Members

237 members

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RJ
Robert L. Jacobson
Esq.
Jacobson Law Firm, P.C.

Catherine Johnson
Catherine Johnson
CPA
Bonadio & Company, LLP

Cheryl B. Johnson
Cheryl B. Johnson
CFP, ChFC
Ameriprise Financial Services

MJ
Michael S. Johnson
CLU, ChFC
Sagemark Private Wealth Services

SK
Steven J Kane
CFP AIF
Heritage Financial Services, LLC

Gregory P Kausch
Gregory P Kausch
CLU, RICP
NPA Financial, LLC

DK
Denise Kelly-Dohse
CFP
Canandaigua National Bank & Trust

KK
Kevin D. Kinney
Trust Officer
Canandaigua National Bank & Trust Company

Victoria Kleehammer
Victoria Kleehammer
CPA
EFPR Group LLP

Mark E. Kluge
Mark E. Kluge
CLU®, CAP®, AEP®
BlueMark Advisors

Sandra L. Kobel
Sandra L. Kobel
CFP, CLU, ChFC
Kobel Financial Planning

JK
John L. Kramer
CFP
Ameriprise Financial Services

Kenneth R. Kraus
Kenneth R. Kraus
Esq.
Evans & Fox, LLP

Richard A. Kroll
Richard A. Kroll
Esq.
Kroll Law Firm, LLP

CK
Christopher T. Krutell
Esq.
Monroe County Surrogate's Court

Lorisa D. LaRocca
Lorisa D. LaRocca
Esq., JD
Woods Oviatt Gilman LLP

ML
Margaret Lavery
Esq.
Monroe County Surrogate's Court

Anthony T. Lee
Anthony T. Lee
Esq.
Harter Secrest & Emery LLP

Scott Lefebre
Scott Lefebre
CPA, PFS
Seneca Financial Advisors, LLC

GL
Graham Leonard
Esq.
Hodgson Ross LLP

RL
Rebecca M. Leusch
Trust Officer
Canandaigua National Bank & Trust

Traci Lewis
Traci Lewis
CFP®
OakWood Financial Services

JL
James F. Lieb
CTFA
Canandaigua National Bank & Trust Company

Jon I. Lindboom
Jon I. Lindboom
CFP
Exeter Trust Company

JL
Jason P. Livingston
Esq.
Pullano & Farrow PLLC

RM
Ray Macera
Trust Officer

RM
Russell J. Mandrino
Trust Officer
High Falls Advisors

Richard A. Marchese, Jr.
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP

NM
Nicole M. Marro
Esq.
Bond, Schoeneck & King, PLLC

AM
Anthony J. Mastrodonato
Esq.
Kaman, Berlove, Marafioti, Jacobstein & Goldman, LLP

Brian Mayeu
Brian Mayeu
CFP, CLU, ChFC,CASL, RICP
The Mayeu Financial Group

MM
Michael McConville
Esq.
McConville, Considine et.al.

SM
Stanley E. McCormack
CLU, ChFC, MSFS
McCormack and Jones

KM
Katherine V.A. McCurdy
Esq.

TM
Thomas McKay
CLU
Centra Financial Group, Inc.

EM
Ethan McKenney

Nancy A. McKinley
Nancy A. McKinley
Esq.
Lacy Katzen LLP

Michael R. McNaughton
Michael R. McNaughton
CFP®, CLU®, CLTC, AIF®
OakWood Financial Services

Annie McQuilken
Annie McQuilken
MS, CFP
Forever Financial Advisors, LLC

Karen Meerdink
Karen Meerdink
CPA
Ashford Advisors, LLC

RM
Richard J. Mengel
CPA
Mengel, Metzger, Barr & Co., LLP

Douglas K. Miller
Douglas K. Miller
CLU
Alliance Advisory Group Inc.

David B. Mirsky
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation

Elaine M. Moran
Elaine M. Moran
BTO
Bank of America Private Bank

Stewart R. Moscov
Stewart R. Moscov
CLU, ChFC
Heritage Financial Services, LLC

John A Mourer
John A Mourer
John A. Mourer, CPA

Send email

Timothy Muck
Timothy Muck
Esq.
Barclay Damon

Rita Nischal
Rita Nischal
Trust Officer, Esq.
Canandaigua National Bank & Trust

Nannette Nocon
Nannette Nocon
CFP, ChFC, CIMA, CLTC
Nocon and Associates / Ameriprise Financial

DN
Dale Nower
CES, CFP(R), MS, APMA(R)
Ameriprise Financial Services

KN
Kim Nugent
CFP(R)
Sage Rutty & Company, Inc.

RN
Rachelle Nuhfer
Esq.
Barclay Damon LLP

CN
CLE Board NY Courts

William O'Donnell
William O'Donnell
CFP
AVH Invest

KO
Kelly L. Odorisi
Esq.

Kelly L. Olczak
Kelly L. Olczak
CFP
LynnLeigh & Company, LLC

Donald J. Onimus
Donald J. Onimus
CPA
LPWolch, CPAs, P.C.

FO
Francis L. Ostrom, III
CFP
DKCB Financial Advisors, LLC

Bliss Owen
Bliss Owen
CPA
Gray Locey CPA, P.C.

Michael W. Palumbos
Michael W. Palumbos
CBEC, ChFC
Family Wealth and Legacy

AP
Andrew Parisian
CFP
Canandaigua National Bank & Trust

Victoria Chase Parker
Victoria Chase Parker
CFP, CDFA, CHSA, Paralegal
Sage Rutty & Company

Theresa S. Parker Duane
Theresa S. Parker Duane
The Rivers Organization

Send email

DP
Douglas E. Parker, III
CFP
Sage Rutty & Company

Francis Payne
Francis Payne
CLU, ChFC
Mass Mutual

AP
Audrey P. Peartree
Esq.
Harris Beach, PLLC

Alan J. Pecora
Alan J. Pecora
CPA, Esq.
Insero & Company, P.C.

TP
Timothy Pellittiere
Esq.
Pellittiere & Jonsson, PLLC

DP
Dale Pensgen
CFP
Independent Advisor

CP
Cathy Pereira

LP
Lisa Powers
Esq, JD
Harris Beach PLLC

Michael F. Pragel
Michael F. Pragel
CPA
Kasperski Dinan & Rink CPAs, LLC

Thomas Queri
Thomas Queri
ChFC
RDG Wealth Management, LLC

Larry H. Rabinowitz
Larry H. Rabinowitz
CPA/PFS, CFP, CTFA
Forte Capital LLC

JR
James W. Rahmlow
CPA
Mengel, Metzger, Barr & Co., LLP

ER
Elizabeth K. Randisi
Esq.
Weinstein & Randisi

SR
Saulbert F. Rasnick
AVP, CTFA
JP Morgan Chase Bank, Retired

LR
Leslie A. Rector
CISP
Exeter Trust Company

Thomas P. Rheinstein
Thomas P. Rheinstein
Esq.
Attorney at Law

Megan Rinaudo
Megan Rinaudo
CFP®
Thorley Wealth Management

Jacqueline Riorden
Jacqueline Riorden
CTFA, AEP, CEPS, RP
ESL Trust Services

YR
Yolanda Rios

Richard C. Rivers
Richard C. Rivers
CAE
The Rivers Organization

JR
JoAnn Roberts
CTFA
Canandaigua National Bank & Trust Company

Michael P. Robinson
Michael P. Robinson
JD
Law Office of Michael Robinson, P.C.

Lou Rossetti
Lou Rossetti
CTFA
Canandaigua National Bank & Trust

Stephen A. Rossi
Stephen A. Rossi
MBA, CFA, CFP
Canandaigua National Bank

JR
Joy Ryen Plotnik
Esq.
Canandaigua National Bank & Trust

BS
Bernard L. Salamone
Esq., CPA
Fischette & Salamone

AS
Anthony G. Sandonato
CPA., Esq.
Mengel, Metzger, Barr & Co., LLP

JS
James Saylor

KS
Karen Schaefer
Esq.
Lacy Katzen LLP

Daniel Schmitz
Daniel Schmitz
CFP®, CLTC, AIF®
OakWood Financial Services

James P. Schnell
James P. Schnell
CPA/ABV, CVA
Mengel Metzger Barr & Co LLP

RS
Russell K. Schwartzbeck
CLU, ChFC, CFP
Northwestern Mutual Financial Network

Jeremy P Sedelmeyer
Jeremy P Sedelmeyer
Esq.
Boylan Code LLP

Stephanie T. Seiffert
Stephanie T. Seiffert
Esq.
Nixon Peabody LLP

Eileen C. Semmler
Eileen C. Semmler
CPA, AEP
Bonadio & Co., LLP

Kevin Shiltz
Kevin Shiltz
CFP
Mapstone Veritas Financial Group

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