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231 members

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Ron Sutton
J.D., LL.M., CTFA
KeyBank National Association
Mary Szabat
CFP
Key Private Bank
Cheryl M. Taylor
Commonwealth
Jordan Tepfer
CPA
Mengel Metzger Barr & Co LLP
James P. Terwilliger
CFPR
Canandaigua National Bank & Trust Company
Elizabeth A. Thorley
MS, CFP®, CLU®, AIF®, AEP®
Thorley Wealth Management, Inc
Vincent J. Tomei III
CPA
EFP Rotenberg, LLP
Jeanette Townsend
CPA
Davie Kaplan CPA, P.C.
James Traylor
CLU, ChFC, ChSNC
Upstate Special Needs Planning
Charles A. Treviso
CPA PFS CFE
Yaeger Treviso & Associates, Inc.
Don H. Twietmeyer
Esq., CPA
Trevett Cristo
David G. Urban
CLU, CFP
Northwestern Mutual Financial Network
Timothy J Veazey
CFP, CLU, ChFC
Lincoln Financial
David P. Veniskey
CPA, AEP®
EFPR Group LLP
Justin L. Vigdor
Esq.
Bond Schnoeneck & King PLLC
Robert Scott Walker III
CFP, ChFC, RICP
ESL INVESTMENT SERVICES
Jefferson A. Webster
MSFS, ChFC, AEP®, CLTC
New York Financial Solutions
Jennifer N. Weidner
Esq.
Canandaigua National Bank & Trust Company
Christopher L Welker
CPA
Welker Mojsej & DelVecchio CPAs, LLC
Carroll G. Wert
CFP
Cobblestone Capital Advisors, LLC
Christopher White
JD
JP Morgan Private Wealth Management
Lauren F. Whiting
Nixon Peabody LLP
Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.
Tobin Woodruff
CFP
Cobblestone Capital Advisors, LLC
Kevin Woodworth
CPA
DeJoy, Knauf & Blood, LLP
Aaron Young
CFP®, CRPC®, CHSA®, AIF®
Sage Rutty & Co.
Ryan Young
CFP, CLU, ChFC, CASL, RICP
The Mayeu Financial Group
Miles Zatkowsky
JD, Esq.
Dutcher & Zatkowsky
Alan R. Ziegler
CEBS, CLU, ChFC
Futures Funding Corp.
Scott Zurat
CLU, ChFC, CFP, CASL, AEP, REBC, RHU, RICP
Northwestern Mutual

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