Members

237 members

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CPA
Fredericksen & Sirianni, LLP

CPA
Viele, Solimano, Swagler & Chapman, CPA PC

CLU, ChFC
New York Life

CLU
National Life Group

Esq.
JP Morgan Private Wealth Management

Luke Stuart
CFP
Montage Wealth Management

Norton Suda
CFP, ChFC
ESL Investment Services

Carol Sutter
CFP, ChFC
Ameriprise Financial Services

Ron Sutton
J.D., LL.M., CTFA
Attorney

Mary Szabat
CFP
Key Private Bank

Esq.
Morgenstern DeVoesick PLLC

Commonwealth

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

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

CLU, CFP
Northwestern Mutual Financial Network

Timothy J Veazey
CFP, CLU, ChFC
Lincoln Financial

CPA, AEP®
EFPR Group LLP

Justin L. Vigdor
Esq.
Bond Schnoeneck & King PLLC

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

JD
JP Morgan Private Wealth Management

Lorraine P. Wolch
CPA
LPWolch, CPA's, P.C.

CFP
Cobblestone Capital Advisors, LLC

CPA
DeJoy, Knauf & Blood, LLP

Aaron Young
MSPFP, CFP®, CRPC®, CHSA®, AIF®
Sage Rutty & Co.

Ryan Young
CFP, CLU, ChFC, CASL, RICP
The Mayeu Financial Group

JD, Esq.
Dutcher & Zatkowsky

Scott Zurat
CLU, ChFC, CFP, CASL, AEP, REBC, RHU, RICP
Northwestern Mutual

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