Jason Kelley

Patrick Cicchetti is the principal of Ryse Capital Management and holds Series 63 and Series 66 licenses. He has four years of industry experience and is also co-owner of a moving company, where he manages business and marketing strategies. Additionally, he works as a consultant providing business planning and organizational efficiency coaching. Ryse Capital Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and business owners with wealth management, discretionary investment management, and financial planning services. The firm’s investment approach combines passive and active strategies based on modern portfolio theory and tailors portfolios to clients’ objectives and risk tolerance, typically managing accounts on a discretionary basis.

Robert Baldes is a financial advisor with Wealth Strategies & Solutions, Ltd. in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Leigh Baldwin & CO., LLC and his current firm since 2018. Outside of his advisory work, he serves as assistant treasurer for the Eastern Association of North American Baptist and holds positions on local Republican committees. Wealth Strategies & Solutions provides financial life-planning and investment advisory services to individuals and families, focusing on goals-based retirement planning, cash flow and tax analysis, and estate planning coordination. The firm offers standalone financial planning, third-party money manager referrals, and limited discretionary asset management, emphasizing detailed client discovery and coordination with CPAs and estate-planning attorneys.

Diana Apostolova is a financial advisor at Rochester Investments with 12 years of industry experience. She holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Axa Advisors, LLC. Outside of her advisory role, she provides income tax return and payroll services. Rochester Investments serves individual investors, trusts, estates, retirement plan sponsors, corporations, charities, and foundations by offering discretionary portfolio management, financial planning, and corporate retirement plan consulting. The firm combines top-down macroeconomic asset allocation with bottom-up security analysis across various asset classes and integrates tax and payroll services alongside its investment offerings.

William Schmerbeck is the sole advisor at WGS Management Services, Inc. in Rochester, NY. He holds a Series 65 designation and has four years of industry experience. He has been with WGS Management Services since 2014 and also works with the public accounting firm Ward, Schmerbeck, & Billig, P.C., which he has been affiliated with since 1996. WGS Management Services provides supervisory portfolio management and financial planning to individuals, trusts, estates, and closely held businesses on a discretionary basis. The firm employs fundamental analysis through top-down and bottom-up approaches to create customized portfolios primarily consisting of publicly traded equities, bonds, and mutual funds, with regular monitoring and reporting.

Devon Nolan is a financial advisor at Boyd Capital with 19 years of industry experience. He holds a Series 66 designation and previously worked at Esl Investment Services LLC and LPL Financial LLC for 13 years. Nolan is also involved in providing non-variable insurance products through KAFL Insurance Resources. Boyd Capital Management LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, including technical and quantitative analysis, and manages approximately $124 million in client assets across over 500 accounts.

Julian Ruiz is a financial advisor with FSP Advisors, Inc., holding Series 63, 65, and 66 credentials and over 39 years of industry experience. He has worked at FSP Advisors since 2019 and also maintains roles at Leigh Baldwin & Co., LLC and Progressive Marketing. Ruiz serves as a board member of the Henrietta Chamber of Commerce. FSP Advisors, Inc. is a small team managing approximately $32.6 million for about 233 clients. The firm offers portfolio management, modular financial planning, pension consulting, and public educational seminars, tailoring investment strategies to individual objectives and risk tolerances.