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.

Benjamin Forte is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Kickstand Wealth Advisors. His prior roles include positions at TIAA, ESL Investment Services, and LPL Financial. He is a trustee at Trinity Communion Church and serves on the board of the Estate Planning Council of Rochester. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as family offices, trusts, and other entities. The firm emphasizes a client-focused process and utilizes a broad range of investment vehicles, combining fundamental analysis with diversified portfolio construction.

H. Robert Bradley is a CFP® with 27 years of experience in the financial industry. He is currently with Chicago Partners Investment Group LLC and has previously worked at Mutual Securities, Inc. and Northlanding Financial Partners, LLC. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

After 19 years of experience in the financial services industry across various roles, I founded LaBounty Financial Planning. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® practitioner, I am committed to providing thoughtful, personalized guidance rooted in your goals and values. LaBounty Financial Planning is a fee-only financial planning firm based in Rochester, New York, founded to help mid-career professionals and business owners build a financial future they feel good about. I have built my career on the belief that good financial planning is about more than numbers; it's about giving people the confidence and clarity to plan for what matters most to them. Who We Serve Your finances can feel overwhelming, between student loans, buying a first home, starting a family, and continuing to build wealth. We work with mid-career professionals and business owners navigating growing income and growing complexity, helping clients optimize what they've built and plan for what's next. Mid-Career Professionals: Growing income, growing complexity. We help you optimize what you've built and plan for what's next. Business Owners: Your business shouldn't be your only financial plan. We help you navigate the unique challenges business owners face. High Earners, Not Rich Yet (HENRYs): Strong income, but not yet translating into lasting wealth? We can help close that gap. Facing Major Life Change: Divorce, loss of a spouse, career changes, inheritance, or a financial windfall. We help you find clarity and make confident decisions when it matters most. Not located in Western New York? We serve clients all over the state of New York and have the ability to work with you virtually.

Mark Paganelli is the principal of Mark Andrew Paganelli, an independent advisory firm based in Pittsford, NY. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His prior work includes long tenures at HORNOR, TOWNSEND & KENT, Inc. and Commonwealth Financial Network. Paganelli is also co-owner of RFG Associates, LLC. His firm provides comprehensive financial planning and consulting services to individuals, pension and profit-sharing plans, and corporations, focusing on retirement, estate, tax, cash-flow, investment, and insurance planning. The firm emphasizes written financial plans based on fundamental, technical, and qualitative analysis, and does not take custody of client assets or manage portfolios on a discretionary basis.

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.

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.

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.

Dana Bell is the sole advisor at BellRock Asset Management LLC in Victor, NY, holding a Series 65 designation with 4 years of industry experience. He has led BellRock Asset Management since 2011. BellRock Asset Management provides discretionary portfolio management services to individuals, trusts, charitable organizations, and privately held companies. The firm follows modern portfolio theory principles, emphasizing diversification and strategic asset allocation, and maintains institutional-style relationships through written referral agreements with CPA firms.

Joseph O'Haver is the principal of O'Haver Wealth Management, LLC in Newark, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and IBN Financial Services, Inc. in addition to his own firms. Outside of investment advisory, he operates O'Haver Financial, LLC, providing tax preparation, payroll processing, and insurance sales services. O'Haver Wealth Management, LLC offers portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm uses client-specific Investment Policy Statements and a combination of charting, fundamental, quantitative, and technical analysis to tailor asset allocation and security selection, focusing on mutual funds, fixed income, ETFs, annuities, and private placements.

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.

Matthew Marino is a financial advisor at Nexus Capital, LLC, holding a Series 65 designation with five years of industry experience. He has worked at Nexus Capital since 2017 and previously was with MRM Wealth Management from 2011 to 2019. Nexus Capital, LLC provides portfolio management and investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm employs both fundamental and technical analysis across a diverse investment universe, including insurance products and higher-risk instruments like uncovered options and private equity.

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.

David Piano is a financial advisor with Piano Wealth Management in Victor, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Merrill Lynch and Nexus Capital, LLC. Outside of advising, he has a passive property ownership interest in rental real estate. Piano Wealth Management offers financial planning and portfolio management services to individuals, families, and business owners, including retirement-plan consulting and participant education. The firm provides discretionary and non-discretionary asset management and tailors investment advice using behavioral, fundamental, technical, and quantitative analysis.

Martha Jesse is a financial advisor with Prosperity Advisory Group LLC in Victor, NY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker for 13 years. Prosperity Advisory Group LLC is an SEC-registered advisor serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets and provides tailored investment management, financial planning, cash-flow consulting, and retirement-plan advisory services using a primarily long-term investment approach with tactical asset allocation.

Kelly Olczak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LynnLeigh & Company, LLC since 2018. Prior to this, she worked at Cornerstone Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, she is involved in a family business, The Karma Sauce Company, which produces goods on a farm property intended for retirement. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process using customized and model portfolios that incorporate fundamental, technical, cyclical, and charting analysis tailored to each client’s risk profile and objectives.

Daniel Muster is a financial advisor with Queenbridge Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Nexus Capital, LLC and New York Life. Queenbridge Capital, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with options strategies and typically seeks discretionary authority to implement client investment plans.

Mark Buscher is a financial advisor at Milestones Private Investment Advisors LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services and Wells Fargo Advisors prior to joining Milestones in 2017. Milestones Private Investment Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations by providing comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a data-driven, macro-analytical approach with multiple defined strategies and emphasizes active, index-agnostic, and unconstrained investment options.

Alyssa Girod is a financial advisor at Prosperity Advisory Group LLC with four years of industry experience. She holds a Series 65 designation and has worked in various roles including at KM Investment Services, Inc. and Ravenwood Golf Club. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets across about 244 clients, employing a primarily long-term investment approach with tactical asset allocation and fundamental analysis.

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.