Members

229 members

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CPA, CFP
Mengel, Metzger, Barr & Co., LLP

MS, CFP
Crossbridge Financial Group, LLC

Amanda Carden Agins
Esq.
The Cicero Law Firm LLP

David E. Anderson
Esq.
Lacy Katzen LLP

Richard E. Anderson
CLU, ChFC, CASL, CFP, AEP, MSFS
Anderson & Associates Wealth Management

Esq.
Gerard G. Antetomaso P.C.

CLU, ChFC, ChSNC
MassMutual

CFP®
Whitney & Company

BTO
Steuben Trust Company

Esq.
Ronald J. Axelrod & Associates, P.C.

CLU, ChFC
Northwestern Mutual

Dustin Baker
CFP®, ChFC®, RICP®, CLU®
ESL Investment Services, LLC

Robert J. Baldes, Jr.
CLU, ChFC, AEP®
Wealth Strategies & Solutions, Ltd.

Megan Foster Barkley
Esq.
Canandaigua National Bank & Trust

Joshua B Beisker
Senior Counsel
Underberg & Kessler LLP

Esq.
Belgiorno Law

Jacquelyn M Bell
CPA, MBA
Jacquelyn M. Bell CPA, PLLC

CFP
Canadaigua National Bank & Trust

Esq.
Attorney and Counselor at Law

John K. Best
CLU, ChFC, Ed.D.
Retire In Time

Kevin Best
CFP, AEP®
BEST TIMES Financial Planning, Inc.

Esq.
Sutton, DeLeeuw, Clark & Darcy, PLLC

Mark Blakeney
CLU, ChFC, CASL, RICP
Financial Partners of Upstate NY

Jamie Block
CFP, CPA/PFS, CDFA
Mercer Advisors

Esq.
Harris Beach, PLLC

Trust Officer
Bank of America

Trust Officer/Esq.
Bank of America Private Bank

Christen C. Bruu
Esq.
Woods, Oviatt, Gilman LLP

Michael F. Buckley
Esq.
Boylan Code LLP

Brittany Buffington
CFP
Elevatus Wealth Management

Michael A. Burger
JD
Santiago Burger LLP

JD
J.P. Morgan Private Bank

Lynn M. Carleton
Trust Officer, AEP®
Tompkins Financial Advisors

Brett Caroselli
MBA, CFP, CLU
Mapstone Veritas Financial Group

Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company

CFP
Canandaigua National Bank & Trust Company

CPA
Armbruster Capital Management, Inc.

Charles R. Chapin
CPA
Gordon & Chodak, CPA's, P.C.

CPA
Freed Maxick CPAs, PC

Jill M. Cicero
Esq., AEP®
The Cicero Law Firm LLP

Esq.
Sutton, DeLeeuw, Clark & Darcy, PLLC

Barbara M. Clemons
CLU, ChFC, CFP, CASL, CTFA
ESL Investment Services, LLC

Esq.
Boylan Code LLP

CLU, ChFC, MSFS
Sagemark Consulting

CFP
Canandaigua National Bank & Trust

Vincent Dallo
CLU, CLTC, LUTFC
Kappan Financial, LLC

Robert P. Damico
MSFS, CLU, ChFC
R.P. Damcio & Associates Inc.

Jillian E. Dart
Esq., CTFA, AEP
Canandaigua National Bank & Trust

CPA/PFS
Davie Kaplan CPA, P.C.

CPA
Viele, Solimano, Swagler & Chapman CPA, PC

Alan D. Deuel
CLU ChFC MBA
Finger Lakes Financial Services, Inc.

Mario DiLuigi
CPA, AEP®
EFP Rotenberg LLP

Gina L. DiMonda
CTFA, CFP, AEP
Cobblestone Capital Advisors

Michelle DiRenzo
CFP, ChFC, CDFA
Mapstone Veritas Financial Group

Esq.
Bond, Schoeneck & King, PLLC

Diane K. Donnelly
Esq.
Wilmington Trust

CLU, PPC
Beltz, Ianni & Associates

Joseph Eckl
CPA, ASA
Empire Valuation Consultants

Canandaigua National Bank & Trust

Andrew John Fama
JD, MHA, AEP, MRFC
Fama Fiduciary Wealth LLC

Esq.
Wildstar Partners LLC

CLU, ChFC
Mass Mutual/Financial Architects

Howe & Rusling, Inc.

Jeffrey Feldman
CFP
Rochester Financial Services

Esq.
Harter, Secrest & Emery, LLP

Mary V. Fisher
Esq.
Bond, Shoeneck & King

Jason W. Fitzgerald
CFP®
Canandaigua National Bank & Trust Company

Scott A. Forsyth
Esq.
Forsyth & Forsyth

Esq.
Evans & Fox LLP

CLU, ChFC, CFBS, AEP®
MassMutual NYS

David Germano
CFP
Beltz Ianni & Associates

Ann L. Geyer
CPA
McDonald Cointot Crouse LLP, CPAs

R. Thompson Gilman
Esq., AEP®
Woods, Oviatt, Gilman LLP

Craig Gingerich
CFP®
Sage Rutty & Co

Alan M. Ginsberg
CLU, ChFC
AM Ginsberg Advisory Group

Esq.
Goldstein & LaBue

Koen M. Goorman
ChFC, CFP, CLU
Mapstone Veritas Financial Group

Esq.
Canandaigua National Bank & Trust

CPA
Allied Financial Partners

Andrea M. Gray
Law Office of Andrea M. Gray, PLLC
Richard Gray
CPA
Gray Locey CPA PLLC

Ramona Green
Trust Officer, CTFA
Canandaigua National Bank & Trust Company

James Guido
Trust Officer
Canandaigua National Bank & Trust Company

CLU, ChFC
Finger Lakes Financial Services, Inc.

CFP
Cooper/Haims Advisors, LLC

Doreen J. Haller
CFP, CRPC
Best Times Financial Planning, Inc.

CLU, ChFC, LUTCF
Independent Financial Partners

Trust Officer
Canandaigua National Bank & Trust Company

Esq.
Boylan Code LLP

CTFA
c/o Exeter Trust Company

Susan Herendeen
CFP®, AEP®
ESL Trust Services, LLC

Esq.
The Hichman Law Office, PLLC

Joseph C. Hurlimann
ChFC
Lincoln Financial Advisors

Sam Irvine
CFP®, CRPC®
Davie Kaplan Wealth Care Advisors

Esq.
Jacobson Law Firm, P.C.

Catherine Johnson
CPA
Bonadio & Company, LLP

Cheryl B. Johnson
CFP, ChFC
Ameriprise Financial Services

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