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.

Donald Kwarta is a financial advisor at Horizon Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Horizon Advisory Services, Inc., SSN Advisory Inc, and Mark A Congdon, among others. 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 approach overseen by an internal team and an Investment Policy Committee, focusing on diversified, long-term asset allocation primarily via mutual funds, ETFs, and individual securities.

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.