Armbruster Capital Management, Inc. is an SEC-registered investment advisor founded in August 2009 by Mark Armbruster, the CEO and majority owner. The firm operates on a fee-only basis, meaning it does not earn income from commissions or referral fees. ACM acts as a fiduciary, putting clients' best interests first, and offers personalized investment solutions based on clients' risk tolerance and return objectives. The firm specializes in discretionary management of investment portfolios, focusing on broad diversification, risk control, low costs, and tax efficiency. ACM uses index or asset class funds and employs quantitative analysis to enhance returns. The firm also provides financial planning advice without additional fees and does not earn commissions from recommended products. As of December 31, 2024, ACM managed approximately $832.7 million on a discretionary basis and $68 million on a non-discretionary basis. The fee schedule is tiered based on assets under management, with fees ranging from 0.40% to 0.60% annually. Clients' accounts are reviewed regularly, and ACM offers detailed reports on performance, asset allocation, and holdings. The firm's investment philosophy emphasizes long-term, buy-and-hold strategies to capture global market returns while managing risks effectively. Clients have the option to be actively involved in the investment process, and ACM provides transparency regarding fees and costs associated with investments.

High Probability Advisors, LLC is an SEC-registered investment adviser based in Pittsford, New York, established in 2017. The firm's principal owners are Stephen Carl, Michael Jones, Jeff Coons, and Michael Cicero. As of December 31, 2024, the firm managed $813,429,881 in assets, offering portfolio management services on a discretionary or non-discretionary basis. Clients' portfolios typically consist of ETFs, mutual funds, equity and fixed-income securities, REITs, and money market funds. The firm also provides financial planning services covering various areas such as tax planning, retirement analysis, and investment alternatives. High Probability Advisors charges fees based on a percentage of assets under management, with a minimum annual fee of $3,750 or a minimum account size of $500,000, negotiable at the firm's discretion. The firm acts as a fiduciary for retirement plan accounts, ensuring that clients' interests are prioritized. Clients have the option to delegate investment discretion to the firm, and the firm does not charge performance-based fees. High Probability Advisors does not have any reportable disciplinary events and does not receive compensation for client referrals. The firm's brokerage practices involve recommending broker dealers such as Charles Schwab and Fidelity, with a focus on best execution and trade aggregation for client benefit. Clients are encouraged to review account statements and performance reports regularly.

Kickstand Wealth Advisors, established in June 2021 and registered with the SEC since June 2023, offers personalized financial planning and investment advisory services to individuals and entities, including high net worth individuals, trusts, and retirement plans. The firm provides discretionary and non-discretionary investment management services, utilizing various securities such as mutual funds, ETFs, equity securities, and corporate bonds. Clients may also have their portfolios managed by unaffiliated money managers. The firm charges an annual advisory fee ranging from 0.25% to 1.50% based on assets under management. Kickstand Wealth Advisors acts as a fiduciary for retirement plan accounts, ensuring clients' best interests are prioritized. Clients have the option to grant investment discretion to the firm, allowing Kickstand Wealth Advisors to direct securities transactions on their behalf. The firm does not vote proxies for client securities and does not receive compensation for securities transactions beyond the disclosed advisory fees. Clients are encouraged to review custodial account statements and reports provided by the firm, which may vary based on accounting procedures. Kickstand Wealth Advisors does not receive benefits from third parties for providing investment advice and does not enter into agreements for client referrals. The firm does not vote proxies for client securities and does not receive compensation for securities transactions beyond the disclosed advisory fees.

Cross Staff Investments, Inc., operating as Candace Shira Associates, LLC, is a registered investment advisor established in December 2012. The firm specializes in financial planning, investment management, and third-party money management services. Candace Shira, the sole owner and President, leads the firm as a fiduciary, offering personalized services tailored to each client's needs. Clients have the option to grant discretionary authority for trading decisions, with investments limited to publicly traded securities, bonds, and other cash equivalents. The firm manages over $400 million in assets on a discretionary basis. Fees are negotiated based on the services provided, with investment management fees typically based on a tiered schedule ranging from 0.30% to 1%. The firm does not accept performance-based fees and serves individuals, trusts, businesses, and estates without a minimum account size requirement. Investment strategies are based on individual objectives and risk tolerances, utilizing traditional research methods and third-party money managers. Clients are advised on potential risks associated with different securities and investment types. The firm does not have a history of disciplinary actions and maintains a Code of Ethics to ensure client interests are prioritized. Clients receive quarterly statements from custodians, and the firm does not vote proxies for client securities.

Post Resch Tallon Group, Inc. is an SEC-registered investment adviser established in 2004 by John A. Post II and Kerry P. Tallon. The firm specializes in providing personalized investment advisory services, including portfolio management, financial planning, retirement planning, and more. They manage $264,818,022 on a discretionary basis and $28,275,502 on a non-discretionary basis, along with advising on $14,616,744 in pension plan assets as of December 31, 2024. For investment supervisory or management services, fees range from 0.90% to 1.00% of assets under management, billed quarterly in advance. Financial planning and consulting fees are negotiated case-by-case, with hourly rates at $250 per hour. Retirement plan advisory services are charged an annual asset-based fee of up to 1%. The firm does not charge performance-based fees or engage in side-by-side management. Post Resch Tallon Group uses fundamental analysis and modern portfolio theory for investment strategies, focusing on asset allocation and diversification. Clients have investment discretion, allowing the firm to buy and sell securities without prior client approval. The firm does not vote proxies for client securities and does not have any disciplinary disclosures.

Professional Financial is a financial advisory firm based in Pittsford, New York. It currently has approximately $150,998,243 of assets under management and employs about 4 people. Professional Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Fischer Investment Group, Inc. is a registered investment advisor founded in 1984, specializing in equity, mutual fund, ETF, and fixed income portfolios. The firm offers a non-discretionary, disciplined investment process called "Signals" to various clients. As of June 30, 2024, the firm had $403,234,911 in Regulatory Assets Under Management. Fischer Investment Group tailors advisory services to individual client needs, considering factors like risk tolerance and liquidity requirements. The firm does not provide personal financial planning services beyond cash flow projections and does not sponsor "wrap fee" programs. Management fees are billed quarterly based on a tiered fee schedule. Fischer Investment Group does not have a minimum annual fee or account size requirement. The firm does not accept performance-based fees and serves various clients, including individuals, corporations, and non-profits. Clients have investment discretion and may impose restrictions on their accounts. Fischer Investment Group's investment strategies focus on equity and fixed income securities, with a detailed research process guiding investment decisions. The firm does not engage in soft dollar commissions and maintains a Code of Ethics. Clients' assets are held by qualified custodians, and the firm does not maintain custody of client funds or securities. Fischer Investment Group may vote proxies on behalf of clients and maintains proxy voting policies. The firm does not require prepayment of client fees and has no financial conditions impairing its ability to meet commitments.

Generation Capital Management, LLC (GCM) is an independent, fee-based SEC registered investment advisor firm based in Rochester, NY, founded in 2003 by Scott Nasca. GCM manages client assets totaling $1,029,554,376 as of December 31, 2014, with a focus on individualized portfolio and investment management services for various clients, including individuals, high net worth individuals, charities, trusts, corporations, retirement plans, municipal government entities, and foundations. GCM offers discretionary portfolio management and retirement plan consulting services, actively monitoring and providing advice on buying, selling, and holding securities based on clients' financial situations, investment objectives, and risk tolerance. The firm's investment philosophy emphasizes extensive diversification across asset classes, sectors, and styles to reduce risk and create well-diversified portfolios. GCM primarily invests in equity and fixed income securities, ETFs, and CEFs, utilizing a macroeconomic approach and a disciplined investment strategy. Clients can impose reasonable restrictions on their accounts, and GCM aggregates client transactions when advantageous. The firm charges fees based on a percentage of total assets under management, with negotiable fee structures for different strategies. GCM does not charge performance-based fees and does not compensate third parties for client referrals. The firm exercises investment discretion for managing client assets, ensuring compliance with clients' investment objectives and restrictions. GCM has a negative balance sheet history but currently has no client loans outstanding.

Ralph Parks Investment Group LLC, operating as Parks Capital, is an investment advisor firm established in 2005 by Ralph Parks, Gina Griffo, and Rajiv Dixit. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, corporations, and businesses. Services include discretionary and non-discretionary investment advisory services, financial planning, and consulting services. The firm manages client assets primarily on a discretionary basis, focusing on long-term portfolios while allowing clients to place reasonable restrictions on investments. Parks Capital does not charge performance-based fees or engage in side-by-side management. Clients are required to enter into an Investment Advisory Agreement with Parks Capital, detailing the terms, services, and fees. The firm's wealth management fees are based on a percentage of assets under management and are billed quarterly in advance. The minimum account size for managed accounts is $500,000. The firm does not participate in wrap fee programs and does not receive compensation for the sale of securities or investment products. Parks Capital recommends Charles Schwab & Co., Inc. as a custodian for client accounts. The firm does not participate in soft dollar programs and does not receive compensation for client referrals. The firm's investment strategies are tailored to individual client needs, with a focus on risk tolerance, investment time horizon, and tax efficiency. Clients are encouraged to review account statements for accuracy and are provided with periodic performance reports. The firm has no disciplinary history and does not have custody of client funds.