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Our advisors deliver the very best the industry has to offer. Through a collaboration with your existing advisory team, our advisors are able to provide an integrated financial strategy to help maximize your financial options. To learn more about one of our advisors, please use the search form below.

If you have not connected with us in the past and are interested in contacting a Financial Advisor, please fill out a Contact Form so we can find the best advisor for you. If you are looking to find an office location in a specific area, please visit our Locations page to see a map of all our offices.

Alexandra Erath
Alexio Medina
Amanda Neubauer, CFP®, LUTCF®
Andrew Roy
Andrew Schneegold
Anthony Hooper
Benjamin Montreuil, CFP®
Bernadette Krueger, ChFC®, LUTCF®, CLTC®
Brook Mellon
Bruce Erath, ChFC®, CLU®
Bruce Sunderville, LUTCF®
Bruce Bowman
Charlie Williams, CLU®, ChFC®, LUTCF®
Christa Sharkey
Christopher DeMayo, LUTCF®
Clifford Zell
Colleen Fitzhenry, CFP®, CLTC®
Connie Gilderhus, LUTCF®
Craig Mellenthine
Daniel Rohnke
Daniel Oglebay
Danielle Robertson, CFP®, CLTC
David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®
David Moore, CFP®, CLU®, CASL®
David Schmidl, LUTCF®, RICP®
Dominick Madonna, Sr., LUTCF®
Don Karlik, JD
Donald Burns, CLU®
Elwyn Voss, CLU®, ChFC®
Furqan Hassan
George Bidjov, CFP®
Glenn Toczek
Gregory Borgosz
Hal Ware
Heather Wilbur
Jacob Glofka, MBA, CLTC®
Jacob Ernst
James Krueger, ChFC®, LUTCF®, CLTC®
James Macri, CLTC, LUTCF®
James Goupil
Jason Bird, CFP®, CAP®
Jay Sullivan, CFP®, CLTC
Jeff Sasserson
Jefferson Webster, MSFS®, ChFC®, AEP®, CLTC®
Jeffrey Keyes, CLU®, ChFC®
Jeffrey Chapman, CLU®, ChFC®
Jeredith Nolan, CLTC®, LUTCF®
Jesse Montanye
Joe Manzella
Joel Henning
Joel St. Hilaire
John Goldman, ChFC®, CFP®, CLU®, CPA®*, MBA
John Irving, CFP®, ChFC®, CASL®, CLTC, CLU®
John Mitrano
John Ceddia, LUTCF®
John Curvin, CRPC®
Joseph Genco
Joshua Lauer
Julie Yunker, CFP®, CLU®, ChFC®, AIF®
Karl Heath
Kathleen Revekant
Keith Forbes
Kenneth Sendlak
Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®
Kyle McDermott, CFP®, AIF®
Lisa Denning Mulvaney
Liz Walton, LUTCF®, CLTC
Louis Tabone, CFP®, CIMA®, CLTC
Marc Wegrzynowski
Mark Kellogg, CASL®, RICP®
Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®
Martin Steck, RICP®
Max Ambuske
Micah Moore
Michael Deer, CFP®, AIF®
Michael Donahue, LUTCF®
Michael Gnacinski, CLTC®, LUTCF®
Michael Koziol, RICP®
Michael Schrouder, LUTCF®
Michael Ruzhansky, CFP®
Michael Snow
Michelle Underwood
Myra Schroeder
Nathan Way, CLTC®, ChFC®, AIF®
Ned Tunmore
Nicholas Gnacinski
Nicholas Maloney
Nicholas Barnes, CFP®, MBA, MSA
Patrick Foley
Patrick Kellogg
Patrick Underwood, LUTCF®
Patty Brooks®
Paul DiDuro, LUTCF®
Rachel Blair
Rachelle Snyder
Randy Wyrozub
Rebecca Laursen-Castner
Richard Meade
Richard E. Cote, Jr., CLU®, ChFC®
Rick Pepperday
Rick Ungaro
Robert Walls
Ronald Hubbell, MBA
Samuel Gugliuzza, CMFC®
Samuel Chavarria, CLU®
Scott Marcin, JD
Shawn Jordan
Shawn Sipe
Stephen Retterer, CLU®, ChFC®, LUTCF®
Steven Lustig, CPA, CLU®
Steven Thibault
Susanne Daly
Tahir Jaffri
Thomas Boeck, CLU®, ChFC®, REBC, CASL
Timothy Stalker, LUTCF®
Tom Kinyon
Tyler Guarasci

Buffalo Region

George Bidjov, CFP®

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Rochester Region

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