Patrick E Caufield

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.

Karl Khuns is a financial advisor at Stone Oak Capital LLC in Rochester, NY, with 18 years of industry experience. He holds the Series 66 designation and previously worked at Lord Abbett, ESL Investment Services, Boyd Capital, and Engleson and Associates. Stone Oak Capital LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering tailored investment policy statements and discretionary management across a broad range of investment types. The firm’s investment process integrates fundamental analysis, modern portfolio theory, and technical analysis to create client-specific portfolios and employs both long- and short-term trading strategies.

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.