Gregory Garone is a financial advisor at Regal Investment Advisors LLC with credentials including Series 63, Series 65, and Series 66. He has four years of industry experience and has previously worked at Tompkins Wealth Management Inc, RFG Advisory, LLC dba Sixpoint Financial Advisors, Gerson Lehrman Group, Bank of America, and Merrill. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Samantha Larew is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked exclusively within the Manning & Napier organization since 2010, including roles at Manning & Napier Fund Inc. and Manning & Napier Investor Services, Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients such as banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers a range of services including retirement plan advice, participant education, and custom wealth management solutions.

Brittany Buffington is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Manning & Napier Advisors, LLC and has previously worked at Chicago Partners Investment Group, Elevatus Wealth Management, Halleran Financial/LPL Financial, and Stifel Nicolaus & Co Inc. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, alongside discretionary separately managed accounts and non-discretionary advice for proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Marc Brondon is a financial advisor with Alera Investment Advisors, LLC in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Alera Investment Advisors and Osaic Wealth, Inc. in 2026. Brondon serves on the board of Grace The Arts!, a non-profit organization that provides children in need with access to arts education, scholarships, and performance opportunities. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm follows a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Cathy Pereira is a CFP® with four years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. She previously worked at Generation Capital Management from 2017 to 2021. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice for various proprietary funds. The firm employs a team-based investment process that combines top-down macro analysis with bottom-up security selection, supported by systematic strategies and a defined fixed income approach.

Robert Williams is a financial advisor at ValMark Advisers, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Valmark Securities, Inc., Hornor, Townsend & Kent Inc., Lincoln Financial Advisors, and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of several nonprofit and community organizations, including Camp Haccamo and Roc City Uncorked, where he acts as treasurer, and he is also involved with the Rochester Young Professionals as vice president of membership. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and periodic client reviews.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Kalos Management and Sheppard Mosher & Associates. Mosher serves as a council member for the Town of Seneca, NY, participating in municipal governance since 2012. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of managed accounts, third-party managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis across asset classes.

John Harms is a CFP® with 21 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior work includes roles at American Portfolios Financial Services, AXA Advisors, and Wells Fargo Advisors. Harms is also involved as an insurance agent with ASH Brokerage and KAFL Insurance Resources. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while providing access to alternative investments and annuities.

Randy Schuster is a financial advisor with ValMark Advisers, Inc. in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining ValMark in 2020, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent for 13 years each. Outside of advising, he is an author and serves as president of the Jewish Federation of Rochester. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary programs and strategic partnerships that distinguish its service offerings.

John Marino is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Frederic Scarpulla is a financial advisor with Lifemark Securities Corp. and holds a Series 63 designation. He has 35 years of industry experience, including 24 years as an independent insurance agent. His work involves the sale and service of life, health, group life, and group long-term disability insurance products. 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 programs such as Unified Managed Accounts and Separately Managed Accounts, tailoring advice through risk assessments and using a variety of platform tools.

Daniel Lippincott is a CFA® charterholder with six years of experience at Karpus Investment Management, where he has worked since 2012. He established KARDS LLC in 2024, a real estate rental business that he manages outside of trading hours. Karpus Investment Management is a multi-team discretionary adviser managing approximately $4.3 billion in assets. The firm serves individual and institutional clients, employing an actively managed, value-oriented approach with diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Jeffrey Mccormack is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. His career includes roles at QCI Asset Management, Bonafyde Consulting, and Calvary Robotics. Outside of his advisory work, he is a board member at Mary Cariola’s Center and serves as an assistant swim coach for age-group swimmers in the Rochester area. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing separately managed accounts and offering fiduciary retirement plan services. The firm employs a team-based investment process combining top-down macro analysis with bottom-up security selection and offers a range of strategies and custom wealth management solutions.

Matthew Rockefeller is a financial advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paychex, Inc. and Paychex Securities Corporation. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, with services that include ERISA plan consulting and participant education.

Michael Gorsky is a financial advisor at RFG Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Lyons National Bank and Howard Hanna Real Estate Services. Outside of his advisory role, he is a licensed real estate salesperson assisting in real estate transactions. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using various model strategies and third-party platforms, and serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera, Bright Futures Wealth Management, and Pruco Securities. Outside of his advisory roles, Butler has been involved in fixed insurance and annuity sales. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, offering customized portfolios through various advisor-specific approaches and third-party relationships.

Michael Robinson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal practice, providing estate planning and legal advice through his law office and roles with the American Academy of Estate Planning Attorneys. Robinson also operates wealth management firms, including Robinson Wealth and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using fundamental and technical analysis alongside multiple asset-allocation frameworks.

Thomas Stedman is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Manning & Napier Advisors, LLC and has prior experience at Seneca Financial Advisors LLC and Nixon Peabody LLP. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering customized wealth management solutions. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as its Disciplined Value approach and Managed ETF Portfolios.

Susan Kyle is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2010 to 2026. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

David Goodfellow is a financial advisor at ValMark Advisers, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020, following a 12-year tenure at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, Goodfellow is involved in life insurance brokerage activities, serving as an agent with Coordinated Plan and writing insurance with various carriers. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.