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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
Andrea DePasquale
Andrew Roy
Andrew Schneegold
Anthony Hooper
Benjamin Montreuil, CFP®
Bernadette Krueger, ChFC®, LUTCF®, CLTC®
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 Pettinelli
David Schmidl, LUTCF®, RICP®
Dominick Madonna, Sr., LUTCF®
Don Karlik, JD
Donald Burns, CLU®
Elwyn Voss, CLU®, ChFC®
Flinn Hackett
Furqan Hassan
George Rak
George Sipe
George Bidjov, CFP®
Glenn Toczek
Gregory Borgosz
Hal Ware
Jacob Glofka, MBA, CLTC®
Jacob Ernst
Jada Eckert
James Krueger, ChFC®, LUTCF®, CLTC®
James Macri, CLTC, LUTCF®
Jason Bird, CFP®, CAP®
Jefferson Webster, MSFS®, ChFC®, AEP®, CLTC®
Jeffrey Keyes, CLU®, ChFC®
Jeffrey Chapman, CLU®, ChFC®
Jeredith Nolan, CLTC®, LUTCF®
Jesse Montanye
Joel Henning
Joel St. Hilaire
John Goldman, ChFC®, CFP®, CLU®, CPA®*, MBA
John Irving, CFP®, ChFC®, CASL®, CLTC, CLU®
John Mitrano
John Balk
John Ceddia, LUTCF®
John Curvin, CRPC®
Joseph Genco
Joshua Lauer
Julie Yunker, CFP®, CLU®, ChFC®, AIF®
Karl Heath
Kathleen Revekant
Keith Forbes
Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®
Kyle McDermott, CFP®, AIF®
Lisa Denning Mulvaney
Louis Tabone, CFP®, CIMA®, CLTC
Marc Wegrzynowski
Mark Kellogg, CASL®, RICP®
Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®
Martin Steck, RICP®
Max Ambuske
Michael Deer, CFP®, AIF®
Michael Donahue, LUTCF®
Michael Gnacinski, CLTC®, LUTCF®
Michael Koziol, RICP®
Michael Schrouder, LUTCF®
Michael Ruzhansky, CFP®
Nathan Way, CLTC®, ChFC®, AIF®
Ned Tunmore
Nicholas Gnacinski
Nicholas Maloney
Patrick Foley
Patrick Kellogg
Patrick Underwood, LUTCF®
Patty Brooks®
Paul DiDuro, LUTCF®
Paul Knipper, LUTCF®
Rachelle Snyder
Randy Wyrozub
Rebecca Laursen-Castner
Richard Meade
Richard E. Cote, Jr., CLU®, ChFC®
Rick Pepperday
Rick Ungaro
Robert Hosler
Robert Walls
Samuel Gugliuzza, CMFC®
Samuel Chavarria, CLU®
Scott Marcin, JD
Shawn Jordan
Shawn Sipe
Simone Solomon
Stephen Retterer, CLU®, ChFC®, LUTCF®
Steven Lustig, CPA, CLU®
Steven Thibault
Susanne Daly
Tahir Jaffr
Thomas Boeck, CLU®, ChFC®, REBC, CASL
Timothy Stalker, LUTCF®
Tom Kinyon
Tyler Guarasci

Buffalo Region

John Balk

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