Jesse Leonardo is a financial advisor at Key Investment Services LLC in Rochester, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at M&T Bank, LPL Financial LLC, Fifth Third Securities, and Fifth Third Bank. Key Investment Services LLC is an SEC-registered investment adviser that delivers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining discretionary and non-discretionary portfolio management, with integration across KeyCorp affiliates for additional financial services.

Scott Mckay is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving at Creative Planning since 2013. He holds the Series 66 designation and is based in Rochester, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment and retirement plan services.

Nathan Wegman is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Endeavor Wealth Advisory Group since 2018. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2013 to 2018. He is also the owner of Wegman Wealth Management LLC, a private entity facilitating securities, advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Joshua Vernon is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Key Investment Services, he worked at Principal Life Insurance Company, Northwestern Mutual, and held outside sales roles in insurance. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and integrates with KeyCorp affiliates to provide additional advisory, banking, and risk management services.

James Englert is a CFP® with 29 years of industry experience, currently advising at Allworth Financial, L.P. He previously worked at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Englert is also an enrolled agent with the National Association of Enrolled Agents and performs tax preparation and insurance sales activities at High Falls Advisors. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering financial planning, portfolio management, retirement consulting, and education through various media. The firm uses both quantitative and qualitative analysis to create customized investment strategies and manages multiple specialized portfolios and private funds.

Andre Rene is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 13 years. In addition to his advisory role, Rene is involved in outside business activities with CNMK Operational Support, LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Klee is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at High Falls Advisors, Inc. and Seneca Financial Advisors LLC. Outside of his advisory roles, he has been involved with Haroun Education Ventures since 2020. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and education through various media, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Jonathan Larue is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds a Series 66 designation and has worked at TIAA and Raymond James & Associates, Inc. Prior to his current role at TIAA-CREF, he spent 10 years at TIAA in various capacities. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Alyssa Piersimoni is a financial advisor at Principal Financial Services with Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Equitable Advisors LLC and has a background in the restaurant industry. Alyssa is also involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Charles Forte Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2023, he worked with Goodwill of the Finger Lakes for eight years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers various managed account solutions, including its proprietary WealthSuite platform and third-party TAMPs.

David Georgiev is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Private Advisor Group since 2016, with prior roles at LPL Financial and M&T Securities. Georgiev is involved in several business activities including managing Monarch Wealth Management, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies and managed account solutions.

Travis Gallton is a CFA® charterholder currently with TIAA-CREF in Rochester, NY, where he has worked since 2025. He has over a decade of industry experience, including roles at Karpus Investment Management from 2007 to 2018 and TIAA since 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and various entities. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to a donor-advised fund, operating within a vertically integrated structure.

Bryant Dudek is a Series 66-licensed financial advisor at Key Investment Services LLC with one year of industry experience. His prior work history includes roles at Keybank and Chase Bank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to a wide range of clients, including individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary and non-discretionary management options and is integrated with KeyCorp affiliates offering additional financial services.

Shawn Holahan is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory roles, he has been involved with the Boy Scouts of America through the National Boys Scouts and the Seneca Waterways Council. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Nicholas D Angelo is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Carestream Health. Outside of his advisory role, he is involved with CNMK Operational Support, LLC, providing financial advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through proprietary and third-party solutions.

Maria Opett is a financial advisor at Key Investment Services LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within Key Investment Services and its affiliated firms since 2012. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform with both discretionary and non-discretionary investment models and is integrated with affiliates such as KeyBank and KeyBanc Capital Markets.

Amy Gaston Iresabal is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Citizens Securities, Inc., and M&T Securities, Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management through customized and model portfolio solutions.

Alejandro Bruno is a financial advisor with Principal Financial Services in Rochester, NY, holding a Series 66 designation and two years of industry experience. Before joining Principal, he worked at Equitable Advisors, LLC for two years and spent nine years at Apple Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Traylor is a ChFC® financial advisor with Hornor, Townsend & Kent, LLC in Rochester, NY, where he has worked since 2014. He has 18 years of industry experience and also holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Traylor is president of Rivent Partners, Inc., a life insurance brokerage specializing in financial planning and consulting for clients with special needs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Jesse Siegfried is a financial advisor with Citizens Securities, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Citizens Bank and its affiliated entities since 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. Its digital advisory program uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk tolerance, although the firm primarily conducts commission-based brokerage and other non-discretionary business.