Christine Porter is a financial advisor at Karpus Investment Management with 7 years of industry experience. She holds Series 63 and Series 65 designations and has been with Karpus since 2012. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western New York and is involved with LCL Rockstars, a nonprofit group that operates concession stands at local venues to fund children’s sports activities. Karpus Investment Management is a discretionary investment adviser serving individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients. The firm employs an actively managed, multi-manager, value-oriented approach emphasizing diversified exposure to mutual funds, ETFs, closed-end funds, and select alternative instruments.

Garrett Shambo is a financial advisor at Capital Analysts with three years of industry experience. He holds a Series 66 designation and previously worked at Bob Johnson Auto Group and Delta Sonic. In addition to his advisory role, he assists individuals and small businesses with health insurance plans through the New York State Health Care Marketplace. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with access to third-party managers and ERISA retirement plan advisory services.

Christine Lane is a financial advisor at The AmeriFlex Group with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Commonwealth Financial Network, Montage Wealth Management, Tompkins Trust Company, and LPL Financial. Lane serves as a committee member and volunteer at the Mary Cariola Center. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of 172 investment adviser representatives. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and both wrap and non-wrap solutions.

John Bleier Jr. is an investment advisor representative at The AmeriFlex Group with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Commonwealth Financial Network, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of his advisory role, he is the founder and brand ambassador of the Bleier Bourbon Project. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Charles Constantino II is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior firms include Commonwealth Financial Network, Montage Wealth Management, and Penn Mutual Life Insurance Company. Outside of advising, he is involved in insurance and benefits as well as owning a real estate management business. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Corey Gallahan is a CFP® with five years of industry experience, currently serving as a financial advisor at Karpus Investment Management. He has previously worked at Morgan Stanley, Facet Wealth, and Sauberan & Co. Outside of his advisory role, he is a rental property owner. Karpus Investment Management is a discretionary investment adviser managing approximately $4.3 billion in assets for individuals, ERISA plans, trusts, estates, charitable organizations, and institutional clients. The firm uses an actively managed, multi-manager, value-oriented investment approach with diversified exposure across mutual funds, ETFs, closed-end funds, and select alternative instruments.

Keri Vacanti is a financial advisor with Capital Analysts, LLC, holding the Series 63 designation and bringing 22 years of industry experience. She has worked at Capital Analysts since 2023 and has been with The Legend Group since 2001. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs, utilizing an in-house investment management team and proprietary screening processes.

Rebecca Galliford is a financial advisor at Manning & Napier Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Manning & Napier and its affiliated entities since 2011. Outside of her advisory role, she serves as a board member of the Rush United Methodist Church Child Care Center. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary investment management alongside retirement plan services and customized wealth management solutions. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Douglas Hilfiker is a financial advisor at Manning & Napier Advisors, LLC with 16 years of industry experience. He has served at Manning & Napier since 2021 and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. for 12 years. Hilfiker is a Series 66 holder and serves as a board member for both Hillside Agencies and the Seneca Waterways Council, Boy Scouts of America. 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 accounts and offering non-discretionary advice to various funds. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of retirement plan and wealth management services.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating securities, advisory, and insurance business. 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 and back-office support, including investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Lexus Shannon Hummer is a financial advisor at Commonwealth Financial Network with a Series 66 credential and less than one year of industry experience. She has been associated with Commonwealth Financial Network since 2023, including prior roles during her time as a student. 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 $200 billion in client assets. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

George Stepanoff is a financial advisor with Commonwealth Financial Network in Penfield, NY, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 26 years before joining Commonwealth in 2024. He also owns PS&E, LLC, Plan to Prosper, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and support services including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures, combining a wide range of securities and insurance products with a substantial clearing and custody relationship through National Financial Services LLC.

Nathan Van Bortel is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His career includes roles at Commonwealth Financial Group, Canandaigua Financial Group, Cetera Investment Services LLC, and Canandaigua National Bank. He is also the owner of Sarkis Financial Corporation, a private entity facilitating 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 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.

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 63 and Series 65 licenses and two years of industry experience. Before joining Bankers Life Advisory, he worked with Bankers Life Securities and Bankers Life & Casualty. Outside of advisory services, he acts as an insurance agent, assisting clients with life insurance, Medicare, Medicaid, and long-term care products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) based 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 also worked with NYLIFE Securities LLC and New York Life Insurance Co since 2012. Outside of her advisory work, she serves as the chairperson of the Ambassador Committee for the Rochester Women’s Network, where she coordinates welcoming and onboarding new members. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and fiduciary responsibility to retirement investors.

Maureen Dowling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Key Investment Services since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group and maintaining supervisory oversight of affiliated offerings.

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.