Financial Institutions FISI

Mr. Martin K. Birmingham, Business Experience President, Chief Executive Officer and Director of the Company and the Bank since 2013; President and Chief of Community Banking of the Bank (2012-2013); Commercial Banking Executive and Rochester Region President of the Bank (2005-2012); President, CEO and Director of former subsidiary, The National Bank of Geneva (2005); President of Rochester Region, Bank of America (2004-2005); Progressive corporate banking roles including Regional President, Fleet Financial Group/ Bank of America (1989-2004); Current Nonprofit Boards: New York Bankers Association (Chair and Past Treasurer); AAA of Central and Western New York, Inc. (Past Chair and Past Vice Chair); Greater Rochester Chamber of Commerce; MCC Foundation (Chair); ROC2025; St. John Fisher College (Past Chair); The Business Council of New York State; and University of Rochester Medical Center. Past Nonprofit Boards: Federal Reserve Bank of NY Community Depository Institutions Advisory Council; The Strong National Museum of Play; St. Ann's of Greater Rochester Foundation; United Way of Greater Rochester; American Red Cross; Seneca Park Zoo Society; and YMCA of Greater Rochester Education: St. Lawrence University; MBA, University of Rochester, Simon Business School; Honorary Doctorate of Humane Letters, St. John Fisher College.

W. Jack Plants II has served as Chief Financial Officer and Treasurer of FII and the Bank since 2021 and was promoted to Executive Vice President in December 2022. He joined the Bank in December 2019 as Senior Vice President, Corporate Treasurer. Previously, he served as Senior Vice President and Treasurer of United Bank where he progressed from Treasury Manager to Treasurer during his seven-year tenure. Prior to his tenure at United Bank, Mr. Plants served in various treasury and credit roles at GE Capital, GE Commercial Finance and Five Star Bank.

Samuel J. Burruano, Jr. was named Executive Vice President, Chief Legal Officer and Corporate Secretary of FII and the Bank in February 2021. Between December 2019 and February 2021, he served as Senior Vice President, General Counsel and Corporate Secretary. Mr. Burruano joined the Bank in 2016 as Assistant General Counsel and Director of Regulatory Compliance and was named Deputy General Counsel and Corporate Secretary in 2018. Previously, he held various positions in the Legal Department at First Niagara Bank, NA beginning in 2011, including Assistant General Counsel, Retail Services and Assistant Corporate Secretary. Mr. Burruano has practiced law since 1993 and was an attorney at the law firm of Hiscock & Barclay, LLP from 1993 to 2011, where he ascended from associate counsel to partner and his practice included providing legal advice to financial services industry clients.

Kevin B. Quinn was named Senior Vice President, Chief Commercial Banking Officer of the Bank in February 2021. He joined the Bank in August 2020 as Senior Vice President, Commercial Banking Executive. From 2005 to late 2019, he served in leadership roles with HSBC Bank USA, NA, most recently as Managing Director and Regional Head of Corporate Banking. He began his career as an attorney with Jones Day in Cleveland, Ohio and subsequently spent 10 years in commercial banking at M&T Bank.

Laurie R. Collins was named Senior Vice President, Chief Human Resources Officer of the Bank in August 2021. Prior to joining the Bank, she worked for Columbus McKinnon Corporation. She served as the publicly traded manufacturing company's Global Director of Total Rewards, Culture, and HR Technology from November 2019 through July 2021 and as Global Director of Corporate Human Resources and Talent from May 2017 through November 2019. Prior to her tenure at Columbus McKinnon Corporation, Ms. Collins served for 11 years in roles of increasing responsibility in the human resources department at PepsiCo, Inc.

Ms. Susan R. Holliday, Business Experience: CEO of Dumbwaiter Design, LLC, a former full-service web and app design and development firm (2011-2023); President and Publisher of the Rochester Business Journal (1988-2016); Past Public Company Boards: Rochester Gas & Electric Corp; Past Other Company Boards: Complemar Partners, Inc.; Key Bank of New York; Current Nonprofit Boards: Greater Rochester Chamber of Commerce (Past Chair); Health Care Trustees of New York State (Past Chair); Healthcare Association of New York State; Riedman Foundation (Trustee); Rochester Institute of Technology (Vice Chair); and University of Rochester Medical Center (Past Chair) ;Past Nonprofit Boards: MCC Foundation; Rochester Museum & Science Center (Chair); United Way of Greater Rochester (Vice Chair); and various additional community and nonprofit boards; Education: Cornell University; MBA, Rochester Institute of Technology.

Ms. Angela J. Panzarella, Business Experience: CEO of the YWCA of Rochester and Monroe County (2018-2020); President of ACM Medical Laboratory, Inc. (2010-2015); Industry Consultant (2008-2010); Corporate Vice President, Global Vision Care at Bausch + Lomb (2002-2008) and President, Canada and Latin America (2007-2008); Diverse business experience at Bausch + Lomb during 20-year tenure starting in 1988, with responsibilities including strategy, commercial operations, investor relations, product management, and legal (1988-2008); Associate Attorney, Harris Beach PLLC (1982-1988). Past Public Company Boards: Transcat Inc.; Past Nonprofit Boards: UR Medicine Home Care; United Way of Greater Rochester; St. Ann's Community; Education: BA, St. John Fisher College; JD, Albany Law School of Union University.

Mr. Robert M. Glaser, Business Experience: Certified Public Accountant and President of Glaser Consulting, LLC, a strategic consulting company, since 2016; Retired Chair of the Board of Freed Maxick CPAs, P.C. (1994-2015); Joined Freed Maxick CPAs, P.C. as a partner in 1981 and served as Chair and Managing Director (1994-2011); Price Waterhouse (1968-1981); Past Appointed Positions: Chair of the Erie County Fiscal Stability Authority; Independent Judicial Election Qualification Commission for the Eighth Judicial District; Current Other Company Boards: Independent Health Association; NA Realty Fund II; Noco, Inc.; Past Nonprofit Boards: Audit Committee for Kaleida Health; CPA Associates, Inc.; and several nonprofit and cultural boards in Western New York; Education: Canisius College.

Ms. Kim E. VanGelder, Business Experience: Retired Chief Information Officer of Eastman Kodak Company, a global manufacturer focused on commercial print and advanced materials and chemicals, (2004-2025); Current Nonprofit Boards: Rochester Institute of Technology; Western New York Society for Information Management; Past Nonprofit Boards: Rochester Area Community Foundation; Dean's Advisory Council for Golisano College of Computing and Information Sciences, Rochester Institute of Technology; Education: Rochester Institute of Technology.

Mr. Andrew W. Dorn, Jr. Business Experience: Chair, Coal Ash Recycling, LLC, since 2021; Co-Managing Director of Energy Solutions Consortium, LLC (2015-2021); Managing member of Moundsville Power LLC (2012-2015); Chair and Chief Financial Officer of Demand Response Partners, Inc. (2008-2015); President and Chief Investment Officer of Hunterview LLC (2008-2013); Led formation of Great Lakes Bancorp, parent company of Greater Buffalo Savings Bank; President and CEO (1997-2008) & Led formation of Jamestown Savings Bank; President and CEO (1994-1997). Current Other Company Boards: Independent Health Association; Past Public Company Boards: Great Lakes Bancorp. Past Nonprofit Boards Brooks Memorial Hospital (Vice Chair); Buffalo Urban League; Chautauqua County Fund for the Arts (Chair); D'Youville College (Chair); Health Foundation for Western & Central New York; Northern Chautauqua Chamber of Commerce (President); The Western New York Foundation; United Way of Chautauqua County (Vice Chair); and several other local community and nonprofit boards Education: University at Buffalo-State University of New York & MBA, Canisius College.

Ms. Dawn H. Burlew, Business Experience President, Watkins Glen International since January 2024; Director of Government Affairs & Business Development, Global Government Affairs Division of Corning Incorporated (2008-2024); Town of Erin Supervisor since 2014; Corning Incorporated: Corporate Real Estate Portfolio Manager (2002-2008); progressive corporate and management roles (1984-2002); Current Nonprofit Boards: Bethany Village (Chair); Chemung County Chamber of Commerce (Chair); Guthrie Corning Hospital (Vice Chair); International Motor Racing Research Center; and Southern Tier Economic Growth; Past Nonprofit Boards: Business Council of New York State (Vice Chair); Chemung County Industrial Development Agency (Vice Chair); Chemung County Property Development Corp. (Vice Chair); Corning Community College Housing LLC; Corning's Gaffer District; Corning Community College Development Foundation; Healthcare Association of New York State (HANYS); Incubator Works; Southern Tier Central Regional Planning & Development; Three Rivers Development Corp. (Vice Chair); and Southern Tier Regional Economic Development Council. Education Cazenovia College and Keuka College.

Mr. Robert N. Latella, Business Experience: Of Counsel at the law firm Barclay Damon, LLP since 2009; Partner (2004-2009); Previous Roles: Chief Operating Officer of Integrated Nano-Technologies, LLC; Chief Operating Officer of the Genesee Corporation; Chief Financial Officer of The Case Hoyt Corporation; and Managing Partner of Harter Secrest & Emery LLP; Past Public Company Boards: Genesee Corporation; Past Other Company Boards: Marine Midland Bank-Rochester Current Nonprofit Boards: University of Rochester Medical Center (Member, Executive Committee and Past Chair); Highland Community Development Corporation (Chair); Highland Living Center (Chair); and The Highlands at Brighton (Chair); Past Nonprofit Boards: Monroe Community College (Trustee and Chair); Monroe Community College Foundation, Inc.; Highland Hospital of Rochester (Senior Member of Board and Past Chair); and several additional community and nonprofit boards; Education: Fordham College; LLB, Vanderbilt University School of Law. - LLM, New York University School of Law

Dr. Mark A. Zupan, PhD, Business Experience: President of Alfred University since 2016; Simon Business School at the University of Rochester: Director of the Bradley Policy Center and Olin Professor of Economics and Public Policy (2014-2016) and Dean and Professor of Economics and Public Policy (2004-2014); Dean and Professor of Economics at Eller College of Management, University of Arizona (1997-2003); Visiting Professor, Amos Tuck School of Business Administration at Dartmouth College (Fall 1995); Marshall School of Business at the University of Southern California: Associate Dean (1992-1994), Associate Professor (1991-1996) and Assistant Professor (1986-1991); Past Public Company Boards: Constellation Brands; PaeTec Holding Corporation; Steuben Trust Company; Current Nonprofit Boards: Allegany County Economic Development Committee; Past Nonprofit Boards: Harley School; Western New York Regional Economic Development Council; and United Way of Southern Arizona; Education: BA, Economics, Harvard University; Ph.D., Economics, Massachusetts Institute of Technology (MIT).

Mr. Robert L. Schrader, Business Experience: Certified Public Accountant and Senior Vice President, Chief Financial Officer of Paychex, since 2023; Progressive corporate finance leadership roles at Paychex since joining the public company in 2014, including Vice President of Finance and Investor Relations (Corporate Controller), Senior Director of Financial Planning and Analysis, and Director of Internal Audit; Chief Financial Officer, Unither Pharmaceuticals (2013-2014); Progressive leadership roles during 10-year tenure at Bausch + Lomb across multiple areas, including finance, global quality and operations, most recently serving as Vice President of Finance (2003-2013); Audit Manager, PricewaterhouseCoopers, LLP (1997-2003); Current Nonprofit Boards: Junior Achievement of Central Upstate New York (current Advisory Board member, former member of Finance and Executive Committees); Education: BS, State University at New York Brockport; MBA, University of Rochester Simon School of Business.

Mr. Steven C. Finch will be appointed to the Board at the AGM, Business Experience: Principal, Avision Consulting LLC, since 2023; President of Manufacturing and Director of Community Engagement, Viridi Parente (2021-2023); Senior Vice President of Automotive Services, AAA Western and Central New York (2017-2021); Deep manufacturing and operational leadership experience during more than 40-year career at General Motors, including 15 years as Plant Manager overseeing locations in Tonawanda, New York and Flint, Michigan; Current Public Company Boards: Allient (NASDAQ: ALNT); National Fuel Gas Company (NYSE: NFG); Past Other Company Boards: AAA of Western and Central New York ; Current Nonprofit Company Boards: Community Foundation of Greater Buffalo (Chair); Northland Workforce Training Center (Chair); Past Nonprofit Boards: Buffalo Urban League (Chairman); - Roswell Park Alliance Foundation; - United Way of Buffalo and Erie County (Chairman); Michigan Technical Education Center, Mott Community College; Education: BS, Kettering University (formerly General Motors Institute).

Mr. David P. Bovenzi will be appointed to the Board at the AGM, Business Experience: Chief Investment Officer, Grand Oaks Capital, since 2016; Managing Director and Portfolio Manager, Bank of America Private Bank 1995-2016; Current Public Company Boards: Eastman Kodak Co. (NYSE: KODK); Current Other Company Boards: 3AM Innovations; Bolt Technologies; Dinamic OR; HelloTeam; Heretto; Kickfurther; Splash Financial; Token: and Viridi Parente; Current Nonprofit Boards: McQuaid Jesuit; Past Nonprofit Boards: Compeer Rochester (Treasurer); Hillside Children's Center; Education: St. John Fisher University; MBA, St. John Fisher University.

Eric W. Marks was named Senior Vice President, Chief Consumer Banking Officer of the Bank in March 2025. He joined the Company from M&T Bank, where he had most recently served as its Retail Segment Chief Financial Officer. During his 19-year tenure at M&T, Mr. Marks held roles of increasing responsibility in several enterprise functions and lines of business, including corporate and consumer strategy, mortgage, branch distribution planning, consumer deposit pricing and portfolio management, as well as consumer indirect lending.

Gary A. Pacos was named Senior Vice President, Chief Risk Officer of the Bank in February 2023. Prior to that, he had served as Chief Compliance Officer of Bank OZK since 2020. Previously, he served as Senior Vice President, Compliance Executive for Fair & Responsible Banking, Risk Evaluation & Assurance, overseeing Fair Lending and Compliance testing at KeyBank from 2016 to 2020, and as Chief Compliance Officer and Senior Vice President, Director of Corporate Compliance and Ethics at First Niagara Bank, NA from 2010 to 2016. From 2006 to 2010, Mr. Pacos served as Vice President, Deputy Chief Compliance Officer, Compliance Testing Manager at M&T Bank. He began his banking career at HSBC Bank USA, NA, serving in various Compliance, Consumer Credit, Audit and Operations roles. Mr. Pacos also served our country in the United States Army as a Senior Army Aviator, rising to the rank of Major and serving in the New York Army National Guard until his retirement in 2008.

Blake G. Jones was named Senior Vice President, Chief Marketing Officer of the Bank in July 2023. She joined the Bank from Arrow Financial Corporation, where she served in roles of steadily increasing responsibility during her 11-year tenure, most recently serving as Senior Vice President, Marketing Director. Earlier in her career, Ms. Jones was a journalist and editor with news publications in New York, Hawaii and California.

Sandra L. Byers was named Senior Vice President and Controller of FII and the Bank in March 2024, at which time she was also designated Principal Accounting Officer of FII. She joined the Bank in 2021 as Assistant Controller and was named Deputy Controller in October 2023. Prior to that, she held various finance and accounting consulting positions from 2019 to 2021. From 2016 to 2019, she served as Finance and Treasury Manager with global manufacturer Hardinge, Inc. Ms. Byers also spent 12 years of her career in the banking industry, holding various Accounting, SEC Reporting and Internal Audit positions with First Niagara Financial Group, HSBC Bank USA, Inc. and M&T Bank Corporation.