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.

Jacob Chen is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Brighton Securities in 2024, he worked at Vanquour LLC and PneumaTek LLC, and spent nineteen years at New York University. Outside of his advisory work, he manages a small residential rental activity unrelated to the securities industry. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by providing financial planning, portfolio management, and consulting services through a variety of program structures. The firm is dually registered as an SEC-registered investment adviser and a FINRA member broker-dealer, offering brokerage execution, insurance products, and affiliated tax and accounting services.

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® professional with 17 years of experience in the financial advisory industry. He is currently with Prentice Wealth Management LLC in Rochester, NY, and 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, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, using both fundamental and technical analysis to construct personalized investment policies.

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 with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Liberty Financial Solutions, E.K. Riley Investments, Raymond James Financial, and Wells Fargo Clearing. Brighton Securities Corp. serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning and portfolio management through multiple program structures. The firm combines advisory and broker-dealer services, providing a range of investment and tax-related solutions.

Christopher Coyle is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Rise Advisors, he worked in various roles including positions at Schedule Beacon LLC and First American Equipment Finance. He has also been involved in educational roles at Alfred University and local schools. Rise Advisors provides financial planning, consulting, and portfolio management services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a discretionary investment approach focused on strategic asset allocation and regular rebalancing, utilizing ETFs, mutual funds, and other investment vehicles to align with client objectives.

Jenny Leach is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc for eight years, as well as Harbor Financial Services for two years. Brighton Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning, portfolio management, and consulting services across various program structures. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, providing a range of brokerage, insurance, tax, and accounting services.

Samuel Post is a financial advisor at Post Resch Tallon Group in Pittsford, NY, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, Merrill, Bank of America, and Morgan Stanley. Post Resch Tallon Group serves 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, options, and private investments, offering discretionary portfolio management and financial planning services.

Abigail Wilson is a financial advisor at Rise Advisors, LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. She joined Rise Advisors in 2024 after completing nine years as a student. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a discretionary management approach focused on strategic asset allocation and regular rebalancing, primarily using ETFs alongside other investment vehicles.

George Marron is a CFP® with eight years of industry experience, currently serving as an advisor at High Probability Advisors, LLC. Prior to joining High Probability Advisors, he worked at High Falls Advisors, Karpus Investment Management, and Manning & Napier in various advisory roles. In addition to his financial advisory work, Marron maintains a solo law practice. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1 billion in assets across an eight-person advisory team.

Andrew Schuler is a CFP® with seven years of industry experience, currently serving at Prentice Wealth Management LLC in Rochester, NY. His previous roles include positions at Manning & Napier Advisors, Sage, Rutty & Company, and NorthLanding Financial Partners. Outside of financial advisory, he was involved with Black Button Distilling for one year. Prentice Wealth Management advises a range of clients including individuals, pension plans, trusts, charitable organizations, and small businesses. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, employing both fundamental and technical analysis in managing portfolios.

Samuel Dinorma is a financial advisor at Brighton Securities Corp. based in Rochester, NY, holding a Series 66 designation with 15 years of industry experience. He has been with Brighton Securities since 2011. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning, portfolio management, wrap fee programs, and consulting services. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and provides a mix of program structures and analytical approaches in its client solutions.

Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.

Victoria Tabor is a financial advisor at Brighton Securities Corp. in Rochester, NY, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Brighton Securities since 2017, including a prior tenure from 2018 to the present. Outside of her advisory role, she serves as Treasurer for the Albion Joint Fire District, managing tax collections for the local fire department. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses by providing financial planning, portfolio management, wrap fee programs, and consulting. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, offering a range of investment program structures and affiliated tax and accounting services.

Raymond Ciccarelli is the owner of Ciccarelli Advisory Services Inc and holds a Series 63 designation, with 53 years of industry experience. He has been associated with Ciccarelli Advisory Services since 1984 and also owns CTO Estate Planning Corp and Park Central Tax Offices. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering a range of financial management and planning services. The firm generally manages client portfolios on a non-discretionary basis and emphasizes strategic long-term investing alongside tactical recommendations.

Christopher Radigan is a financial advisor at Whitney & Company with 5 years of industry experience. He has been with Whitney & Company since 2015. Whitney & Company provides individualized portfolio management to individuals, pension plans, and foundations, typically requiring a $500,000 account minimum. The firm emphasizes quality and liquidity through a long-term equity investment approach supported by fundamental, technical, cyclical, and quantitative analysis.