H. Robert Bradley is a CFP® with 27 years of experience in the financial industry. He is currently with Chicago Partners Investment Group LLC and has previously worked at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Dana Bell is the sole advisor at BellRock Asset Management LLC in Victor, NY, holding a Series 65 designation with 4 years of industry experience. He has led BellRock Asset Management since 2011. BellRock Asset Management provides discretionary portfolio management services to individuals, trusts, charitable organizations, and privately held companies. The firm follows modern portfolio theory principles, emphasizing diversification and strategic asset allocation, and maintains institutional-style relationships through written referral agreements with CPA firms.

David Piano is a financial advisor with Piano Wealth Management in Victor, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Merrill Lynch and Nexus Capital, LLC. Outside of advising, he has a passive property ownership interest in rental real estate. Piano Wealth Management offers financial planning and portfolio management services to individuals, families, and business owners, including retirement-plan consulting and participant education. The firm provides discretionary and non-discretionary asset management and tailors investment advice using behavioral, fundamental, technical, and quantitative analysis.

Martha Jesse is a financial advisor with Prosperity Advisory Group LLC in Victor, NY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker for 13 years. Prosperity Advisory Group LLC is an SEC-registered advisor serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets and provides tailored investment management, financial planning, cash-flow consulting, and retirement-plan advisory services using a primarily long-term investment approach with tactical asset allocation.

Alyssa Girod is a financial advisor at Prosperity Advisory Group LLC with four years of industry experience. She holds a Series 65 designation and has worked in various roles including at KM Investment Services, Inc. and Ravenwood Golf Club. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets across about 244 clients, employing a primarily long-term investment approach with tactical asset allocation and fundamental analysis.

Randal Engelbrecht is a Series 65 credentialed advisor with Ever Green Wealth Management, LLC in Victor, NY. He has one year of experience in financial advising and previously worked for 24 years at Aldi Inc. Ever Green Wealth Management is an SEC-registered independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary wealth management and financial planning with customized or model portfolios primarily consisting of low-cost mutual funds and ETFs, employing a mix of fundamental, technical, cyclical, and charting analysis with a focus on long-term investing.

David Green is the sole advisor at Ever Green Wealth Management, LLC in Victor, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 14 years at Edward Jones prior to founding his current firm. Ever Green Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive wealth management through discretionary investment management and financial planning. The firm employs a research-based, long-term investment approach using low-cost, diversified funds and custom or model portfolios, managing approximately $63 million in assets across about 351 client relationships.

Matthew Pitti is a financial advisor at The Pitti Group Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Outside of his advisory role, he serves as treasurer of the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach and offers discretionary portfolio management, financial planning, retirement-plan advisory, and estate-planning referrals.

Anthony Pitti is a financial advisor with The Pitti Group Wealth Management, LLC in Victor, NY. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Pitti Group, he worked at Wells Fargo Advisors and TEKsystems. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to a range of clients including individuals, families, trusts, and businesses. The firm employs a customized, primarily long-term investment approach and manages approximately $374 million in client assets.

Salvatore Pitti is a CFP® with 31 years of industry experience, currently serving as an advisor at The Pitti Group Wealth Management, LLC since 2021. Prior to this, he worked at Wells Fargo Advisors from 2016 to 2021. He holds Series 63 and Series 65 licenses and has significant involvement in the operations of his firm. The Pitti Group Wealth Management, LLC is an SEC-registered investment adviser managing approximately $374 million in client assets. The firm provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans, utilizing a customized, primarily long-term investment approach.

John Harnish is a CFP® with 22 years of industry experience, currently serving as a principal and Chief Compliance Officer at Prosperity Advisory Group LLC. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and held roles at KM Advisory Services and KM Investment Services. Outside of his advisory work, he maintains ownership in an independent wholesale consumer products business. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets, providing tailored investment management, financial planning, and retirement-plan advisory services with a long-term investment approach complemented by tactical asset allocation and fundamental analysis.

Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previous work history at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in client assets using a customized, primarily long-term investment approach and sponsors a wrap-fee program that bundles transaction costs into a single asset-based advisory fee.

Matthew Kelley is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Cooper/Haims Advisors, LLC and has previously worked at LPL Financial, ESL Federal Credit Union, Tompkins Financial Advisors, and Morgan Stanley Smith Barney LLC. Kelley’s background includes roles at both credit unions and large financial firms. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach centers on customized asset allocation, individualized Investment Policy Statements, risk management, and tax considerations, utilizing a range of investment vehicles and both discretionary and non-discretionary management.

Brian Roes is a CFP® and Series 65 credentialed advisor with Cooper/Haims Advisors, LLC, where he has worked since 2014. He has five years of industry experience and is based in Victor, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and other entities. The firm employs a customized investment approach with asset allocation, risk management, tax considerations, and ongoing oversight, utilizing a variety of investment vehicles and third-party technology tools.

Jared Haims is a CFP® with five years of industry experience, currently serving at Cooper/Haims Advisors, LLC, where he has worked since 2014. He holds Series 63 and Series 65 licenses and is based in Victor, NY. 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 approach includes customized asset allocation, individualized Investment Policy Statements, risk management, and the use of third-party money managers, supported by AI-enabled technology tools for planning and documentation.

Neal Heslor is a financial advisor at Clark Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cobblestone Capital Advisors, LLC and Tompkins Trust Co. Neal is based in Ontario, NY. Clark Asset Management serves individual and high-net-worth clients through ongoing investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, with an emphasis on tax-aware portfolio construction and rebalancing.

Dean Hutchinson is a financial advisor at Cooper/Haims Advisors, LLC with 12 years at the firm and 5 years of industry experience. He holds the CFP® and Series 63 designations. Cooper/Haims Advisors provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm’s approach includes customized asset allocation, individualized Investment Policy Statements, risk management overlays, tax considerations, and ongoing portfolio oversight by an investment committee.

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.

Richard Bentley is a CFP® with eight years of industry experience, serving at Cooper/Haims Advisors, LLC since 2008. He participates as an investment committee member and advisory board member for LeChase Construction Services, providing guidance on real estate, capital portfolios, and strategic initiatives. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm’s approach involves customized asset allocation, risk management, tax considerations, and utilizes AI-supported technology tools to enhance planning and documentation.

Benjamin Owens is a CFP® professional with four years of industry experience, currently serving at Cooper/Haims Advisors, LLC since 2019. Prior to this, he worked at SUNY Geneseo and Access FCU. He is also an investment committee member for St. Peters Kitchen, a charitable organization providing free lunches in Rochester, NY. Cooper/Haims Advisors offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and estates. The firm emphasizes customized asset allocation, risk management, tax considerations, and uses third-party technology tools alongside human review to support client strategies.