Michael Bianchi is a financial advisor with Commonwealth Financial Network and Bianchi Wealth Management in Pittsford, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 16 years at RBC Capital Markets. He is also the owner of Bianchi Wealth Management. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and back-office services including operations, trading, compliance, and technology. The firm offers a variety of investment solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Ryan Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Financial Advisors, The Delong Company Inc, and Lansing Trade Group. Outside of advising, he is the owner of Oak & Ivy Land Company, LLC, which manages real estate and land management equipment in Geneva, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jamie Block is a CFP® and PFS™ credentialed advisor with nine years of industry experience. He has worked at Mercer Global Advisors Inc. since 2017 and previously spent nine years at Wealth Design Services, Inc. Mercer Global Advisors Inc. serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized programs and educational initiatives.

Thomas Mahoney is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding a Series 63 designation and 39 years of industry experience. He has been operating Mahoney Wealth Strategies, Inc. as president and sole owner since 2007. Outside of finance, he is involved in music and is a co-owner of White Mule Records, located in Brockport, NY. 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 a broad range of individual and institutional clients. The firm offers a comprehensive advisor support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Nick Jensen is a CFP® professional with four years of experience in the financial advisory industry. He is currently with Mercer Global Advisors Inc. and previously worked with Silvo Planning, LLC, Purenergy LLC, and John G. Ullman & Associates, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Patrick Kelly is a financial advisor with Commonwealth Financial Network in Fairport, NY, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. He is also the owner of KFP Advisors, 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 operational support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Amanda Williams is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior roles include positions at Hornor Townsend & Kent Inc and Champlin & Associates, where she continues to serve as an advisor. Outside of investment advisory, she is the Board Chair of Home Start Hope, a nonprofit organization. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutions, utilizing a combination of fundamental and technical analysis along with model- and manager-based strategies.

Kimberly Baxter is a CFP®-designated financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. Her career includes roles at Manning & Napier Advisors, LLC and QCI Asset Management prior to joining Wealth Enhancement. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process combining passive and active managers, supported by an internal Investment Committee and multiple program options.

Steven Kane is a CFP® professional with 28 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and co-owns Heritage Financial Services, LLC, where he has been active since 2011. Kane is based in Pittsford, NY. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser that supports a nationwide network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Gavin is a financial advisor with Commonwealth Financial Network in Pittsford, NY, holding the Series 63 designation and nine years of industry experience. He previously worked at The Bonadio Group before joining Commonwealth Financial Network in 2017. Gavin is a partner and part owner of Etna Advisors, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting a range of investment options and portfolio management approaches.

Thomas Sauer is a CFA® charterholder serving as a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. His prior roles include positions at QCI Asset Management and Hoew & Rusling. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and offers a range of investment solutions blending passive and active management overseen by an internal Investment Committee.

Michael Kiviat is a CFP® professional based in Pittsford, NY, with five years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at QCI Asset Management, Inc. and Manning & Napier, Inc. His career includes a decade at Manning & Napier, Inc. prior to his current roles. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and offers diversified, risk-class based allocations combining passive and active management with quantitative, momentum, and fundamental analysis.

Christopher Santelli is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been associated with Eagle Strategies and New York Life entities since 2003. Santelli is also the owner of Santelli Financial Group, LLC, and serves as a board member of the Anthony Poselovich Memorial Foundation, a nonprofit assisting families with children who have cancer. Additionally, he works as a certified pyrotechnician producing professional firework shows. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Colgan is a CFP® professional with 32 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated Colgan Capital since 2011. In addition to his advisory work, he is involved in book publishing and volunteers providing pro-bono financial planning for widows. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Brian Weber is a financial advisor with Empower Advisory Group in Macedon, NY, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Ascensus, LPL Financial LLC, and World Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Timothy Veazey is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked at Lincoln Financial Advisors for nine years and currently serves as president and owner of Acre Equity Advisors, LLC. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services, allowing advisors discretion in portfolio construction and access to a range of advisory programs and strategies.

Tonya Wester is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Marathon Financial, The Ameriflex Group, and SECURITIES AMERICA Inc. in addition to her tenure at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Amy Roxin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at LPL Financial LLC and Key Investment Services LLC. Outside of her advisory work, she is a co-president and owner of Deliberate Luck Vineyard, a micro wine vineyard in Canandaigua, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Joshua Pryor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. Pryor serves as a board member for Depaul, a nonprofit organization providing addiction prevention, affordable housing, senior living, and vocational programs in Rochester, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.

Russell Barone is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2002 and with Canandaigua Financial Group since 2011. Barone also offers accounting services through his CPA practice, which he has maintained since 1998. 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 support services, including portfolio management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.