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.

Amy Ryan is a financial advisor at Upstate Advisers Inc with two years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Prior to joining Upstate Advisers, Amy worked at RDG Capital Management LLC and LPL Financial, and she is also the owner of MADE ESSENTIALS LLC, a business based in Pittsford, NY. Upstate Advisers Inc provides discretionary portfolio management and integrated financial planning to private clients, along with consulting and fiduciary services for employer-sponsored retirement plans. The firm employs a long-term, research-based core-and-satellite investment approach focused on diversification and low-cost index funds.

Brian Drumm is a financial advisor with Primetime Wealth Management in Pittsford, NY, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Edward Jones for five years before founding Primetime Wealth Management in 2019. Outside of his advisory work, Drumm is the owner of a real estate LLC. Primetime Wealth Management is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, business entities, and pension/profit-sharing plan clients. The firm focuses on strategic asset allocation, primarily using equities and exchange-traded funds, and offers both ongoing portfolio management and stand-alone financial planning.

James Pluta is the sole advisor at J.R. Pluta Capital Management, Inc. in Pittsford, NY, holding a Series 65 credential with 40 years at the firm and five years of industry experience. The firm provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations. J.R. Pluta Capital Management employs a bottom-up, fundamental investment approach that incorporates various strategies and maintains cash in money market accounts, managing approximately $16.25 million across a small client base.

Austin Gilbert is the sole advisor at Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY. He holds a Series 65 designation and has 12 years of industry experience, operating Gilbert Financial since 2006. Gilbert Financial, LLC provides customized portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, and corporations. The firm manages approximately $110 million in assets for around 150 clients, focusing on individualized asset-allocation models and a fixed-income practice that generally holds bonds until call or maturity.

Michael Nevinger is the sole advisor at Comfort Capital Management and holds a Series 65 credential with one year of industry experience. He has worked as an estimator and project manager at 104 Contractors since 2018 and was previously employed at EW Howell from 2016 to 2018. Nevinger combines his roles in investment advisory and construction management. Comfort Capital Management is an independent, fee-only registered investment adviser formed in 2025. The firm provides investment management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and modern portfolio theory with a focus on passive strategies and tailored planning.

Peter Van Der Voorn is a CFP® professional with four years of industry experience, currently affiliated with Professional Financial in Pittsford, NY. His work history includes roles at H&R Block since 2020 and Professional Financial Strategies, Inc. since 2003. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm manages approximately $206 million in client assets and employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, coordinated to address asset location and tax-aware outcomes.

Kam Lin Hill is a CFP® and ChFC® with four years of industry experience, affiliated with Professional Financial in Pittsford, NY. He is the sole proprietor of an insurance management and benefit consulting business, Professional Financial Solutions LLC, operating since 2003. Professional Financial Strategies, Inc. provides investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, with an integrated approach that includes legacy and retirement planning.

Anthony Filberto is a financial advisor at Candace Shira Associates, LLC in Pittsford, NY, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Candace Shira Associates since 2012. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities and commonly incorporates third-party managers and custodial platforms while exercising discretionary authority over client accounts.

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. Professional Financial Strategies, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HNP Capital LLC, LPL Financial, and Five Star Bank. HYJC Capital of WNY provides portfolio management and financial planning services to individuals, including high-net-worth clients, charitable organizations, and business entities. The firm customizes portfolios based on clients’ goals and risk tolerance, using a combination of cyclical and fundamental analysis along with modern portfolio theory.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

Nancy Kay is a financial advisor with Candace Shira Associates, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cross Staff Investments since 2013. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities, with access to third-party money managers and various custodial platforms.

Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.

John Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Post Resch Tallon Group since 2004. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a top-down approach and modern portfolio theory to create diversified portfolios, incorporating fundamental analysis, third-party research, and a range of investment vehicles including derivatives in separately managed accounts.

Benjamin Chappell is a financial advisor at Horizon Financial with a Series 65 designation and four years of industry experience. He has worked at Horizon Advisory Services, Inc. since 2021 and was previously employed at Haley & Aldrich, Inc. for ten years. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Jonathan Blazick is a financial advisor at Horizon Financial with eight years of industry experience. He holds a Series 65 designation and has held positions at Securities America Advisors, SSN Advisory, and Mark Congdon, CFS Inc., as well as prior employment at Kellogg's. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment process focused on diversified, long-term asset allocation.

Mark Congdon is a financial advisor with Horizon Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with several firms, including Private Client Services, Securities America, Inc., and Securities Services Network, and has been involved with Horizon Advisory Services and The Horizon Group since 1993. Congdon also participates in the Putnam Investments Advisory Council, a forum for advisors to provide feedback on investment offerings and industry developments. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment process overseen by an internal team and Investment Policy Committee, focusing on diversified, long-term asset allocation primarily implemented with mutual funds, ETFs, and individual securities.

Donald Kwarta is a financial advisor at Horizon Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Horizon Advisory Services, Inc., SSN Advisory Inc, and Mark A Congdon, among others. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm employs a model-driven investment approach overseen by an internal team and an Investment Policy Committee, focusing on diversified, long-term asset allocation primarily via mutual funds, ETFs, and individual securities.

Wendy Devinny is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. She has previously worked at Cadaret, Grant & Co., Inc. and Neubert Financial Services. Devinny also provides investment advisory services through Post Resch Tallon Group, an independent registered investment advisor, and is involved in tax preparation and accounting through WLD Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment delivery options ranging from financial planning to third-party asset management.