Justin Myers

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.

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.

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.

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.

Brian Drumm is a financial advisor at Primetime Wealth Management in Pittsford, NY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones from 2014 to 2019 before founding his current firm in 2019. Outside of advisory work, he is the owner of a local real estate LLC. Primetime Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation as the primary driver of returns and employs diversified investment strategies primarily involving equities and exchange-traded funds, with ongoing client reviews and risk monitoring.

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.