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.

Austin Gilbert is a Series 65-licensed financial advisor with 11 years of industry experience. He has operated Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY, since 2006. Gilbert Financial, LLC provides customized portfolio management primarily for individuals and high net-worth clients, as well as trusts and corporations. The firm employs an asset-allocation approach tailored to client-specific factors and emphasizes domestic dividend-paying equities and short-duration bonds, using a disciplined process supported by proprietary research and institutional custody through Pershing.

Michael Nevinger is the sole advisor at Comfort Capital Management and holds a Series 65 designation. He has been with the firm since its founding in 2025 and has prior work experience in construction project management and technology solutions. Outside of his advisory role, Nevinger is an estimator and project manager at 104 Contractors, a construction business he has been involved with since 2018. Comfort Capital Management is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management and financial planning, employing a strategy that combines Modern Portfolio Theory and fundamental analysis with diversified asset allocation using both passive and selected active investment vehicles.

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.

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.

Stephanie Keur is a financial advisor with Missionsquare Retirement, holding Series 65 and Series 66 licenses and nine years of industry experience. She previously worked at Mutual of America Securities LLC and Axa Advisors, LLC, and has experience in consulting and education through roles at Webster Writing Consulting and the University of Rochester Warner School. Missionsquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans with a focus on plan administration, recordkeeping, education, and advisory services delivered through its Guided Pathways platform. The firm utilizes model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Alec Schumacher is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank in various roles since 2017. Prior to his financial services career, he held positions at Fetch Logistics, Shoe Show Inc., and Daemen College. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and collaborates with third-party managers, including BNY Mellon Advisors, Inc., to implement investment strategies.

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.

Anthony De John is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lidestri Food and Drink from 2014 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Temperato is a financial advisor at OSAIC with 13 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Securities America Advisors and Northwestern Mutual. Outside of his advisory work, Temperato is involved in managing DASH Tax, LLC and operates a financial services partnership, Elvers and Temperato Wealth Management. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of advisors.

Nathan Elvers is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Securities America Advisors and Northwestern Mutual. Outside of his advisory role, Elvers owns and manages a tax preparation and planning practice. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, and supports thousands of advisors with access to a wide range of investment programs and custodial platforms.

William Seybold is a CFP® with 29 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at SSN Advisory Inc and Securities Service Network from 2011 to 2020. In addition to his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

William Kalwas is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic investment methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its processes.

Amanda Delmonico is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. She previously worked at Securities America Advisors and has a background that includes roles outside finance, such as at Love Beets. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a combination of risk-tolerance assessments and portfolio optimization tools, offering both discretionary and non-discretionary investment management across a broad range of asset types.

Kaelah Granger is a CFP® professional with four years of industry experience, currently affiliated with Cetera. She has worked with Cetera and Cetera Advisors LLC since 2021 and has prior experience at the University of Rochester. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Steven Lesko is a financial advisor with OSAIC, holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Securities America Advisors and Northwestern Mutual Investment Services. Outside of advising, he is starting a clothing business focused on sweatshirts under his personal brand. OSAIC is a large SEC-registered investment adviser and broker-dealer serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and custodial platforms.

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.

Chad Gerbig is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2017, with prior experience at firms including Northwestern Mutual, Cetera, Purshe Kaplan Sterling Investments, and Foresters Financial Services. His current practice is based in Honeoye Falls, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Louis Giuliano is a Series 66-licensed financial advisor with LPL Financial in Victor, NY, bringing eight years of industry experience. His prior roles include positions at Cetera Advisors LLC, AXA Advisors LLC, and Centra Financial Group. Giuliano also operates Giuliano Financial Services, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

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.

Adam Ambielli is a financial advisor at OSAIC with 10 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes roles at Securities America Advisors and Northwestern Mutual. Outside of advisory work, he is involved in insurance sales through a brokerage firm. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Mathew Hill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a tax preparation business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Humbert is a CFP® with seven years of industry experience and is currently affiliated with Cetera. He has worked at Cetera and Cetera Investment Services LLC since 2018 and has additional experience with Canandaigua National Bank & Trust since 2010. At Canandaigua National Bank, he serves as a wealth advisor involved in client profiling and team collaboration to determine suitable platforms, though he does not handle securities transactions or investment decisions. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a variety of portfolio management and fiduciary services, combining retirement capabilities with a broad trust and institutional network.

Steven Patton is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following seven years at JPMorgan Investment Management. Outside of his advisory work, Patton serves on the board of the Greater Rochester Amateur Athletic Federation. Ameriprise offers retirement-income planning services targeted to individuals approaching or in retirement, generally with at least $1 million in investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, with a focus on delivering written, research-driven retirement income recommendations.

Timothy Mc Donald is a CFP® professional with 31 years of industry experience, currently serving at Charles Schwab since 2010. His work history includes roles at both Charles Schwab Bank, SSB and Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and an established alternative-investment program.

Matthew Piaseczny is a financial advisor at OSAIC with 14 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked with Northwestern Mutual and Securities America Advisors. Outside of his advisory role, he is a managing member of Dash Tax, LLC, a tax preparation firm he co-owns with two partners. OSAIC Wealth, Inc. provides advisory and brokerage services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

John Summers is a financial advisor with LPL Financial in Victor, NY, holding a Series 63 credential and 38 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Cetera Advisors LLC and Investors Capital Corporation. Summers also operates Summers Financial Services, a business active since 1987. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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 financial advisor at Edward Jones in Avon, NY, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she has landlord responsibilities in multiple locations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

Steven Whittemore is a financial advisor with OSAIC based in Victor, NY, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he held positions at Securities America Advisors and Securities America, Inc., and has also worked in educational roles within local school districts. Outside of finance, he has experience working with the Hornell YMCA. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a broad range of investment options and advisory programs.

Thomas Shortslef is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. In addition to his advisory role, he owns Shortslef Tax Service, providing tax preparation and planning services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization, and offers access to various investment products and third-party managers.