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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®
Andrea DePasquale
Andrew Roy
Andrew Schneegold
Anthony Hooper
Benjamin Montreuil, CFP®
Bernadette Krueger, ChFC®, LUTCF®, CLTC®
Brandi Soundara
Brook Mellon
Bruce Erath, ChFC®, CLU®
Bruce Sunderville, LUTCF®
Bruce Bowman
Bryan Bonisteel, AIF
Cathy Lynn Mock
Charlie Williams, CLU®, ChFC®, LUTCF®
Christa Sharkey
Christopher DeMayo, LUTCF®
Christopher Miller
Clifford Zell
Colleen Fitzhenry, CFP®, CLTC®
Connie Gilderhus, LUTCF®
Craig Mellenthine
Dan Michel, LUTCF®
Dana Trombley
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®
David Levine
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
Greg Hirtzel
Gregory Borgosz
Hal Ware
Heather Halas, CFMC®
Heather Wilbur
Henry Melson
Hiedi Chinelly
Jacob Glofka, MBA, CLTC®
Jacob Ernst
Jada Eckert
James Krueger, ChFC®, LUTCF®, CLTC®
James Macri, CLTC, LUTCF®
James Goupil
Jason Moore
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 Bukowski, CLTC
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
Josh Keller
Joshua Lauer
Julie Yunker, CFP®, CLU®, ChFC®, AIF®
Karl Heath
Kathleen Revekant
Kathy Giacovelli
Kathy Morgan
Keith Forbes
Kenneth Sendlak
Kevin McLoud
Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®
Kyle McDermott, CFP®, AIF®
Linda Brusso
Lisa Griffin, CFP®
Lisa Denning Mulvaney
Liz Walton, LUTCF®, CLTC
Lori Ball
Louis Tabone, CFP®, CIMA®, CLTC
Makenzie Morrill
Marc Wegrzynowski
Marikay Flemming
Mark Kellogg, CASL®, RICP®
Mark Yuhnke, LUTCF®, ChFC®, CLTC
Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®
Martin Steck, RICP®
Max Ambuske
Megan Grandillo
Melinda Dix
Micah Moore
Michael Deer, CFP®, AIF®
Michael Donahue, LUTCF®
Michael Gnacinski, CLTC®, LUTCF®
Michael Koziol, RICP®
Michael Bleyle
Michael Schrouder, LUTCF®
Michael Ruzhansky, CFP®
Michael Snow
Michelle Underwood
Myra Schroeder
Nancy Bolduc
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®
Paul Knipper, LUTCF®
Rachel Blair
Rachelle Snyder
Randy Wyrozub
Rebecca Laursen-Castner
Richard Meade
Richard E. Cote, Jr., CLU®, ChFC®
Rick Pepperday
Rick Ungaro
Robert Hosler
Robert Walls
Roger Malcolm
Ronald Hubbell, MBA
Samuel Gugliuzza, CMFC®
Samuel Terrazzino, CFP®, LUTCF®, MSM®
Samuel Chavarria, CLU®
Scott Marcin, JD
Sharon DiRisio
Shawn Jordan
Shawn Sipe
Stephen Retterer, CLU®, ChFC®, LUTCF®
Steven Lustig, CPA, CLU®
Steven Thibault
Susanne Daly
Tahir Jaffr
Tammy Hersch
Terry Sprow
Thomas Boeck, CLU®, ChFC®, REBC, CASL
Thomas Queri, ChFC®
Tiere' Simpson
Timothy Stalker, LUTCF®
Tom Kinyon
Trisha Stilwell
Tyler Guarasci
Vicki Dynarski

Buffalo Region

John Balk

Financial Services Representative