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231 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
The Greater New York Group
Dustin Baker
CFP®, ChFC®, RICP®, CLU®
ESL Wealth Management
Robert J. Baldes, Jr.
CLU, ChFC, AEP®
Wealth Strategies & Solutions, Ltd.
Megan F. Barkley
Esq.
The Cicero Law Firm LLP
Elizabeth A. Barrett
CPA, PFS, CFP
APEX Advisers, LLC
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
Jamie Block
CFP, CPA/PFS, CDFA
Mercer Advisors
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
Halleran Financial Group
Michael A. Burger
JD
Santiago Burger LLP
Marie C. Byrne
JD
J.P. Morgan Private Bank
Louis J. Camarella, Jr.
CPA/ABV, ASA
EFP Rotenberg LLP
Lynn M. Carleton
Trust Officer, AEP®
Tompkins Financial Advisors
Brett Caroselli
MBA, CFP, CLU
Mapstone Veritas
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.
James Cerone
CLU, ChFC
Centra Financial Group, 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
John T. Fitzgerald, Jr.
Esq.
Nixon Peabody LLP
Scott A. Forsyth
Esq.
Forsyth & Forsyth
Donald R. Fox
Esq.
Evans & Fox LLP
Matthew W. Geherin
CLU, ChFC, CFBS, AEP®
Financial Architects
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
DeJoy, Knauf & Blood LLP
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.
Joan M. Halstead
CLU, ChFC, REBC
Halstead Financial Associates
Robert L. Hartnett
CLU, ChFC, LUTCF
Independent Financial Partners
Richard H. Hawks, Jr.
Trust Officer
Canandaigua National Bank & Trust Company
Timothy M. Hayes
CFP
Landmark Financial Advisory Services, LLC
Warren H. Heilbronner
Esq.
Boylan Code LLP
Megan Henry
CTFA
Exeter Trust Company
Susan Herendeen
CFP®, AEP®
ESL Trust Services, LLC
Paul J. Hurley
CTFA
Key Private Bank
Joseph C. Hurlimann
ChFC
Lincoln Financial Advisors
Sam Irvine
CFP, CRCP
Davie Kaplan Wealth Care Advisors

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