Joseph Del Prete is a financial advisor at Brighton Securities Corp. based in Rochester, NY. He holds the Series 66 designation and has been with Brighton Securities since 2025. Prior to joining the firm, he spent four years at SUNY Brockport and thirteen years in East Northport. 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.

Jeanine Drake is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Brighton Securities since 2013. Outside of her advisory role, she operates a notary business focused on real estate closings. Brighton Securities serves individuals, including high-net-worth clients, as well as pension plans, charities, estates, trusts, and businesses, providing financial planning, portfolio management, and consulting through various program structures and a range of analytical approaches. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and also offers affiliated tax and insurance services.

Christina Larkin is a CFP® professional with two years of industry experience, currently working at Seneca Financial Advisors LLC in Rochester, NY. Her prior work includes roles at Vireo Group and Sciarabba Walker & Co., LLP. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, offering services such as financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models and incorporates an in-house tax function alongside its investment advice.

Richard Bentley is a CFP® professional with 18 years at Cooper/Haims Advisors, LLC and a total of 21 years in the financial industry, including experience at Nixon Peabody Financial Advisors LLC. He serves as an investment committee member and advisory board member for LeChase Construction Services, advising on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and estates. The firm focuses on customized asset allocation and individualized investment policy statements, incorporating risk management, tax considerations, and oversight by a monthly investment committee.

Elizabeth Hutton is a financial advisor with Howe And Rusling, Inc. in Rochester, NY, where she has worked since 2013. She holds professional credentials and has three 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, complemented by financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a wholly owned subsidiary.

Angelica Sudore is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to her current role, she worked at Alfred University and has experience as a New York State Life Accident and Health insurance agent. She also has a background in the food service industry, having worked at Perinton Pizza. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm generally manages client portfolios on a discretionary basis using strategic asset allocation and emphasizes ETFs alongside other investment vehicles.

Robert Leroy is a financial advisor at Indivisible Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework and offers clients a range of investment approaches including direct indexing and tax-aware strategies.

Benjamin Owens is a CFP® professional with five years of experience at Cooper/Haims Advisors, LLC. He has also been involved with St. Peters Kitchen, a charitable organization providing free lunches, where he serves on the investment committee advising on financial policies. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm emphasizes customized asset allocation, risk management, and tax considerations, utilizing both discretionary and non-discretionary portfolio management supported by technology tools and monthly oversight.

Margaret Broomfield is a financial advisor at Armbruster Capital Management, Inc. with a Series 65 designation and no prior industry experience. Before joining the firm, she worked at Paychex, Inc. and Bonadio Group. She is also involved with the Rochester Academy of Irish Dance. 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 using diversified, index-based ETFs and mutual funds, supplemented by factor tilts and selected alternative investments tailored to clients’ objectives.

Jeffrey Renelt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Renelt-Richard Group. With a career at Merrill beginning in 1987 and over 30 years of experience, he manages a team focused on providing wealth management and planning services. His practice emphasizes the comprehensive financial needs of multigenerational families, professionals, entrepreneurs, and professional athletes. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from the University of Rochester. His community involvement includes serving as Director and President of the Pemaquid Trail Association and volunteering as a hockey coach for the Rochester Junior Amerks. In his approach, Jeffrey works one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Outside of his professional role, his personal interests include ice hockey, music, photography, and spending time with his family.

William Shaheen is a financial advisor with Whitney & Company in Rochester, NY, holding five years of industry experience. He has been with Whitney & Company since 2014 and serves as CEO of Telesero, a software and outsourcing business. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, focusing on quality and liquidity through long-term equity investments and a diagnostic management consulting process. The firm manages approximately $1.49 billion in discretionary assets and employs a combination of fundamental, technical, and quantitative analysis to tailor strategies to client objectives.

Salvatore Fasciano is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Brighton Securities since 2011. 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.

Kerry Tallon is a Certified Financial Planner® at Post Resch Tallon Group with 30 years of industry experience. He has worked with Post Resch Tallon Group since 2004 and previously with Cadaret, Grant & Co., Inc. He is also involved in insurance sales, including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a top-down, asset-allocation driven investment process that incorporates modern portfolio theory, fundamental analysis, and options and derivative strategies within managed accounts.

Abigail Adams is a financial advisor at LVW Advisors, LLC with 9 years of industry experience. She holds the Series 65 and Series 66 designations and has previously worked at Wells Fargo Clearing, Merrill, and Morgan Stanley Dw Inc. before joining LVW Advisors in 2014. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes asset allocation, diversification, and multi-scenario stress testing, utilizing both passive and active managers as well as non-traditional strategies, supported by its affiliation with Focus Financial Partners.

Olivia Queri is a financial advisor at Blue Horizon Equity, Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Cetera Wealth Services, LLC, Omne Planning & Wealth LLC, and Cambridge Investment Research Inc. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers a range of investment programs, including wrap-fee Unified Managed Accounts and access to third-party money managers, operating as a multi-advisor team across multiple offices.

Gary Michaels is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Brighton Securities since 2010. Brighton Securities Corp. offers investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm provides portfolio management, fee-based financial planning, insurance products, and tax preparation, managing approximately $986 million in client assets as of December 2024.

Patrick Martin is a financial advisor at Ashford Advisors, LLC in Pittsford, NY, holding a Series 65 designation with four 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, offering financial planning, portfolio management, third-party manager search and monitoring, and consulting on hedge fund, venture capital, and private equity investments. The firm emphasizes asset allocation and manager selection, using a range of securities and providing quarterly reporting, with a focus on clients meeting a minimum family relationship of $10 million.

Megan Horvat is a CFP® with 13 years of industry experience, currently serving at Elevatus Wealth Management, LLC. Her prior roles include positions at Thorley Wealth Management, Commonwealth Financial Network, Bank of America, and Merrill. She holds Series 63 and Series 65 licenses. Elevatus Wealth Management serves individual and high-net-worth clients, institutional clients, and retirement plan sponsors with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive investment strategies and offers access to a range of alternative and digital-asset solutions.

David Resch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Post Resch Tallon Group, Inc. for over two decades and Cadaret, Grant & Co., Inc. for 21 years. Outside of his advisory roles, he serves as a non-profit board member and HOA officer. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of financial planning and portfolio management options supported by an in-house research team and a broad platform accommodating both advisory and brokerage needs.

Michael Congdon is a financial advisor at Horizon Financial with five years of industry experience. He holds the Series 65 designation and has worked within related firms under the Horizon umbrella since 2012. Congdon also serves as an administrator and manager responsible for oversight of an investment brokerage firm. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement services, and integrated financial planning. The firm manages approximately $510 million in assets with a model-driven investment approach overseen by an internal team and Investment Policy Committee.