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.

Amanda Mcintosh is a financial advisor at Uniting Wealth Partners with seven years of industry experience. She holds a Series 65 designation and previously worked at Naviter Wealth, LLC and Cambridge Investment Research, Inc. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes diversified, low-cost investment strategies and operates as part of the WAGN network, managing approximately $935 million across six offices.

Michelle Werth is a financial advisor with Prentice Wealth Management LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Putnam Investments. She is involved in fundraising activities for the Vera House Foundation. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a range of specialized services, including model-subscription programs for other advisers, pension consulting, and divorce planning.

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 licenses and bringing 32 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advisory work, he is a partner at 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, tax-qualified retirement plans, and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs while delivering both discretionary and non-discretionary management solutions.

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.

Syeda Mustafa is a financial advisor at Prentice Wealth Management LLC in Rochester, NY, holding a Series 65 credential with two years of industry experience. Her prior work includes positions at Article Group, Pinckney Hugo Group, and Brandtatorship, LLC. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers, offering discretionary investment management, model-subscription services, financial planning, and specialized consulting such as pension and divorce financial consulting. The firm uses both fundamental and technical analysis to manage accounts and provides a range of model portfolios, including ESG-filtered and tax-aware strategies, which it also licenses to other advisers.

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 at Bright Futures Wealth Management, LLC with over three years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Advisors, Equimark East, and Silver Oak Securities. Dupuis also has experience in administrative and financial operations within his firm. 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 multiple analytical methods and offers both discretionary and non-discretionary investment services.

Jonathan Blazick is a financial advisor at Horizon Financial with eight years of industry experience. He holds a Series 65 designation and has held positions at Securities America Advisors, SSN Advisory, and Mark Congdon, CFS Inc., as well as prior employment at Kellogg's. 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 process focused on diversified, long-term asset allocation.

Mark Congdon is a financial advisor with Horizon Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with several firms, including Private Client Services, Securities America, Inc., and Securities Services Network, and has been involved with Horizon Advisory Services and The Horizon Group since 1993. Congdon also participates in the Putnam Investments Advisory Council, a forum for advisors to provide feedback on investment offerings and industry developments. 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 employs a model-driven investment process overseen by an internal team and Investment Policy Committee, focusing on diversified, long-term asset allocation primarily implemented with mutual funds, ETFs, and individual securities.