Find A Financial Professional
Our financial professionals deliver the very best the industry has to offer. Through a collaboration with your existing advisory team, our agents are able to provide an integrated financial strategy to help maximize your financial options. To learn more about one of our financial professionals, please use the search form below.
If you have not connected with us in the past and are interested in contacting a financial professional, please fill out a Contact Form so we can find the best representative 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
- Alex Hull
- Alexandra Erath
- Alexio Medina
- Alvin George
- Amanda Neubauer, CFP®, LUTCF®
- Amy Jocko
- Andrew Schneegold
- Anthony Hooper
- Benjamin Burke
- Bernadette Krueger, ChFC®, LUTCF®, CLTC®
- Bill Printup
- Bradley Harte
- Bruce Erath, ChFC®, CLU®
- Bruce Sunderville, LUTCF®
- Bruce Dean
- Bruce Bowman
- Bryan Bonisteel, AIF
- Bryan Flynn
- Charlie Williams, CLU®, ChFC®, LUTCF®
- Chelsey Shamrock
- Christa Sharkey
- Christopher DeMayo, LUTCF®
- Christopher Miller
- Clifford Zell
- Colleen Fitzhenry, CFP®, CLTC®
- Conor Fitzhenry
- Craig Mellenthine
- Dan Michel, LUTCF®
- Dana Trombley
- Daniel Rohnke
- Daniel Rudd
- Danielle Robertson, CFP®, CLTC
- David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®
- David Moore, CFP®, CLU®, CASL®
- David Schmidl, LUTCF®, RICP®
- David Saxton Jr.
- Dillon Philmon
- Don Karlik, JD
- Donald Burns, CLU®
- Elijah Weiss
- Elwyn Voss, CLU®, ChFC®
- Emilio Monti Jr.
- Eric Kiel
- Erik Bolzner
- Frank Piacente
- Furqan Hassan
- Gregory Borgosz
- Heather Wilbur
- Hiedi Chinelly
- Jacob Glofka, MBA, CLTC®
- Jacob Ernst
- James Krueger, ChFC®, LUTCF®, CLTC®
- James Macri, CLTC, LUTCF®
- Jason Shannon
- Jason Lezark
- Jason Swartley, LUTCF®
- 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®
- Jody Sherman
- Joe Bukowski
- Joel Henning
- Joel St. Hilaire
- John Goldman, ChFC®, CLU®, MBA
- John Irving, CFP®, ChFC®, CASL®, CLTC, CLU®
- John Mitrano
- John Ceddia, LUTCF®
- John Curvin, CRPC®
- Josh Keller
- Joshua Ramirez
- Julie Yunker, CFP®, CLU®, ChFC®, AIF®
- Justin Albrecht
- Karl Heath
- Kathleen Revekant
- Kathy Giacovelli
- Kathy Morgan
- Keith Forbes
- Kenneth Sendlak
- Kevin McLoud
- Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®
- Kyle McDermott, CFP®, AIF®
- Lawrence C. Miller II, MBA
- Lawrence Kaminski
- LeShay Smith
- Lisa Denning Mulvaney
- Liz Walton, LUTCF®
- Lori Ball
- Louis Tabone, CFP®, CIMA®, CLTC
- Madeline Hoose
- Makenzie Morrill
- Marc Wegrzynowski
- Marikay Flemming
- Mark Kellogg, CASL®, RICP®
- Mark Yuhnke, LUTCF®, ChFC®, CLTC
- Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®
- Mark Blakeney, CLU®, ChFC®, CASL®, RICP®
- Martin Steck, RICP®
- Mary Anne Zitnik
- Matthew Merola
- Melinda Dix
- Melissa Renne
- Micah Moore
- Michael Deer, CFP®, AIF®
- Michael Donahue, LUTCF®
- Michael Gnacinski, CLTC®, LUTCF®
- Michael Koziol, RICP®
- Michael Schrouder, LUTCF®
- Michael Snow
- Michael C. Herholtz, LUTCF®
- Michelle Underwood
- Nancy Bolduc
- Nathan Way, CLTC®, ChFC®, AIF®
- Ned Tunmore
- Nicholas Gnacinski
- Nicholas Maloney
- Patrick Foley
- Patrick Underwood, LUTCF®
- Patty Brooks
- Paul DiDuro, LUTCF®
- Rachelle Snyder
- Randy Wyrozub
- Rebecca Laursen-Castner
- Richard E. Cote, Jr., CLU®, ChFC®
- Rick Pepperday
- Rick Ungaro
- Robert Walls
- Roy Simmons
- Ryan Wargala
- Salvatore DiMartino
- Samuel Gugliuzza, CMFC®
- Samuel Terrazzino, CFP®, LUTCF®, MSM®
- Samuel Chavarria, CLU®, ChFC®
- Scott Marcin, JD
- Stephen Retterer, CLU®, ChFC®, LUTCF®
- Steven Lustig, CPA, CLU®
- Tahir Jaffri
- Tammy Hersch
- Terry Sprow
- Thomas Boeck, CLU®, ChFC®, REBC, CASL
- Thomas McKay, CLU®
- Timothy Stalker, LUTCF®
- Timothy Keller, CHFC®, CLTC®, LUTCF®, CLU®
- Tom Kinyon
- Trisha Stilwell
- Vicki Dynarski
- Victoria Frankiewich
- Victoria Terrazzino
Buffalo Advisors

Jeredith Nolan, CLTC®, LUTCF®
Financial Services Executive

Steven Lustig, CPA, CLU®
Investment Advisor Representative
Rochester Advisors

Amanda Neubauer, CFP®, LUTCF®
Client Services Associate

Bernadette Krueger, ChFC®, LUTCF®, CLTC®
Senior Financial Services Executive
bkrueger@kruegerfinancialgroup.com

James Krueger, ChFC®, LUTCF®, CLTC®
Senior Financial Services Executive
jkrueger@kruegerfinancialgroup.com

Syracuse Advisors

David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®
Senior Financial Services Executive


Samuel Chavarria, CLU®, ChFC®
Financial Services Representative