Neal Heslor is a financial advisor at Clark Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cobblestone Capital Advisors, LLC and Tompkins Trust Co. Neal is based in Ontario, NY. Clark Asset Management serves individual and high-net-worth clients through ongoing investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, with an emphasis on tax-aware portfolio construction and rebalancing.

Ryan Tomko is a CFP® and holds a Series 63 license, with five years of industry experience. He has been with Howe and Rusling, Inc. since 2015. 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’s investment approach combines macroeconomic forecasting and tactical sector allocation with fundamental research and a proprietary valuation model, focusing on large-cap equity and intermediate fixed-income strategies.

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 Series 65-licensed financial advisor with Howe and Rusling, Inc. in Rochester, NY, where she has worked since 2011. She has five years of industry experience. 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 offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, along with financial and estate-planning coordination and tax-preparation services 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. with one year of industry experience. He holds a Series 65 credential and has worked at Allworth Financial, L.P. and Wells Fargo Advisors, among others. His background also includes various roles outside of finance, such as positions at Delta Sonic and the Webster Recreational Center. High Falls Advisors 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 to manage a range of actively managed and rebalanced strategies, including ETF-based models, enhanced allocation portfolios, and retirement income strategies.

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 has previously worked at Allworth Financial, L.P. and spent 20 years at High Falls Advisors, LLC. High Falls Advisors serves individual and high-net-worth clients by offering discretionary portfolio management alongside financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs an internal investment committee to manage actively rebalanced portfolios across a range of strategies, including ETF-based models, enhanced allocation models, and retirement income strategies.

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 with HIGH FALLS ADVISORS, Inc. in Rochester, NY, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at High Falls Advisors since 2003 and previously at Leigh Baldwin & CO., LLC and Allworth Financial, L.P. He serves as Executive Director of the Bulrush Foundation and acts as trustee to various trusts. High Falls Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs a variety of investment strategies, actively managed by an internal committee, and features in-house legal, tax, and trust capabilities.

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.

Michael Charleton Jr. is a CFP® with 41 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2025. His previous roles include positions at OSAIC and American Portfolios Advisors, Inc., among others. In addition to his advisory work, he operates an independent insurance agency and owns a separate business entity providing payroll services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management with financial planning and manages accounts on both discretionary and non-discretionary bases, utilizing third-party models and custodians such as Schwab.