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.

Patrice Lancelot is a financial advisor at Bright Futures Wealth Management, LLC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Patrice has worked at Bright Futures Wealth Management since 2011 and has prior experience with Cetera Advisors LLC and Silver Oak Securities, Inc. Bright Futures Wealth Management, LLC provides portfolio management, financial planning, and pension consulting services to a diverse client base including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services, with a focus on documented client objectives and ongoing portfolio monitoring.

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 CFP® with 30 years of industry experience, currently serving at Post Resch Tallon Group in Pittsford, NY. He has worked at Post Resch Tallon Group and Cadaret, Grant & Co., Inc. since 2004 and has been with LPL Financial since 2025. Outside of investment advisory, Tallon is involved in the sale of insurance products including life, accident and health, long-term care, and annuities. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a top-down, asset-allocation driven investment process using mutual funds, ETFs, listed securities, fixed income, and derivative strategies within managed accounts.

Kellan Peer is a financial advisor at O’Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and Noticestry LLC. Outside of advisory work, he assists his mother’s private practice, Oasis Therapy LLC, providing consulting and business planning support. O’Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pensions, charitable organizations, and small businesses. The firm follows a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation.

Abigail Adams is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding Series 66 and Series 65 licenses and having nine years of industry experience. She has been with LVW Advisors since 2014. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients, providing wealth management, financial planning, investment management, and consulting. The firm uses customized investment plans focused on asset allocation, diversification, and risk management, incorporating both traditional and alternative investments.

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.

Deborah Bastow is a financial advisor at High Falls Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with High Falls Advisors for 23 years. She also serves as a co-trustee, assisting in coordinating financial and personal affairs. High Falls Advisors primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm utilizes a range of actively managed investment strategies and maintains a strong in-house tax and trust capability.

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.

Anthony Vaccaro is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Prentice Wealth Management LLC in Rochester, NY, and has previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, model-subscription services, pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Stephen Green is a financial advisor at Seneca Financial Advisors LLC with 16 years at the firm and 5 years of industry experience. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by providing comprehensive financial planning, investment management, tax planning and preparation, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, incorporating a limited tactical overlay and occasionally borrowing in separately managed accounts.

Dylan Shaw is a financial advisor at Bright Futures Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential, Cetera, and Rochester Wealth Partners. Shaw is also licensed to sell life, health, disability, long-term care insurance, and annuities. Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting, and third-party investment adviser selection to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary services through comprehensive investment programs.

Robert St. George is a financial advisor at Blue Horizon Equity, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc. and OSAIC. 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 other institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

Michael Black is a financial advisor at Brighton Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cadaret, Grant & Co., Inc. and Cambridge Investment Research Advisors. Outside of his advisory role, he is president of Liberty Financial Solutions, a financial services business. Brighton Securities serves individuals, pension plans, charities, estates, trusts, and businesses, providing financial planning and portfolio management through various program structures. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering brokerage execution, insurance products, and affiliated tax and accounting services.

Robert Granish is a financial advisor with High Falls Advisors, Inc. in Rochester, NY, holding a Series 66 designation and seven years of industry experience. His career includes roles at Allworth Financial, Leigh Baldwin & Co., LLC, Ameriprise Financial Services, and AXA Advisors. High Falls Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs actively managed strategies across a variety of asset models and maintains in-house legal, tax, and trust capabilities.

Russell Mandrino is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, holding Series 63, 65, and 66 licenses with 23 years of industry experience. His prior firms include Leigh Baldwin & Co., LLC and Allworth Financial, L.P. High Falls Advisors primarily serves individual and high-net-worth clients, 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 a range of actively managed and regularly rebalanced strategies, including tax-aware, ESG, and retirement income models.

Jenny Leach is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 66 licenses and 22 years of industry experience. She previously worked at Manning & Napier Advisors, LLC and Harbor Financial Services. Brighton Securities Corp. serves individuals, trusts, estates, pension plans, charities, and small businesses, offering investment advisory and brokerage services. The firm manages portfolios using fundamental and technical analysis and provides both discretionary and non-discretionary management across proprietary and third-party account programs.