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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.

Buffalo Region

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Austin Aungst

Financial Services Representative

(716) 650-2238

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Joe Manzella

Joe Manzella

Financial Services Representative

(716) 626-0210

Lester Robinson

Les Robinson, CLTC®

Long-Term Care Specialist, Special Care Planner

(716) 650-2244

Myra Schroeder

Myra Schroeder

Firm Small Business Development Director

(585) 749-1656

Rachel Blair

Rachel Blair

Financial Services Representative

(585) 329-9897

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

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500

Rochester Region

Alicia Hill

Alicia Hill

Financial Services Representative

(585) 214-8660

Micah Moore

Micah Moore

Financial Services Representative

(585) 704-5601

Stephen Campo

Financial Services Representative

(585) 737-9973

Syracuse Region

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

Heather Wilbur

Heather Wilbur

Financial Services Representative

(607) 846-2136

Jason Terranova

Jason Terranova

Financial Services Representative

(315) 350-2108

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Jennifer Shorr

Jennifer Shorr

Financial Services Representative

(315) 350-2104

Shawn Sipe

Financial Services Representative

(315) 853-2313