Andrew Ward

Mark Paganelli is the sole advisor at Mark Andrew Paganelli, an independent firm based in Pittsford, NY. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc., RFG Associates, LLC, and Commonwealth Financial Network. He also serves as a trustee for two family trusts. The firm provides comprehensive financial planning and consulting to individuals, pension and profit-sharing plans, and corporations, focusing on retirement planning, estate and tax considerations, cash-flow analysis, investment review, and insurance evaluation. Recommendations are based on fundamental, technical, and qualitative analysis and are delivered in writing, with implementation at the client’s discretion. The firm does not take custody of client assets or exercise discretionary management and follows the Department of Labor’s process for retirement rollover advice.

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.

Joseph O'Haver is the principal of O'Haver Wealth Management, LLC in Newark, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and IBN Financial Services, Inc. in addition to his own firms. Outside of investment advisory, he operates O'Haver Financial, LLC, providing tax preparation, payroll processing, and insurance sales services. O'Haver Wealth Management, LLC offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm uses client-specific Investment Policy Statements and a combination of charting, fundamental, quantitative, and technical analysis to tailor asset allocation and security selection, focusing on mutual funds, fixed income, ETFs, annuities, and private placements.

Matthew Marino is a financial advisor at Nexus Capital, LLC, holding a Series 65 designation with five years of industry experience. He has worked at Nexus Capital since 2017 and previously was with MRM Wealth Management from 2011 to 2019. Nexus Capital, LLC provides portfolio management and investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm employs both fundamental and technical analysis across a diverse investment universe, including insurance products and higher-risk instruments like uncovered options and private equity.

James Pluta is the sole advisor at J.R. Pluta Capital Management, Inc., an independent firm based in Pittsford, NY. He holds a Series 65 credential and has over 40 years of experience at his firm, with four years of industry experience under his current designation. J.R. Pluta Capital Management provides discretionary investment management to individual investors, including high-net-worth clients, and to charitable organizations. The firm uses a bottom-up, fundamental analysis approach and offers portfolio management strategies that include long- and short-term positions, trading, and options.

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.