Sarah Swan is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, holding a Series 65 designation with five years of industry experience. She has been with Howe and Rusling since 2011. 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 provides discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, complemented by financial and estate-planning services and tax preparation through a wholly owned subsidiary.

Ryan Wegman is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., Penn Mutual Life Insurance, and Hornor Townsend & Kent. Wegman serves on the board of directors for Cancer Support Community Rochester. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes asset allocation and diversification, using a top-down approach and modern portfolio theory, and incorporates derivatives in separately managed accounts, which is uncommon among peer team firms.

Richard Van Kuren Jr. is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He previously worked at Convergent Wealth Advisors, LLC for two years before joining LVW Advisors, where he has worked for 15 years. Van Kuren serves as a board member and investment committee member for Sojourner Home for Women, providing oversight of the organization and its endowment portfolio. LVW Advisors offers customized wealth management, financial planning, and investment management services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm focuses on asset allocation, diversification, and the use of both passive and active independent managers, incorporating non-traditional strategies and tactical opportunities to align portfolios with client objectives.

William Shaheen is a financial advisor with Whitney & Company in Rochester, NY, holding 12 years of industry experience. He has been with Whitney & Company since 1999. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to clients’ objectives and risk tolerances. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, complemented by technical methods and Modern Portfolio Theory.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LVW Advisors since 2011, following two years at Convergent Wealth Advisors, LLC. LVW Advisors provides customized wealth management, financial planning, and investment consulting for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes individualized investment strategies, asset allocation, and a mix of passive and active management techniques, including non-traditional investments such as hedge funds and private equity.

Adam Magee is a CFP® professional with four years of industry experience, currently serving as an advisor at Whitney & Company since 2017. Prior to this, he worked at LVW Advisors from 2015 to 2017. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to client objectives and risk tolerances. The firm emphasizes quality and liquidity in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory, and has managed over $1.15 billion in assets.

George Conboy is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 66 and Series 63 licenses and bringing 42 years of industry experience. He has been with Brighton Securities since 1988. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, wrap fee programs, mutual fund advisory accounts, and standalone consulting. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a range of program structures and investment approaches.

Perry Noun III is a CFP® with 12 years of industry experience currently advising at Blue Horizon Equity, Inc. He has previously worked at firms including Merrill Gilliland, Avantax, Cambridge Investment Research, and Cetera Wealth Services. Perry holds a Series 63 license and operates out of Pittsford, NY. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers unified managed accounts, advisor-as-portfolio-manager programs, and third-party money manager access, operating as a multi-advisor team across multiple offices.

Jeffrey Braverman is a financial advisor at Whitney & Company with a Series 65 credential and over 29 years of industry experience. He previously worked at Steven Charles Capital before joining Whitney & Company in 2025. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, technical methods, and Modern Portfolio Theory.

Richard Dougherty is a CFP® professional with 17 years of industry experience. He is currently with Uniting Wealth Partners, where he has worked since 2025. Prior to that, he spent over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dougherty is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. 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 uses a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative investments, often implementing solutions through both in-house and independent managers.

Nikki Hamblin is a financial advisor with High Probability Advisors, LLC and holds Series 65 and Series 63 licenses. She has 20 years of industry experience, including prior roles at Manning & Napier Advisors, LLC, Manning & Napier Investor Services, Inc., and LPL Financial, LLC. Hamblin serves on the Board of Directors for Lakeland Industries and participates on various board committees. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm offers portfolio management and financial planning services using a range of investment securities and employs quantitative, fundamental, and technical analysis in its approach.

Jennifer Cornish is a financial advisor at Beau Morgan Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Capitol Securities Management, LPL Financial, and Sagepoint Financial. Outside of her advisory role, she volunteers as a class educator for Junior Achievement of Central Upstate NY, teaching personal finance to K-12 students. Beau Morgan Advisors serves high-net-worth individuals and corporate clients, offering financial planning, retirement-plan consulting, and portfolio management through a wrap-fee program. The firm employs a blend of fundamental and technical analysis with various investment strategies, managing a significant concentration of non-discretionary assets and publishing a subscription-based investment newsletter.

Nicholas Fischer is a financial advisor at Brighton Securities Corp. with six years of industry experience. He holds a Series 66 designation and has worked at Brighton Securities since 2019. Prior to that, he was employed at Vista Property Management and Fleet World LLC. Outside of his advisory role, he is involved with NOVA Event Management, assisting with stage and sound setup for the Buffalo/Rochester Polar Plunge annually. 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.

Charles Lovejoy is a financial advisor at Rise Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Crump, KAFL, MML Investors Services LLC, and MassMutual Life Insurance Company. Rise Advisors provides financial planning, consulting, and portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages portfolios primarily on a discretionary basis, using strategic asset allocation and regular rebalancing, with an emphasis on ETFs alongside other investment vehicles.

Stephanie Kelm is a CFP® designated financial advisor with seven years of industry experience. She is currently a partner and financial planner at Rise Advisors, LLC, where she has worked since 2020. Prior to that, she was with NorthLanding Financial Partners, LLC for seven years and Mutual Securities, Inc. for one year. In addition to her advisory role, she is licensed as a life insurance agent. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a discretionary investment approach focused on strategic asset allocation and rebalancing, utilizing ETFs along with mutual funds, individual securities, and alternative investments tailored to clients’ risk profiles and needs.

John Enright is a financial advisor at Blue Horizon Equity, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research and Custom Wealth Companies. He serves as treasurer for Forsgate Study Group, Inc., a volunteer role. 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, qualified retirement plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs, delivering both discretionary and non-discretionary management through a multi-advisor team structure.

Dylan Potter is a CFP® professional at Howe and Rusling, Inc. in Rochester, NY, with nine years at the firm and five years of industry experience. Prior to his financial advisory career, he served seven years in the United States Army and has concurrently served in the New York Army National Guard since 2017. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies and pension plans. The firm combines macroeconomic forecasting with fundamental research to manage portfolios focused on large-cap equities and intermediate fixed income, alongside financial and estate planning services.

Lori Alberts is a financial advisor with Brighton Securities Corp. based in Rochester, NY, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her prior work includes roles at Morgan Stanley and Wall Street Financial Group, Inc. She has been with Brighton Securities Corp. since 2017 and previously worked at Brighton Securities Capital Management from 2021 to 2024. Brighton Securities serves individuals—including high-net-worth clients—pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a range of financial planning and portfolio management services through various program structures and combines fundamental and quantitative analysis with strategic asset allocation.

Kevin Dempsey is a financial advisor at Blue Horizon Equity, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, OSAIC, American Portfolios Financial Services, Aspire Financial Group, and Cadaret, Grant & Co. Outside of advising, he operates a tax preparation business. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million in assets, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers 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.

Thomas Queri is a ChFC® credentialed financial advisor at Blue Horizon Equity, Inc. with 31 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and APFS Wealth Management. He serves on the board of the Society of Financial Services Professionals’ Rochester chapter and is a volunteer advisory board member for Make-A-Wish of Western New York. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, delivering both discretionary and non-discretionary management through a multi-advisor team structure.