Dana Bell is the sole advisor at BellRock Asset Management LLC in Victor, NY, holding a Series 65 designation with 4 years of industry experience. He has led BellRock Asset Management since 2011. BellRock Asset Management provides discretionary portfolio management services to individuals, trusts, charitable organizations, and privately held companies. The firm follows modern portfolio theory principles, emphasizing diversification and strategic asset allocation, and maintains institutional-style relationships through written referral agreements with CPA firms.

David Green is the sole advisor at Ever Green Wealth Management, LLC in Victor, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 14 years at Edward Jones prior to founding his current firm. Ever Green Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive wealth management through discretionary investment management and financial planning. The firm employs a research-based, long-term investment approach using low-cost, diversified funds and custom or model portfolios, managing approximately $63 million in assets across about 351 client relationships.

David Piano is a financial advisor with Piano Wealth Management in Victor, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Merrill Lynch and Nexus Capital, LLC. Outside of advising, he has a passive property ownership interest in rental real estate. Piano Wealth Management offers financial planning and portfolio management services to individuals, families, and business owners, including retirement-plan consulting and participant education. The firm provides discretionary and non-discretionary asset management and tailors investment advice using behavioral, fundamental, technical, and quantitative analysis.

Matthew Pitti is a financial advisor with The Pitti Group Wealth Management, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Morgan Stanley Smith Barney. He serves as treasurer for the St. Joseph School Foundation in Penfield, NY. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services, focusing on a tailored, primarily long-term investment approach that integrates financial planning and fiduciary responsibilities.

Anthony Pitti is a financial advisor at The Pitti Group Wealth Management, LLC in Victor, NY, holding a Series 65 designation with four years of industry experience. Prior to joining The Pitti Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2018 to 2021 and has additional experience in marketing and technology roles. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for around 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services, emphasizing a tailored, long-term investment approach and acting as a fiduciary in client engagements.

Salvatore Pitti is a CFP®-designated financial advisor with 31 years of industry experience. He is currently with The Pitti Group Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors Financial Network, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management, financial planning, and retirement-plan advisory services for a diverse client base, emphasizing a tailored, long-term investment approach and acting as a fiduciary in client engagements.

Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. Hantes is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. The Pitti Group Wealth Management is an SEC-registered advisory firm managing approximately $338 million for about 550 clients. The firm offers customized portfolio management and financial planning services, emphasizing a long-term investment approach and acting as a fiduciary in client engagements.

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 at Arkadios Wealth Advisors and holds a Series 65 designation. He has experience working with Sheppard Mosher and Arkadios Capital, beginning his financial services career in 2022 after prior roles outside the industry. He is also involved in insurance and fixed annuity sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various programs, including advisor-managed accounts and third-party money manager access. The firm supports advisors with an internal portfolio team and employs a range of analytical approaches while offering fiduciary retirement plan consulting.

Howard Bradley is a CFP® with 27 years of experience in the financial industry. He is currently with Chicago Partners Investment Group LLC and has previously worked at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Outside of his advisory role, he operates an independent insurance agency focused on fixed life and annuities. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Nathan Van Bortel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Commonwealth Financial Group, Canandaigua Financial Group, 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 registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing platform and operational support to affiliated advisors.

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.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) in Victor, NY, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2012. Woolver serves as Chair of the Ambassador Committee for the Rochester Women's Network, a local group focused on member engagement. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of year-end 2024.

Philip Mcevoy is a financial advisor with Eagle Strategies (NY Life) in Victor, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been affiliated with New York Life Insurance and Nylife Securities since 2005 and joined Eagle Strategies in 2024. Outside of his advisory work, he is involved in insurance brokering on a commission basis. Eagle Strategies LLC serves individuals—including high net worth clients—employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of adviser representatives. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of the New York Life group.

Roberta Wagner is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 11 years. Outside of her advisory role, she serves as secretary for the Victor Boy's Lacrosse Club, assisting with team events and communications. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Kirk Dougherty is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has six years of industry experience and has worked with Eagle Strategies since 2022. Prior to his current role, he was affiliated with NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, Dougherty is an independent actor and singer who performs with various musical organizations across the United States. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Ryan Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Lincoln Financial Advisors, The Delong Company Inc, Lansing Trade Group, and Apex Diesel. Outside of advising, he is the owner of Oak & Ivy Land Company, LLC, a business focused on real estate and land management equipment in Geneva, NY. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures while acting as a back-office and platform provider.

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 bringing 26 years of industry experience. She has previously worked at LPL Financial and Key Investment Services LLC. Outside of advising, she is co-president and owner of 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 business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.