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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

Brian Smeltzer

Financial Services Representative

716-650-6353

Chesley Shamrock

Financial Services Representative

(716) 650-6343

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

Ryan Wargala

Financial Services Representative

(716) 650-2239

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Tarcio Barbosa

Financial Services Representative

(716) 650-2250

Rochester Region

Benjamin Burke

Benjamin Burke

Financial Services Representative

(585) 241-5219

Bruce Dean

Financial Services Representative

585-242-5905

Emilio Monti Jr.

Financial Services Representative

585-242-5917

LeShay Smith

Financial Services Representative

585-242-5909

Matthew Merola

Financial Services Representative

(585) 241-5203

Micah Moore

Micah Moore

Financial Services Representative

(585) 704-5601

Myra Schroeder

Myra Schroeder

Firm Small Business Development Director

(585) 749-1656

Nicholas Cantando

Financial Services Representative

585-242-5965

Syracuse Region

Bill Printup

Financial Services Representative

315-350-2182

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

Joel Raymond

Financial Services Representative

315-350-2131

Melissa Renne

Financial Services Representative

315-350-2177

Shawn Sipe

Financial Services Representative

(315) 853-2313