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.

Vincent Crane is a CFA® charterholder with eight years of industry experience, currently serving at Flower City Capital LLC since 2018. Prior to joining Flower City Capital, he worked at JP Morgan & Chase from 2016 to 2018. Flower City Capital LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $445 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis with a long-term trading orientation, offering a broad investment universe that includes equities, fixed income, real estate funds, private placements, and commodities.

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.

Richard Van Kuren Jr. is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He previously worked at Convergent Wealth Advisors, LLC for two years before joining LVW Advisors, where he has worked for 15 years. Van Kuren serves as a board member and investment committee member for Sojourner Home for Women, providing oversight of the organization and its endowment portfolio. LVW Advisors offers customized wealth management, financial planning, and investment management services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm focuses on asset allocation, diversification, and the use of both passive and active independent managers, incorporating non-traditional strategies 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.

Mark Armbruster is a CFA® charterholder with 13 years of industry experience. He is a portfolio manager at both Armbruster Capital Management, Inc. and Fischer Investment Group, where he participates in a joint client referral program. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios primarily using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ tax and personal circumstances.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LVW Advisors since 2011, following two years at Convergent Wealth Advisors, LLC. LVW Advisors provides customized wealth management, financial planning, and investment consulting for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes individualized investment strategies, asset allocation, and a mix of passive and active management techniques, including non-traditional investments such as hedge funds and private equity.

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.

George Conboy is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 66 and Series 63 licenses and bringing 42 years of industry experience. He has been with Brighton Securities since 1988. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, wrap fee programs, mutual fund advisory accounts, and standalone consulting. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a range of program structures and investment approaches.

Rudolph Warren is a financial advisor at Armbruster Capital Management, Inc. with 5 years of industry experience and holds a Series 65 designation. He has been with Armbruster Capital Management since 2013. Outside of advising, he is involved as a managing member of Rabbit Hutch Associates LLC, a real estate development company, and serves as treasurer for RTR Transportation Corp, a personal holdings company. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

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.

Tarryn Rozen is a financial advisor with Armbruster Capital Management, Inc. and holds a Series 65 credential. She has 8 years of industry experience and has worked at Armbruster Capital Management since 2015. Previously, she was involved with Camp Susquehannock Inc. for 10 years. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, buy-and-hold portfolio strategies using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to client objectives.

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 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.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various advisory roles, including at Private Client Services and Securities America, Inc. Outside of his advisory work, Hammond serves as treasurer and council member for the Village of Geneseo Fire Department and is treasurer for the Geneseo United Methodist Church benevolence fund. Horizon Financial is an SEC-registered firm serving individuals and families, including high-net-worth clients, with discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm uses a model-driven investment process overseen by an internal team and manages approximately $510 million in assets across its nine-advisor team.

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.

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.