Wade Andrew Sarkis

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.

Ben has always been drawn to work where trust matters. Before entering financial planning, he studied pastoral ministry, a background that still shapes the way he listens, asks questions, and walks with people through important decisions. Over time, he became interested in business as a practical way to help families build stability, opportunity, and generosity. After transferring to Roberts Wesleyan University to study business and organizational management, Ben began working at ESL Federal Credit Union. There, he saw how personal financial decisions affect nearly every part of a family’s life—and how valuable clear guidance can be when people are trying to make wise choices. That experience led him to pursue deeper expertise early in his career, earning the CERTIFIED FINANCIAL PLANNER® designation and now serving on the board of the Rochester chapter of the Estate Planning Council. Ben later joined TIAA Wealth Management, where he worked closely with physicians, professors, administrators, and other healthcare professionals. The experience deepened his appreciation for clients whose financial lives often involve complex benefits, retirement plans, tax decisions, and significant responsibility. It also clarified the advisory model he wanted to be part of: one where clients are known personally, served consistently, and guided with care over many years. At Kickstand Wealth Advisors, Ben is a fee-only fiduciary for a limited number of families. Outside of work, Ben enjoys time with his wife, Ksenia, hiking in the Adirondacks, exploring Rochester’s live music scene, and serving at his church, where he is a board member and trustee.

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.

Priscilla Baker Jones is a Certified Financial Planner® (CFP®) with 13 years of industry experience. She has been with Occam Capital Management, LLC since 1998, serving as its sole advisor. Occam Capital Management provides discretionary investment management and hourly consulting to individuals, high-net-worth clients, pensions, trusts, and estates. The firm applies a top-down analysis of global economic factors combined with a fundamental value approach to equities, alongside an investment-grade, laddered fixed-income strategy, focusing on long-term appreciation and income.