Broker Check

Find An Advisor

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

John  Balk

John Balk

Financial Services Representative

(716) 929-3365

Rachel Blair

Rachel Blair

Financial Services Representative

(585) 329-9897

Andrea DePasquale

Andrea DePasquale

Financial Services Representative

716.929.3367

Jada Eckert

Jada Eckert

Financial Services Representative

716.634.1515 x3021

Jacob Ernst

Jacob Ernst

Financial Services Representative

(716) 650-6493

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

Brook Mellon

Brook Mellon

Financial Services Representative

(716) 626-0048

Henry Melson

Henry Melson

Financial Services Representative

(716) 650-2330

Rick Pepperday

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

George Rak

George Rak

Financial Services Representative

(716) 650-6452

Myra Schroeder

Financial Services Representative

(585) 749-1656

Tiere' Simpson

Financial Services Representative

(716) 650-2235

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Rick Ungaro

Financial Services Representative

(716) 650-6432

Hal Ware

Hal Ware

Financial Services Representative

(716) 650-6496

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

Daniel Oglebay

Daniel Oglebay

Financial Services Representative

(315) 350-2139

David Pettinelli

David Pettinelli

Financial Services Representative

(585) 214-4662

David Levine

David Levine

Firm Disability Income Director

(585) 241-5287

Flinn Hackett

Flinn Hackett

Financial Services Representative

(585) 242-5912

George Sipe

Financial Services Representative

(315) 507-0591

Heather Wilbur

Financial Services Representative

(607) 846-2136

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Jesse Montanye

Jesse Montanye

Financial Services Representative

(585) 241-5245

Micah Moore

Financial Services Representative

(585) 704-5601

Robert Hosler

Robert Hosler

Financial Services Representative

(315) 350-2136

Roger Malcolm

Roger Malcolm

Senior Executive Vice President

(716) 650-6472

Shawn Sipe

Financial Services Representative

(315) 853-2313

Vicki Dynarski

Vicki Dynarski

Firm Assistant Manager of Operations

(716) 929-3905

Rochester Region

Flinn Hackett

Flinn Hackett

Financial Services Representative

(585) 242-5912

Micah Moore

Financial Services Representative

(585) 704-5601

Jesse Montanye

Jesse Montanye

Financial Services Representative

(585) 241-5245

David Pettinelli

David Pettinelli

Financial Services Representative

(585) 214-4662

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Andrea DePasquale

Andrea DePasquale

Financial Services Representative

716.929.3367

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

Brook Mellon

Brook Mellon

Financial Services Representative

(716) 626-0048

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

Daniel Oglebay

Daniel Oglebay

Financial Services Representative

(315) 350-2139

David Levine

David Levine

Firm Disability Income Director

(585) 241-5287

George Rak

George Rak

Financial Services Representative

(716) 650-6452

George Sipe

Financial Services Representative

(315) 507-0591

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Hal Ware

Hal Ware

Financial Services Representative

(716) 650-6496

Heather Wilbur

Financial Services Representative

(607) 846-2136

Henry Melson

Henry Melson

Financial Services Representative

(716) 650-2330

Jacob Ernst

Jacob Ernst

Financial Services Representative

(716) 650-6493

Jada Eckert

Jada Eckert

Financial Services Representative

716.634.1515 x3021

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

John  Balk

John Balk

Financial Services Representative

(716) 929-3365

Myra Schroeder

Financial Services Representative

(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

Robert Hosler

Robert Hosler

Financial Services Representative

(315) 350-2136

Roger Malcolm

Roger Malcolm

Senior Executive Vice President

(716) 650-6472

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Shawn Sipe

Financial Services Representative

(315) 853-2313

Tiere' Simpson

Financial Services Representative

(716) 650-2235

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500

Vicki Dynarski

Vicki Dynarski

Firm Assistant Manager of Operations

(716) 929-3905

Syracuse Region

Robert Hosler

Robert Hosler

Financial Services Representative

(315) 350-2136

Daniel Oglebay

Daniel Oglebay

Financial Services Representative

(315) 350-2139

Andrew Roy

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

George Sipe

Financial Services Representative

(315) 507-0591

Shawn Sipe

Financial Services Representative

(315) 853-2313

Jay Sullivan

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

Heather Wilbur

Financial Services Representative

(607) 846-2136

Alexio Medina

Alexio Medina

Financial Services Representative

(716) 650-6685

Andrea DePasquale

Andrea DePasquale

Financial Services Representative

716.929.3367

Brook Mellon

Brook Mellon

Financial Services Representative

(716) 626-0048

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

David Pettinelli

David Pettinelli

Financial Services Representative

(585) 214-4662

David Levine

David Levine

Firm Disability Income Director

(585) 241-5287

Flinn Hackett

Flinn Hackett

Financial Services Representative

(585) 242-5912

George Rak

George Rak

Financial Services Representative

(716) 650-6452

Glenn Toczek

Glenn Toczek

Financial Services Representative

(716) 650-6658

Hal Ware

Hal Ware

Financial Services Representative

(716) 650-6496

Henry Melson

Henry Melson

Financial Services Representative

(716) 650-2330

Jacob Ernst

Jacob Ernst

Financial Services Representative

(716) 650-6493

Jada Eckert

Jada Eckert

Financial Services Representative

716.634.1515 x3021

Jesse Montanye

Jesse Montanye

Financial Services Representative

(585) 241-5245

John  Balk

John Balk

Financial Services Representative

(716) 929-3365

Micah Moore

Financial Services Representative

(585) 704-5601

Myra Schroeder

Financial Services Representative

(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

Roger Malcolm

Roger Malcolm

Senior Executive Vice President

(716) 650-6472

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Tiere' Simpson

Financial Services Representative

(716) 650-2235

Tyler Guarasci

Tyler Guarasci

Financial Services Representative

(716) 691-7500

Vicki Dynarski

Vicki Dynarski

Firm Assistant Manager of Operations

(716) 929-3905