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 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.

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.

Robert Baldes is a financial advisor with Wealth Strategies & Solutions, Ltd. in Rochester, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at Leigh Baldwin & CO., LLC and his current firm since 2018. Outside of his advisory work, he serves as assistant treasurer for the Eastern Association of North American Baptist and holds positions on local Republican committees. Wealth Strategies & Solutions provides financial life-planning and investment advisory services to individuals and families, focusing on goals-based retirement planning, cash flow and tax analysis, and estate planning coordination. The firm offers standalone financial planning, third-party money manager referrals, and limited discretionary asset management, emphasizing detailed client discovery and coordination with CPAs and estate-planning attorneys.

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.

James Pluta is the sole advisor at J.R. Pluta Capital Management, Inc., an independent firm based in Pittsford, NY. He holds a Series 65 credential and has over 40 years of experience at his firm, with four years of industry experience under his current designation. J.R. Pluta Capital Management provides discretionary investment management to individual investors, including high-net-worth clients, and to charitable organizations. The firm uses a bottom-up, fundamental analysis approach and offers portfolio management strategies that include long- and short-term positions, trading, and options.

Austin Gilbert is a Series 65-licensed financial advisor with 11 years of industry experience. He has operated Gilbert Financial, LLC, an independent advisory firm based in Honeoye Falls, NY, since 2006. Gilbert Financial, LLC provides customized portfolio management primarily for individuals and high net-worth clients, as well as trusts and corporations. The firm employs an asset-allocation approach tailored to client-specific factors and emphasizes domestic dividend-paying equities and short-duration bonds, using a disciplined process supported by proprietary research and institutional custody through Pershing.

Michael Nevinger is the sole advisor at Comfort Capital Management and holds a Series 65 designation. He has been with the firm since its founding in 2025 and has prior work experience in construction project management and technology solutions. Outside of his advisory role, Nevinger is an estimator and project manager at 104 Contractors, a construction business he has been involved with since 2018. Comfort Capital Management is a fee-only registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management and financial planning, employing a strategy that combines Modern Portfolio Theory and fundamental analysis with diversified asset allocation using both passive and selected active investment vehicles.

Jonathan Thomas is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at LVW Advisors, LLC since 2020 and previously held roles at McKinley Carter Wealth Services, Inc. and PNC Wealth Management. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized Investment Policy Statements and a mix of active and passive independent managers, incorporating both traditional and non-traditional strategies to align portfolios with client objectives.

Julian Ruiz is a financial advisor with FSP Advisors, Inc., holding Series 63, 65, and 66 credentials and over 39 years of industry experience. He has worked at FSP Advisors since 2019 and also maintains roles at Leigh Baldwin & Co., LLC and Progressive Marketing. Ruiz serves as a board member of the Henrietta Chamber of Commerce. FSP Advisors, Inc. is a small team managing approximately $32.6 million for about 233 clients. The firm offers portfolio management, modular financial planning, pension consulting, and public educational seminars, tailoring investment strategies to individual objectives and risk tolerances.

Ryan Bierley is an investment advisor at FSP Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC since 2016 and Progressive Marketing Services since 2015. In addition to his advisory role, he sells fixed life, disability, and fixed annuities on a part-time basis. FSP Advisors, Inc. is a small team managing approximately $32.6 million for about 233 clients. The firm provides portfolio management, modular financial planning, pension consulting, and public educational seminars, offering both discretionary and non-discretionary services tailored to clients’ objectives and risk tolerances.

Jennifer Kenney Zimmerli is a financial advisor at Two Point Capital Management, Inc. with a Series 65 designation. She has been with Two Point Capital Management since 2016 and previously worked for the Rochester City School District from 2006 to 2016. Two Point Capital Management provides discretionary portfolio management for individuals, trusts, not-for-profits, companies, and pension plans, focusing on long-term fundamental equity selection and client-specific asset allocation. The firm manages publicly traded equities and fixed-income securities for about 100 clients and oversees approximately $304 million in assets.

Frederick Krokenberger is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

Amy Ryan is a financial advisor at RDG Capital Management LLC with two years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at Cambridge Investment Research, Inc. and LPL Financial, LLC. Outside of advising, she owns MADE ESSENTIALS LLC, a business based in Pittsford, NY. RDG Capital Management LLC provides discretionary portfolio management and financial planning to high-net-worth individuals, institutions, and charitable organizations. The firm employs a long-term, core-and-satellite investment approach emphasizing low-cost, index-based funds and tax efficiency, and operates through formal subadvisory and professional affiliations.

Christopher Yuskiw is a financial advisor at HYJC Capital of WNY with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis and modern portfolio theory, employing various strategies across mutual funds, fixed income, equities, ETFs, and insurance products.

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

Whitney Baniewicz is a financial advisor at RDG Capital Management LLC with a Series 65 designation and over a decade of experience, including fourteen years at RDG + Partners, CPA. She has been with RDG Capital Management since 2023. RDG Capital Management LLC provides discretionary portfolio management and financial planning services to high-net-worth individuals, institutional clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, core-and-satellite investment approach focused on low-cost, index-based ETFs and mutual funds, with complementary factor-based funds, bonds, and alternative investments, and operates through a formal subadvisory relationship with Armbruster Capital Management.

Kate Kenney is a financial advisor at RDG Capital Management LLC with over a decade of industry experience. She holds the Series 65 designation and has previously worked at Anderson Kenney Associates LLC and ProNexus LLC. RDG Capital Management LLC provides discretionary portfolio management and financial planning services to high-net-worth individuals and various institutional and individual clients. The firm employs a long-term, core-and-satellite investment strategy emphasizing low-cost, index-based funds and maintains formal affiliations with accounting and insurance practices to coordinate client services.

Jeffrey Feldman is a CFP® professional with four years of industry experience, affiliated with Rochester Financial Services in Pittsford, NY. He has been with Rochester Financial Services since 1993, a firm that manages over $340 million in assets and serves more than 300 client accounts with a single advisor. Rochester Financial Services provides investment supervisory services and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm typically structures balanced portfolios using no-load mutual funds, with ongoing monitoring and adjustments, and offers formal reviews semiannually.