Patrick Cicchetti is a financial advisor at Ryse Capital Management with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a co-owner of a moving company where he manages business and marketing strategies. Ryse Capital Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and business owners. The firm offers wealth management, discretionary investment management, and financial planning with an investment process that combines passive and active strategies grounded in modern portfolio theory.

Roger Weller is a financial advisor at JR Snell Capital Management, LLC, with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked concurrently as an independent contractor for United Healthcare in a sales capacity since 2015. Weller is based in Holley, NY. JR Snell Capital Management, LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis, while offering financial coaching and online planning tools.

Nicholas Robertson is a financial advisor at Dynic Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Continuum Wealth Management LLC and UBS Financial Services Inc. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a long-term investment strategy, constructing portfolios that include individual stocks, ETFs, bonds, mutual funds, alternative investments, and options tailored to client risk tolerance.

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Benjamin Montreuil is a CFP® professional with 11 years of industry experience, currently affiliated with Key Investment Services LLC. His prior experience includes roles at LPL Financial, M&T Securities, Mass Mutual Investors Services, and AXA Advisors. Montreuil serves in the U.S. Army Reserve and represents his neighborhood as a street representative for a local association. 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 utilizes a multi-provider model and integrates services with KeyCorp affiliates to offer a range of investment and advisory solutions.

Jena Crawford is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. She has worked at ESL Investment Services, LLC since 2013 and at LPL Financial since 2012. Outside of her advisory role, she is part-owner of a family business, NJC Property Maintenance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Richard Giangrasso is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include work related to non-variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Rhett King is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 43 years of industry experience. His career includes long-term service at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in managing personal real estate rental properties in Brockport, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through its affiliated entities.

Jessica Burris is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jacqueline Vanhoy is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Equitable Advisors since 2004 and previously with Axa Advisors, LLC. Outside of her advisory work, she is a New York State Notary and has a role with Viking Valhalla Party House as special occasion/bar staff. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.