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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.

  • Alex Wenke
  • Alexandra Erath
  • Alexio Medina
  • Alicia Hill
  • Amanda Neubauer, CFP®, LUTCF®
  • Andrew Roy
  • Andrew Schneegold
  • Andrew Ninno
  • Anthony Hooper
  • Austin Aungst
  • 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®
  • Conor Fitzhenry
  • Craig Mellenthine
  • Daniel Rohnke
  • Danielle Robertson, CFP®, CLTC
  • David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®
  • David Moore, CFP®, CLU®, CASL®
  • David Schmidl, LUTCF®, RICP®
  • David Balch
  • Dominick Madonna, Sr., LUTCF®
  • Don Karlik, JD
  • Donald Burns, CLU®
  • Elwyn Voss, CLU®, ChFC®
  • Furqan Hassan
  • George Bidjov, CFP®
  • Glenn Toczek
  • Gregory Borgosz
  • Heather Wilbur
  • Jacob Glofka, MBA, CLTC®
  • Jacob Ernst
  • James Krueger, ChFC®, LUTCF®, CLTC®
  • James Macri, CLTC, LUTCF®
  • James Goupil
  • Jason Terranova
  • Jay Sullivan, CFP®, CLTC
  • Jeff Sasserson
  • Jefferson Webster, MSFS®, ChFC®, AEP®, CLTC®
  • Jeffrey Keyes, CLU®, ChFC®
  • Jeffrey Chapman, CLU®, ChFC®
  • Jennifer Shorr
  • Jeredith Nolan, CLTC®, LUTCF®
  • 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®
  • Les Robinson, CLTC®
  • 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®
  • Micah Moore
  • Michael Deer, CFP®, AIF®
  • Michael Donahue, LUTCF®
  • Michael Gnacinski, CLTC®, LUTCF®
  • Michael Koziol, RICP®
  • Michael Schrouder, LUTCF®
  • Michael Ruzhansky, CFP®
  • Michael Snow
  • Michael Badaszewski
  • Michael C. Herholtz, LUTCF®
  • 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
  • Ryan Wargala
  • Samuel Gugliuzza, CMFC®
  • Samuel Chavarria, CLU®
  • Scott Marcin, JD
  • Shawn Sipe
  • Stephen Retterer, CLU®, ChFC®, LUTCF®
  • Stephen Campo
  • Steven Lustig, CPA, CLU®
  • Steven Thibault
  • Tahir Jaffri
  • Thomas Boeck, CLU®, ChFC®, REBC, CASL
  • Thomas J. DiNapoli Jr., CRPC®
  • Timothy Stalker, LUTCF®
  • Tom Kinyon
  • Tyler Guarasci

Buffalo Region

Alex Wenke

Alex Wenke

Financial Advisor

(716) 650-2257

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Andrew Schneegold

Andrew Schneegold

Financial Planner

(716) 650-6684

Austin Aungst

Financial Services Representative

(716) 650-2238

Clifford Zell

Broker

(585) 655-6152

Colleen Fitzhenry

Colleen Fitzhenry, CFP®, CLTC®

Financial Advisor

716.929.3106

Conor Fitzhenry

Conor Fitzhenry

Registered Representative

(716) 650-2241

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

Danielle Robertson

Danielle Robertson, CFP®, CLTC

Financial Advisor

(716) 929-1544 x4

Furqan Hassan

Furqan Hassan

Financial Planner

(716) 650-6495

George Bidjov

George Bidjov, CFP®

Financial Advisor

(716) 929-3368

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Gregory Borgosz

Gregory Borgosz

Financial Advisor

(716) 650-6434

Heather Halas

Heather Halas, CFMC®

Talent Acquisition Specialist

(716) 626-0202

Jacob Glofka

Jacob Glofka, MBA, CLTC®

Financial Advisor

716.650.6442

Jacob Ernst

Jacob Ernst

Financial Services Representative

(716) 650-6493

James Goupil

Financial Advisor

(716) 277-0830

Jeredith Nolan

Jeredith Nolan, CLTC®, LUTCF®

Financial Services Executive

(716) 929-3115

Joe Manzella

Joe Manzella

Financial Services Representative

(716) 626-0210

Joel Henning

Joel Henning

Financial Advisor

(716) 650-6657

John Irving

John Irving, CFP®, ChFC®, CASL®, CLTC, CLU®

Financial Advisor

(716) 372-4402

John Curvin

John Curvin, CRPC®

Financial Planner

(716) 650-6683

Joseph Genco

Joseph Genco

Financial Advisor

716.929.3108

Joshua Lauer

Joshua Lauer

Financial Advisor

(716) 929-3109

Keith Forbes

Keith Forbes

Financial Advisor

814.806.3196

Kenneth Sendlak

Kenneth Sendlak

Financial Advisor

(716) 650-6682

Lester Robinson

Les Robinson, CLTC®

Long-Term Care Specialist, Special Care Planner

(716) 650-2244

Marc Wegrzynowski

Marc Wegrzynowski

Financial Advisor

(716) 929-3112

Mark Kellogg

Mark Kellogg, CASL®, RICP®

Financial Advisor

(716) 650-6474

Martin Steck

Martin Steck, RICP®

Financial Advisor

(716) 650-6431

Michael Gnacinski

Michael Gnacinski, CLTC®, LUTCF®

Financial Planner

(716) 650-6469

Michael Koziol

Michael Koziol, RICP®

Financial Planner

(716) 650-6466

Michael Badaszewski

Michael Badaszewski

Financial Services Representative

(716) 650-2242

Myra Schroeder

Myra Schroeder

Firm Small Business Development Director

(585) 749-1656

Nathan Way

Nathan Way, CLTC®, ChFC®, AIF®

Financial Advisor

(716) 929-1544 x3

Ned Tunmore

Ned Tunmore

Financial Advisor

(716) 929-3362

Nicholas Gnacinski

Nicholas Gnacinski

Financial Planner

716.650.6460

Nicholas Maloney

Nicholas Maloney

Financial Advisor

(716) 650-6664

Patrick Foley

Patrick Foley

Financial Advisor

716.929.3360

Rachel Blair

Rachel Blair

Financial Services Representative

(585) 329-9897

Randy Wyrozub

Financial Advisor

(716) 650-6686

Rick Pepperday

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

Rick Ungaro

Financial Services Representative

(716) 650-6432

Ryan Wargala

Financial Services Representative

(716) 650-2239

Samuel Gugliuzza

Samuel Gugliuzza, CMFC®

Financial Advisor

(716) 691-7500

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Steven Lustig

Steven Lustig, CPA, CLU®

Investment Advisor Representative

(716) 842-1993

Tahir Jaffri

Tahir Jaffri

Financial Advisor

(716) 650-6449

Thomas Boeck

Thomas Boeck, CLU®, ChFC®, REBC, CASL

Broker

(716) 650-6498

Timothy Stalker

Timothy Stalker, LUTCF®

Financial Advisor

(716) 650-6653

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500

Rochester Region

Alicia Hill

Alicia Hill

Financial Services Representative

(585) 214-8660

Amanda Neubauer

Amanda Neubauer, CFP®, LUTCF®

Client Services Associate

(585) 214-8662

Benjamin Montreuil

Benjamin Montreuil, CFP®

Financial Advisor

(585) 241-5283

Bernadette Krueger

Bernadette Krueger, ChFC®, LUTCF®, CLTC®

Senior Financial Services Executive

(585) 241-5211

Bruce Sunderville

Bruce Sunderville, LUTCF®

Financial Advisor

(585) 241-5218

Bruce Bowman

Bruce Bowman

Financial Advisor

(315) 331-2626

Charlie Williams

Charlie Williams, CLU®, ChFC®, LUTCF®

Broker

(585) 241-5215

Christa Sharkey

Christa Sharkey

Financial Advisor

(585) 241-5294

Christopher DeMayo

Christopher DeMayo, LUTCF®

Financial Advisor

585.214.8671

Connie Gilderhus

Connie Gilderhus, LUTCF®

Financial Advisor

585.241.5266

David Moore

David Moore, CFP®, CLU®, CASL®

Financial Advisor

(585) 374-2291

David Schmidl

David Schmidl, LUTCF®, RICP®

Investment Advisor Representative

(585) 214-8663

James Krueger

James Krueger, ChFC®, LUTCF®, CLTC®

Senior Financial Services Executive

(585) 241-5229

Jeff Sasserson

Financial Advisor

(814) 367-2191

Jefferson Webster

Jefferson Webster, MSFS®, ChFC®, AEP®, CLTC®

Investment Advisor Representative

(585) 899-3323

John Goldman

John Goldman, ChFC®, CFP®, CLU®, CPA®*, MBA

Financial Services Executive

(607) 734-7194

John Mitrano

John Mitrano

Financial Advisor

(585) 241-5251

John Ceddia

John Ceddia, LUTCF®

Financial Advisor

(585) 241-5255

Julie Yunker

Julie Yunker, CFP®, CLU®, ChFC®, AIF®

Financial Planner

(585) 899-3302

Karl Heath

Karl Heath

Financial Advisor

(585) 241-5237

Kathleen Revekant

Kathleen Revekant

Financial Advisor

(585) 214-8673

Kurt Pentoney

Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®

Financial Planner

(585) 241-5233

Kyle McDermott

Kyle McDermott, CFP®, AIF®

Financial Advisor

(585) 214-8680

Lisa Denning Mulvaney

Lisa Denning Mulvaney

Financial Advisor

(585) 899-3312

Liz Walton

Liz Walton, LUTCF®, CLTC

Financial Services Executive

(607) 734-7194

Micah Moore

Micah Moore

Financial Services Representative

(585) 704-5601

Michael Deer

Michael Deer, CFP®, AIF®

 

Financial Advisor

585.214.8684

Michael Donahue

Michael Donahue, LUTCF®

Financial Advisor

585.214.8678

Michael Schrouder

Michael Schrouder, LUTCF®

Financial Services Executive

(315) 536-9142

Michael Ruzhansky

Michael Ruzhansky, CFP®

Financial Advisor

(866) 366-3889

Michael Snow

Michael Snow

Financial Planner

(585) 214-8699

Michelle Underwood

Michelle Underwood

Financial Advisor

(585) 241-5278

Patrick Underwood

Patrick Underwood, LUTCF®

Financial Planner

(585) 241-5209

Paul DiDuro

Paul DiDuro, LUTCF®

Financial Advisor

585.241.5262

Rachelle Snyder

Financial Advisor

(607) 368-9424

Rebecca Laursen-Castner

Financial Advisor

(315) 536-9142

Richard Meade

Richard Meade

Financial Advisor

(585) 899-3351

Robert Walls

Robert Walls

Financial Advisor

(585) 241-5254

Ronald Hubbell

Ronald Hubbell, MBA

Financial Services Representative

(585) 214-4666

Stephen Retterer

Stephen Retterer, CLU®, ChFC®, LUTCF®

Financial Advisor

(607) 368-2106

Stephen Campo

Financial Services Representative

(585) 737-9973

Tom Kinyon

Tom Kinyon

Broker

(585) 214-8675

Syracuse Region

Alexandra Erath

Alexandra Erath

Financial Advisor

315.825.9307

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

Andrew Ninno

Andrew Ninno

Financial Advisor

(315) 350-2132

Anthony Hooper

Anthony Hooper

Financial Advisor

(315) 350-2161

Bruce Erath

Bruce Erath, ChFC®, CLU®

Financial Advisor

315.825.9307

Daniel Rohnke

Daniel Rohnke

Financial Advisor

(315) 350-2138

David Mirabito

David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®

Senior Financial Services Executive

(315) 592-3145

David Balch

David Balch

Financial Advisor

(315) 692-2297

Dominick Madonna, Sr., LUTCF®

Financial Advisor

(315) 350-2189

Don Karlik

Don Karlik, JD

Financial Advisor

(315) 350-2103

Donald Burns

Donald Burns, CLU®

Financial Advisor

(315) 463-8587 x1332

Elwyn Voss

Elwyn Voss, CLU®, ChFC®

Financial Advisor

(607) 334-7080 x5

Heather Wilbur

Heather Wilbur

Financial Services Representative

(607) 846-2136

James Macri

James Macri, CLTC, LUTCF®

Financial Advisor

(315) 350-2126

Jason Terranova

Jason Terranova

Financial Services Representative

(315) 350-2108

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Jeffrey Keyes

Jeffrey Keyes, CLU®, ChFC®

Financial Advisor

(315) 463-8587 x1333

Jeffrey Chapman

Jeffrey Chapman, CLU®, ChFC®

Financial Advisor

(315) 463-8587 ext. 1358

Jennifer Shorr

Jennifer Shorr

Financial Services Representative

(315) 350-2104

Joel St. Hilaire

Joel St. Hilaire

Financial Advisor

(315) 764-0201 x2125

Louis Tabone

Louis Tabone, CFP®, CIMA®, CLTC

Financial Advisor

(315) 350-2141

Mark Modzeleski

Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®

Financial Advisor

(315) 243-5660

Michael Herholtz

Michael C. Herholtz, LUTCF®

Financial Advisor

(315) 350-2114

Nicholas Barnes

Nicholas Barnes, CFP®, MBA, MSA

Certified Financial Planner practitioner

(315) 592-3145

Patrick Kellogg

Patrick Kellogg

Financial Advisor

(315) 350-2155

Patty Brooks

Patty Brooks®

Financial Advisor

(315) 463-8587 x1344

Richard Cote

Richard E. Cote, Jr., CLU®, ChFC®

Financial Advisor

(315) 463-8587 ext 1346

Samuel Chavarria

Samuel Chavarria, CLU®

Financial Services Representative

(315) 463-8587 ext. 1345

Shawn Sipe

Financial Services Representative

(315) 853-2313

Steven Thibault

Financial Services Representative

(315) 764-0201 x2101

Thomas DiNapoli

Thomas J. DiNapoli Jr., CRPC®

 

Financial Advisor

(315) 350-2128