David Piano is the principal advisor at Piano Wealth Management in Victor, NY, holding a Series 66 designation with 11 years of industry experience. He previously worked at Merrill Lynch and Nexus Capital, LLC before founding his independent firm in 2022. Outside of his advisory role, he is also a property owner involved in rental real estate. Piano Wealth Management serves individuals, families, and business owners, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-faceted investment approach and offers plan-level services, including participant education and fiduciary support.

Austin Gilbert is the sole advisor at Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY. He holds a Series 65 designation and has 12 years of industry experience, operating Gilbert Financial since 2006. Gilbert Financial, LLC provides customized portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm manages approximately $110 million in assets for around 150 clients, focusing on individualized asset-allocation models and a fixed-income practice that generally holds bonds until call or maturity.

Michael Nevinger is the sole advisor at Comfort Capital Management, an independent registered investment adviser. He holds a Series 65 designation and has recently founded the firm in 2025. Outside of his advisory work, Nevinger is an estimator and project manager in the construction industry through his role at 104 Contractors, which he has held since 2018. Comfort Capital Management provides fee-only investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fundamental analysis and modern portfolio theory approach, emphasizing asset allocation and passive fund strategies.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HNP Capital LLC, LPL Financial, and Five Star Bank. HYJC Capital of WNY provides portfolio management and financial planning services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm customizes portfolios based on clients’ goals and risk tolerance, using a combination of cyclical and fundamental analysis along with modern portfolio theory.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

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 Certified Financial Planner® with 32 years of industry experience. He is a principal at The Pitti Group Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and Morgan Stanley. 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 offers discretionary investment management, financial planning, and retirement-plan advisory services, using a customized, primarily long-term investment approach that incorporates both fundamental and technical 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.

William Ward is a financial advisor at Pinnacle Investments, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Equitable Advisors. In addition to his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis within tailored investment strategies.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Axa Advisors, LLC. Additionally, she operated Webster Writing Consulting for over a decade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary managed accounts and nondiscretionary fund advice, supported by investment models developed by Morningstar Investment Management.

Camilla Merrick is a financial advisor with Key Investment Services LLC and holds the ChFC® designation, along with Series 63 and Series 66 licenses. She has 31 years of industry experience, including prior roles at M&T Bank, M&T Securities, Inc., LPL Financial LLC, and Wall Street Financial Group, Inc. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Alec Schumacher is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes several roles at KeyBank dating back to 2017, as well as experience at Fetch Logistics, Shoe Show Inc., and Daemen College. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and emphasizes non-discretionary asset management alongside wrap-fee programs.

Ralph Angelo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at American Portfolios Financial Services, Inc. for 14 years and most recently at OSAIC before joining Commonwealth and founding Angelo Planning Group. Outside of his advisory role, he is involved in managing commercial real estate through entities such as APG Lodge, LLC and 2590 Group, LLC. 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 services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Mark Temperato is a financial advisor at OSAIC with 14 years of industry experience. He holds the ChFC® designation and previously worked at Northwestern Mutual and Securities America Advisors. He is also involved in managing a tax-related LLC and operates a financial advisory marketing DBA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Nathan Elvers is a ChFC®-designated financial advisor with 17 years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors and Northwestern Mutual. Outside of his advisory role, he owns and manages a tax preparation and planning business. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to deliver customized portfolio management.

William Seybold is a CFP® professional with 30 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at SSN Advisory Inc and Securities Service Network. Seybold also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms with discretionary and non-discretionary options, incorporating proprietary and third-party strategies.

Amanda Delmonico is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Prior to entering the financial services industry, she was employed in the food retail sector. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct portfolios across various securities, offering both discretionary and non-discretionary management options.

Kaelah Granger is a CFP® professional with five years of industry experience, currently with Cetera. She has been affiliated with Cetera and Cetera ADVISORS LLC since 2021. Prior to her financial advisory roles, she worked at the University of Rochester from 2016 to 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and planning services with a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Steven Lesko is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual. In addition to his advisory work, Lesko is starting a clothing business under his personal brand, focusing initially on sweatshirts sold online. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct and manage portfolios across various investment types.

Georg Farrak is a financial advisor with Mass Mutual Investors Services in Avon, NY, holding a Series 63 designation and having 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 1986. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools and structured planning engagements.

John Price is a Series 66-credentialed financial advisor with Edward Jones, based in Honeoye Falls, NY. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large national network of advisors and branch offices.

Lea Bancroft is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of her advisory role, Bancroft is a partner in a restaurant/bar and a martial arts instructor in Mount Morris, NY. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning services.

Adam Ambielli is a financial advisor at OSAIC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2024, Adam worked at Securities America Advisors and Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is involved in insurance sales through a brokerage firm. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Matthew Piaseczny is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 15 years of industry experience. His prior roles include positions at Northwestern Mutual and Securities America Advisors. He is a managing member of Dash Tax, LLC, a tax preparation firm he co-owns with two partners, and a partner at Dash Capital Advisors, a financial planning and investment services DBA. OSAIC serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement plan consulting services through a wide network of affiliated advisors and multiple platforms. The firm employs firm-provided tools such as asset allocation models and automated rebalancing to design portfolios that may include a variety of asset types managed discretionary or non-discretionary.

Justin Myers is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining Ameriprise. Myers also owns and manages an advisory business, Myers LLC, in Lima, NY. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Carolyn Phillips is a financial advisor with MassMutual Investors Services in Mount Morris, NY, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with MML Investors Services, Inc. since 2003 and MassMutual Financial Group since 2001. Outside of her advisory role, Phillips serves as treasurer for the First Church of Christ, Scientist, overseeing financial activities and reporting. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers through a structured, collaborative advisory process.

Leann Hill is a Series 66 licensed financial advisor with Edward Jones in Avon, NY, where she has worked since 2017. She has nine years of industry experience. Outside of her advisory role, she has landlord responsibilities for several rental properties in the region. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.

Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive compensation, equity compensation services, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches client relationships with compassion and empathy, treating his clients as if they are family. Outside of his professional role, Steven enjoys spending time with his family, playing ice hockey, and woodworking.

Steven Whittemore is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc., and has also held roles in education at Fairport Central School District and Arkport Central School District. OSAIC serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios across a broad range of investment types.