David Dewind is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Sage Rutty since 2012. Sage Rutty & Co., Inc. serves a range of individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across nearly 8,700 accounts and provides both comprehensive planning and portfolio management through multiple program structures and custodial relationships.

Riley Zimmerman is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beltz-Ianni & Associates, LPL Financial, and Paychex Inc. prior to joining Modern Wealth Management. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, financial planning, tax and estate planning, and insurance solutions.

Gina Griffo is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She worked for 20 years at Ralph Parks Investment Group LLC before joining Sage, Rutty & Co. in 2025. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across 8,685 accounts and employs a multi-advisor approach with both discretionary and non-discretionary management strategies.

Phillip Yargeau is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and serving clients for 33 years. He has been with Ashton Thomas since 2011 and also has experience at Pike & Gold Partners and Erb's Income Tax Service, where he is a 40% owner and prepares tax returns. Additionally, he assists clients with Medicare Supplement and Advantage Plan selections as a health insurance agent. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management programs and retirement plan services through a team of 18 advisors across six offices.

Christopher Porpiglia is a CFP® professional with 16 years of industry experience, currently serving at RFG Advisory, LLC. His prior experience includes roles at Wealth Enhancement Group and Manning & Napier Advisors, LLC. 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, leveraging model strategies, third-party platforms, and provides sub-advisory services to exchange-traded funds.

Steven Ciotti is a financial advisor at Sage, Rutty & Co., Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Sage, Rutty & Company since 2023. Prior to his current role, he was involved in real estate and insurance sectors. Outside of finance, he is a guitar lesson instructor at the Rochester School of Guitar. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across 8,685 accounts and uses a variety of analytical approaches while supporting both discretionary and non-discretionary account management.

Wayne Holly is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Sage, Rutty & Co., Inc. since 1980, spanning over four decades at the firm. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in assets across 8,685 accounts. The firm offers comprehensive planning and portfolio management services supported by multiple custodial relationships and uses a variety of analytical approaches in managing discretionary and non-discretionary accounts.

Georgios Manou is a financial advisor with Capitol Securities Management, Inc. in Rochester, NY, holding Series 66 and Series 65 credentials and bringing 26 years of industry experience. He has been with Capitol Securities since 2006 and has also worked at Bianchi and Associates since 2022, where he assists with income tax and accounting data entry. Outside of advisory work, he was involved with Delta House Restaurant for 17 years. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering client relationships through various investment programs and separately managed accounts.

Brian Kelly is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Vicus Capital, Inc. and serves as the owner and financial professional at Kelly Wealth Services. His prior experience includes roles at Nationwide Securities, LLC and Corey Insurance Agency. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Laura Parker is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience, all of which have been with her current firm since 2003. Outside of her advisory role, she is a silent partner in an auto wholesale and retail business. Sage, Rutty & Co., Inc. serves both individual and institutional clients, offering advisory, financial planning, and wrap-fee platforms, with approximately $3.9 billion in assets under management across a multi-advisor team. The firm provides comprehensive planning and portfolio management, utilizing multiple custodial relationships and program structures to meet diverse client needs.

Caroline Hill is a financial advisor at Sage, Rutty & Co., Inc. with 12 years of industry experience. She holds the Series 66 credential and previously worked at Brighton Securities before joining Sage, Rutty & Co., Inc. Hill serves on the Investment Committee for the YMCA of Greater Rochester. Sage, Rutty & Co., Inc. provides advisory, financial planning, and wrap-fee services to individual and institutional clients, including pension and profit-sharing plans. The firm manages approximately $3.9 billion in assets across 8,685 accounts and employs fundamental, technical, and cyclical analysis in portfolio management.

Thomas Le Roy is a financial advisor with Stratos Wealth Advisors LLC in Rochester, NY, holding Series 65 and Series 63 registrations and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Russell K Schwartzbeck. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, providing financial planning, portfolio management, and access to third-party manager programs through a network of investment advisory representatives across multiple teams.

Nicolas Spinelli is a financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Lazard Asset Management. Outside of his advisory role, he is a co-owner and partner of Solstice Growth. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, through advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in regulatory assets and offers a range of program structures, custodial relationships, and both discretionary and non-discretionary portfolio management.

John Cairns is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Sage, Rutty, he worked with the Roman Catholic Diocese of Albany and the Society for the Protection and Care of Children. Outside of finance, he operated a food truck business for six years. Sage, Rutty & Co., Inc. serves individual and institutional clients, including pension and profit-sharing plans, offering advisory, financial planning, and wrap-fee platforms. The firm manages approximately $3.9 billion in assets across various accounts and employs fundamental, technical, and cyclical analysis to support both discretionary and non-discretionary portfolios.

Jennifer Fox is a financial advisor at Sage, Rutty & Co., Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Sage Rutty since 2011. Sage, Rutty & Co., Inc. serves both individual and institutional clients, including pension and profit-sharing plans, providing advisory, financial planning, and wrap-fee services. The firm manages approximately $3.9 billion in assets across 8,685 accounts and offers comprehensive planning alongside portfolio management supported by multiple program structures and custodial relationships.

Joshua Slish is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Brighton Securities and Equitable Advisors. Sage, Rutty & Co., Inc. serves individual and institutional clients through advisory, financial planning, and wrap-fee platforms, managing approximately $3.9 billion in assets across 8,685 accounts. The firm offers comprehensive planning and portfolio management services, operating multiple custodial relationships and supporting both discretionary and non-discretionary account management.

Kim Nugent is a CFP® with 22 years of industry experience, currently serving at Sage Rutty & Co., Inc. since 2010. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Outside of her advisory role, she serves on the Board of Directors and Development Committee for Greater Rochester Habitat for Humanity. Sage Rutty & Co., Inc. serves both individual and institutional clients, offering financial planning and portfolio management through multiple program structures and custodial relationships. The firm manages approximately $3.9 billion in assets across 45 advisors and provides services ranging from comprehensive planning to qualified retirement plan support.

Roland Salmi is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lawley Retirement Advisors, LLC, Georgetown Lawley Group, LLC, and Digital Insurance d/b/a OneDigital. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Robin Blackman is a financial advisor with Independent Financial Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Partners since 2011 and previously spent a decade at LPL Financial. Blackman is also involved in non-variable insurance sales. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.