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Home
Home
Login
About
About Us
Bylaws
Documents
Links
NAEPC News
Events
Events Calendar
Past Events
Meeting Handouts
Directory
Membership Directory
Leadership
Executive Committee
Past Presidents
Membership
Membership Benefits - Local
Member Benefits - National
Application
Membership Renewal
News
Videos - Members Only
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2023 Sponsors
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Contact
MEMBER LOGIN
Members
245 members
Search criteria
First Name
Last Name
Designation
Company
City
Zip Code
Search results
JA
Janet A. A Arnold
CTFA
Community Bank NA
GA
Genie Ackerly
CPA, CFP
JA
John Adamczuk
MS, CFP
Crossbridge Financial Group, LLC
Amanda C. 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
GA
Gerard G. Antetomaso
Esq.
Gerard G. Antetomaso P.C.
MA
Michael Argaman
CLU, ChFC, ChSNC
MassMutual
CA
Catherine / Catie Arnold
CFP®
Whitney & Company
RA
Ronald J. Axelrod
Esq.
Ronald J. Axelrod & Associates, P.C.
JA
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
MB
Michael T. Belgiorno
Esq.
Belgiorno Law
Jacquelyn M Bell
CPA, MBA
Jacquelyn M. Bell CPA, PLLC
TB
Thomas W. Benner
CFP
Canadaigua National Bank & Trust
JB
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
RB
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
EB
Edward D. Bloom
Esq.
Harris Beach, PLLC
LB
Lori Bonner
Trust Officer
Bank of America
NB
Nancy E. Bowes
CFP
Geoffrey Brougher
Trust Officer/Esq.
Bank of America Private Bank
PB
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
JD
Santiago Burger LLP
MB
Marie C. Byrne
JD
J.P. Morgan Private Bank
Lynn M. Carleton
CTFA, CSNP, AEP
Key Private Bank
Brett Caroselli
MBA, CFP, CLU
Mapstone Veritas Financial Group
BC
Benjamin J. Casilio
Esq
Boylan Code LLP
Maria E. Caton
CFP®, ChSNC, AAMS®
Canandaigua National Bank & Trust Company
DC
Donna L. Cator
CFP
Canandaigua National Bank & Trust Company
CC
Christopher Cebula
CPA
Armbruster Capital Management, Inc.
Charles R. Chapin
CPA
Gordon & Chodak, CPA's, P.C.
TC
Thomas R. Chiavetta
CPA
Freed Maxick CPAs, PC
CC
Christopher S. Ciaccio
Esq
Monroe County Surrogate Court
Send email
Jill M. Cicero
Esq., AEP®
The Cicero Law Firm LLP
RC
Rae A. Clark, Jr.
Esq.
Sutton, DeLeeuw, Clark & Darcy, PLLC
Barbara M. Clemons
CLU, ChFC, CFP, CASL, CTFA, AEP
ESL Investment Services, LLC
RC
Ralph J. Code, III
Esq.
Boylan Code LLP
AC
Andrew L. Comins
CLU, ChFC, MSFS
Sagemark Consulting
CC
Charles G. Cox
CFP
Canandaigua National Bank & Trust
DD
David D'Ambrosio
CFP
Karpus Investment Management
Vincent Dallo
CLU, ChFC, CLTC, LUTCF
Kappan Financial, LLC
Robert P. Damico
MSFS, CLU, ChFC
R.P. Damcio & Associates Inc.
Jillian E. Dart
Esq., CTFA, AEP
Canandaigua National Bank & Trust
GD
Gary A. DeBellis
CPA/PFS
Davie Kaplan CPA, P.C.
JD
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
CD
Cressida A. Dixon
Esq.
Bond, Schoeneck & King, PLLC
Diane K. Donnelly
Esq.
Wilmington Trust
KD
Kyle M Dunn
CLU, PPC
Beltz, Ianni & Associates
Joseph Eckl
CPA, ASA
Empire Valuation Consultants
AE
Amy K. Boyd, Ertel, Esq.
Canandaigua National Bank & Trust
Andrew John Fama
JD, MHA, AEP, MRFC
Fama Fiduciary Wealth LLC
TF
Thomas M. Farace
Esq.
Wildstar Partners LLC
GF
Georg Farrak
CLU, ChFC
Mass Mutual/Financial Architects
GF
Gregory T. Farrell
Howe & Rusling, Inc.
Jeffrey Feldman
CFP
DF
David R. Ferris
Esq.
Harter, Secrest & Emery, LLP
Jason W. Fitzgerald
CFP®
Canandaigua National Bank & Trust Company
Scott A. Forsyth
Esq.
Forsyth & Forsyth
DF
Donald R. Fox
Esq.
Evans & Fox LLP
MG
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
LG
Lawrence I. Goldstein
Esq.
Goldstein & LaBue
Koen M. Goorman
ChFC, CFP, CLU
Mapstone Veritas Financial Group
HG
Howard J. Gordon
Esq.
Canandaigua National Bank & Trust
JG
Janet L. Graves
CPA
Allied Financial Partners
Andrea M. Gray
Law Office of Andrea M. Gray, PLLC
Send email
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
DG
David F. Gwynn
CLU, ChFC
Finger Lakes Financial Services, Inc.
JH
Jared Haims
CFP
Cooper/Haims Advisors, LLC
Doreen J. Haller
CFP, CRPC
Best Times Financial Planning, Inc.
RH
Robert L. Hartnett
CLU, ChFC, LUTCF
Independent Financial Partners
RH
Richard H. Hawks, Jr.
Trust Officer
Canandaigua National Bank & Trust Company
WH
Warren H. Heilbronner
Esq.
Boylan Code LLP
MH
Megan Henry
CTFA
c/o Exeter Trust Company
Susan Herendeen
CFP®, AEP®
ESL Trust Services, LLC
DH
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
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