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Dominick Lapenna

Advisor at &PARTNERS

Updated today

Location

Pittsford, NY 14534

Credentials

Series 66

Industry experience

9 years

About

Dominick Lapenna is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. Prior to his advisory career, he completed full-time education at SUNY Binghamton. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and retirement plan education, combining platform technology with proprietary and third-party strategies to provide both discretionary and non-discretionary management.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on &PARTNERS

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client

Commissions

Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products

Project-based

Hourly Consulting Fee as agreed with client, invoiced monthly

Subscriptions

Research Report Services fee of $500/month

Other

Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client

Location

40 A Grove St., Suite 200

Pittsford, NY 14534

Most active in

New Jersey · New York · Texas

Work history

&Partners, LLC

2024 - Present (2 years)

Wells Fargo Clearing

2016 - 2024 (8 years)

WELLS FARGO Advisors, LLC

2016 - 2016 (1 year)

Full Time Education-SUNY BINGHAMTON

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John H

CFP®, Series 66

Pittsford, NY

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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.

Wealth management Business ownership considerations Retirement income strategy Cash flow / budgeting Founder/Business Owner
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CFP®, ChFC®, Series 63

Pittsford, NY

Mark Andrew Paganelli

Mark Paganelli is the sole advisor at Mark Andrew Paganelli, an independent firm based in Pittsford, NY. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc., RFG Associates, LLC, and Commonwealth Financial Network. He also serves as a trustee for two family trusts. The firm provides comprehensive financial planning and consulting to individuals, pension and profit-sharing plans, and corporations, focusing on retirement planning, estate and tax considerations, cash-flow analysis, investment review, and insurance evaluation. Recommendations are based on fundamental, technical, and qualitative analysis and are delivered in writing, with implementation at the client’s discretion. The firm does not take custody of client assets or exercise discretionary management and follows the Department of Labor’s process for retirement rollover advice.

General retirement planning
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CFP®, Series 63

Pittsford, NY

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Priscilla Baker Jones is the sole advisor at Occam Capital Management, LLC in Pittsford, NY, holding the CFP® designation and Series 63 license with 12 years of industry experience. She has been with Occam Capital Management since 1998. Occam Capital Management provides discretionary investment management and consulting services to individuals, pensions, profit-sharing plans, trusts, and estates. The firm employs a value-oriented investment approach combining top-down economic analysis with bottom-up security selection and manages approximately $66 million for about 95 clients.

Active portfolio management Passive / index investing
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Christopher C

Series 66

Rochester, NY

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Christopher Coleman is a financial advisor with Fiduciary First Advising, LLC in Rochester, NY. He holds a Series 66 designation and has five years of industry experience, including prior roles at Sage, Rutty & Co., Inc. and consulting work. Fiduciary First Advising, LLC is an independent, state-registered investment adviser serving individuals and businesses, including high-net-worth clients. The firm focuses on passive portfolio construction and strategic asset allocation based on Modern Portfolio Theory, with portfolios tailored to client-specific investment policies and reviewed quarterly.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Andrew F

Series 65

Rochester, NY

Fama Fiduciary Wealth LLC

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.

Wealth management Passive / index investing Attorney
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Brian I

CFP®, Series 63

Pittsford, NY

GPS Financial, LLC

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.

General retirement planning Active portfolio management Retirement income strategy
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