Members

236 members

First Name

Last Name

Designation

Company

City

Zip Code

Janet A. A Arnold

CTFA

Community Bank NA

Genie Ackerly

CPA, CFP

Amanda C. Agins

Esq.

The Cicero Law Firm LLP

Richard E. Anderson

CLU, ChFC, CASL, CFP, AEP, MSFS

Anderson & Associates Wealth Management

Gerard G. Antetomaso

Esq.

Gerard G. Antetomaso P.C.

Michael Argaman

CLU, ChFC, ChSNC

MassMutual

Catherine / Catie Arnold

CFP®

Whitney & Company

Ronald J. Axelrod

Esq.

Ronald J. Axelrod & Associates, P.C.

James R. Ayers

CLU, ChFC

Northwestern Mutual

Dustin Baker

CFP®, EA, ChFC®, RICP®, CLU®

Canandaigua National Bank and Trust

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

Michael T. Belgiorno

Esq.

Belgiorno Law

Thomas W. Benner

CFP

Canadaigua National Bank & Trust

John E. Bernacki, Jr.

Esq.

Attorney and Counselor at Law

John K. Best

CLU, ChFC, Ed.D.

Retire In Time

Kevin Best

CFP, AEP®

Best Times Financial

Ronald T. Bircher

Esq.

Sutton, DeLeeuw, Clark & Darcy, PLLC

Mark Blakeney

CLU, ChFC, CASL, RICP

Financial Partners of Upstate NY

Jamie Block

AEP, CFP, CPA/PFS, CDFA

Mercer Advisors

Edward D. Bloom

Esq.

Harris Beach, PLLC

Lori Bonner

Trust Officer

Bank of America

Nancy E. Bowes

CFP

Geoffrey Brougher

Trust Officer/Esq.

Bank of America Private Bank

Phillip W Brown

Christen C. Bruu

Esq.

Woods, Oviatt, Gilman LLP

Michael F. Buckley

Esq.

Boylan Code LLP

Brittany Buffington

CFP

Elevatus Wealth Management

Michael A. Burger

Santiago Burger LLP

Marie C. Byrne

J.P. Morgan Private Bank

Lynn M. Carleton

CTFA, CSNP, AEP

Key Private Bank

Brett Caroselli

MBA, CFP, CLU

Mapstone Veritas Financial Group

Benjamin J. Casilio

Esq

Boylan Code LLP

Maria E. Caton

CFP®, ChSNC, AAMS®

Canandaigua National Bank & Trust Company

Donna L. Cator

CFP

Canandaigua National Bank & Trust Company

Christopher Cebula

CPA

Armbruster Capital Management, Inc.

Charles R. Chapin

CPA

Gordon & Chodak, CPA's, P.C.

Thomas R. Chiavetta

CPA

Freed Maxick CPAs, PC

Christopher S. Ciaccio

Esq

Monroe County Surrogate Court

Send email

Jill M. Cicero

Esq., AEP®

The Cicero Law Firm LLP

Rae A. Clark, Jr.

Esq.

Sutton, DeLeeuw, Clark & Darcy, PLLC

Barbara M. Clemons

CLU, ChFC, CFP, CASL, CTFA, AEP

ESL Investment Services, LLC

Ralph J. Code, III

Esq.

Boylan Code LLP

Andrew L. Comins

CLU, ChFC, MSFS

Sagemark Consulting

Charles G. Cox

CFP

Canandaigua National Bank & Trust

David D'Ambrosio

CFP

Karpus Investment Management

Vincent Dallo

CLU, ChFC, CLTC, LUTCF

Kappan Financial, LLC

Jillian E. Dart

Esq., CTFA, AEP

Canandaigua National Bank & Trust

Gary A. DeBellis

CPA/PFS

Davie Kaplan CPA, P.C.

Janet M. Desiato

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

Cressida A. Dixon

Esq.

Bond, Schoeneck & King, PLLC

Diane K. Donnelly

Esq.

Wilmington Trust

Kyle M Dunn

CLU, PPC

Beltz, Ianni & Associates

Joseph Eckl

CPA, ASA

Empire Valuation Consultants

Andrew John Fama

JD, MHA, AEP, MRFC

Fama Fiduciary Wealth LLC

Thomas M. Farace

Esq.

Wildstar Partners LLC

Georg Farrak

CLU, ChFC

Mass Mutual/Financial Architects

Jeffrey Feldman

CFP

David R. Ferris

Esq.

Harter, Secrest & Emery, LLP

Jason W. Fitzgerald

CFP®

Canandaigua National Bank & Trust Company

Scott A. Forsyth

Esq.

Forsyth & Forsyth

Donald R. Fox

Esq.

Evans & Fox LLP

Matthew W. Geherin

CLU, ChFC, CFBS, AEP®

Vision Financial Group

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

Lawrence I. Goldstein

Esq.

Goldstein & LaBue

Koen M. Goorman

ChFC, CFP, CLU

Mapstone Veritas Financial Group

Howard J. Gordon

Esq.

Canandaigua National Bank & Trust

Janet L. Graves

CPA

Allied Financial Partners

Andrea M. Gray

Law Office of Andrea M. Gray, PLLC

Send email

Ramona Green

Trust Officer, CTFA

Canandaigua National Bank & Trust Company

James Guido

Trust Officer

Canandaigua National Bank & Trust Company

David F. Gwynn

CLU, ChFC

Finger Lakes Financial Services, Inc.

Jared Haims

CFP

Cooper/Haims Advisors, LLC

Doreen J. Haller

CFP, CRPC

Best Times Financial Planning, Inc.

Robert L. Hartnett

CLU, ChFC, LUTCF

Independent Financial Partners

Richard H. Hawks, Jr.

Trust Officer

Canandaigua National Bank & Trust Company

Warren H. Heilbronner

Esq.

Boylan Code LLP

Megan Henry

CTFA

c/o Exeter Trust Company

Susan Herendeen

CFP®, AEP®

ESL Trust Services, LLC

Donna J. Hichman

Esq.

The Hichman Law Office, PLLC

Douglas R Hilfiker

Senior Financial Consultant

Manning & Napier

John Howe-Wemett

CFP, MS

Generation Capital Management

Send email

Paul J. Hurley

CTFA

Joseph C. Hurlimann

ChFC

Lincoln Financial Advisors

Sam Irvine

CFP®, CRPC®

Davie Kaplan Wealth Care Advisors

Robert L. Jacobson

Esq.

Jacobson Law Firm, P.C.

Catherine Johnson

CPA, AEP

Bonadio & Company, LLP

Cheryl B. Johnson

CFP, ChFC

Ameriprise Financial Services

Michael S. Johnson

CLU, ChFC

Sagemark Private Wealth Services

Steven J Kane

CFP AIF

Heritage Financial Services, LLC

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