Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Michelle W

Series 63, Series 65

Rochester, NY

Prentice Wealth Management LLC

Michelle Werth is a financial advisor with Prentice Wealth Management LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Putnam Investments. She is involved in fundraising activities for the Vera House Foundation. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a range of specialized services, including model-subscription programs for other advisers, pension consulting, and divorce planning.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
user avatar
firm logo

William P

CFP®, Series 63, Series 66

Rochester, NY

Prentice Wealth Management LLC

William Prentice II is a CFP® professional with 27 years of industry experience. He is the founder of Prentice Wealth Management LLC and has worked at LPL Financial since 2025. Outside of advisory services, he is the owner of Alpine Thread, LLC and involved with other business entities. Prentice Wealth Management serves individuals, pension plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized divorce and pension consulting, utilizing both fundamental and technical analysis to manage accounts.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
user avatar
firm logo

Anthony V

CFP®, Series 65, Series 66

Rochester, NY

Prentice Wealth Management LLC

Anthony Vaccaro is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Prentice Wealth Management LLC in Rochester, NY, and previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and other advisers. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, using both fundamental and technical analysis to construct personalized investment policies.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
user avatar
firm logo

Andrew S

CFP®, Series 63, Series 65

Rochester, NY

Prentice Wealth Management LLC

Andrew Schuler is a CFP® with seven years of industry experience, currently serving at Prentice Wealth Management LLC in Rochester, NY. His previous roles include positions at Manning & Napier Advisors, Sage, Rutty & Company, and NorthLanding Financial Partners. Outside of financial advisory, he was involved with Black Button Distilling for one year. Prentice Wealth Management advises a range of clients including individuals, pension plans, trusts, charitable organizations, and small businesses. The firm offers discretionary investment management, model-subscription services, financial planning, and specialized consulting, employing both fundamental and technical analysis in managing portfolios.

Divorce financial planning ESG / Sustainable investing Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)