Robert Lee is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2011. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment options and multiple program versions with ongoing account review and rebalancing.

Sara Groschadl is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with seven years of industry experience. Prior to her current role, she has worked at Genesee Valley Equine Clinic and Whitney Hill Stables. Outside of her advisory work, she manages an equestrian facility, Daymark Farm LLC, where she is involved in barn and horse care. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across a multi-advisor structure, providing comprehensive planning and portfolio management with both discretionary and non-discretionary account services.

Stephen Mitchell is a CFA® charterholder with 10 years of industry experience. He currently works at ESL Newco I, LLC and has held roles at Alesco Advisors LLC, Novem Group, American Portfolios Financial Services, Inc., and Cetera ADVISORS LLC. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm uses fundamental analysis and quantitative modeling to develop asset-allocation plans tailored to clients’ financial and tax considerations.

David Swain is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with 8 years of experience. Prior to joining Sage, Rutty, he worked for the City of Rochester for 22 years. Outside of his advisory role, he serves as Treasurer and liaison for the Rochester Police Foundation between police and civilian volunteers. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across a multi-advisor structure and provides comprehensive planning and portfolio management services.

Zachary Armstrong is a CFP® with 12 years of experience in the financial industry. He is currently with Sage, Rutty & Co., Inc., where he has worked since 2014. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, providing advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across diverse account types and utilizes fundamental, technical, and cyclical analysis in its investment approach.

Todd Green is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is currently with Alesco Advisors, LLC, An ESL Company, and has served on the board of FERA Diagnostics and Biologicals, a company focused on animal health products, since 2021. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals, utilizing an investment process that combines fundamental analysis with quantitative modeling and employs a mix of index-based funds, ETFs, and selected private investments.

Kristin Dowejko is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 65 and Series 66 licenses with 28 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 1997. Outside of her advisory role, she is co-owner of From The Heart Press, LLC, a non-investment business that publishes and markets "The Legacy Planner." Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across 8,685 accounts and offers various program structures and custodial relationships, combining comprehensive planning with portfolio management.

Jarrett Felton is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2012 to 2020 before joining Stratos Wealth Advisors in 2020. Outside of his advisory role, he owns a rental property managed by a local firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm employs a network of supervised independent advisory representatives who implement client-specific strategies through a range of portfolios and third-party programs.

Jeffrey Briggs is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2006. Outside of his advisory role, he is a co-founder of a nonprofit organization focused on local school board issues. Capitol Securities Management serves individual, corporate, and charitable clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm utilizes a variety of investment vehicles and offers access to wrap fee programs and third-party money managers.

Corey Van Lare is a CFA® charterholder with one year of industry experience. He is currently with Sage, Rutty & Co., Inc., having joined the firm in 2024 after several years at Manning & Napier. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets and provides both discretionary and non-discretionary portfolio management alongside comprehensive planning services.

David Germano is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Modern Wealth Management, LLC and Mutual Securities, Inc., having previously worked at LPL Financial, Beltz, Ianni & Associates, LLC, and Cadaret, Grant & Co., Inc. Germano serves on the board of the Rochester Regional Health System Foundation and is also an independent insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services from discretionary investment management to tax and estate planning, as well as ERISA plan services.

Ryleigh Manser is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with eight years of industry experience. She holds the Series 66 designation and has worked at Sage, Rutty & Co., Inc. since 2018. Prior to her financial advisory career, she was employed at Genesee & Wyoming Railroad and St. John Fisher College. Manser has also served as an adjunct professor at Nazareth College. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts and offers a range of program structures, custodial relationships, and both discretionary and non-discretionary portfolio management services.

Kathryn Keenan is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Sage, Rutty & Co., Inc. since 2018 and previously was employed by Harter Secrest & Emery LLP from 2015 to 2018. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in regulatory assets across 8,685 accounts. The firm offers comprehensive planning and portfolio management services, utilizing multiple program structures and custodial relationships, and manages both discretionary and non-discretionary accounts.

Colin Young is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Sage, Rutty & Co., Inc. since 2015. Outside of his advisory role, he serves as Treasurer on the Monroe Community Hospital Auxiliary Board. Sage, Rutty & Co., Inc. serves a diverse client base including individual investors and institutional clients such as pension and profit-sharing plans. The firm manages approximately $3.9 billion in regulatory assets across more than 8,600 accounts, offering comprehensive financial planning and portfolio management through multiple program structures and custodial relationships.

Sunny Ramirez is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Sage, Rutty & Co., Inc., Ramirez worked at Paychex, Inc. and has experience outside finance as a dance teacher at Jody B's School of Dance. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets and offers a range of program structures, combining comprehensive planning with portfolio management across discretionary and non-discretionary accounts.

Timothy Tindall is a financial advisor at ESL Newco I, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Alesco Advisors LLC since 2005. ESL NewCo I, LLC (operating as Alesco Advisors) provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and is part of a larger financial group that includes broker-dealer and trust services entities.

Jennifer Hall is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with one year of industry experience. She holds a Series 66 designation. Prior to joining Sage, Rutty, she was self-employed and also spent time as a homemaker. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in regulatory assets. The firm offers multiple program structures and custodial relationships, combining comprehensive planning with portfolio management on both discretionary and non-discretionary bases.

Jody Rossiter is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation with five years of industry experience. Rossiter has been with Alesco Advisors since 2011 and also has experience with ESL Newco I, LLC since 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients, including foundations, endowments, retirement plans, trusts, and estates, as well as to high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement asset allocations tailored to client-specific factors, utilizing index-based and systematic mutual funds, ETFs, and selected private investments.

Todd Jessop is a financial advisor with Lifemark Securities Corp. in Churchville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Lifemark Securities since 2007 and previously worked at AmeriCU Capital Management. Outside of his advisory role, he is president and managing partner of Axiom Planning LLC, where he is involved in marketing financial services and insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering various managed account programs and tailored suitability-driven advice.

Rachel Golding is a financial advisor at Capital Analysts with four years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2022. Outside of advising, she owns Capturing Life Photography, specializing in family, children, and pet portraits. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening, with options for custom portfolios and third-party manager selection.