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.

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.

Robert Brown is a financial advisor at Core Alpha, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Securities, Inc. and Nationwide Financial Network prior to joining Core Alpha in 2019. Brown is also a licensed insurance agent. Core Alpha, Inc. provides investment advisory and financial planning services to individuals, trusts, and small businesses, focusing primarily on retail individual investors. The firm employs dynamic asset allocation across multiple portfolios using a range of investment vehicles and outsources management and trading to various platforms and independent managers.

Scott Zollo is a CFA® charterholder with 34 years of industry experience. He has been with Core Alpha, Inc. since 2000 and has longstanding affiliations with Mutual Funds Associates Inc. and Accu-Vest Planning, Inc. since 1991. Zollo is also associated with the Rochester Institute of Technology. Core Alpha, Inc. provides investment advisory and financial planning services to individuals, trusts, and small businesses, primarily serving retail investors with program minimums as low as $2,000. The firm employs dynamic tactical asset allocation across multiple labeled strategies and utilizes a broad range of investment instruments and outsourced platforms.

Salvatore Paternico is a CFP® and ChFC® with 11 years of industry experience. He is currently with W & S Management Services, Inc., where he has worked since 2021. Prior to that, he held roles at ESL Investment Services LLC, LPL Financial LLC, and ESL Federal Credit Union. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and long-term portfolio management, and is closely affiliated with a Certified Public Accounting practice to provide coordinated tax and financial planning support.

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.

Brian Ward is a Series 65-licensed advisor with W & S Management Services, Inc. in Rochester, NY, bringing 12 years of industry experience. He has been vice president at Ward & Schmerbeck, P.C., a Certified Public Accounting firm, since 1995, where he performs tax accounting work alongside his advisory role. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm integrates fundamental analysis with accounting expertise through its affiliation with Ward & Schmerbeck, offering coordinated tax and financial planning for clients.

Sean Collins is a financial advisor with Core Alpha, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He also owns and operates S.P. Collins & Company, which offers tax preparation services, and runs a small retail website called American Emart. Core Alpha, Inc. provides investment advisory and financial planning services primarily to retail individual investors, trusts, and small businesses, using dynamic asset allocation across multiple account programs. The firm employs a range of investment strategies and outsources portfolio management and trading to various platforms and independent managers.

Lisa Capizzi is a financial advisor at The AmeriFlex Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Commonwealth Financial Network, and Wall Street Financial Group. Outside of advisory work, she owns and operates a tax services firm, Nacca & Capizzi, and has interests in accounting and bookkeeping services as well as real estate. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Robert Defreze Jr. is a financial advisor at Kingswood Wealth Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2021. Prior to that, he spent 18 years at Cadaret, Grant & Co., Inc. and has owned and operated Defreze Financial Services since 2005. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client's goals and risk tolerance, offering portfolio management, plan advisory, and financial consulting services.

Meghan Kelly is a financial professional with Vicus Capital, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at Kelly Wealth Services and Kelly Retirement Services, LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies such as fundamental and technical analysis, core–satellite, tactical rotation, and factor-based approaches, and provides specialized services including ERISA fiduciary consulting and fee-based annuity programs.

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.

Jesse Leonardo is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Bank, LPL Financial, Fifth Third Securities, Fifth Third Bank, and Time Warner Cable. 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 through non-discretionary, model-based wrap programs and utilizes third-party managers, with oversight provided by dedicated committees and affiliation with the KeyBank/KeyCorp banking group.

Alyssa Piersimoni is a financial advisor with Principal Financial Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her current advisory role, she worked at Equitable Advisors LLC and has a background that includes managing and operating multiple restaurant businesses. She also engages in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance outside her advisory duties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Isabella Foltyniak is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles including real estate and hospitality prior to her current position. Outside of advising, she serves as a project management consultant for the Society for the Protection and Care of Children, supporting event planning and marketing efforts. Key Investment Services LLC provides 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 offers non-discretionary, model-based wrap programs and employs a committee structure to oversee third-party strategists and program suitability.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, American Portfolios Advisors Inc., and Wealth Management Group, LLC. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Benjamin Montreuil is a CFP® professional with 10 years of industry experience, currently serving at Key Investment Services LLC since 2022. His prior roles include positions at LPL Financial, M&T Securities, MassMutual Investors Services, and AXA Advisors. Montreuil serves in the US Army Reserve and participates as a street representative for the Browncoft Neighborhood Association in Rochester, NY. 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 operates primarily through non-discretionary, model-based wrap programs and maintains oversight committees to review third-party strategists and program suitability.

Benjamin Geist is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. He has been with LPL Financial and ESL Investment Services, LLC since 2016. 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 a broad platform that integrates advisory and brokerage services.

Jena Crawford is a financial advisor with LPL Financial in Brockport, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 13 years of industry experience and has worked with ESL Investment Services, LLC since 2013. Outside of her advisory role, she is a part-owner of a family business, NJC Property Maintenance, Inc. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.