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.

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.

David Green is the sole advisor at Ever Green Wealth Management, LLC in Victor, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 14 years at Edward Jones prior to founding his current firm. Ever Green Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering comprehensive wealth management through discretionary investment management and financial planning. The firm employs a research-based, long-term investment approach using low-cost, diversified funds and custom or model portfolios, managing approximately $63 million in assets across about 351 client relationships.

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.

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.

Martha Jesse is a financial advisor at Prosperity Advisory Group LLC in Victor, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker from 2009 to 2022. Prosperity Advisory Group LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $207 million in assets across 240 client relationships, offering portfolios primarily composed of diversified mutual funds and ETFs, and employs a tactical asset allocation approach combined with fundamental analysis.

Kelly Olczak is a CFP® professional with 16 years of experience in financial advising. She has worked at LynnLeigh & Company, LLC since 2018, and previously held positions at Cornerstone Wealth Management, LPL Financial, and Edward Jones. Outside of financial services, she is involved with The Karma Sauce Company, a family business connected to a farm property where produce is grown. LynnLeigh & Company, LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm uses a customized, long-term investment approach with diversified portfolios that include mutual funds, ETFs, and individual securities.

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 three years of industry experience. She holds a Series 65 credential and has previously worked at KM Investment Services, Inc. and Evergreen Federal Credit Union. Outside of financial advising, she has experience working at Ravenwood Golf Club. Prosperity Advisory Group LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $207 million in assets across about 240 client relationships, using a tactical asset allocation approach combined with fundamental analysis and a long-term investment orientation.

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.

Kam Lin Hill is a CFP® and ChFC® with four years of industry experience, affiliated with Professional Financial in Pittsford, NY. He is the sole proprietor of an insurance management and benefit consulting business, Professional Financial Solutions LLC, operating since 2003. Professional Financial Strategies, Inc. provides investment management and financial planning services to individuals, families, trusts, estates, charitable arrangements, employer retirement plans, and small businesses. The firm employs evidence-based, systematic investment strategies primarily using institutional-class mutual funds and ETFs, with an integrated approach that includes legacy and retirement planning.

Anthony Filberto is a financial advisor at Candace Shira Associates, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Candace Shira Associates in 2012, he worked at Wall Street Financial Group from 2013 to 2016. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, managing approximately $409.6 million in assets for around 444 clients. The firm employs a traditional research-based investment approach with diversified portfolios tailored to client objectives and risk tolerances.

Paul Hill is a CFP® and ChFC® with four years of industry experience. He is affiliated with Professional Financial Strategies, Inc., where he has been associated since 1993. 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 business entities. The firm manages approximately $206 million in client assets and employs an evidence-based, systematic investment approach using institutional-class mutual funds and ETFs, integrated with comprehensive wealth management including legacy and retirement planning.