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.

Douglass Lyon is a CFA® with 14 years of industry experience and has been with Lyon Capital Management, LLC since 1994. He is based in Pittsford, NY, and is one of three advisors at the firm. Lyon Capital Management, LLC is an SEC-registered investment adviser managing approximately $94.8 million for about 82 clients. The firm provides discretionary portfolio management for individuals, trusts, estates, small businesses, and corporate retirement plans, employing a value-contrarian investment approach with fundamental and technical analysis, and offers a Style Rotation ETF strategy designed primarily for tax-deferred accounts.

Jeffrey Feldman is a CFP® professional with four years of industry experience, affiliated with Rochester Financial Services in Pittsford, NY. He has been with Rochester Financial Services since 1993, a firm that manages over $340 million in assets and serves more than 300 client accounts with a single advisor. Rochester Financial Services provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm typically structures balanced portfolios using no-load mutual funds, with ongoing monitoring and adjustments, and offers formal reviews semiannually.

Danielle Hartman is a financial advisor at Kane Financial in Pittsford, NY, holding a Series 65 designation with one year of industry experience. Prior to her current role, she worked in various positions outside the financial industry, including at SHEN Beauty and Edgewell Personal Care. She is president and treasurer of Femme Financial, an investment club focused on education, where she organizes meetings, executes trades, and manages financial reporting. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a client-specific investment approach that generally combines fundamental analysis with primarily passive strategies using index mutual funds and ETFs.

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.

John Mcgowan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Two Point Capital Management, Inc. since 2004. Two Point Capital Management, Inc. offers discretionary investment management services primarily to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on clients with long-term investment horizons. The firm manages portfolios mainly composed of publicly traded stocks and bonds using a fundamental, long-term equity selection approach combined with tailored fixed-income strategies.

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.

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.

Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.

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.

Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Jacklyn Raymonda is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Lincoln Financial Advisors, and Osaic Wealth, Inc. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm uses customized Investment Policy Statements, asset allocation, diversification, and a combination of active and passive independent managers, including allocations to non-traditional strategies such as hedge funds and private equity.

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.

Lee Woodring is a financial advisor at Indivisible Partners with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Woodring is a co-owner of several family rental property businesses and is licensed as an insurance agent. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and third-party managers to tailor strategies to client needs.

Daniel Dipaola is a CFP®-certified financial advisor with 23 years of industry experience. He is currently part of Blue Horizon Equity, Inc., a multi-advisor team based in Pittsford, NY. His prior experience includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advising, he is a minority owner in a family-run farm business that operates seasonally. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers a range of investment programs including wrap-fee Unified Managed Accounts and access to third-party money managers, delivering both discretionary and non-discretionary management across multiple offices.

Allison Bell is a financial advisor at LVW Advisors, LLC with two years of industry experience and holds a Series 65 designation. She previously worked at Ashford Advisors and Generation Capital Management and has an academic background with the University of Rochester. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients by providing wealth management, financial planning, investment management, and consulting. The firm employs customized investment plans emphasizing asset allocation, diversification, and risk management, utilizing both traditional and alternative investment strategies.

Lori Van Dusen is a financial advisor at LVW Advisors, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with LVW Advisors since 2011. LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm emphasizes customized investment plans, asset allocation, diversification, and risk management, utilizing a blend of independent managers, tactical overlays, and non-traditional investments.