Kurt Krokenberger is a financial advisor at FactorPoint Planning, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. FactorPoint Planning provides financial planning, consulting, and discretionary wealth management services, focusing on low-cost, tax-efficient, broadly diversified portfolios primarily using systematic, rules-based ETFs and factor tilts. The firm serves a client base that includes trusts, estates, corporations, and retirement plan-type relationships.

Rajiv Dixit is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Serenity Capital Advisors Inc., a firm he joined in 2025 after working at Ralph Parks Investment Group LLC for 20 years. Serenity Capital Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment strategies combining technical charting with fundamental, cyclical, and economic analysis, and also delivers ERISA-focused retirement plan services with direct asset management.

John Howe is a CFP® professional with 13 years of industry experience, currently serving as the principal advisor at Hamewith Wealth. His prior roles include positions at Generation Capital Management, Wells Fargo Advisors, and St. John Fisher University. Hamewith Wealth is an independent registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm’s approach combines Modern Portfolio Theory with passive and active strategies, incorporating client preferences such as ESG investments, and provides ongoing monitoring including held-away account oversight.

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.

Christopher Coleman is a financial advisor at Fiduciary First Advising, LLC, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Sage, Rutty & Co., Inc., and consulting work. Fiduciary First Advising, LLC is an independent advisory firm serving individuals, high-net-worth clients, and businesses with tailored investment management and comprehensive financial planning. The firm uses a primarily passive investment approach based on Modern Portfolio Theory, managing discretionary portfolios with index mutual funds and ETFs, and integrates planning with regular monitoring and updates.

Andrew Fama is the sole advisor at Fama Fiduciary Wealth LLC, an independent firm based in Rochester, NY. He holds a Series 65 credential and has 25 years of experience with his firm. In addition to his work in financial advising, Fama operates a legal practice as an attorney and is a licensed real estate broker, both as sole proprietor. Fama Fiduciary Wealth LLC is a fee-only investment adviser serving individual clients, families, trustees, executors, qualified retirement plans, corporations, partnerships, and small businesses. The firm manages discretionary portfolios with an investment approach focused on asset allocation, diversification, and Modern Portfolio Theory, utilizing primarily no-load mutual funds and ETFs with a long-term, low-turnover philosophy aligned to clients’ risk profiles and income needs.

Brian Imrich is a CFP® with 18 years of industry experience. He has been with GPS Financial, LLC since 2017 and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as treasurer for Victory Boys Youth Lacrosse, a community organization. GPS Financial, LLC serves individual and high-net-worth clients by combining financial planning and discretionary portfolio management, focusing on goal-based planning, capital preservation, and asset allocation. The firm manages approximately $57.8 million in assets for about 269 clients, primarily using ETFs and mutual funds, with investment decisions executed through custodial platforms like Schwab and Betterment.

Joseph Pecoraro is a financial advisor with Forza Wealth Advisory Services LLC in Penfield, NY, holding a Series 65 designation and four years of industry experience. He has been associated with Forza Wealth Advisory Services LLC and Consiliarium Group LLC since 2016. His business activities include limited socialized broker commissions related to medical products. Forza Wealth Advisory Services LLC provides portfolio management and financial planning to individual clients, including high-net-worth individuals. The firm uses a variety of analytical methods and investment strategies on a mostly non-discretionary basis, serving a small client base with personalized oversight.

Amy Ryan is a financial advisor at Upstate Advisers Inc. with two years of industry experience. She holds Series 63, 65, and 66 licenses and has previous experience at RDG Capital Management LLC and LPL Financial, LLC. Outside of her advisory work, she is the owner of MADE ESSENTIALS LLC, a business based in Pittsford, NY. Upstate Advisers Inc. provides investment advisory services to private clients and sponsors of employer-sponsored retirement plans, offering discretionary portfolio management and consulting services. The firm emphasizes a long-term, disciplined investment approach focused on strategic asset allocation, broad diversification, and cost-effective implementation.

Edmond Gorges is the sole advisor at Gorges Capital Management LLC, an independent firm based in Rochester, NY. He holds a Series 65 credential and has professional experience at TransUnion, Measured, Goodway Group, and Dentsu International. Gorges Capital Management provides discretionary investment management to individual and entity clients through a structured, ETF-only approach focused on income generation and portfolio diversification. The firm employs a distinctive income-oriented strategy that includes selective use of margin borrowing within separately managed accounts and maintains accounts with a single custodian specialized in margin and ETF execution.

Miles Sharpe is a Series 65-licensed financial advisor with two years of industry experience. He is the sole advisor at Fawley Wealth International and has previously worked at Whitney & Company, MNA Partnership, and Napier Sharpe Wealth Management. Outside of his advisory role, he serves as a consultant for a UK-based financial planning firm and acts as a course associate for Insurance and Retirement Planning at Columbia University. Fawley Wealth International provides discretionary and non-discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm emphasizes long-term trading strategies using ETFs, mutual funds, equities, and fixed income, supported by cyclical and fundamental analysis along with modern portfolio theory.

Philip Weisberg is a CFP® and holds a Series 65 license, operating Weisberg Financial Services in Pittsford, NY. He has 14 years of experience with the firm, which he founded in 2012. The practice is a single-advisor independent firm serving primarily individual clients. Weisberg Financial Services serves about 60–65 individual clients and one corporate client on a pro bono basis. The firm employs a low-cost, flat-fee model without percentage-of-assets charges, managing portfolios through a discount brokerage platform using equities, ETFs, and no-load mutual funds, with an emphasis on tax-aware strategies and daily account monitoring.

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.

Joshua Barrett is a financial advisor at Barrett Wealth Management in Rochester, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He has been associated with Barrett Capital Management, Inc. since 2003. Barrett Wealth Management offers discretionary and non-discretionary portfolio management and goals-based financial planning to individuals, high-net-worth clients, trusts, estates, and institutional clients such as charitable organizations and pension or profit-sharing plans. The firm employs a long-term, value-oriented investment approach focused on minimizing expenses and typically operates under written discretionary authority with regular account reviews.

Elizabeth Barrett is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Highroad Wealth Advisers, LLC, an independent firm based in Rochester, NY. Prior to this, she has worked at Apex Wealth Advisers LLC and Armbruster Capital Management, Inc. Highroad Wealth Advisers provides portfolio management and retirement-rollover advice primarily to individual and high-net-worth clients. The firm uses client-specific strategies involving mutual funds, ETFs, equities, fixed income, REITs, and insurance products, managing assets directly with accounts custodied at Schwab Institutional.

Barbara Clemons is a CFP® and ChFC® with 30 years of experience in the financial services industry. She is the principal of Clemons Financial Education Company, an independent firm she founded in 2026 after 14 years at LPL Financial and Esl Investment Services LLC. Clemons Financial Education Company provides project-based and hourly financial planning services to individuals, including retirement planning, insurance, cash flow, employee benefits, college savings, and estate/incapacity planning. The firm also offers pro bono group educational seminars on personal finance and delivers written financial plans without managing client assets or charging fees based on assets under management.

Alex Zazubec is a financial advisor at Highland Wealth Advisory LLC in Rochester, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He has been with Highland Wealth Advisory since 2010. Highland Wealth Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and foundations or charities. The firm employs a range of analytical techniques and trading strategies, including options writing, and manages a notable level of employer retirement plan assets.

Annie Mcquilken is a CFP® and Series 65-registered financial advisor with 20 years of industry experience. She has been the principal of Forever Financial Advisors, LLC since 2005. The firm is a fee-only independent advisory serving individuals, small business owners, and institutional clients with comprehensive financial planning and investment management. Forever Financial Advisors employs a Modern Portfolio Theory-based approach using diversified mutual funds and ETFs, and participates in a consortium of independent advisors for joint due diligence on fund managers and asset classes.

Jonathan Thomas is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is the founder of JQL Wealth, an independent wealth management firm established in 2026. Prior to founding JQL Wealth, he worked at LVW Advisors LLC, McKinley Carter Wealth Services, Inc., and PNC Wealth Management. JQL Wealth provides wealth management, investment management, and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm employs a combination of passive and active investment strategies based on asset allocation and client risk tolerance, offering discretionary account management and access to outside managers for specialized services such as direct indexing and socially responsible investing.

Daniel Kelley is a financial advisor at Clover Leaf Financial LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Clover Leaf Financial LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, and retirement plan sponsors. The firm employs a research-based, long-term approach focused on diversified, low-cost ETFs, strategic asset allocation, and tax-aware strategies, managing approximately $100 million in assets.