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.

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.

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.

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.

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.

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.

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.

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.

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.