Select a card to read a bio.
Designations are attributed per person, and not everyone holds a CFP®.
Exploring Independence?
If you're evaluating whether your current platform truly supports how you want to serve clients and grow your practice, we welcome thoughtful, confidential conversations with experienced advisors who value planning, structure, and long-term alignment.
Independence and autonomy, without having to build everything alone
The infrastructure, compliance, and scale of RFG Advisory, paired with the hands-on support of a boutique firm
A planning-first culture at SixPoint Financial Partners, built around systems, service, and people, not just production
David Pulcini Jr.
CEO & Lead Advisor, CFP®David (Dave) Pulcini Jr. serves as Managing Partner of SixPoint Financial Partners, where he combines more than two decades of financial advisory experience with a steadfast commitment to helping clients grow, protect, and transfer their wealth.
As a Certified Financial Planner™, Dave began his career in 2003 and quickly developed expertise in investment management, insurance, and comprehensive financial planning. Recognizing that traditional brokerage models often limited client outcomes, he transitioned to an independent fiduciary platform, allowing him to deliver objective advice with greater flexibility and alignment to client goals.
At SixPoint, Dave leads the firm’s vision, client experience, and planning process. He co-chairs the investment committee and helped create the firm’s proprietary “Think About It” methodology, designed to guide families through clear and confident decision-making. In addition to his own expertise, Dave connects clients with his extensive professional network of attorneys, accountants, and other specialists, ensuring they have access to the right resources when needed.
Beyond the office, Dave is a frequent speaker, writer, and coach on topics including advisor growth, practice management, and the future of wealth planning.
Dave values family above all. He enjoys time with his wife, Allison, and their children, Anamaria and Adrian. An active and energetic personality, he spends summers on the water, winters on the ski slopes, and fall Sundays cheering for the Buffalo Bills.
John Harms
Chief Investment Officer, CFP®, RICP®John is an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, he concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and investment portfolio management. Upon moving to Rochester in 2007, John shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.
In 2024, John took on the role of Chief Investment Officer for SixPoint Financial Partners, where his focus is helping advisors and clients navigate today’s markets with a process built on economic fundamentals, technical analysis, and tactical asset allocation. With a disciplined focus, John designs portfolios that adapt to the market cycle, all while keeping communication clear, grounded, and client-first. He believes good investing comes from insight, structure, and staying one step ahead. John believes our role is to be a steady hand, take a long-term view, and have a genuine partnership with each client.
John resides in Webster, NY, with his wife, Shelly, and their three children, Jack, Nick, and Tessa, and their Lab/German Shepherd mix, Gizmo. John loves to watch his kids’ sports and activities, and coach whenever possible. When he’s not at the little league fields, cross-country course, or a dance recital, you can probably find John fishing, playing golf, reading, or hiking.
Joseph Prestigiacomo
Financial Advisor, CFP®Joe began his career in the financial services industry in 2012, and today he provides comprehensive financial guidance to his clients. His focus is on developing retirement income strategies as well as personalized risk management assessments and solutions.
Along with his knowledge and experience, his commitment to an outstanding level of client service is an integral part of his practice that he prides himself on. By developing a deep understanding of his clients’ individual situations, he is able to help them make well informed financial decisions with confidence.
Outside of the office, Joe serves as the Head of the Membership Committee for The Greece Education Foundation, a local nonprofit that provides grant funding for educational programs that cannot be supported through public funding for Greece Central classrooms. He has been a board member for over 10 years, serving in numerous roles including Secretary, Vice President, and President. He is also an avid Buffalo Bills fan and enjoys spending his free time fishing.
Nick Savas
Financial Advisor, CFP®, RICP®Nick Savas works with SixPoint Financial Partners to help mid- to late-career professionals design a life where work becomes optional, without sacrificing lifestyle or financial security.
As a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional®, Nick specializes in guiding clients through retirement planning, tax efficiency, investment management, and estate planning.
His approach is straightforward: Discover & Define goals and current picture. Plan & Strategize to build a roadmap for financial independence. Implement & Monitor the plan as life evolves. Educate & Empower so clients can make confident decisions.
At SixPoint, Nick emphasizes independence and fiduciary duty, ensuring that every recommendation is guided by client needs, not quotas or proprietary products. His goal is to deliver objective, transparent advice that helps clients make the most of their savings, manage taxes thoughtfully, and focus on what matters most.
Outside the office, Nick and his wife, Alexandra, are raising their three children, Elias, Lucas, and Elena, in Fairport. He enjoys traveling with his family and is always working on improving his golf game (a lifelong project).
Chris Van Buren
Financial Advisor, CFP®, CPWA®Chris Van Buren provides financial advice and guidance to high-net-worth individuals and families, with a special focus on business owners and entrepreneurs. Working closely with this group has given him deep insight and perspective into the specific wealth management needs that come with building, running, and eventually transitioning a business.
He strives to provide clients with a breadth of strategies, attentive service, and the financial tools to help them pursue their goals in both their professional and personal lives, with particular attention to estate planning, business succession, and multi-generational wealth transfer.
Outside the office, Chris enjoys time outdoors with his wife, their daughter, and the family dog.
Aaron Laranetto
Financial AdvisorFor Aaron, the goal of wealth management isn’t simply to get rich, it’s to become independent. The ultimate form of independence is time equity: the ownership of your own time. He believes every dollar invested is a direct payment to your future self, purchasing the world’s most precious and finite asset.
This commitment to time equity was further forged on the soccer field, where Aaron competed as an NCAA Division 1 athlete. The discipline, commitment, and hard work required to succeed at that level became core to his character, principles he now applies to safeguarding and growing his clients’ wealth.
At the heart of Aaron’s investment process is the concept of having an Ownership Mindset. He coaches clients to understand that they are not merely buying stocks or other asset classes but purchasing ownership stakes in exceptional businesses. This belief drives a long-term, partnership approach, focused on building high quality portfolios of companies with durable competitive advantages that can compound for years to come.
Aaron began his career at Equitable Advisors in New York City. Seeking to broaden his experience, he joined Fidelity Investments Private Client Services Group in Boca Raton in 2020. His desire for deeper client relationships and independence led him to SixPoint Financial Partners, where he could fully commit to a comprehensive planning framework that puts his clients’ independence first.
Aaron’s practice is primarily focused on serving two communities he knows well: fellow Temple University alumni and executives in the Property & Casualty insurance industry.
When he is not in the office, he enjoys playing soccer, running, reading, and traveling.
Marshal Scheidt
Financial AdvisorMarshal has been in the financial planning industry since 2015. Over that time, he has built a process that helps clients understand the why behind each decision and feel confident moving forward with purpose. His goal is to make planning simple, meaningful, and centered on what matters most to each client.
As a lifelong Buffalo Bills and Sabres fan, Marshal knows the value of patience, resilience, and keeping an eye on the long game, both in sports and in financial planning.
Marshal lives in Fairport, NY with his wife, Chelsea, and their dog, Lucho. Marshal and Chelsea love trying new restaurants and coffee shops, exploring hiking trails, and traveling whenever they can. They have even started making espresso at home, but that is a work in progress.
Michael Gorsky
Financial AdvisorMike believes that great financial advice starts by simply listening. His experience in wealth management has taught him that every client has a unique story, with different goals, values, and challenges. Whether someone is just beginning to invest, preparing for retirement, or focused on creating a legacy for future generations, Mike’s mission is simple: to build meaningful relationships that will last a lifetime.
So, why wealth management? Mike’s passion for investing and financial planning began at the age of 18, when he discovered that successful investing isn’t about chasing the next trend or the latest get-rich-quick scheme… instead it’s about maintaining a long-term perspective. That perspective continues to shape the advice he gives today.
Outside the office, Mike spends his time on the golf course, cheering on the Green Bay Packers, and most importantly, spending time with his family. To Mike, it doesn’t get much better than a summer afternoon outside, a good (or bad) round of golf, and making memories with the people closest to him.
Paul Bernier
Financial Planning Specialist, CRPC®My interest in financial planning began long before I entered the financial services industry.
When I was five years old, my father passed away, and my family experienced a period of financial strain and uncertainty. My mother had limited job experience and little exposure to financial planning, and she worked hard to manage day-to-day expenses and responsibilities during a difficult transition. That experience gave me early insight into the stress and uncertainty that financial challenges can create and how important thoughtful guidance can be during times of change.
As I got older and eventually met my first financial advisor, I began to understand how planning and education could help individuals and families make more informed decisions. I also recognized that I enjoyed breaking down financial concepts into clear, practical terms. Those experiences led me to pursue a career focused on helping clients better understand their financial situations and options.
I entered the financial services industry in 2006 and have spent more than two decades working with individuals and families across a wide range of circumstances. I work with clients who are planning for retirement, navigating increased financial complexity, recovering from loss, preparing for college expenses, or evaluating next steps during major life transitions. While each situation is different, my role is to understand a client’s specific needs and help them evaluate choices through a structured planning process.
My practice places a strong emphasis on retirement planning. I enjoy helping clients think through how their financial resources, benefits, and decisions align with their long-term goals and lifestyle considerations. I also work with clients who want to balance planning for the future while remaining mindful of their current priorities.
I follow a six-step financial planning process designed to gather relevant information, clarify objectives, and develop tailored recommendations. A key part of my approach is taking the time to understand what matters most to each client, including their goals, concerns, and prior planning experiences. Ongoing reviews allow plans to be adjusted as circumstances change.
I hold the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning and earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania through Equitable Advisors’ “At Retirement” program, which confers the Retirement Planning Specialist® title. I also hold Ohio Life, Accident & Health Insurance licenses and Series 7, 66, and 24 securities licenses.
I live in Green, Ohio, and enjoy outdoor activities and community involvement. I value long-term relationships with my clients and approach my work with care, professionalism, and an emphasis on thoughtful planning.
Chris Cortina
Director of Operations & ServiceAs Director of Operations at SixPoint Financial Partners, Chris Cortina is dedicated to making the client experience seamless, supportive, and personal. He oversees the firm’s processes and systems, manages key relationships, and ensures that both clients and partners feel well cared for every step of the way. Chris takes pride in creating an environment where people feel confident and connected as they work toward their financial goals.
A Binghamton, NY native, Chris graduated with a bachelor’s degree in economics from St. John Fisher College. He and his wife, Shelly, live in Fairport, NY, where they are raising their three children, Everly, Bodhi, and Josephine. Outside of work, Chris enjoys staying active, spending summer days boating on Cayuga Lake, cooking, and making the most of time with his family.
Kara Russell
Client Relationship ManagerKara brings more than 20 years of experience in the service industry, where she built lasting client relationships and developed a strong foundation in communication, organization, and problem-solving. Prior to becoming a stay-at-home mom for several years, Kara worked extensively with clients in roles that required both professionalism and a client-first mindset. Today, she draws on that background to provide exceptional support to both clients and advisors, ensuring a seamless and positive experience in every interaction.
Kara and her husband Matthew live in Penfield with their 3 children. When they aren’t busy with kids’ sports and activities, they love to travel, find live music to listen to, spend time with family and friends, and seek out new adventures. She also proudly serves as the New York National CMV Alliance Co-Chair.
Eric Phoulavong
Client Relationship ManagerEric takes a tremendous amount of pride in helping his clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, he takes stake in helping his clients grow and improve on many levels. Eric focuses on helping his clients truly understand why we are doing what we are doing. We find that when we believe in the financial plan, we can focus on executing and planning the next chapter.
Eric lives in Fairport with his wife and 3 kids. He is very active, and he competes in leagues for soccer, kickball, and nationally for pickleball. Eric also loves playing golf and cooking. When he’s not spending time with his family, you will see him at the pickleball courts.
Caitlin Charrier
Client Relationship ManagerCaitlin’s experience in finance and customer service allows her to focus on the details of the day-to-day tasks, and she takes pride in making our clients’ experience a memorable one. By getting to know our clients and staying connected with them, Caitlin is able to be strategic and proactive in her approach, multi-tasking and problem solving like a pro because that’s what moms do best.
Caitlin and her husband Tyler moved to Rochester in 2015 from Southern Maine, where they were both born and attended school. They live in Rush, NY with their two children, Peyton and Cooper, and their two dogs. When not at work, Caitlin enjoys thrifting, home improvement projects and decorating, spending time outdoors, and her favorite, disco dance parties in the kitchen with her children.
Allison Pulcini
Operations & FinanceAllison brings a strong background in finance and client service to the SixPoint team. She earned both her MBA with a concentration in Accounting and her BS in Finance from Rochester Institute of Technology. Before joining SixPoint, she worked as a financial analyst and in client service management roles for large companies, where she developed expertise in financial analysis, operations, and client experience.
After taking time away from corporate life to raise her children, Allison has returned to the financial services world with a renewed passion for helping families and individuals manage their financial lives. At SixPoint, she uses her skills and experience to enhance client management and ensure that every client feels supported, informed, and valued.
Outside of work, Allison enjoys spending time with her daughter, Anamaria, and her son, Adrian. She has a love for animals, stays active year-round, and can often be found on the water in the summer or skiing in the winter. A proud Buffalo Bills fan, she brings the same energy and loyalty she has for her team to the families she serves at SixPoint.
Ellyn Moser
Operations ManagerEllyn’s full bio is being finalized and will be published here once it clears review.
In the meantime she is available by phone or email, and the next step is simply a conversation.
