Prentice Wealth Management LLC

Michelle Werth is a financial advisor with Prentice Wealth Management LLC in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior work includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Putnam Investments. She is involved in fundraising activities for the Vera House Foundation. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a range of specialized services, including model-subscription programs for other advisers, pension consulting, and divorce planning.

William Prentice II is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He has been involved with Prentice Wealth Management, LLC since 2008 and has prior experience at Cadaret, Grant & Co., Inc. Among his other business activities, he is the owner of Alpine Thread, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Umbereen Mustafa is a financial advisor at Prentice Wealth Management LLC in Rochester, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Prentice Wealth Management, Mustafa worked at Article Group and the Pinckney Hugo Group, and has experience in entrepreneurial and operational roles at Brandtatorship, LLC and AirFlow Catalyst Systems, Inc. Prentice Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and a distinctive model-subscription service aimed at other advisers, employing discretionary account management with a variety of specialized investment programs.

Anthony Vaccaro is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Prentice Wealth Management LLC in Rochester, NY, and has previously worked at LPL Financial and Cadaret Grant & Co. Inc. Vaccaro provides investment advisory services through Prentice Wealth Management, an independent registered investment advisor. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, model-subscription services, pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Andrew Schuler is a CFP® professional at Sage, Rutty & Co., Inc. in Rochester, NY, with six years of industry experience. He has held positions at Manning & Napier Investor Services, Inc. and NorthLanding Financial Partners, LLC. Outside of finance, he was involved with Black Button Distilling for one year. Sage, Rutty & Co., Inc. serves a diverse client base of individuals and institutions, offering portfolio management, financial planning, and various advisory platforms. The firm combines salaried financial planners and advisory representatives to deliver customized investment recommendations and manages over $3 billion in assets across roughly 7,700 accounts.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.