Nathan Van Bortel is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Cetera Investment Services LLC and Canandaigua National Bank. Van Bortel is also the owner of Sarkis Financial Corporation, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.

Wade Sarkis is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 credentials and bringing 38 years of industry experience. He has worked at Commonwealth Financial Network since 1997, with a brief transition in 2025, and also maintains roles at Canandaigua Financial Group and Crossbridge Financial. Outside of advising, he manages a private family entity, Sarkis Family Fund, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Arthur Lamborn is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., based in Pittsford, NY, with one year of industry experience. His prior experience includes over four decades at AH Lamborn and related entities. He is also an insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Jacob Coleman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has worked across multiple related entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory services, Coleman is also a licensed insurance agent providing clients assistance with life insurance, Medicare, Medicaid, and long-term care planning. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, offering tailored asset allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm provides both wrap and non-wrap programs and works with Pershing as custodian, focusing primarily on individual investors rather than corporate clients.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has affiliations with NYLIFE Securities LLC and New York Life Insurance Co dating back to 2012. Outside of her advisory role, she serves as Chair of the Ambassador Committee for the Rochester Women's Network, coordinating events for new members. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a majority of assets on a non-discretionary basis within a New York Life affiliate structure.

Bentley Hutchings is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Commonwealth since 2011 and has operated Hutchings Financial since 2004. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized portfolio management solutions.

Daniel Pennise is a CFP® professional with 23 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2011 and has also maintained an insurance business since 2003. Outside of his advisory work, he is a co-owner of Scarlett Vineyard, LLC, which manages real estate and produces wine. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customizable investment solutions.

Connor Anderson is a financial advisor with Eagle Strategies (New York Life) holding Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked in various roles including positions at Rochester Institute of Technology and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, emphasizing tailored recommendations and non-discretionary asset management.

Philip Mcevoy is a financial advisor at Eagle Strategies (NY Life) with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life Insurance and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a large portion of assets managed on a non-discretionary basis.

William Dostman III is a financial advisor with Commonwealth Financial Network and Heritage Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with these firms since 2016 and is a co-owner of Heritage Financial Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Jacquelyn Dohse is a CFP® with five years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Pittsford, NY. Her prior experience includes roles at Commonwealth Financial Network, Mercer Global Advisors, Mirsky Financial Management Corp., and Tompkins Financial Advisors. Outside of her advisory work, she is involved with Colgan Capital, a separate business entity. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary strategies, blending fundamental and technical analysis along with access to multiple custodial platforms and third-party managers.

Jacqueline Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the Series 66 credential and one year of industry experience. She previously worked at Morgan Stanley for two years and has a background that includes roles in education and other sectors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Thomas Affleck is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2023 and has been affiliated with Wealth Enhancement Group since 2021. Prior to his financial advisory career, he spent ten years at The Dorschel Automotive Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management across various risk classes.

Thomas Muscato is a financial advisor at J. W. Cole Advisors, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for nine years. Outside his advisory role, he is president of T. James Muscato Inc., a personal tax management business. J. W. Cole Advisors operates a large network of independent advisor representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm provides both discretionary and non-discretionary management using fundamental and technical analysis, model or manager-based strategies, and digital advice platforms.

Daniel James is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 66 credential and 19 years of industry experience. He is also a partner and part owner of RFG Associates, LLC, a private entity engaged in securities, advisory, and insurance business. Prior to his current roles, Daniel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Edward Silversmith Jr. is a CFP® with 10 years of experience in financial advisory services. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. His prior experience includes roles at Ameriprise Financial Services and New York Life Insurance. Wealth Enhancement Advisory Services provides comprehensive financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Alexander Bernier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. for seven years. Bernier serves as treasurer for Recovery Fitness, Inc., where he consults on financial activities and capital allocation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Roberta Wagner is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill Lynch Pierce, Fenner & Smith, Inc. and Citizens Securities Inc. She serves as secretary for the Victor Boy’s Lacrosse Club, assisting with team events and communications. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates services from KeyCorp affiliates, offering various wrap programs with custodial and trade execution services.

Marianne Tully Bolton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at City National Bank and RBC Capital Markets. She also spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, with seven years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through a large network of affiliated advisors within the New York Life affiliate structure.