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 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked 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 and modern portfolio theory, employing various strategies across mutual funds, fixed income, equities, ETFs, and insurance products.

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.

William Ward is a financial advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm offers a range of services including financial planning and portfolio management, using both fundamental and technical analysis across various securities.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds the Series 65 and Series 66 designations and has worked previously at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Axa Advisors. Outside of finance, 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 retirement and deferred compensation plans, offering plan administration, recordkeeping, education, and advisory services. Their Guided Pathways program provides personalized investment advice and model portfolios developed by Morningstar Investment Management for participants and IRAs held within MissionSquare-administered accounts.

Camilla Merrick is a financial advisor at Key Investment Services LLC with 31 years of industry experience. She holds the ChFC® designation, along with Series 63 and Series 66 licenses. Prior to joining Key Investment Services in 2026, she worked at M&T Bank and M&T Securities, Inc. for eight years and at LPL Financial LLC for one year. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment profiles and model selection, providing recommendations and ongoing monitoring while leveraging affiliations with KeyCorp and related entities.

Alec Schumacher is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and three years of industry experience. He has been with Key Investment Services and KeyBank since 2020, with prior work experience at Fetch Logistics, Shoe Show Inc., and Daemen College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection while providing ongoing monitoring and access to third-party discretionary managers within the KeyCorp group.

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.

Milenda Kilby is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advisory work, Kilby serves on the Board of Directors for the Pavilion Elementary School Parent Teacher Organization and volunteers as the treasurer for the Hollwedel Memorial Library. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

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.

Heath Hendrickson is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Allied CPA's, PC, where he is a partner providing tax and accounting services. Outside of his advisory role, he is involved in a family farm focused on cultivating fruit trees. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.

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.

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.

Aimee Berkemeier is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has worked at OSAIC since 2022 and has prior experience with Securities America Advisors and Securities America, Inc. In addition to her advisory role, she serves as Director at Allied CPAs PC and provides financial oversight by compiling monthly financial reports for Genesee County Young Life, a local nonprofit chapter. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment options to build customized portfolios.

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.

Autumn Smith is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and M&T Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various asset-allocation and portfolio construction tools across multiple investment platforms.

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.