Jonathan Wordingham

John Howe is a CFP® professional with 13 years of industry experience, currently serving as the principal advisor at Hamewith Wealth. His prior roles include positions at Generation Capital Management, Wells Fargo Advisors, and St. John Fisher University. Hamewith Wealth is an independent registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm’s approach combines Modern Portfolio Theory with passive and active strategies, incorporating client preferences such as ESG investments, and provides ongoing monitoring including held-away account oversight.

Priscilla Baker Jones is the sole advisor at Occam Capital Management, LLC in Pittsford, NY, holding the CFP® designation and Series 63 license with 12 years of industry experience. She has been with Occam Capital Management since 1998. Occam Capital Management provides discretionary investment management and consulting services to individuals, pensions, profit-sharing plans, trusts, and estates. The firm employs a value-oriented investment approach combining top-down economic analysis with bottom-up security selection and manages approximately $66 million for about 95 clients.

Christopher Coleman is a financial advisor with Fiduciary First Advising, LLC in Rochester, NY. He holds a Series 66 designation and has five years of industry experience, including prior roles at Sage, Rutty & Co., Inc. and consulting work. Fiduciary First Advising, LLC is an independent, state-registered investment adviser serving individuals and businesses, including high-net-worth clients. The firm focuses on passive portfolio construction and strategic asset allocation based on Modern Portfolio Theory, with portfolios tailored to client-specific investment policies and reviewed quarterly.

Brian Imrich is a CFP® with 18 years of industry experience. He has been with GPS Financial, LLC since 2017 and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as treasurer for Victory Boys Youth Lacrosse, a community organization. GPS Financial, LLC serves individual and high-net-worth clients by combining financial planning and discretionary portfolio management, focusing on goal-based planning, capital preservation, and asset allocation. The firm manages approximately $57.8 million in assets for about 269 clients, primarily using ETFs and mutual funds, with investment decisions executed through custodial platforms like Schwab and Betterment.

Joseph Pecoraro is the sole advisor at Forza Wealth Advisory Services LLC in Penfield, NY, holding a Series 65 designation with four years of industry experience. He has worked at Forza Wealth Advisory Services LLC and Consiliarium Group LLC since 2016. Pecoraro’s other business activities include involvement with socialized broker commissions related to medical products sold at a group level. Forza Wealth Advisory Services LLC provides portfolio management and financial planning to a small client base, including high-net-worth individuals. The firm employs various analytical methods and trading strategies, operating primarily on a non-discretionary basis with an emphasis on client approval before trade execution.

Miles Sharpe is a Series 65-licensed financial advisor with two years of industry experience. He is the sole advisor at Fawley Wealth International and has previously worked at Whitney & Company, MNA Partnership, and Napier Sharpe Wealth Management. Outside of his advisory role, he serves as a consultant for a UK-based financial planning firm and acts as a course associate for Insurance and Retirement Planning at Columbia University. Fawley Wealth International provides discretionary and non-discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm emphasizes long-term trading strategies using ETFs, mutual funds, equities, and fixed income, supported by cyclical and fundamental analysis along with modern portfolio theory.