kent Inc., Lincoln Financial Advisors, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of several nonprofit and community organizations, including Camp Haccamo and Roc City Uncorked, where he acts as treasurer, and he is also involved with the Rochester Young Professionals as vice president of membership. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm 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.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Kalos Management and Sheppard Mosher & Associates. Mosher serves as a council member for the Town of Seneca, NY, participating in municipal governance since 2012. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of managed accounts, third-party managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis across asset classes.

John Harms is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with RFG Advisory, LLC and has previously worked at American Portfolios and Axa Advisors. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies.

Randy Schuster is a financial advisor with ValMark Advisers, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining ValMark in 2020, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent for 13 years each. Outside of advising, he is an author and serves as president of the Jewish Federation of Rochester. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary programs and strategic partnerships that distinguish its service offerings.

Frederic Scarpulla is a financial advisor with Lifemark Securities Corp. and holds a Series 63 designation. He has 35 years of industry experience, including 24 years as an independent insurance agent. His work involves the sale and service of life, health, group life, and group long-term disability insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers programs such as Unified Managed Accounts and Separately Managed Accounts, tailoring advice through risk assessments and using a variety of platform tools.

Daniel Lippincott is a CFA® charterholder with six years at Karpus Investment Management and a total of 14 years in the industry. He is based in Pittsford, NY. Outside of his advisory role, he established KARDS LLC to manage rental real estate activities. Karpus Investment Management serves individuals, ERISA plans, trusts, estates, charitable organizations, insurance companies, and municipal clients. The firm employs an actively managed, value-oriented investment strategy across a diversified set of funds and alternative instruments, managing approximately $4.3 billion in discretionary assets.

Jeffrey Mccormack is a CFA® charterholder with six years of experience in the financial industry, currently advising at Manning & Napier Advisors, LLC. He has previously worked at QCI Asset Management and Bonafyde Consulting. Outside of his advisory role, Mccormack serves as vice chairman of the executive and finance committees at Mary Cariola’s Center, a school for children with developmental disabilities, and coaches age-group swimmers as an assistant swim coach with Webster Bluefins. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also offers retirement plan services, participant education, transition management, and custom wealth management solutions.

Michael Gorsky is a financial advisor at RFG Advisory, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Lyons National Bank and Howard Hanna Real Estate Services. Outside of advisory work, Gorsky is a licensed real estate salesperson assisting in real estate transactions. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies with an emphasis on risk management and tax efficiency.

Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera and Bright Futures Wealth Management. Outside his advisory roles, he has been involved with Premo Design Inc. and briefly worked at Sodus Bay Heights Golf Course. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of advisory and co-advisory relationships.

Michael Robinson is a financial advisor with Integrity Advisory Solutions in Pittsford, NY, holding Series 63 and Series 65 designations and two years of industry experience. He has been self-employed in wealth management since 1986 and also maintains a law practice, providing legal advice and planning services to individuals and families. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

Thomas Stedman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Manning & Napier Advisors, LLC and has prior experience at Seneca Financial Advisors LLC and Nixon Peabody LLP. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering customized wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as its Disciplined Value approach and Managed ETF Portfolios.

David Goodfellow is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020, following a 12-year tenure at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, Goodfellow is involved in life insurance brokerage activities, serving as an agent with Coordinated Plan and writing insurance with various carriers. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Margaret Jeffries is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Manning & Napier Advisors, LLC. She has been with the firm and its affiliates since 2012. Outside of her advisory role, she works part-time as an event coordinator for Blue Apple Productions, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.