William Ward

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.

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.

Philip Weisberg is a CFP® and holds a Series 65 license, operating Weisberg Financial Services in Pittsford, NY. He has 14 years of experience with the firm, which he founded in 2012. The practice is a single-advisor independent firm serving primarily individual clients. Weisberg Financial Services serves about 60–65 individual clients and one corporate client on a pro bono basis. The firm employs a low-cost, flat-fee model without percentage-of-assets charges, managing portfolios through a discount brokerage platform using equities, ETFs, and no-load mutual funds, with an emphasis on tax-aware strategies and daily account monitoring.

Robert Baldes is a financial advisor with Wealth Strategies & Solutions, Ltd. in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Leigh Baldwin & CO., LLC and his current firm since 2018. Outside of his advisory work, he serves as assistant treasurer for the Eastern Association of North American Baptist and holds positions on local Republican committees. Wealth Strategies & Solutions provides financial life-planning and investment advisory services to individuals and families, focusing on goals-based retirement planning, cash flow and tax analysis, and estate planning coordination. The firm offers standalone financial planning, third-party money manager referrals, and limited discretionary asset management, emphasizing detailed client discovery and coordination with CPAs and estate-planning attorneys.

Brian Drumm is a financial advisor at Primetime Wealth Management in Pittsford, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones from 2014 to 2019 before founding his current firm in 2019. Outside of advisory work, he is the owner of a local real estate LLC. Primetime Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation as the primary driver of returns and employs diversified investment strategies primarily involving equities and exchange-traded funds, with ongoing client reviews and risk monitoring.