Members

227 members

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

John Adamczuk
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

Gerard G. Antetomaso
Esq.
Gerard G. Antetomaso P.C.

Michael Argaman
CLU, ChFC, ChSNC
MassMutual

Catherine / Catie Arnold
CFP®
Whitney & Company

Janet A. Arnold
BTO
Steuben Trust Company

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

James R. Ayers
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 F. Barkley
Esq.
The Cicero Law Firm LLP

Joshua B Beisker
Senior Counsel
Underberg & Kessler LLP

Michael T. Belgiorno
Esq.
Belgiorno Law

Jacquelyn M Bell
CPA, PDMM
Jacquelyn M. Bell CPA, PLLC

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 Planning, Inc.

Ronald T. Bircher
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

Edward D. Bloom
Esq.
Harris Beach, PLLC

Lori Bonner
Trust Officer
Bank of America

Geoffrey Brougher
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

Marie C. Byrne
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

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

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
ESL Investment Services, LLC

Ralph J. Code, III
Esq.
Boylan Code LLP

Andrew L. Comins
CLU, ChFC, MSFS
Sagemark Consulting

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

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.
Boylan Code, LLP

Kyle M Dunn
CLU, PPC
Beltz, Ianni & Associates

Joseph Eckl
CPA, ASA
Empire Valuation Consultants

Amy K. Boyd, Ertel, Esq.
Canandaigua National Bank & Trust

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

Gregory T. Farrell
Howe & Rusling, Inc.

Jeffrey Feldman
CFP
Rochester Financial Services

Victoria C. Ferren
CFP
Sage Rutty & Company

David R. Ferris
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

Donald R. Fox
Esq.
Evans & Fox LLP

Matthew W. Geherin
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

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

Richard Gray
CPA
Gray Locey, CPA, P.C.

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

Paul J. Hurley
CTFA
Key Private Bank

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
Bonadio & Company, LLP

Cheryl B. Johnson
CFP, ChFC
Ameriprise Financial Services

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