George Conboy is a financial advisor at Brighton Securities Corp. in Rochester, NY, holding Series 66 and Series 63 licenses with 42 years of industry experience. He has been with Brighton Securities since 1988. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a variety of financial planning and portfolio management services through multiple program structures and combines fundamental, quantitative, strategic, and tactical investment approaches.

Rudolph Warren is a financial advisor at Armbruster Capital Management, Inc. with 5 years of industry experience and holds a Series 65 designation. He has been with Armbruster Capital Management since 2013. Outside of advising, he is involved as a managing member of Rabbit Hutch Associates LLC, a real estate development company, and serves as treasurer for RTR Transportation Corp, a personal holdings company. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

Jeffrey Braverman is a financial advisor at Whitney & Company with a Series 65 credential and over 29 years of industry experience. He previously worked at Steven Charles Capital before joining Whitney & Company in 2025. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, technical methods, and Modern Portfolio Theory.

Tarryn Rozen is a financial advisor at Armbruster Capital Management, Inc. with seven years of industry experience. She has been with Armbruster Capital Management for 11 years and previously worked at Camp Susquehannock Inc. for 10 years. Rozen holds the Series 65 designation. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm focuses on long-term, buy-and-hold portfolios using diversified index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

Richard Dougherty is a CFP® professional with 17 years of industry experience. He is currently with Uniting Wealth Partners, where he has worked since 2025. Prior to that, he spent over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dougherty is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm uses a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative investments, often implementing solutions through both in-house and independent managers.

Nikki Hamblin is a financial advisor with High Probability Advisors, LLC and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including prior roles at Manning & Napier and LPL Financial. Hamblin serves on the board of directors for Lakeland Industries. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and provides customized quarterly reporting.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms including Private Client Services and Securities America, Inc. Beyond his advisory role, Hammond serves as treasurer for the Village of Geneseo Volunteer Fire Department and for the Geneseo United Methodist Church’s benevolence fund. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach focusing on diversified, long-term asset allocation.

Nicholas Fischer is a financial advisor at Brighton Securities Corp. with six years of industry experience. He holds a Series 66 designation and has worked at Brighton Securities since 2019. Prior to that, he was employed at Vista Property Management and Fleet World LLC. Outside of his advisory role, he is involved with NOVA Event Management, assisting with stage and sound setup for the Buffalo/Rochester Polar Plunge annually. 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.

Daniel Jones is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody, LLP and Nixon Peabody Financial Advisors, LLC from 2014 to 2018. Cooper/Haims Advisors provides ongoing, fee-based investment advisory services and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes customized asset allocation, individualized investment policy statements, risk management, and tax considerations, utilizing both discretionary and non-discretionary portfolio management approaches.

Ann Randyl Beach is a financial advisor at High Falls Advisors, Inc. in Rochester, NY, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at High Falls Advisors since 2006, previously spending 12 years at Leigh Baldwin & Co., LLC and one year at Allworth Financial, L.P. In addition to her advisory role, she prepares taxes as part of her responsibilities at High Falls Advisors. High Falls Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee/administration services. The firm employs a range of investment strategies overseen by an internal committee, combining actively managed portfolios with tax-aware and ESG-focused models.

Michael Rizzolo is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He has worked at Flower City Capital LLC since 2015 and previously at Banc of America Securities, LLC. Rizzolo is a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, overseeing approximately $333 million in assets. The firm employs multiple analytic approaches and generally pursues long-term, model-driven allocations, managing accounts under discretionary authority with regular client reviews.

Charles Lovejoy is a financial advisor at Rise Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Crump, KAFL, MML Investors Services LLC, and MassMutual Life Insurance Company. Rise Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm typically manages client portfolios on a discretionary basis using strategic asset allocation and regular rebalancing, emphasizing ETFs alongside mutual funds, individual securities, REITs, structured notes, and alternative investments.

Stephanie Kelm is a CFP® professional with seven years of industry experience, currently serving as a partner and financial planner at Rise Advisors, LLC. She previously worked at Mutual Securities, Inc. and NorthLanding Financial Partners, LLC. In addition to her advisory role, she is also licensed as a life insurance agent. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm typically manages client portfolios on a discretionary basis, focusing on strategic asset allocation and regular rebalancing with an emphasis on ETFs, while incorporating a range of investment vehicles and utilizing custom and model strategies tailored to client needs.

Benjamin Bedosky is a CFP® professional with one year of industry experience, currently serving at High Probability Advisors, LLC in Pittsford, NY. His prior experience includes roles at DeJoy & Co., Insero & Co. CPAs, and St. John Fisher University. 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 a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across about 344 client relationships.

Angela Babcock is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, Inc. She has involvement as a notary and holds a non-variable insurance license. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans with discretionary investment management and non-discretionary consulting. The firm employs a discovery-based process to tailor investment plans and uses asset-allocation models emphasizing value and momentum, offering performance-based fee arrangements for qualified clients.

Dylan Potter is a CFP® professional with nine years at Howe and Rusling, Inc. and five years of industry experience. He served in the United States Army from 2010 to 2017 and has been serving in the New York Army National Guard since 2017. Howe and Rusling primarily serves individual and high-net-worth clients as well as institutional clients such as insurance companies, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management focusing on large-cap equity and intermediate fixed-income strategies, complemented by financial and estate planning, access to third-party managers, and tax-preparation services.

Lori Alberts is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Brighton Securities Capital Management since 2017 and a position at Morgan Stanley from 2016 to 2017. Brighton Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, estates, trusts, and businesses. The firm offers a range of financial planning and portfolio management services through multiple program structures and integrates brokerage, insurance, and affiliated tax and accounting services.

Christopher Cebula is a Series 65-licensed financial advisor with Armbruster Capital Management, Inc., where he has worked since 2013. He has six years of industry experience and is based in Pittsford, NY. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm uses long-term, buy-and-hold portfolios with diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments.

Kevin Dempsey is a financial advisor with Blue Horizon Equity, Inc. in Pittsford, NY, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His career includes long tenures at Cadaret, Grant & Co., Inc. and The Partners Eebb & Co., Inc., as well as roles at Aspire Financial Group, American Portfolios Financial Services, Inc., and OSAIC. Outside of advising, he owns and operates a tax preparation business. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, serving individuals, tax-qualified retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory services, and utilizes wrap-fee Unified Managed Accounts and third-party money manager programs, providing both discretionary and non-discretionary management tailored to client needs.

Thomas Queri is a ChFC® credentialed financial advisor at Blue Horizon Equity, Inc. with 31 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and APFS Wealth Management. He serves on the board of the Society of Financial Services Professionals’ Rochester chapter and is a volunteer advisory board member for Make-A-Wish of Western New York. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, delivering both discretionary and non-discretionary management through a multi-advisor team structure.