Our Support Staff | Financial Partners of Upstate New York

Alexandra Erath

Financial Advisor

315.825.9307

[email protected]

Alexio Medina

Financial Services Representative

(716) 650-6685

[email protected]

Amanda Neubauer, CFP^®, LUTCF^®

Case Design Consultant

(585) 214-8662

[email protected]

Andrea DePasquale

Financial Services Representative

716.929.3367

[email protected]

Andrew Roy

Investment Advisor Representative

(315) 463-8587 x1357

[email protected]

Andrew Schneegold

Financial Planner

(716) 650-6684

[email protected]

Anthony Hooper

Financial Advisor

(315) 350-2161

[email protected]

Benjamin Montreuil, CFP^®

Financial Advisor

(585) 241-5283

[email protected]

Bernadette Krueger, ChFC^®, LUTCF^®, CLTC^®

Senior Financial Services Executive

(585) 241-5211

[email protected]

Brandi Soundara

Manager of New Business

(716) 929-3114

[email protected]

Brook Mellon

Financial Services Representative

(716) 626-0048

[email protected]

Bruce Erath, ChFC^®, CLU^®

Financial Advisor

315.825.9307

[email protected]

Bruce Sunderville, LUTCF^®

Financial Advisor

(585) 241-5218

[email protected]

Bruce Bowman

Financial Advisor

(315) 331-2626

[email protected]

Bryan Bonisteel, AIF

Retirement Plan Specialist

(585) 242-5916

[email protected]

Cathy Lynn Mock

Agency Assistant

(716) 650-6679

[email protected]

Charlie Williams, CLU^®, ChFC^®, LUTCF^®

Broker

(585) 241-5215

[email protected]

Christa Sharkey

Financial Advisor

(585) 241-5294

[email protected]

Christopher DeMayo, LUTCF^®

Financial Advisor

585.214.8671

[email protected]

Christopher Miller

Agency Supervisory Officer

(585) 214-8650

[email protected]

Clifford Zell

Broker

(585) 655-6152

[email protected]

Colleen Fitzhenry, CFP^®, CLTC^®

Financial Advisor

716.929.3106

[email protected]

Connie Gilderhus, LUTCF^®

Financial Advisor

585.241.5266

[email protected]

Craig Mellenthine

Investment Advisor Representative

(716) 694-1859

[email protected]

Dan Michel, LUTCF^®

Senior Executive Vice President

(315) 350-2112

[email protected]

Dana Trombley

Chief Operating Officer

(716) 929-3111

[email protected]

Daniel Rohnke

Financial Advisor

(315) 350-2138

[email protected]

Daniel Oglebay

Financial Services Representative

(315) 350-2139

[email protected]

Danielle Robertson, CFP^®, CLTC

Financial Advisor

(716) 929-1544 x4

[email protected]

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

Senior Financial Services Executive

(315) 592-3145

[email protected]

David Moore, CFP^®, CLU^®, CASL^®

Financial Advisor

(585) 374-2291

[email protected]

David Pettinelli

Financial Services Representative

(585) 214-4662

[email protected]

David Schmidl, LUTCF^®, RICP^®

Investment Advisor Representative

(585) 214-8663

[email protected]

David Levine

Firm Disability Income Director

(585) 241-5287

[email protected]

Dominick Madonna, Sr., LUTCF^®

Financial Advisor

(315) 350-2189

[email protected]

Don Karlik, JD

Financial Advisor

(315) 350-2103

[email protected]

Donald Burns, CLU^®

Financial Advisor

(315) 463-8587 x1332

[email protected]

Elwyn Voss, CLU^®, ChFC^®

Financial Advisor

(607) 334-7080 x5

[email protected]

Flinn Hackett

Financial Services Representative

(585) 242-5912

[email protected]

Furqan Hassan

Financial Planner

(716) 650-6495

[email protected]

George Rak

Financial Services Representative

(716) 650-6452

[email protected]

George Sipe

Financial Services Representative

(315) 507-0591

[email protected]

George Bidjov, CFP®

Financial Advisor

(716) 929-3368

[email protected]

Glenn Toczek

Financial Services Representative

(716) 650-6658

[email protected]

Greg Hirtzel

Marketing Coordinator

(716) 929-3110

[email protected]

Gregory Borgosz

Financial Advisor

(716) 650-6434

[email protected]

Hal Ware

Financial Services Representative

(716) 650-6496

[email protected]

Heather Halas, CFMC^®

Talent Acquisition Specialist

(716) 626-0202

[email protected]

Heather Wilbur

Financial Services Representative

(607) 846-2136

[email protected]

Henry Melson

Financial Services Representative

(716) 650-2330

[email protected]

Hiedi Chinelly

Agency Supervisory Officer

(585) 427-8007

[email protected]

Jacob Glofka, MBA, CLTC^®

Financial Advisor

716.650.6442

[email protected]

Jacob Ernst

Financial Services Representative

(716) 650-6493

[email protected]

Jada Eckert

Financial Services Representative

716.634.1515 x3021

[email protected]

James Krueger, ChFC^®, LUTCF^®, CLTC^®

Senior Financial Services Executive

(585) 241-5229

[email protected]

James Macri, CLTC, LUTCF®

Financial Advisor

(315) 350-2126

[email protected]

James Goupil

Financial Advisor

(716) 277-0830

[email protected]

Jason Moore

Paraplanner

(585) 241-5240

[email protected]

Jason Bird, CFP®, CAP®

Financial Advisor

(716) 929-3378

[email protected]

Jay Sullivan, CFP®, CLTC

Certified Financial Planner professional

(315) 350-2154

[email protected]

Jeff Sasserson

Financial Advisor

(814) 367-2191

[email protected]

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

Investment Advisor Representative

(585) 899-3323

[email protected]

Jeffrey Keyes, CLU^®, ChFC^®

Financial Advisor

(315) 463-8587 x1333

[email protected]

Jeffrey Chapman, CLU®, ChFC®

Financial Advisor

(315) 463-8587 ext. 1358

[email protected]

Jeredith Nolan, CLTC®, LUTCF®

Financial Services Executive

(716) 929-3115

[email protected]

Jesse Montanye

Financial Services Representative

(585) 241-5245

[email protected]

Joe Bukowski, CLTC

General Manager

(716) 929-3118

[email protected]

Joel Henning

Financial Advisor

(716) 650-6657

[email protected]

Joel St. Hilaire

Financial Advisor

(315) 764-0201 x2125

[email protected]

John Goldman, ChFC^®, CFP^®, CLU^®, CPA^®*, MBA

Financial Services Executive

(607) 734-7194

[email protected]

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

Financial Advisor

(716) 372-4402

[email protected]

John Mitrano

Financial Advisor

(585) 241-5251

[email protected]

John Balk

Financial Services Representative

(716) 929-3365

[email protected]

John Ceddia, LUTCF®

Financial Advisor

(585) 241-5255

[email protected]

John Curvin, CRPC®

Financial Planner

(716) 650-6683

[email protected]

Joseph Genco

Financial Advisor

716.929.3108

[email protected]

Josh Keller

Annuity Director

(716) 929-3373

[email protected]

Joshua Lauer

Financial Advisor

(716) 929-3109

[email protected]

Julie Yunker, CFP®, CLU®, ChFC®, AIF®

Financial Planner

(585) 899-3302

[email protected]

Karl Heath

Financial Advisor

(585) 241-5237

[email protected]

Kathleen Revekant

Financial Advisor

(585) 214-8673

[email protected]

Kathy Giacovelli

Agency Compliance Assistant

(585) 214-8698

[email protected]

Kathy Morgan

Agency Assistant

(315) 350-2172

[email protected]

Keith Forbes

Financial Advisor

814.806.3196

[email protected]

Kenneth Sendlak

Financial Advisor

(716) 650-6682

[email protected]

Kevin McLoud

Technical Specialist

(315) 694-2025

[email protected]

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

Financial Planner

(585) 241-5233

[email protected]

Kyle McDermott, CFP®, AIF®

Financial Advisor

(585) 214-8680

[email protected]

Linda Brusso

Paraplanner

(585) 241-5226

[email protected]

Lisa Griffin, CFP^®

Financial Planning Director

(585) 214-8657

[email protected]

Lisa Denning Mulvaney

Financial Advisor

(585) 899-3312

[email protected]

Liz Walton, LUTCF®, CLTC

Financial Services Executive

(607) 734-7194

[email protected]

Lori Ball

Agency Assistant

(315) 350-2127

[email protected]

Louis Tabone, CFP®, CIMA®, CLTC

Financial Advisor

(315) 350-2141

[email protected]

Makenzie Morrill

New Business Coordinator

(585) 242-5903

[email protected]

Marc Wegrzynowski

Financial Advisor

(716) 929-3112

[email protected]

Marikay Flemming

Firm Life Products Director

(315) 350-2129

[email protected]

Mark Kellogg, CASL^®, RICP^®

Financial Advisor

(716) 650-6474

[email protected]

Mark Yuhnke, LUTCF^®, ChFC^®, CLTC

Managing Sales Director

(585) 214-4669

[email protected]

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

Financial Advisor

(315) 243-5660

[email protected]

Martin Steck, RICP®

Financial Advisor

(716) 650-6431

[email protected]

Max Ambuske

Financial Advisor

585.214.8689

[email protected]

Megan Grandillo

Marketing Coordinator

(716) 929-3117

[email protected]

Melinda Dix

New Business Coordinator

(585) 242-5915

[email protected]

Micah Moore

Financial Services Representative

(585) 704-5601

[email protected]

Michael Deer, CFP^®, AIF^®

Financial Advisor

585.214.8684

[email protected]

Michael Donahue, LUTCF^®

Financial Advisor

585.214.8678

[email protected]

Michael Gnacinski, CLTC^®, LUTCF^®

Financial Planner

(716) 650-6469

[email protected]

Michael Koziol, RICP^®

Financial Planner

(716) 650-6466

[email protected]

Michael Bleyle

New Business Coordinator

(716) 650-6660

[email protected]

Michael Schrouder, LUTCF^®

Financial Services Executive

(315) 536-9142

[email protected]

Michael Ruzhansky, CFP®

Financial Advisor

(866) 366-3889

[email protected]

Michael Snow

Financial Planner

(585) 214-8699

[email protected]

Michelle Underwood

Financial Advisor

(585) 241-5278

[email protected]

Myra Schroeder

Financial Services Representative

(585) 749-1656

[email protected]

Nancy Bolduc

New Business Coordinator

(716) 929-3103

[email protected]

Nathan Way, CLTC®, ChFC®, AIF®

Financial Advisor

(716) 929-1544 x3

[email protected]

Ned Tunmore

Financial Advisor

(716) 929-3362

[email protected]

Nicholas Gnacinski

Financial Planner

716.650.6460

[email protected]

Nicholas Maloney

Financial Advisor

(716) 650-6664

[email protected]

Nicholas Barnes, CFP®, MBA, MSA

Certified Financial Planner practitioner

(315) 592-3145

[email protected]

Patrick Foley

Financial Advisor

716.929.3360

[email protected]

Patrick Kellogg

Financial Advisor

(315) 350-2155

[email protected]

Patrick Underwood, LUTCF^®

Financial Planner

(585) 241-5209

[email protected]

Patty Brooks^®

Financial Advisor

(315) 463-8587 x1344

[email protected]

Paul DiDuro, LUTCF^®

Financial Advisor

585.241.5262

[email protected]

Paul Knipper, LUTCF^®

Financial Advisor

(585) 241-5271

[email protected]

Rachel Blair

Financial Services Representative

(585) 329-9897

[email protected]

Rachelle Snyder

Financial Advisor

(607) 368-9424

[email protected]

Randy Wyrozub

Financial Advisor

(716) 650-6686

[email protected]

Rebecca Laursen-Castner

Financial Advisor

(315) 536-9142

[email protected]

Richard Meade

Financial Advisor

(585) 899-3351

[email protected]

Richard E. Cote, Jr., CLU®, ChFC®

Financial Advisor

(315) 463-8587 ext 1346

[email protected]

Rick Pepperday

Investment Advisor Representative

(716) 689-5838

[email protected]

Rick Ungaro

Financial Services Representative

(716) 650-6432

[email protected]

Robert Hosler

Financial Services Representative

(315) 350-2136

[email protected]

Robert Walls

Financial Advisor

(585) 241-5254

[email protected]

Roger Malcolm

Senior Executive Vice President

(716) 650-6472

[email protected]

Ronald Hubbell, MBA

Financial Services Representative

(585) 214-4666

[email protected]

Samuel Gugliuzza, CMFC^®

Financial Advisor

(716) 691-7500

[email protected]

Samuel Terrazzino, CFP^®, LUTCF^®, MSM^®

President & Managing Partner

(716) 929-3366

[email protected]

Samuel Chavarria, CLU^®

Financial Services Representative

(315) 463-8587 ext. 1345

[email protected]

Scott Marcin, JD

Investment Advisor Representative

(716) 650-6455

[email protected]

Sharon DiRisio

New Business Coordinator

(585) 214-4667

[email protected]

Shawn Jordan

Financial Planner

(585) 241-5216

[email protected]

Shawn Sipe

Financial Services Representative

(315) 853-2313

[email protected]

Stephen Retterer, CLU^®, ChFC^®, LUTCF^®

Financial Advisor

(607) 368-2106

[email protected]

Steven Lustig, CPA, CLU^®

Investment Advisor Representative

(716) 842-1993

[email protected]

Steven Thibault

Financial Services Representative

(315) 764-0201 x2101

[email protected]

Susanne Daly

Financial Advisor

(585) 241-5224

[email protected]

Tahir Jaffr

Financial Advisor

(716) 650-6449

[email protected]

Tammy Hersch

Client Service Representative

(585) 214-4660

[email protected]

Terry Sprow

Investment Director

(716) 929-3119

[email protected]

Thomas Boeck, CLU^®, ChFC^®, REBC, CASL

Broker

(716) 650-6498

[email protected]

Thomas Queri, ChFC^®

Senior Executive Vice President

(585) 214-8676

[email protected]

Tiere' Simpson

Financial Services Representative

(716) 650-2235

[email protected]

Timothy Stalker, LUTCF^®

Financial Advisor

(716) 650-6653

[email protected]

Tom Kinyon

Broker

(585) 214-8675

[email protected]

Trisha Stilwell

New Business Coordinator

(716) 929-3375

[email protected]

Tyler Guarasci

Financial Services Representative

(716) 691-7500

[email protected]

Vicki Dynarski

Firm Assistant Manager of Operations

(716) 929-3905

[email protected]