Members

236 members

First Name

Last Name

Designation

Company

City

Zip Code

Gregory P Kausch

CLU, RICP

NPA Financial, LLC

Denise Kelly-Dohse

CFP

Canandaigua National Bank & Trust

Kevin D. Kinney

Trust Officer

Canandaigua National Bank & Trust Company

Victoria Kleehammer

CPA

EFPR Group LLP

Mark E. Kluge

CLU®,CAP®, AEP®, BFA™

BlueMark Advisors

Sandra L. Kobel

CFP, CLU, ChFC

Kobel Financial Planning

John L. Kramer

CFP

Ameriprise Financial Services

Kenneth R. Kraus

Esq.

Evans & Fox, LLP

Richard A. Kroll

Esq.

Kroll Law Firm, LLP

Christopher T. Krutell

Esq.

Monroe County Surrogate's Court

Jerry W. Lack

Lorisa D. LaRocca

Esq., JD

Woods Oviatt Gilman LLP

Margaret Lavery

Esq.

Monroe County Surrogate's Court

Anthony T. Lee

Esq.

Harter Secrest & Emery LLP

Scott Lefebre

CPA, PFS

Seneca Financial Advisors, LLC

Graham Leonard

Esq.

Hodgson Ross LLP

Rebecca M. Leusch

Trust Officer

Canandaigua National Bank & Trust

Traci Lewis

CFP®, AIF®

OakWood Financial Services

James F. Lieb

CTFA

Canandaigua National Bank & Trust Company

Jon I. Lindboom

CFP

Exeter Trust Company

Jason P. Livingston

Esq.

Pullano & Farrow PLLC

Ray Macera

Trust Officer

Russell J. Mandrino

Trust Officer

High Falls Advisors

Richard A. Marchese, Jr.

Esq.

Woods, Oviatt, Gilman LLP

Elizabeth W. Marks

Thorley Wealth Management, Inc.

Nicole Marro

Esq.

Torres Law Office, P.C.

Anthony J. Mastrodonato

Esq.

Kaman, Berlove, Marafioti, Jacobstein & Goldman, LLP

Brian Mayeu

CFP, CLU, ChFC,CASL, RICP

The Mayeu Financial Group

Michael McConville

Esq.

McConville, Considine et.al.

Stanley E. McCormack

CLU, ChFC, MSFS

McCormack and Jones

Katherine V.A. McCurdy

Esq.

Thomas McKay

CLU

Centra Financial Group, Inc.

Ethan McKenney

Nancy A. McKinley

Esq.

Lacy Katzen LLP

Michael R. McNaughton

CFP®, CPWA®, CLU®, CLTC, AIF®

OakWood Financial Services

Karen Meerdink

CPA

Ashford Advisors, LLC

Richard J. Mengel

CPA

Mengel, Metzger, Barr & Co., LLP

Jessica N Millan

CFP

Edward Jones

Send email

Douglas K. Miller

CLU

Alliance Advisory Group Inc.

David B. Mirsky

CPA/PFS, CFP, CMA

Mirsky Financial Management Corporation

Elaine M. Moran

BTO

Bank of America Private Bank

Stewart R. Moscov

CLU, ChFC

Heritage Financial Services, LLC

John A Mourer

John A. Mourer, CPA

Send email

Timothy Muck

Esq.

Barclay Damon

Rita Nischal

Trust Officer, Esq.

Canandaigua National Bank & Trust

Nannette Nocon

CFP, ChFC, CIMA, CLTC

Nocon and Associates / Ameriprise Financial

Dale Nower

CES, CFP(R), MS, APMA(R)

Ameriprise Financial Services

Kim Nugent

CFP(R), AIF(R)

Sage Rutty & Company, Inc.

Rachelle Nuhfer

Esq.

Barclay Damon LLP

CLE Board NY Courts

William O'Donnell

CFP

AVH Invest

Kelly L. Odorisi

Esq.

Kelly L. Olczak

CFP

LynnLeigh & Company, LLC

Donald J. Onimus

CPA

LPWolch, CPAs, P.C.

Francis L. Ostrom, III

CFP

Davie Kaplan Wealth Care Advisors, LLC

Bliss Owen

CPA

Gray Locey CPA, PLLC

Michael W. Palumbos

CBEC, ChFC

Family Wealth and Legacy

Andrew Parisian

CFP

Canandaigua National Bank & Trust

Theresa S. Parker Duane

The Rivers Organization

Send email

Douglas E. Parker, III

CFP

Sage Rutty & Company

Francis Payne

CLU, ChFC

Mass Mutual

Audrey P. Peartree

Esq.

Harris Beach, PLLC

Alan J. Pecora

CPA, Esq.

Insero & Company, P.C.

Timothy Pellittiere

Esq.

Pellittiere & Jonsson, PLLC

Dale Pensgen

CFP

Independent Advisor

Cathy Pereira

Kay Pfleghardt

CFP

Family Wealth & Legacy

Elana Phillips

CLU

Anderson & Associates Wealth Management

Lisa Powers

Esq, JD

Harris Beach PLLC

Thomas Queri

ChFC

RDG Wealth Management, LLC

Larry H. Rabinowitz

CPA/PFS, CFP, CTFA

Forte Capital LLC

James W. Rahmlow

CPA

Mengel, Metzger, Barr & Co., LLP

Elizabeth K. Randisi

Esq.

Weinstein & Randisi

Saulbert F. Rasnick

AVP, CTFA

JP Morgan Chase Bank, Retired

Leslie A. Rector

CISP

Exeter Trust Company

Thomas P. Rheinstein

Esq.

Attorney at Law

Megan Rinaudo

CFP®

Thorley Wealth Management

Jacqueline Riorden

CTFA, AEP, CEPS, RP

ESL Trust Services

Yolanda Rios

Richard C. Rivers

CAE

The Rivers Organization

JoAnn Roberts

CTFA

Canandaigua National Bank & Trust Company

Michael P. Robinson

Law Office of Michael Robinson, P.C.

Lou Rossetti

CTFA

Canandaigua National Bank & Trust

Stephen A. Rossi

MBA, CFA, CFP

Canandaigua National Bank

Joy Ryen Plotnik

Esq.

Canandaigua National Bank & Trust

Bernard L. Salamone

Esq., CPA

Fischette & Salamone

Anthony G. Sandonato

CPA., Esq.

Mengel, Metzger, Barr & Co., LLP

James Saylor

Karen Schaefer

Esq.

Lacy Katzen LLP

Daniel Schmitz

CFP®, CLTC, AIF®

OakWood Financial Services

James P. Schnell

CPA/ABV, CVA

Mengel Metzger Barr & Co LLP

Russell K. Schwartzbeck

CLU, ChFC, CFP

Northwestern Mutual Financial Network

Jeremy P Sedelmeyer

Esq.

Boylan Code LLP

Stephanie T. Seiffert

Esq.

Nixon Peabody LLP

Eileen C. Semmler

CPA, AEP

Bonadio & Co., LLP

Kevin Shiltz

CFP

Mapstone Veritas Financial Group

William T. Sirianni

CPA

Fredericksen & Sirianni, LLP

Steven J Solimano

CPA

Viele, Solimano, Swagler & Chapman, CPA PC

Jonathan J. Spacher

CLU, ChFC

New York Life

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