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(716) 634-1515

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.

  • Alex Wenke
  • Alexandra Erath
  • Alexio Medina
  • Amanda Neubauer, CFP®, LUTCF®
  • Amy Jocko
  • Andrew Schneegold
  • Anthony Hooper
  • Benjamin Burke
  • Bernadette Krueger, ChFC®, LUTCF®, CLTC®
  • Bill Printup
  • Bruce Erath, ChFC®, CLU®
  • Bruce Sunderville, LUTCF®
  • Bruce Dean
  • Bruce Bowman
  • 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
  • Daniel Rohnke
  • Danielle Robertson, CFP®, CLTC
  • David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®
  • David Moore, CFP®, CLU®, CASL®
  • David Schmidl, LUTCF®, RICP®
  • David Balch
  • Don Karlik, JD
  • Donald Burns, CLU®
  • Elijah Weiss
  • Ellen Mills
  • Elwyn Voss, CLU®, ChFC®
  • Emilio Monti Jr.
  • Eric Kiel
  • Furqan Hassan
  • George Bidjov, CFP®
  • Gregory Borgosz
  • Heather Wilbur
  • Jacob Glofka, MBA, CLTC®
  • Jacob Ernst
  • James Krueger, ChFC®, LUTCF®, CLTC®
  • James Macri, CLTC, LUTCF®
  • James Goupil
  • Jason Terranova
  • Jason Shannon
  • 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®
  • Joe Bukowski
  • Joe Manzella
  • 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®
  • Joseph Genco
  • Joshua Ramirez
  • Julie Yunker, CFP®, CLU®, ChFC®, AIF®
  • Karl Heath
  • Kathleen Revekant
  • Keith Forbes
  • Kelly Cullen-Walsh
  • Kenneth Sendlak
  • Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®
  • Kyle McDermott, CFP®, AIF®
  • LeShay Smith
  • Lisa Denning Mulvaney
  • Liz Walton, LUTCF®
  • Louis Tabone, CFP®, CIMA®, CLTC
  • Marc Wegrzynowski
  • Mark Kellogg, CASL®, RICP®
  • Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®
  • Martin Steck, RICP®
  • Mary Anne Zitnik
  • Matthew Merola
  • 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®
  • Michael Curtis, MBA, CLU®, LUTCF®
  • Michelle Underwood
  • Nathan Way, CLTC®, ChFC®, AIF®
  • Ned Tunmore
  • Nicholas Gnacinski
  • Nicholas Maloney
  • Nicholas Barnes, CFP®, MBA, MSA
  • Nicholas Cantando
  • 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
  • Salvatore DiMartino
  • Samuel Gugliuzza, CMFC®
  • Samuel Chavarria, CLU®, ChFC®
  • Scott Marcin, JD
  • Shawn Sipe
  • Stephen Retterer, CLU®, ChFC®, LUTCF®
  • Steven Lustig, CPA, CLU®
  • Tahir Jaffri
  • Tarcio Barbosa
  • Thomas Boeck, CLU®, ChFC®, REBC, CASL
  • Timothy Stalker, LUTCF®
  • Timothy Cottrill
  • Tom Kinyon
  • Tyler Guarasci

Buffalo Region

Alex Wenke

Alex Wenke

Financial Advisor

(716) 650-2257

Andrew Schneegold

Andrew Schneegold

Financial Planner

(716) 650-6684

Bryan Flynn

Financial Advisor

716-650-2234

Chelsey Shamrock

Chelsey Shamrock

Financial Services Representative

(716) 650-6343

Clifford Zell

Broker

(585) 655-6152

Colleen Fitzhenry

Colleen Fitzhenry, CFP®, CLTC®

Financial Advisor

716.929.3106

Conor Fitzhenry

Conor Fitzhenry

Registered Representative

(716) 650-2241

Craig Mellenthine

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

Danielle Robertson

Danielle Robertson, CFP®, CLTC

Financial Advisor

(716) 929-1544 x4

Eric Kiel

Eric Kiel

Financial Services Representative

716-929-3777

Furqan Hassan

Furqan Hassan

Financial Planner

(716) 650-6495

George Bidjov

George Bidjov, CFP®

Financial Advisor

(716) 929-3368

Gregory Borgosz

Gregory Borgosz

Financial Advisor

(716) 650-6434

Jacob Glofka

Jacob Glofka, MBA, CLTC®

Financial Advisor

716.650.6442

Jacob Ernst

Jacob Ernst

Financial Advisor

(716) 650-6493

James Goupil

Financial Advisor

(716) 277-0830

Jeredith Nolan

Jeredith Nolan, CLTC®, LUTCF®

Financial Services Executive

(716) 929-3115

Joe Bukowski

Joe Bukowski

Financial Advisor

(716) 929-3118

Joe Manzella

Joe Manzella

Financial Services Representative

(716) 626-0210

Joel Henning

Joel Henning

Financial Advisor

(716) 650-6657

John Irving

John Irving, CFP®, ChFC®, CASL®, CLTC, CLU®

Financial Advisor

(716) 372-4402

John Curvin

John Curvin, CRPC®

Financial Planner

(716) 650-6683

Joseph Genco

Joseph Genco

Financial Advisor

716.929.3108

Keith Forbes

Keith Forbes

Financial Advisor

814.806.3196

Kenneth Sendlak

Kenneth Sendlak

Financial Advisor

(716) 650-6682

Marc Wegrzynowski

Marc Wegrzynowski

Financial Advisor

(716) 929-3112

Mark Kellogg

Mark Kellogg, CASL®, RICP®

Financial Advisor

(716) 650-6474

Martin Steck

Martin Steck, RICP®

Financial Advisor

(716) 650-6431

Mary Anne Zitnik

Mary Anne Zitnik

Financial Services Representative

716-650-6344

Michael Gnacinski

Michael Gnacinski, CLTC®, LUTCF®

Financial Planner

(716) 650-6469

Michael Koziol

Michael Koziol, RICP®

Financial Planner

(716) 650-6466

Nathan Way

Nathan Way, CLTC®, ChFC®, AIF®

Financial Advisor

(716) 929-1544 x3

Ned Tunmore

Ned Tunmore

Financial Advisor

(716) 929-3362

Nicholas Gnacinski

Nicholas Gnacinski

Financial Planner

716.650.6460

Nicholas Maloney

Nicholas Maloney

Financial Advisor

(716) 650-6664

Patrick Foley

Patrick Foley

Financial Advisor

716.929.3360

Randy Wyrozub

Financial Advisor

(716) 650-6686

Rick Pepperday

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

Rick Ungaro

Financial Services Representative

(716) 650-6432

Samuel Gugliuzza

Samuel Gugliuzza, CMFC®

Financial Advisor

(716) 691-7500

Scott Marcin

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

Steven Lustig

Steven Lustig, CPA, CLU®

Investment Advisor Representative

(716) 842-1993

Tahir Jaffri

Tahir Jaffri

Financial Advisor

(716) 650-6449

Tarcio Barbosa

Tarcio Barbosa

Financial Advisor

(716) 650-2250

Thomas Boeck

Thomas Boeck, CLU®, ChFC®, REBC, CASL

Broker

(716) 650-6498

Timothy Stalker

Timothy Stalker, LUTCF®

Financial Advisor

(716) 650-6653

Timothy Cottrill

Financial Services Representative

716-650-2243

Tyler Guarasci

Tyler Guarasci

Financial Advisor

(716) 691-7500

Rochester Region

Amanda Neubauer

Amanda Neubauer, CFP®, LUTCF®

Client Services Associate

(585) 214-8662

Benjamin Burke

Benjamin Burke

Financial Services Representative

(585) 241-5219

Bernadette Krueger

Bernadette Krueger, ChFC®, LUTCF®, CLTC®

Senior Financial Services Executive

(585) 241-5211

Bruce Sunderville

Bruce Sunderville, LUTCF®

Financial Advisor

(585) 241-5218

Bruce Dean

Financial Services Representative

585-242-5905

Bruce Bowman

Bruce Bowman

Financial Advisor

(315) 331-2626

Charlie Williams

Charlie Williams, CLU®, ChFC®, LUTCF®

Broker

(585) 241-5215

Christa Sharkey

Christa Sharkey

Financial Advisor

(585) 241-5294

Christopher DeMayo

Christopher DeMayo, LUTCF®

Financial Advisor

585.214.8671

Christopher Miller

Christopher Miller

Client Services Associate

(585) 214-8650

David Moore

David Moore, CFP®, CLU®, CASL®

Financial Advisor

(585) 374-2291

David Schmidl

David Schmidl, LUTCF®, RICP®

Investment Advisor Representative

(585) 214-8663

Emilio Monti Jr.

Emilio Monti Jr.

Financial Services Representative

585-242-5917

James Krueger

James Krueger, ChFC®, LUTCF®, CLTC®

Senior Financial Services Executive

(585) 241-5229

Jeff Sasserson

Financial Advisor

(814) 367-2191

Jefferson Webster

Jefferson Webster, MSFS®, ChFC®, AEP®, CLTC®

Investment Advisor Representative

(585) 899-3323

John Goldman

John Goldman, ChFC®, CLU®, MBA

Financial Services Executive

(607) 734-7194

John Mitrano

John Mitrano

Financial Advisor

(585) 241-5251

John Ceddia

John Ceddia, LUTCF®

Financial Advisor

(585) 241-5255

Julie Yunker

Julie Yunker, CFP®, CLU®, ChFC®, AIF®

Financial Planner

(585) 899-3302

Karl Heath

Karl Heath

Financial Advisor

(585) 241-5237

Kathleen Revekant

Kathleen Revekant

Financial Advisor

(585) 214-8673

Kelly Cullen-Walsh

Insurance Professional

(585) 241-5292

Kurt Pentoney

Kurt Pentoney, LUTCF®, CLTC, FSS, CFBS®

Financial Planner

(585) 241-5233

Kyle McDermott

Kyle McDermott, CFP®, AIF®

Financial Advisor

(585) 214-8680

LeShay Smith

Financial Services Representative

585-242-5909

Lisa Denning Mulvaney

Lisa Denning Mulvaney

Financial Advisor

(585) 899-3312

Liz Walton

Liz Walton, LUTCF®

Financial Services Executive

(607) 734-7194

Matthew Merola

Matthew Merola

Financial Services Representative

(585) 241-5203

Micah Moore

Micah Moore

Financial Services Representative

(585) 704-5601

Michael Deer

Michael Deer, CFP®, AIF®

 

Financial Advisor

585.214.8684

Michael Donahue

Michael Donahue, LUTCF®

Financial Advisor

585.214.8678

Michael Schrouder

Michael Schrouder, LUTCF®

Financial Services Executive

(315) 536-9142

Michael Snow

Michael Snow

Financial Planner

(585) 214-8699

Michael Curtis

Michael Curtis, MBA, CLU®, LUTCF®

Managing Sales Director

(585) 242-5969

Michelle Underwood

Michelle Underwood

Financial Advisor

(585) 241-5278

Nicholas Cantando

Nicholas Cantando

Financial Services Representative

585-242-5965

Patrick Underwood

Patrick Underwood, LUTCF®

Financial Planner

(585) 241-5209

Paul DiDuro

Paul DiDuro, LUTCF®

Financial Advisor

585.241.5262

Rachelle Snyder

Financial Advisor

(607) 368-9424

Rebecca Laursen-Castner

Financial Advisor

(315) 536-9142

Robert Walls

Robert Walls

Financial Advisor

(585) 241-5254

Salvatore DiMartino

Financial Services Representative

585-214-4666

Stephen Retterer

Stephen Retterer, CLU®, ChFC®, LUTCF®

Financial Advisor

(607) 368-2106

Tom Kinyon

Tom Kinyon

Broker

(585) 214-8675

Syracuse Region

Alexandra Erath

Alexandra Erath

Financial Advisor

315.825.9307

Alexio Medina

Alexio Medina

Financial Advisor

(315) 764-0201 ext. 2101

Amy Jocko

Financial Services Representative

315-350-2155

Anthony Hooper

Anthony Hooper

Financial Advisor

(315) 350-2161

Bill Printup

Financial Services Representative

315-350-2182

Bruce Erath

Bruce Erath, ChFC®, CLU®

Financial Advisor

315.825.9307

Daniel Rohnke

Daniel Rohnke

Financial Advisor

(315) 350-2138

David Mirabito

David Mirabito, LUTCF®, CLU®, ChFC®, CFP®, MSFS®, RICP®

Senior Financial Services Executive

(315) 592-3145

David Balch

David Balch

Financial Advisor

(315) 692-2297

Don Karlik

Don Karlik, JD

Managing Sales Director

(315) 350-2103

Donald Burns

Donald Burns, CLU®

Financial Advisor

(315) 463-8587 x1332

Elijah Weiss

Financial Services Representative

315-350-2116

Ellen Mills

Ellen Mills

Financial Services Representative

315-600-7861

Elwyn Voss

Elwyn Voss, CLU®, ChFC®

Financial Advisor

(607) 334-7080 x5

Heather Wilbur

Heather Wilbur

Financial Services Representative

(607) 846-2136

James Macri

James Macri, CLTC, LUTCF®

Financial Advisor

(315) 350-2126

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

Jeffrey Keyes

Jeffrey Keyes, CLU®, ChFC®

Financial Advisor

(315) 463-8587 x1333

Jeffrey Chapman

Jeffrey Chapman, CLU®, ChFC®

Financial Advisor

(315) 463-8587 ext. 1358

Jennifer Shorr

Jennifer Shorr

Financial Services Representative

(315) 350-2104

Joel St. Hilaire

Joel St. Hilaire

Financial Advisor

(315) 764-0201 x2125

Joshua Ramirez

Financial Services Representative

315-350-2117

Louis Tabone

Louis Tabone, CFP®, CIMA®, CLTC

Financial Advisor

(315) 350-2141

Mark Modzeleski

Mark Modzeleski, CFS®, CLTC®, AIF®, CFBS®

Financial Advisor

(315) 243-5660

Melissa Renne

Financial Services Representative

315-350-2177

Michael Herholtz

Michael C. Herholtz, LUTCF®

Financial Advisor

(315) 350-2114

Nicholas Barnes

Nicholas Barnes, CFP®, MBA, MSA

Certified Financial Planner practitioner

(315) 592-3145

Patty Brooks

Patty Brooks

Financial Advisor

(315) 350-2122

Richard Cote

Richard E. Cote, Jr., CLU®, ChFC®

Financial Advisor

(315) 350-2158

Samuel Chavarria

Samuel Chavarria, CLU®, ChFC®

Financial Services Representative

(315) 350-2123

Shawn Sipe

Financial Services Representative

(315) 853-2313