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.

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.

Steven Luan is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding a Series 65 designation with one year of industry experience. Prior to joining High Falls Advisors, he worked at Allworth Financial, L.P. and several other firms and organizations. He has also been involved in roles outside of financial services, including positions at Webster Golf Course and Webster Schools/Brockport College. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, and trustee services. The firm uses a range of actively managed investment strategies overseen by an internal committee and maintains capabilities in legal, tax, and trust services.

Robert Vay is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding a Series 65 designation with 14 years of industry experience. He previously worked at High Falls Advisors, LLC for 20 years before joining Allworth Financial, L.P. for one year. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs an internal investment committee that manages a range of actively managed strategies, including tax-aware and ESG variants, and maintains a significant in-house tax and trust capability.

Richard Van Kuren is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He has been with LVW Advisors since 2011. Van Kuren is a board member and investment committee member of Sojourner Home for Women, where he oversees the management of the organization and its endowment portfolio. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized investment policy statements and a combination of active and passive strategies, including allocations to non-traditional assets 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.

James Mc Bride is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allworth Financial, L.P. and Leigh Baldwin & Co., LLC. He serves as Executive Director of the Bulrush Foundation and acts as trustee to various trusts. High Falls Advisors primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee services. The firm employs an internal investment committee and a range of strategies, including tax-aware and ESG-focused models, supported by in-house legal, tax, and trust expertise.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with LVW Advisors since 2011. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a combination of active and passive investment strategies, including non-traditional asset classes, and offers both discretionary and nondiscretionary portfolio management tailored to client objectives.

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.

Michael Charleton Jr. is a CFP® with 41 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2025. His previous roles include positions at OSAIC and American Portfolios Advisors, Inc., among others. In addition to his advisory work, he operates an independent insurance agency and owns a separate business entity providing payroll services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management with financial planning and manages accounts on both discretionary and non-discretionary bases, utilizing third-party models and custodians such as Schwab.

George Conboy is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 66 and Series 63 licenses with 42 years of industry experience. He has been with Brighton Securities since 1988. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a variety of financial planning and portfolio management services through multiple program structures and combines fundamental, quantitative, strategic, and tactical 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 63 and Series 65 licenses. She has 20 years of industry experience, including prior roles at Manning & Napier and LPL Financial. Hamblin serves on the board of directors for Lakeland Industries. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering 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 provides customized quarterly reporting.

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.

Ann Randyl Beach is a financial advisor at High Falls Advisors, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC and Allworth Financial, L.P. Prior to her current position, she spent 20 years at High Falls Advisors. Beach also provides tax preparation services as part of her role at High Falls Advisors. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs a range of actively managed investment strategies overseen by an internal investment committee and maintains an in-house legal practice and substantial tax and trust capabilities.

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 previously worked at Crump, KAFL, MML Investors Services LLC, and MassMutual Life Insurance Company. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm typically manages client portfolios on a discretionary basis using strategic asset allocation and regular rebalancing, emphasizing ETFs alongside mutual funds, individual securities, REITs, structured notes, and alternative investments.