Associates

 
  • David Atkinson

    Financial Consultant

    Glens Falls,NY
  • Matthew Beebe

    Managing Director, Beebe Financial Services

    Clifton Park,NY
  • Stefanie Bloomer

    Senior Manager

    Clifton Park,NY
  • Connor Briggs

    Financial Professional

    Clifton Park,NY
  • Stephen Bronder

    Partner, Sequoia Financial Group

    Clifton Park,NY
  • Steven Brown

    Financial Consultant

    Albany,NY
  • Wayne Cook

    Financial Professional

    Clifton Park,NY
  • Brandon Crist

    Financial Professional

    Clifton Park,NY
  • Evan Croll

    Financial Consultant

    Clifton Park,NY
  • Brian Cumming

    Financial Consultant

    Clifton Park,NY
  • Robin A. Davey CPA®, CFP®, CLU®, RICP®, CDFA®

    Partner, Sequoia Financial Group

    Clifton Park,NY
  • Charles Dinklage

    Partner, Sequoia Financial Group

    Burlington,VT
  • Frederick Docous

    Financial Professional

    Clifton Park,NY
  • Christopher Fabian, CFP®, CRPC®

    Vice President - East Region

    Clifton Park,NY
  • Candy Flynn

    Financial Professional

    Clifton Park,NY
  • Albert Fredette

    Financial Consultant

    Glens Falls,NY
  • Jeffrey Gabriels, JD, ChFC®, CLU®

    Partner, Sequoia Financial Group

    Clifton Park,NY
  • Natalie Gecewicz

    Financial Consultant

    Clifton Park,NY
  • Tim Gordon

    Financial Consultant

    Clifton Park,NY
  • Michael Healy

    Retirement Planning Specialist - Tax Sheltered Plans

    Glens Falls,NY
  • Mark Hulbert, ChFC®

    Partner, Sequoia Financial Group

    Latham,NY
  • Colleen Kavanaugh

    Financial Consultant

    Clifton Park,NY
  • John Lasek, ChFC®, CLU®

    Financial Consultant

    West Springfield,MA
  • Chelsea Magliocca

    Financial Consultant

    Clifton Park,NY
  • Daniel McAuliffe

    Registered Representative

    Clifton Park,NY
  • R. Maxwell McAuliffe

    Financial Consultant

    Clifton Park,NY
  • Emma Muhvich

    Financial Professional

    Clifton Park,NY
  • Steven Pardo

    Branch Controls Manager

    Clifton Park,NY
  • Gregory Podgorski

    Vice President - East Region

    Clifton Park,NY
  • Adam Roberts

    Financial Professional

    Clifton Park,NY
  • Arthur Ruben, CFP®, MBA

    Financial Professional

    Shady,NY
  • William Scotti

    Financial Professional

    Clifton Park,NY
  • Brian Shepard

    Financial Consultant

    Clifton Park,NY
  • Daniel Tidd

    Financial Consultant

    Clifton Park,NY
  • Ralph Willner Giwerc, ChFC®

    Partner, Sequoia Financial Group

    Clifton Park,NY
  • Lauren Woodcock

    Partner, Sequoia Financial Group

    Clifton Park,NY
  • Robert Woodcock, CFP®, CLU®, ChFC®

    Partner, Sequoia Financial Group

    Clifton Park,NY
  • Edward Zaik, CFP®, ChFC®, CLU®

    Financial Consultant

    Ghent,NY
  • Chad Allen

    Financial Consultant

    Williamsville,NY
  • Tracy Allen

    Registered Representative

    Williamsville,NY
  • Cody Anderson

    Financial Professional

    Williamsville,NY
  • Michael Arcuri

    Financial Professional

    Williamsville,NY
  • Tyler Bain

    Financial Professional

    Williamsville,NY
  • Linda Banks, MBA

    Financial Consultant

    Williamsville,NY
  • Alexander Bell

    Financial Professional

    Williamsville,NY
  • Alex Bianco, MBA

    Vice President - East Region

    Williamsville,NY
  • Adam Bonk

    Financial Consultant

    Williamsville,NY
  • Adam Brunner

    Financial Professional

    Williamsville,NY
  • Kevin Caffery

    Partner, Harbortown Financial

    Williamsville,NY
  • Gerald "JJ" Calabrese

    Financial Professional

    Williamsville,NY
  • Richard Campbell, CFP®

    Retirement Benefits Specialist -Tax Sheltered Plans

    Williamsville,NY
  • Michael Clark

    Registered Representative

    Williamsville,NY
  • Michael Coffaro

    Financial Professional

    Williamsville,NY
  • Samuel Cohen

    Financial Professional

    Williamsville,NY
  • Melissa D'Agostino

    Financial Professional

    Williamsville,NY
  • Paul D'Ostroph

    Managing Director, Harbortown Financial Group

    Williamsville,NY
  • Patrick DeNisco

    Financial Consultant

    Williamsville,NY
  • Robert DiBiase, MBA

    Financial Consultant

    Williamsville,NY
  • Nickolas Dixon

    Financial Professional

    Williamsville,NY
  • Jacob Erenstoft

    Financial Professional

    Williamsville,NY
  • Matthew Escobar

    Financial Professional

    Williamsville,NY
  • Diane Finn

    Financial Consultant

    Williamsville,NY
  • Ryan Flore

    Financial Professional

    Williamsville,NY
  • James Fox, CFP®

    Financial Consultant

    Williamsville,NY
  • Steve Fretthold

    Financial Consultant

    Williamsville,NY
  • Ryan Geary

    Financial Consultant

    Williamsville,NY
  • Ryan Gill, CFP®

    Financial Professional

    Williamsville,NY
  • Steve Glamuzina, CFP®

    Retirement Planning Specialist

    Williamsville,NY
  • Adam Glaser

    Financial Professional

    Williamsville,NY
  • Michael Hadley

    Financial Professional

    Williamsville,NY
  • Donald Halicki

    Retirement Planning Specialist

    Williamsville,NY
  • Ryan Hanretty

    Director, Branch Operations

    Williamsville,NY
  • John (JD) Hartman

    Financial Consultant

    Williamsville,NY
  • Ronald Hicks

    Retirement Planning Specialist - Tax Sheltered Plans

    Williamsville,NY
  • Sean Huff

    Financial Consultant

    Williamsville,NY
  • Jeff Jandzinski, JD

    Registered Representative

    Williamsville,NY
  • Bryan Jost

    Financial Professional

    Williamsville,NY
  • Scott Jusiak

    Branch Controls Manager

    Williamsville,NY
  • Christopher Karpie

    Financial Consultant

    Williamsville,NY
  • James Keddie, CFP®

    Retirement Planning Specialist

    Williamsville,NY
  • Austin Kelly,CFP®

    Qualified Plan Specialist

    Williamsville,NY
  • Mark King

    Financial Consultant

    Williamsville,NY
  • Conor Kissane

    Financial Professional

    Williamsville,NY
  • Michael Knavel

    Registered Representative

    Williamsville,NY
  • Joseph Lane

    Retirement Planning Specialist, Financial Consultant

    Williamsville,NY
  • Bryan Lantry

    Financial Professional

    Williamsville,NY
  • Brian Lelonek

    Financial Professional

    Williamsville,NY
  • Kyle Lucey

    Financial Consultant

    Williamsville,NY
  • Michael Lucey, CFP®, CPA®

    Financial Consultant

    Williamsville,NY
  • Nick Ludwa,CFP®, CLU®

    Retirement Benefits Specialist - Tax Sheltered Plans

    Williamsville,NY
  • William Lunney, CLU®

    Financial Consultant

    Williamsville,NY
  • John MacDonald

    Financial Consultant

    Williamsville,NY
  • Jonathan Mann

    Financial Professional

    Williamsville,NY
  • Lynda Martinsen, CFP®

    Retirement Planning Specialist

    Clarence,NY
  • Gregg Martinsen, ChFC®, CLU®

    Financial Professional

    Clarence,NY
  • Francis (Frank) Masi, Sr.

    Financial Professional

    Williamsville,NY
  • Robert Matuszak

    Vice President - East Region

    Williamsville,NY
  • Daniel McAuliffe

    Financial Consultant

    Williamsville,NY
  • Shane McCormick, CFP®

    Retirement Benefits Specialist- Tax Sheltered Plans

    Williamsville,NY
  • Eric McKenrick, CFP®, ChFC®, CLU®

    Financial Consultant

    Williamsville,NY
  • Rebecca (Becky) Melock

    Financial Professional

    Williamsville,NY
  • Lawrence Mentkowski

    Financial Professional

    Williamsville,NY
  • Zachary Morrison

    Financial Professional

    Williamsville,NY
  • Timothy Naffky

    Retirement Planning Specialist

    Williamsville,NY
  • Casey Nuchereno

    Financial Consultant

    Williamsville,NY
  • Louis Nuchereno

    Executive Vice President - East Region

    Williamsville,NY
  • Gerald Ogilvie IV

    Financial Professional

    Williamsville,NY
  • Sondra Payne, CFP®

    Retirement Planning Specialist

    Williamsville,NY
  • Michael Peters, CFP®, ChFC®

    Senior Vice President - East Region

    Williamsville,NY
  • Adam Phillips

    Financial Consultant

    Williamsville,NY
  • Bryan Plunkett

    Financial Professional

    Williamsville,NY
  • Rosemarie Rath

    Financial Professional

    Williamsville,NY
  • Michael Rea, CFP®, ChFC®

    Retirement Planning Specialist

    Williamsville,NY
  • Jack Reich

    Financial Professional

    Williamsville,NY
  • Matthew Rizzo

    Vice President - East Region

    Williamsville,NY
  • Christopher Romesser

    Registered Representative

    Williamsville,NY
  • James Rutkowski

    Retirement Benefits Specialist - Tax Sheltered Plans

    Williamsville,NY
  • Craig Ryan

    Financial Consultant

    Williamsville,NY
  • Louis (Lou) Sardo

    Financial Professional

    Williamsville,NY
  • Erin Schieb

    Financial Consultant

    Williamsville,NY
  • Richard Schieb, Jr., CPA®

    Retirement Planning Specialist

    Williamsville,NY
  • Gregory Smith

    Financial Consultant

    Williamsville,NY
  • Daniel Telaak

    Financial Professional

    Williamsville,NY
  • Robert Tighe, MBA

    Financial Consultant

    Williamsville,NY
  • Ryan Timmons, CFP®

    Financial Professional

    Williamsville,NY
  • Luke Topolski

    Financial Professional

    Williamsville,NY
  • Peter Trathen

    Financial Consultant

    Williamsville,NY
  • Christopher Urban, RICP®

    Financial Consultant

    Orchard Park,NY
  • Tyler Utz

    Financial Consultant

    Williamsville,NY
  • Angelo Vecchio

    Financial Professional

    Williamsville,NY
  • Jon (Jack) Waggoner, CFP®, RICP®

    Retirement Planning Specialist

    Batavia,NY
  • David Will

    Financial Consultant

    Williamsville,NY
  • Cody Williams

    Vice President - East Region

    Williamsville,NY
  • Nicholas Wojnar

    Financial Professional

    Williamsville,NY
  • Lisa Yuhnke

    Financial Professional

    Williamsville,NY
  • Matthew Bengel

    Financial Consultant

    Erie,PA
  • Roger Burlingame II

    Financial Consultant

    Erie,PA
  • Kevin Callahan

    Financial Consultant

    Erie,PA
  • Anthony Chiarelli

    Financial Professional

    Erie,PA
  • Margaret Chido

    Financial Professional

    Erie,PA
  • Michael DiVito, CFP®

    Vice President - East Region

    Erie,PA
  • Cameron Feather

    Financial Consultant

    Erie,PA
  • Thomas Keenan

    Financial Professional

    Erie,PA
  • Jason Kuilman, CFP®

    Retirement Benefits Specialist - Tax Sheltered Plans

    Erie,PA
  • Kevin Murray, CFP®

    Founder, PRESTIGE Wealth Strategies

    Cranberry Township,PA
  • David Perfett

    Financial Professional

    Erie,PA
  • Kelli Sheik

    Financial Consultant

    Erie,PA
  • Kyle Shinn

    Financial Professional

    Erie,PA
  • Aaron Wakley

    Financial Professional

    Erie,PA
  • Andrew Wehler

    Financial Consultant

    Erie,PA
  • Tyler Williams

    Financial Consultant

    Erie,PA
  • Michael Wolfe

    Financial Consultant

    Erie,PA
  • Sarah Babcock

    Financial Professional

    Poughkeepsie,NY
  • Michael Bautista, CFP®, ChFC®, CLU®

    Partner, Aspire Financial Group

    Poughkeepsie,NY
  • Robert Blenkle

    Financial Professional

    Poughkeepsie,NY
  • Claire Diele

    Financial Consultant

    Peekskill,NY
  • Patrick Ford, CFP®

    Partner, Beacon Light Financial Group

    Poughkeepsie,NY
  • Nicholas Galente, MBA

    Partner, Aspire Financial Group

    Poughkeepsie,NY
  • Adam Hersh

    Partner, Aspire Financial Group

    Poughkeepsie,NY
  • Steven Knapp

    Financial Consultant

    Poughkeepsie,NY
  • Amy Komondorea

    Financial Professional

    Poughkeepsie,NY
  • Derek Lavery

    Registered Representative

    Poughkeepsie,NY
  • Jane McCarthy, CDFA®

    Financial Consultant

    Red Hook,NY
  • Armando Merino

    Partner, Aspire Financial

    Poughkeepsie,NY
  • Ashlynn Mohan

    Financial Professional

    Poughkeepsie,NY
  • Chi-Lin (Mike) O'Young

    Financial Consultant

    Poughkeepsie,NY
  • Carlos Perez

    Partner, Aspire Financial Group

    Poughkeepsie,NY
  • Michael Spero

    Financial Consultant

    Poughkeepsie,NY
  • Michael Starego

    Financial Professional

    Poughkeepsie,NY
  • Gerald Stevenson

    Financial Consultant

    Poughkeepsie,NY
  • Robert Terry, CLU®, ChFC®

    Financial Consultant

    Poughkeepside,NY
  • Robert Thorburn

    Registered Representative

    Poughkeepsie,NY
  • John Vita III

    Partner, Beacon Light Financial Group

    Poughkeepsie,NY
  • Stephen Ashe

    Senior Vice President - East Region

    Rochester,NY
  • Adam Ayouch

    Financial Consultant

    Rochester,NY
  • Heather Barniak

    Financial Professional

    Rochester,NY
  • Daniel Bentz

    Financial Consultant

    Rochester,NY
  • Peggy Butkevitch

    Senior Manager

    Rochester,NY
  • Brett Caroselli, MBA, CFP®, CLU®

    Partner, Mapstone Veritas Financial Group

    Rochester,NY
  • Jamie Catalfamo

    Financial Consultant

    Rochester,NY
  • William Cummings

    Financial Professional

    Rochester,NY
  • Frederick Cyprys

    Managing Director of Cypress Financial Consultants

    Rochester,NY
  • Craig Danieluk

    Financial Consultant

    Rochester,NY
  • Kelly DeMay

    Vice President - East Region

    Rochester,NY
  • Justin DiBernardo

    Financial Professional

    Rochester,NY
  • Michelle DiRenzo, CFP®

    Financial Consultant

    Rochester,NY
  • Joseph Feeney

    Financial Consultant

    Rochester,NY
  • William Fiorica

    Financial Consultant

    Rochester,NY
  • Joseph Fox

    Financial Professional

    Rochester,NY
  • Jacob Gleason

    Financial Consultant

    Rochester,NY
  • Koen Goorman, ChFC®, CLU® , CFP®

    Partner, Mapstone Veritas Financial Group

    Rochester,NY
  • Richard Gruszewski

    Financial Professional

    Rochester,NY
  • Brett Holberg

    Financial Consultant

    Rochester,NY
  • Jeremy Krog, CFP®

    Partner, Mapstone Veritas Financial Group

    Rochester,NY
  • Joseph Mikiciuk

    Financial Professional

    Rochester,NY
  • Glenn Miller

    Financial Professional

    Rochester,NY
  • Peter Moore, CLU®

    Financial Professional

    Fairport,NY
  • Stefan Muoio

    Financial Professional

    Rochester,NY
  • Casey Murray

    Registered Representative

    Rochester,NY
  • Joseph Parks

    Financial Professional

    Rochester,NY
  • Benjamin Patrzalek

    Financial Professional

    Rochester,NY
  • Ashley Probst

    Financial Professional

    Rochester,NY
  • Nicholas Savas

    Vice President - East Region

    Rochester,NY
  • T. Kevin Sheehan

    Financial Professional

    Rochester,NY
  • Phillip Sheehan

    Partner, Mapstone Veritas Financial Group

    Rochester,NY
  • David Stoller, RPS

    Partner, Mapstone Veritas Financial Group

    Rochester,NY
  • Thomas Tarkowski, MBA,CFP®,CLU®

    Partner, Mapstone Veritas Financial Group

    Rochester,NY
  • Michael Tornatore

    Financial Consultant

    Rochester,NY
  • Arshia Zarei

    Registered Representative

    Rochester,NY
  • Brandon Barba

    Branch Controls Manager

    Syracuse,NY
  • Vincent Beals

    Registered Representative

    Syracuse,NY
  • Anna Bristol

    Financial Professional

    Syracuse,NY
  • Robert Burrows, ChFC®, CLU®

    Financial Consultant

    Syracuse,NY
  • Sabrina Cabrera

    Financial Professional

    Syracuse,NY
  • John Canino

    Financial Consultant

    Syracuse,NY
  • David Canino, ChFC®, CLU®

    Financial Consultant

    Syracuse,NY
  • George Chrisogonou, ChFC®, CLU®

    Financial Consultant

    Syracuse,NY
  • Kurt D’Angelo

    Financial Professional

    Syracuse,NY
  • Gillian DiMora

    Financial Professional

    Syracuse,NY
  • Gabrielle DiMora

    Financial Professional

    Syracuse,NY
  • Joseph A. DiMora, CLU®

    Executive Vice President - East Region

    Syracuse,NY
  • Christopher Donahue

    Registered Representative

    Syracuse,NY
  • Michael Fasulo

    Financial Professional

    Syracuse,NY
  • Michael Ferlenda

    Financial Professional

    Syracuse,NY
  • R. Andrew Hagen, CFP®

    Financial Consultant

    Syracuse,NY
  • Stephanie Harvey

    Financial Professional

    Syracuse,NY
  • Jeff Hazard

    Financial Professional

    New Hartford,NY
  • Richard F. Hazard, ChFC®, CLU®

    Financial Consultant

    New Hartford,NY
  • Alexander Henn

    Financial Consultant

    Syracuse,NY
  • Matthew Hoalcraft

    Financial Professional

    Syracuse,NY
  • John Hornbarger

    Financial Professional

    Syracuse,NY
  • Michael Leone

    Registered Representative

    Syracuse,NY
  • Michael Leonelli

    Financial Professional

    Syracuse,NY
  • Jeffrey Little

    Financial Professional

    Syracuse,NY
  • Larry Mantle

    Financial Consultant

    New Hartford,NY
  • Marcus McFee-Walters

    Financial Professional

    Syracuse,NY
  • Robert Miller

    Financial Professional

    Syracuse,NY
  • Lisa D. Miller, CFP®, CDFA™

    Registered Representative

    Syracuse,NY
  • Evan Moore

    Financial Professional

    Syracuse,NY
  • Timothy Morgan

    Financial Consultant

    Syracuse,NY
  • Diane Mowry

    Financial Professional

    Syracuse,NY
  • John Nanosky

    Financial Professional

    Syracuse,NY
  • Meghan Nugent

    Financial Professional

    Syracuse,NY
  • Mary O'Malley

    Financial Professional

    Syracuse,NY
  • Carrie Penoyer

    Registered Representative

    Syracuse,NY
  • Joseph J. Pishotti

    Financial Professional

    Syracuse,NY
  • Eileen Price

    Registered Representative

    Syracuse,NY
  • Samuel Reilly

    Financial Professional

    Syracuse,NY
  • Sean Richardson

    Financial Consultant

    Syracuse,NY
  • Gregory Ronneburger, CFP®

    Retirement Benefits Group - Vice President - East Region

    Syracuse,NY
  • Stephanie Ruffo

    Client Relations Manager

    Syracuse,NY
  • Peter Schneider

    Financial Professional

    Syracuse,NY
  • Charles Shaw

    Financial Professional

    Syracuse,NY
  • Kevin W. Shreve, CLU®, ChFC®

    Financial Advisor

    Ithaca,NY
  • Kamille Sorber

    Financial Consultant

    Syracuse,NY
  • Anthony Stevens

    Vice President - East Region

    Syracuse,NY
  • Jerry Sylvester

    Financial Professional

    Syracuse,NY
  • Adam Tartick, CFP®

    Financial Professional

    Syracuse,NY
  • Adam Underwood

    Financial Professional

    Syracuse,NY
  • David Walker, CFP®

    Financial Consultant

    Syracuse,NY
  • Andrew Whalen, ChFC®, CLU®

    Branch Asset Manager

    Syracuse,NY
  • Stephen Wisniewski, CRPC®

    Financial Professional

    Syracuse,NY
  • Brian Young

    Financial Professional

    Syracuse,NY
  • Joseph Barone

    Financial Professional

    Vestal,NY
  • Steven DeRiancho, CFP®

    Retirement Planning Specialist

    Clarks Summit,PA
  • Cory Driscoll

    Financial Professional

    Vestal,NY
  • Mark Meier

    Financial Professional

    Vestal,NY
  • Keenan Miller

    Vice President - East Region

    Vestal,NY
  • Kevin Reid

    Financial Professional

    Vestal,NY
  • Stephen Seltzer

    Financial Consultant

    Vestal,NY
  • Maxx VanVorce

    Financial Professional

    Vestal,NY
  • Brandon Walker

    Financial Consultant

    Vestal,NY
  • Paige Wilcox

    Financial Consultant

    Vestal,NY
  • Cameron Worthington

    Financial Professional

    Vestal,NY