Morgan Allen is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at multiple firms including Beau Morgan Advisors, Invessent, Stratos Wealth Advisors, USAA Financial Advisors, and Charles Schwab & Co. Allen has also been involved with Invessent Wealth Management, LLC in a wealth advisory capacity. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through IAR-managed programs, separately managed accounts, model portfolios, and third-party Money Managers.

Christine Lanzisera is a financial advisor with Ashton Thomas Securities, LLC in Rochester, NY, holding a Series 63 designation and 16 years of industry experience. She has been affiliated with Excel Securities & Associates, Inc since 1996. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 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 platforms.

Lee Kern is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Kern owns and operates an S-Corp that enrolls qualified individuals in Medicare plans and provides insurance and fixed product services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a combination of in-house research and third-party managers.

Stephen Digennaro II is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aegis Capital Corp. and Benchmark Investments. Outside of advisory roles, he is involved as Vice President of Investments for Argyle Creek LLC. Kingswood Wealth Advisors serves a diverse client base including retail, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA advisory services. The firm employs an open-architecture platform, often using third-party managers and sub-advisors, and integrates insurance-linked account management through affiliated financial entities.

Craig Gingerich is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has been with Sage, Rutty & Co., Inc. since 2014. Sage, Rutty & Co., Inc. serves a diverse client base including individual and institutional investors, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across 8,685 accounts and provides both discretionary and non-discretionary portfolio management with multiple program structures and custodial relationships.

Craig Houck is a financial advisor at Modern Wealth Management, LLC with 26 years of industry experience. He previously worked at OSAIC for 16 years before joining Modern Wealth Management and Mutual Securities, Inc. in 2025. Houck serves as board secretary for Hope Hall School and is a board member of the Rochester Presbyterian Home Foundation, where he participates in investment-related reviews and grant decisions. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and Investment Management Team that utilize model portfolios, third-party managers, and strategic allocation combined with tactical adjustments.

Michelle Cannan is a financial advisor at Modern Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Cadaret, Grant & Co., Inc., Donegal Securities, Inc., and Kraematón Group. Outside of advisory work, she is involved with BIA Consulting, LLC and serves as a member of a third-party administrator affiliated with Modern Wealth Management. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Daniel Mc Avoy is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Angelo Planning Group and The Legend Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Gould is a financial advisor at Alesco Advisors, LLC, an ESL company, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Newco I, LLC since 2025, following a 25-year tenure at Alesco Advisors (formerly WealthCFO). Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs an investment process that integrates fundamental analysis with quantitative modeling and uses a combination of index-based and systematic funds alongside selected private investments.

Lorna Erb is a financial advisor at Ashton Thomas Securities, LLC with three years of industry experience. She holds Series 66 and Series 63 licenses and has prior work experience at JPMorgan Chase Bank, J.P. Morgan Securities, Sephora, and Ulta Beauty. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple program structures including wrap and non-wrap offerings, model portfolios, and separately managed accounts.

Justin Sansone is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and five years of industry experience. He has worked at Alesco Advisors since 2018 and has prior experience with EFPR Solutions, LLC. Alesco provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement tailored asset allocations through index-based funds, ETFs, and selected private investments.

Matthew Webster is a financial advisor at Sage Rutty & Co., Inc. in Rochester, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Northwestern Mutual. Webster serves as a board member of the Onondaga East Chamber. 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 8,685 accounts and employs fundamental, technical, and cyclical analysis in portfolio management.

Melissa Cropo is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 15 years of industry experience. She holds the Series 66 designation and has been with Sage Rutty since 2013. Sage Rutty & Co., Inc. serves a diverse client base of individual and institutional investors, including pension and profit-sharing plans. The firm manages approximately $3.9 billion in regulatory assets across 8,685 accounts, offering comprehensive financial planning and portfolio management through multiple program structures and custodial relationships.

Laura Frood is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 2004. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, 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 with multiple program structures and custodial relationships.

Kevin Ruster is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously worked at Alesco Advisors LLC for twelve years. 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 utilizes fundamental analysis and quantitative modeling, offering both discretionary portfolio management and non-discretionary consulting, and is part of a broader financial group that includes broker-dealer and trust services affiliates.

Donna Malucci is a financial advisor at Sage, Rutty & Co., Inc. with 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of finance, she is an independent consultant for Mary Kay Cosmetics. 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, supports both discretionary and non-discretionary accounts, and provides comprehensive planning alongside portfolio management.

Kierin Ratliff is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Mutual Securities, Inc., Osaic Wealth, Manning and Napier, and in academic roles at the University of Rochester and University of Pittsburgh. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, financial and tax planning, estate assistance, and insurance solutions.

Peter Sartori is a financial advisor at Ashton Thomas Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Excel Securities & Associates, Inc. since 2014. 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 a range of portfolio management services, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Samantha Beverley is a financial advisor with Lifemark Securities Corp., holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at PRUCO Securities, The Prudential Insurance Company of America, and National Life Group. In addition to her advisory work, she is an author of educational children’s books through Kindle Direct Publishing. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and both discretionary and non-discretionary account management.

Teresa Robinson is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with Sage Rutty since 2013, including its predecessor entities, serving clients through advisory and financial planning services. Sage Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, managing approximately $3.9 billion in regulatory assets across advisory, planning, and wrap-fee platforms. The firm provides both discretionary and non-discretionary portfolio management, offers multiple program structures, and supports qualified retirement plan work through a salaried Financial Planning Department.