Catherine Arnold is a CFP® with eight years of industry experience, currently serving as an advisor at Flower City Capital LLC. She has previously worked at Whitney & Company and LVW Advisors. Flower City Capital provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $445 million in assets. The firm uses a diversified investment approach combining fundamental, technical, and quantitative analysis alongside modern portfolio theory, with portfolios managed on a discretionary basis and reviewed quarterly.

Melissa Talarico is a financial advisor at Brighton Securities Corp. with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Medical Marketing Associates LLC, FF Thompson Hospital, and Victor Surgical Care PLLC. 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.

Ryan Tomko is a CFP® and holds a Series 63 license, with five years of experience in the financial industry. He has been with Howe and Rusling, Inc. in Rochester, NY since 2015. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines top-down macroeconomic forecasting with bottom-up fundamental research to manage discretionary portfolios focused on large-cap equities and intermediate fixed income, supported by estate-planning coordination and tax-preparation services through a wholly owned subsidiary.

Adam Drinkwater is a financial professional with nine years of industry experience. He is currently with William Joseph Capital Management, Inc. and holds the Series 66 designation. His prior experience includes roles at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advisory work, he is involved with ITP Partners, LLC in insurance sales and performs administrative duties at Charleton Financial. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management services that integrate financial planning and portfolio management, utilizing customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

Christine Fusare is a financial advisor with Kickstand Wealth Advisors and holds Series 63 and Series 66 licenses. She has 32 years of industry experience, including 25 years at Merrill before joining Kickstand Wealth Advisors in 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and qualified retirement plans, offering personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a long-term investment approach grounded in fundamental analysis and utilizes a broad range of investment vehicles tailored to client suitability.

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.

Steven Luan is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding a Series 65 designation with one year of industry experience. Prior to joining High Falls Advisors, he worked at Allworth Financial, L.P. and several other firms and organizations. He has also been involved in roles outside of financial services, including positions at Webster Golf Course and Webster Schools/Brockport College. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, and trustee services. The firm uses a range of actively managed investment strategies overseen by an internal committee and maintains capabilities in legal, tax, and trust services.

Robert Vay is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding a Series 65 designation with 14 years of industry experience. He previously worked at High Falls Advisors, LLC for 20 years before joining Allworth Financial, L.P. for one year. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs an internal investment committee that manages a range of actively managed strategies, including tax-aware and ESG variants, and maintains a significant in-house tax and trust capability.

Dean Hutchinson is a financial advisor at Cooper/Haims Advisors, LLC with 12 years at the firm and 5 years of industry experience. He holds the CFP® and Series 63 designations. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach includes customized asset allocation, individualized Investment Policy Statements, risk management overlays, tax considerations, and ongoing portfolio oversight by an investment committee.

Richard Van Kuren is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He has been with LVW Advisors since 2011. Van Kuren is a board member and investment committee member of Sojourner Home for Women, where he oversees the management of the organization and its endowment portfolio. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized investment policy statements and a combination of active and passive strategies, including allocations to non-traditional assets 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.

James Mc Bride is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allworth Financial, L.P. and Leigh Baldwin & Co., LLC. He serves as Executive Director of the Bulrush Foundation and acts as trustee to various trusts. High Falls Advisors primarily serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee services. The firm employs an internal investment committee and a range of strategies, including tax-aware and ESG-focused models, supported by in-house legal, tax, and trust expertise.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with LVW Advisors since 2011. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a combination of active and passive investment strategies, including non-traditional asset classes, and offers both discretionary and nondiscretionary portfolio management tailored to client objectives.

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.

Nick Twentyfive is a financial advisor at FLFS Advisory LLC with a Series 66 credential and five years of industry experience. He previously worked at Grove Point Advisors and has ownership in N25 Fitness, a fitness-related business. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and separate non-discretionary consulting. The firm uses a discovery-based process to develop customized investment plans and employs asset-allocation models emphasizing value and momentum, with options for third-party managers and performance-based fee arrangements for qualified clients.