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.

Daniel Jones is a CFP® and PFS™ professional with 14 years of experience in financial advisory roles. He has been with Cooper/Haims Advisors, LLC since 2018 and previously worked at Nixon Peabody, LLP and Merrill. Jones holds Series 66 and Series 65 licenses. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm emphasizes customized asset allocation, risk management, and tax considerations with ongoing oversight, employing a range of investment vehicles and third-party technology tools to support client strategies.

Michael Rizzolo is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He has worked at Flower City Capital LLC since 2015 and previously at Banc of America Securities, LLC. Rizzolo is a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, overseeing approximately $333 million in assets. The firm employs multiple analytic approaches and generally pursues long-term, model-driven allocations, managing accounts under discretionary authority with regular client reviews.

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.

Angela Babcock is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, Inc. She has involvement as a notary and holds a non-variable insurance license. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans with discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to tailor investment plans and uses asset-allocation models emphasizing value and momentum, offering performance-based fee arrangements for qualified clients.

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.

Christopher Cebula is a Series 65-licensed financial advisor with Armbruster Capital Management, Inc., where he has worked since 2013. He has six years of industry experience and is based in Pittsford, NY. 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, charitable organizations, and other entities. The firm uses long-term, buy-and-hold portfolios with diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments.

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.

Robert Pickels III is a CFA® charterholder with 24 years of industry experience, currently serving at Whitney & Company since 2017. Before joining Whitney & Company, he worked for Manning & Napier Advisors and Manning & Napier Investor Services for a combined 16 years. Outside of his financial advisory role, he owns rental property. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, employing a comprehensive investment approach that integrates fundamental analysis with technical, cyclical, and quantitative tools to tailor strategies according to client objectives.

Joseph Zappia is a financial advisor with LVW Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at LVW Advisors since 2014 and previously spent five years with Wells Fargo Clearing. Outside of his advisory role, he is involved as a member in investment entities focused on private and public securities. LVW Advisors provides customized wealth management and financial planning services for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation, diversification, and utilizes both active and passive strategies, including non-traditional investments like hedge funds and private equity.

William Bennett is a financial advisor at Whitney & Company with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Whitney & Company since 2008, totaling 18 years with the firm. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically with a $500,000 account minimum. The firm manages approximately $1.49 billion in discretionary assets, using a long-term equity-focused investment approach that incorporates fundamental analysis, quantitative tools, and dynamic asset allocation.

William Moore is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Whitney & Company since 2020. Prior to this, he worked at Manning & Napier Advisors for 17 years. 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 in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory while maintaining a diagnostic management consulting approach to corporate evaluation.

Christina Larkin is a CFP® professional with two years of industry experience, currently working at Seneca Financial Advisors LLC in Rochester, NY. Her prior work includes roles at Vireo Group and Sciarabba Walker & Co., LLP. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, offering services such as financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models and incorporates an in-house tax function alongside its investment advice.

Richard Bentley is a CFP® professional with 18 years at Cooper/Haims Advisors, LLC and a total of 21 years in the financial industry, including experience at Nixon Peabody Financial Advisors LLC. He serves as an investment committee member and advisory board member for LeChase Construction Services, advising on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and estates. The firm focuses on customized asset allocation and individualized investment policy statements, incorporating risk management, tax considerations, and oversight by a monthly investment committee.

Angelica Sudore is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to her current role, she worked at Alfred University and has experience as a New York State Life Accident and Health insurance agent. She also has a background in the food service industry, having worked at Perinton Pizza. 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 and emphasizes ETFs alongside other investment vehicles.

Robert Leroy is a financial advisor at Indivisible Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework and offers clients a range of investment approaches including direct indexing and tax-aware strategies.

Benjamin Owens is a CFP® professional with five years of experience at Cooper/Haims Advisors, LLC. He has also been involved with St. Peters Kitchen, a charitable organization providing free lunches, where he serves on the investment committee advising on financial policies. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm emphasizes customized asset allocation, risk management, and tax considerations, utilizing both discretionary and non-discretionary portfolio management supported by technology tools and monthly oversight.