David Richard Stalker

Kurt Krokenberger is a financial advisor at FactorPoint Planning, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. FactorPoint Planning provides financial planning, consulting, and discretionary wealth management services, focusing on low-cost, tax-efficient, broadly diversified portfolios primarily using systematic, rules-based ETFs and factor tilts. The firm serves a client base that includes trusts, estates, corporations, and retirement plan-type relationships.

Rajiv Dixit is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Serenity Capital Advisors Inc., a firm he joined in 2025 after working at Ralph Parks Investment Group LLC for 20 years. Serenity Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment strategies combining technical charting with fundamental, cyclical, and economic analysis, and also delivers ERISA-focused retirement plan services with direct asset management.

Benjamin Forte is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Kickstand Wealth Advisors. His prior roles include positions at TIAA, ESL Investment Services, and LPL Financial. He is a trustee at Trinity Communion Church and serves on the board of the Estate Planning Council of Rochester. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as family offices, trusts, and other entities. The firm emphasizes a client-focused process and utilizes a broad range of investment vehicles, combining fundamental analysis with diversified portfolio construction.

H. Robert 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. 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.

After 19 years of experience in the financial services industry across various roles, I founded LaBounty Financial Planning. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® practitioner, I am committed to providing thoughtful, personalized guidance rooted in your goals and values. LaBounty Financial Planning is a fee-only financial planning firm based in Rochester, New York, founded to help mid-career professionals and business owners build a financial future they feel good about. I have built my career on the belief that good financial planning is about more than numbers; it's about giving people the confidence and clarity to plan for what matters most to them. Who We Serve Your finances can feel overwhelming, between student loans, buying a first home, starting a family, and continuing to build wealth. We work with mid-career professionals and business owners navigating growing income and growing complexity, helping clients optimize what they've built and plan for what's next. Mid-Career Professionals: Growing income, growing complexity. We help you optimize what you've built and plan for what's next. Business Owners: Your business shouldn't be your only financial plan. We help you navigate the unique challenges business owners face. High Earners, Not Rich Yet (HENRYs): Strong income, but not yet translating into lasting wealth? We can help close that gap. Facing Major Life Change: Divorce, loss of a spouse, career changes, inheritance, or a financial windfall. We help you find clarity and make confident decisions when it matters most. Not located in Western New York? We serve clients all over the state of New York and have the ability to work with you virtually.

Mark Paganelli is the principal of Mark Andrew Paganelli, an independent advisory firm based in Pittsford, NY. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His prior work includes long tenures at HORNOR, TOWNSEND & KENT, Inc. and Commonwealth Financial Network. Paganelli is also co-owner of RFG Associates, LLC. His firm provides comprehensive financial planning and consulting services to individuals, pension and profit-sharing plans, and corporations, focusing on retirement, estate, tax, cash-flow, investment, and insurance planning. The firm emphasizes written financial plans based on fundamental, technical, and qualitative analysis, and does not take custody of client assets or manage portfolios on a discretionary basis.