Joseph O'Haver is the principal of O'Haver Wealth Management, LLC in Newark, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and IBN Financial Services, Inc. in addition to his own firms. Outside of investment advisory, he operates O'Haver Financial, LLC, providing tax preparation, payroll processing, and insurance sales services. O'Haver Wealth Management, LLC offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm uses client-specific Investment Policy Statements and a combination of charting, fundamental, quantitative, and technical analysis to tailor asset allocation and security selection, focusing on mutual funds, fixed income, ETFs, annuities, and private placements.

Neal Heslor is a financial advisor at Clark Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Cobblestone Capital Advisors, LLC and Tompkins Trust Co. He joined Clark Asset Management in 2023 as part of a seven-advisor team based in Ontario, NY. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, estate, and college savings. The firm employs a passive investment approach using index mutual funds and ETFs, with distinctive features including a fixed flat-fee compensation model and multiple office locations.

Bradley Donner is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CL Wealth Management since 2021, previously serving at Cabot Lodge Securities LLC and SB Advisory, LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, referrals to third-party money managers, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis and custom model portfolios.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Kalos Management and Sheppard Mosher & Associates. Mosher serves as a council member for the Town of Seneca, NY, participating in municipal governance since 2012. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of managed accounts, third-party managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis across asset classes.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors in Canandaigua, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Arkadios, he worked at Sheppard Mosher and held positions outside finance including at Starbucks. He is also involved in insurance and fixed annuity sales. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a variety of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

James Durso is a financial advisor at Blackridge Asset Management, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Cadaret, Grant & Co., Inc. and Invest Financial Corporation. Outside of advising, he operates a separate financial advisory business and serves as a notary public in New York. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers and utilizes affiliated platforms for portfolio management and trading.

Nathan Van Bortel is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Group since 2017, with prior experience at Cetera Investment Services LLC and Canandaigua National Bank. He is also the owner of Sarkis Financial Corporation, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Wade Sarkis is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 credentials and bringing 38 years of industry experience. He has worked at Commonwealth Financial Network since 1997, with a brief transition in 2025, and also maintains roles at Canandaigua Financial Group and Crossbridge Financial. Outside of advising, he manages a private family entity, Sarkis Family Fund, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Ryan Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Financial Advisors, The Delong Company Inc, and Lansing Trade Group. Outside of advising, he is the owner of Oak & Ivy Land Company, LLC, which manages real estate and land management equipment in Geneva, NY. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Richard Lavoie is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2014 and currently operates StillWater Planning Group. Outside of advisory work, he is involved in fixed insurance sales and owns several private entities related to securities and real estate management. 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 comprehensive back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Christopher Santelli is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been associated with Eagle Strategies and New York Life entities since 2003. Santelli is also the owner of Santelli Financial Group, LLC, and serves as a board member of the Anthony Poselovich Memorial Foundation, a nonprofit assisting families with children who have cancer. Additionally, he works as a certified pyrotechnician producing professional firework shows. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Weber is a financial advisor with Empower Advisory Group in Macedon, NY, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Ascensus, LPL Financial LLC, and World Financial Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Timothy Veazey is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 32 years of industry experience. He has worked at Lincoln Financial Advisors for nine years and currently serves as president and owner of Acre Equity Advisors, LLC. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services, allowing advisors discretion in portfolio construction and access to a range of advisory programs and strategies.

Amy Roxin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at LPL Financial LLC and Key Investment Services LLC. Outside of her advisory work, she is a co-president and owner of Deliberate Luck Vineyard, a micro wine vineyard in Canandaigua, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Russell Barone is a financial advisor with Commonwealth Financial Network in Canandaigua, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been associated with Commonwealth Financial Network since 2002 and with Canandaigua Financial Group since 2011. Barone also offers accounting services through his CPA practice, which he has maintained since 1998. 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 support services, including portfolio management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Austin Allen is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Eagle Insurance and Strategic Financial Solutions. Before entering the financial industry, he spent five years working in junior and high schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach includes point-in-time financial plans and optional managed account solutions, integrating closely with Empower’s recordkeeping and administrative platforms.

Paul Kato II is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2025, he worked at Equitable Advisors and spent over two decades at Avantor. In addition to his advisory role, he is involved in outside sales of various insurance products including life, disability income, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Aaron Pulinski is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 credential. He has one year of industry experience, with prior roles at Evolution Marketing and broadcasting firms including 13 WHAM and Spectrum. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored client relationships supported by proprietary and third-party platforms.

Joseph Hayes is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, with prior roles at Equitable Advisors, Starbridge Inc, and Principal Life Insurance Co. Outside of his advisory duties, he serves as a board member of Compeer Rochester, a nonprofit organization, and volunteers with The Dove Block Project, a community arts center in Geneva, NY. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third‑party money manager solutions through various advisory and promoter arrangements.

Pamela Tierney is a financial advisor with Guardian Life in Geneva, NY, holding a Series 63 designation and over 31 years of industry experience. She has been with Guardian Life since 1999 and also has a longstanding affiliation with Pony Express & Company since 1993. Beyond her advisory role, she serves as an estate administrator for her family and manages a cottage rental through Airbnb. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides investment advisory and brokerage services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products, alternative investments, and various financial planning solutions.