Roger Weller is a financial advisor at JR Snell Capital Management, LLC, with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked concurrently as an independent contractor for United Healthcare in a sales capacity since 2015. Weller is based in Holley, NY. JR Snell Capital Management, LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis, while offering financial coaching and online planning tools.

Charles Ruff is a CFA® charterholder with six years of experience in the financial services industry. He is currently with Layline Advisors and has previously worked at CapFinancial Partners, LLC (CAPTRUST), Cobblestone Capital Advisors, LLC, Novem Group, and Federated Clover Investment Advisors. He also serves as an adjunct professor at St. John Fisher University in Rochester, NY. Layline Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering continuous portfolio management, comprehensive financial planning, and retirement plan consulting. The firm primarily uses passive investment management combined with fundamental and technical analysis and provides ERISA-level consulting for 401(k) plans.

Jonathon Hughes is a financial advisor at Linden Financial Consultants, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to founding Linden Financial Consultants, he worked for SPS Medical Supply Corp for 27 years. Outside of advising, Hughes is a partner in a commercial real estate venture, Hughes Highpower LLC. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy using diversified asset allocation and low-cost mutual funds and ETFs, without maintaining or directly managing client assets.

Rupesh Goyal is a financial advisor at Alphanso with a Series 65 designation and three years of industry experience. He previously worked for Seamans Capital Management and spent a year at Boston College. Alphanso provides advisory services to individual and high-net-worth clients, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm uses a combination of fundamental, technical, quantitative, and modern portfolio theory analyses supported by automated rebalancing and a machine-learning recommendation engine, delivering services through a web-based platform with tiered subscription levels and performance-fee programs.

Luke Squires is a financial advisor at FSP Advisors, Inc. in Rochester, NY, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has worked at Assurance Service Partners, LLC and Leigh Baldwin & Co., LLC since 2016. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and institutions, offering portfolio management, modular financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and short- and long-term investment strategies tailored to client objectives and risk tolerance, providing both discretionary and non-discretionary portfolio management along with educational seminars available to the public at no charge.

Sean Collins is a financial advisor with Core Alpha, Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He owns and operates S.P. Collins & Company, which offers tax preparation services, and also runs the retail website American Emart. Core Alpha, Inc. provides investment advisory and financial planning services primarily to individuals, trusts, and small businesses, utilizing a dynamic asset-allocation approach across a variety of portfolio programs and investment instruments. The firm’s model incorporates multiple outsourced platforms and a combination of broker-dealer, insurance, and tax preparation affiliations.

Whitney Baniewicz is a financial advisor at RDG Capital Management LLC with Series 65 registration and three years of industry experience. Prior to joining RDG Capital Management, she worked at RDG + Partners, CPA, for fourteen years. RDG Capital Management LLC provides fee-only investment advisory services and standalone hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a broadly diversified, tax-aware, index-based investment approach with a core-and-satellite strategy and offers discretionary management through a sub-advisory arrangement while retaining fiduciary oversight.

Andrew Federico III is a CFP® and CFA® with 20 years of industry experience. He is currently with Financial Freedom in Rochester, NY, having held previous roles at Madison Planning Group, Madison Advisory Services, Lion Street Financial, Cambridge Investment Research, and Royal Alliance Associates. Federico is an owner and partner in Madison Planning Group and Madison Advisory Services. Financial Freedom, LLC provides fee-only comprehensive financial planning and wealth management services to individuals, families, trusts, and estates, including high-net-worth clients. The firm employs a strategic asset allocation approach across various securities and manages accounts on a non-discretionary basis, with a distinctive use of Monte Carlo simulations and flexible billing arrangements.

Mark Fien is a CFA® charterholder and principal at Fien Capital Management, LLC in Rochester, NY, with 25 years of experience at the firm. He has served in investment management and consulting since 2001. Fien Capital Management provides investment management and consulting services to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable institutions, and corporations. The firm uses a fundamental analysis approach with a focus on long-term portfolio construction, managing assets primarily on a discretionary basis across a diversified set of securities tailored to client-specific factors.

Kate Kenney is a financial advisor with RDG Capital Management LLC in Pittsford, NY. She holds a Series 65 designation and has experience working in the industry since 2012, including roles at ProNexus LLC and Anderson Kenney Associates LLC. RDG Capital Management LLC provides fee-only investment advisory services and hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a broadly diversified, tax-aware, index-based investment approach with discretionary and non-discretionary portfolio management, supported by a sub-advisory arrangement and fiduciary oversight.

Jack Hills is a financial advisor at Iconoclastic Capital Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Iconoclastic since 2020, following prior positions at Christopher Haigh and Northwestern Mutual Investment Services. Iconoclastic Capital Management manages approximately $68 million for around 141 clients, offering discretionary investment management, modular financial planning, held-away account advisory, and project-based planning for individuals, families, trusts, and business owners. The firm employs an evidence-based core investment approach primarily using low-cost ETFs, complemented by active strategies and tax-aware asset location, and provides specialized business wealth management and comprehensive household financial reporting services.

Gene Thompson Jr. is a CFP® and ChFC® with 10 years of industry experience. He is currently with Iconoclastic Capital Management LLC, where he has worked since 2023. Prior to that, he held roles at Northstar Money and Northwestern Mutual Investment Services, among others. Iconoclastic Capital Management serves individuals, high-net-worth clients, and businesses with wealth management, investment management, and financial planning on a fee-only basis. The firm uses a blend of passive, evidence-based ETFs with active satellite positions and emphasizes tax-aware asset location across accounts.

Katharine Bressington is a CFP® and Series 66-licensed advisor with 13 years at Linden Financial Consultants, LLC in Rochester, NY. She has three years of industry experience and serves as a director for the Foundation for Women's Financial Education, where she is involved in financial literacy course creation and delivery. She is also a notary public. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm follows a fundamental, long-term buy-and-hold investment philosophy with diversified asset allocation using low-cost mutual funds and ETFs, and it does not maintain or directly manage client assets.

Jason Curtis is a financial advisor at LynnLeigh & Company, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Cornerstone Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is the sole owner of Free2Ski, LLC, a pass-through entity related to his investment activities. LynnLeigh & Company, LLC is a New York-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach, using customized or model portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients' risk profiles and objectives.

Damian Weidmann is a CFA® charterholder with four years of industry experience, currently serving at Fien Capital Management, LLC. He has been with the firm since 2006. Fien Capital Management provides investment management and consulting services to both individual and institutional clients. The firm employs fundamental analysis and long-term portfolio construction across various asset classes, managing all assets on a discretionary basis and offering tailored portfolios reviewed quarterly.

If you’re looking for a traditional advisor who wants to talk at you in a conference room for two hours and then sell you a product, we are probably not your firm. Iconoclastic Capital is a fee-only fiduciary financial planning and investment management firm with offices in Rochester and Brooklyn, NY. We work with high earners, business owners, tech professionals, startup founders, Gen X families, artists, creatives, and crypto investors who have outgrown generic advice. Most people come to us when their financial life has become too complex for YouTube, Reddit, or the advisor who “has a guy.” Equity compensation, business cash flow, tax planning, retirement projections, real estate decisions, insurance, estate planning, and crypto all have a way of colliding at the same time. Cute system. Our job is to turn that mess into a clear plan and then help execute it. We are true fee-only fiduciaries. That means our compensation comes directly from clients, not commissions, kickbacks, insurance sales, or product payouts. We are legally obligated to put your interests first, explain how we are paid, and give advice that is actually about you. Strange concept, apparently. What we help with: Comprehensive financial planning Investment management and portfolio strategy Cash flow and tax planning Business owner planning Retirement and income planning Equity compensation, RSUs, ISOs, and AMT planning Insurance and risk management reviews Real estate and major purchase decisions Crypto and digital asset planning Crypto is one area where we are especially different. Most advisors either panic when they hear “wallet” or pretend digital assets are magic internet money. We integrate crypto into real financial plans, including portfolio strategy, tax loss harvesting, cost basis tracking, estate access, custody, and risk management. If you need a crypto financial advisor who understands taxes, wallets, and risk, that is not a side quest for us. I’m Christopher Haigh, CFP®, RICP®, CEO and co-founder of Iconoclastic Capital. I started this firm because financial advice should be normal: clear, honest, useful, and built around the person sitting across from us. No product pitch dressed up as planning. No pretending complexity makes advice better. No ego trip. If you want a planning team that is direct, technically sharp, slightly allergic to industry nonsense, and serious about making you feel less alone with your money, we should probably talk.

Robert Perkins is a financial advisor at Leigh Baldwin & Co., LLC with 9 years of industry experience. He holds the Series 66 designation and has worked at Leigh Baldwin & Co. since 2018, following roles at FSP Advisors Inc. and Axa Advisors, LLC. Prior to his advisory career, he spent seven years at Perkins Fruit Farms. Outside of his advisory work, Perkins is involved in fixed insurance products, including life and health insurance. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in its investment approach, offers a range of advisory programs and third-party solutions, and operates as both an SEC-registered RIA and a FINRA broker-dealer.

Charles Wade is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2012. He has 13 years of industry experience. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, fee-based financial planning, insurance products, and tax preparation, managing a diverse range of client assets and employing both discretionary and non-discretionary management strategies.

James Englert is a CFP® with 29 years of industry experience. He is currently with High Falls Advisors, Inc. and has previously worked at Allworth Financial, L.P. and Leigh Baldwin & CO., LLC. Englert also provides tax preparation services during the tax season and is an Enrolled Agent authorized to represent clients before the IRS. High Falls Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, tax preparation, business-planning advice, and trustee services. The firm employs an internal investment committee and utilizes a variety of actively managed strategies, including tax-aware and ESG-focused models.

Ben Rozin is a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC with a Series 65 designation and over 15 years of industry experience. He previously worked at Morgan Stanley from 2017 to 2024 and Manning Napier Advisors from 2005 to 2016. Rozin is also involved in a real estate business since 2024. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients. The firm employs a value-oriented investment approach based on fundamental analysis and intrinsic-value assessments and offers services including asset management, financial planning, consulting, and educational seminars.