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.

Chad Goodchild is a CFP® with 24 years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to this, he worked at Merrill for 19 years. He holds the Series 66 designation and is based in Pittsford, NY. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, families, and entities including family offices and qualified retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis-driven, with a broad range of asset options tailored to client needs.

Andrew Wong is a CFP® professional with five years of industry experience, currently serving as an advisor at Cooper/Haims Advisors, LLC. He has been with the firm since 2010. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm’s investment approach focuses on customized asset allocation, individualized Investment Policy Statements, risk management, tax considerations, and ongoing oversight through a monthly investment committee.

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.

Alan Deuel is a financial advisor at FLFS Advisory LLC with 24 years of experience in the industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, and he has been associated with Finger Lakes Financial Services since 2001. FLFS Advisory LLC serves individuals, families, trusts, charitable organizations, businesses, and pension plans by providing discretionary investment management and consulting services. The firm employs a discovery-based process to tailor investment plans to client objectives and risk profiles, utilizing value and momentum asset-allocation models and offering performance-based fee arrangements for qualified clients.

Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting 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.

Sarah Stymus is a CFP® professional with 14 years of industry experience. She joined Whitney & Company in 2024 after roles at Sage, Rutty & Co., Inc. and J.P. Morgan Securities. Whitney & Company provides individualized portfolio management for individuals, pension plans, and foundations, managing approximately $1.49 billion in discretionary assets. The firm emphasizes quality and liquidity through long-term equity investments selected primarily via qualitative fundamental analysis, supplemented by other analytical tools, and employs both long- and short-term trading strategies tailored to client objectives.

Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as 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. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

Samuel Capilli is a financial advisor at Blue Horizon Equity, Inc. with two years of industry experience. He holds a Series 66 designation and serves as a board member of The Cus Foundation. Capilli has previously worked with Cambridge Investment Research and Cetera Wealth Services, among other firms. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across multiple offices.

Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.

Andrea Ells is a CFP® and CFA® with nine years of experience in the financial industry. She has worked at Cooper/Haims Advisors, LLC since 2018 and previously held positions at Nixon Peabody LLP and Nixon Peabody Financial Advisors LLC from 2013 to 2018. Ells serves as an Investment Committee Member for the YWCA of Rochester & Monroe County, where she reviews endowment portfolio investments. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm’s approach includes customized asset allocation, risk management, tax considerations, and oversight through a monthly investment committee, employing a range of investment vehicles and third-party technology tools to support client strategies.

Robert Gwynn is a financial advisor with FLFS Advisory LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advising, he is involved in coaching sports and fitness. FLFS Advisory serves individuals, families, trusts, charitable organizations, businesses, and pension plans through discretionary investment management and non-discretionary consulting. The firm uses a discovery-based process to customize investment plans aligned with client objectives, incorporating value and momentum asset-allocation strategies and offering performance-based fee arrangements for qualified clients.

Robert Hayes is a financial advisor with Bright Futures Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Silver Oak Securities, Inc., Cetera Advisors, and APFS Wealth Management, Inc. Outside of advising, Hayes serves as the mayor of Avon, NY, and officiates high school baseball and softball games as an umpire. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, entities, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm uses a variety of investment analysis methods and offers discretionary and non-discretionary services, including access to third-party investment advisers and alternative investment strategies.

Zachary Harrington is a Series 65 licensed advisor with 11 years of industry experience. He has worked at Rise Advisors, LLC since 2020 and previously at NorthLanding Financial Partners, LLC and HIGH FALLS ADVISORS, Inc. He also operates as an independent insurance agent, offering life insurance and fixed annuity products. Rise Advisors, LLC provides financial planning, consulting, and portfolio management to a range of clients including individuals, trusts, and charitable organizations. The firm primarily manages portfolios on a discretionary basis, utilizing strategic asset allocation and a mix of investment vehicles such as ETFs, mutual funds, and alternative investments.

David Treichler is a CFP® professional with 40 years of industry experience, currently serving at Bright Futures Wealth Management, LLC. His prior roles include positions at Cetera Advisors and Silver Oak Securities. Outside of advisory work, he owns Arabella Wealth Advisors, an independent financial services business. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting to a range of clients, including individuals, trusts, and retirement plans. The firm employs multiple analysis methods and offers discretionary and non-discretionary services tailored to both non-high-net-worth and high-net-worth clients.

Mary O'brian is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. She has worked at The Waterford Group, LLC since 2011 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a mix of internal and external managers to construct portfolios with a long-term focus and offers comprehensive services for retirement plans, including ERISA-related advisory and participant education.

David Pulcini Jr. is a CFP® professional with 22 years of experience in financial advisory services. He is currently with RFG Advisory, LLC and has previous experience at American Portfolios Advisors, Inc. and Axa Advisors, LLC. Outside his advisory role, he operates a consulting business focused on branding and marketing. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach features primarily discretionary management using model portfolios, third-party platforms, and access to alternative investments, with a noted role as sub-adviser to several ETFs and service to state and municipal clients.