Salvatore Paternico is a CFP® and ChFC® with 12 years of industry experience. He is currently with W & S Management Services, Inc., where he has worked since 2021. Prior to that, he held roles at ESL Investment Services LLC, LPL Financial, and ESL Federal Credit Union. W & S Management Services provides discretionary portfolio management and financial planning for individuals, trusts, estates, and closely held businesses. The firm serves individual and high-net-worth clients, using fundamental analysis to guide investment decisions and offering tailored portfolios primarily composed of publicly traded equities, bonds, ETFs, and mutual funds.

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.

Brian Ward is a Series 65-licensed advisor with W & S Management Services, Inc. in Rochester, NY, bringing 12 years of industry experience. He has been vice president at Ward & Schmerbeck, P.C., a Certified Public Accounting firm, since 1995, where he performs tax accounting work alongside his advisory role. W & S Management Services serves individual investors, high-net-worth individuals, trusts, estates, and closely held businesses with discretionary portfolio management and comprehensive financial planning. The firm integrates fundamental analysis with accounting expertise through its affiliation with Ward & Schmerbeck, offering coordinated tax and financial planning for clients.

Rupesh Goyal is a financial advisor at Alphanso with a Series 65 designation and three years of industry experience. His prior work includes five years at Seamans Capital Management and a year at Boston College. Alphanso provides subscription-based financial planning, consulting, and portfolio management services to individual and high-net-worth clients through tiered plans that include written plans, a web dashboard, and ongoing advisor access. The firm combines traditional and quantitative investment methods with automated features, offering both discretionary and non-discretionary advice, as well as tax and estate-related services.

Eric Garsin is a financial advisor at NorthLanding Financial Partners, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mutual Securities, Inc. since 2016. Outside of advising, Garsin operates an independent insurance agency specializing in life insurance and fixed annuities. NorthLanding Financial Partners primarily serves high-net-worth individuals, along with trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and investment management, focusing on exchange-traded funds and mutual funds while employing fundamental, cyclical, and behavioral finance approaches in their strategy.

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.

Andrew Federico III is a CFP® and CFA® with 21 years of industry experience. He is currently an advisor at Financial Freedom, where he has worked since 2026. His prior experience includes roles at Cambridge Investment Research, Lion Street Financial, Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. Financial Freedom, LLC provides fee-only comprehensive financial planning and ongoing wealth management to individuals, families, trusts, and estates, including high-net-worth clients. The firm uses a strategic asset allocation approach with diversified portfolios and manages accounts on a non-discretionary basis, incorporating Monte Carlo simulations and tailoring fee structures for new clients.

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.

Jack Hills is a financial advisor at Iconoclastic Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Christopher Haigh, Northwestern Mutual Investment Services LLC, and Merrill. Hills has been with Iconoclastic Capital Management since 2020. Iconoclastic Capital Management provides discretionary investment management and modular wealth management and financial planning to individuals, high-net-worth households, trusts, and business owners. The firm uses an evidence-based, core-and-satellite investment approach featuring low-cost broad ETFs, active sleeves, and AI-driven tools with human oversight.

Gene Thompson Jr. is a financial advisor at Iconoclastic Capital Management LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual and Northstar Money. Iconoclastic Capital Management provides discretionary investment management and modular financial planning services to individuals, high-net-worth households, trusts, and business owners. The firm employs an evidence-based, core-and-satellite investment approach incorporating low-cost ETFs and active sleeves, and offers specialized services including cryptocurrency advisory and coordinated tax-preparation support.

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.

Douglas Hendee is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Brighton Securities Corp. since 2010. He is also a fitness instructor at Midtown Athletic Club in Rochester, NY. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses, offering a range of portfolio management and financial planning solutions. The firm combines discretionary and non-discretionary management across proprietary and third-party programs, employing diverse investment strategies.

Todd Alexander is a financial advisor with Brighton Securities Corp. in Rochester, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Brighton Securities since 2016. Brighton Securities serves individuals, pension and profit-sharing plans, charities, estates, trusts, and businesses, offering financial planning and portfolio management through various program structures. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, providing brokerage, insurance, tax, and accounting services.