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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 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 Professional, 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

Chelsey Shamrock

Chelsey Shamrock

Financial Services Representative

(716) 650-6343

Eric Kiel

Eric Kiel

Financial Services Representative

716-929-3777

Joe Manzella

Joe Manzella

Financial Services Representative

(716) 626-0210

Mary Anne Zitnik

Mary Anne Zitnik

Financial Services Representative

716-650-6344

Rick Pepperday

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

Rick Ungaro

Financial Services Representative

(716) 650-6432

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Timothy Cottrill

Financial Services Representative

716-650-2243

Rochester Region

Benjamin Burke

Benjamin Burke

Financial Services Representative

(585) 241-5219

Bruce Dean

Financial Services Representative

585-242-5905

Emilio Monti Jr.

Emilio Monti Jr.

Financial Services Representative

585-242-5917

LeShay Smith

Financial Services Representative

585-242-5909

Matthew Merola

Matthew Merola

Financial Services Representative

(585) 241-5203

Micah Moore

Micah Moore

Financial Services Representative

(585) 704-5601

Nicholas Cantando

Nicholas Cantando

Financial Services Representative

585-242-5965

Syracuse Region

Amy Jocko

Financial Services Representative

315-350-2155

Bill Printup

Financial Services Representative

315-350-2182

Elijah Weiss

Financial Services Representative

315-350-2116

Ellen Mills

Ellen Mills

Financial Services Representative

315-600-7861

Heather Wilbur

Heather Wilbur

Financial Services Representative

(607) 846-2136

Jason Terranova

Jason Terranova

Financial Services Representative

(315) 350-2108

Jason Shannon

Jason Shannon

Financial Services Representative

315-350-2115

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Jennifer Shorr

Jennifer Shorr

Financial Services Representative

(315) 350-2104

Joshua Ramirez

Financial Services Representative

315-350-2117

Melissa Renne

Financial Services Representative

315-350-2177

Shawn Sipe

Financial Services Representative

(315) 853-2313