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231 members

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Robert L. Jacobson
Esq.
Jacobson Law Firm, P.C.
Catherine Johnson
CPA
Bonadio & Company, LLP
Cheryl B. Johnson
CFP, ChFC
Ameriprise Financial Services
Michael S. Johnson
CLU, ChFC
Sagemark Private Wealth Services
Steven J Kane
CFP AIF
Heritage Financial Services, LLC
Gregory P Kausch
CLU, RICP
NPA Financial, LLC
Matthew Keenan
CFP
Mapstone Veritas Financial Group
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®
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
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.
Harter Secrest & Emery LLP
Rebecca M. Leusch
Trust Officer
Canandaigua National Bank & Trust
James F. Lieb
CTFA
Canandaigua National Bank & Trust Company
Jon I. Lindboom
CFP
Exeter Trust Company
Jason P. Livingston
Esq.
Pullano & Farrow PLLC
Lori Locey
CPA
Gray Locey CPA PC
Ray Macera
Trust Officer
Russell J. Mandrino
Trust Officer
High Falls Advisors
Richard A. Marchese, Jr.
Esq.
Woods, Oviatt, Gilman LLP
Nicole M. Marro
Esq.
Bond, Schoeneck & King, PLLC
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.
Weinstein and Randisi
Thomas McKay
CLU
Centra Financial Group, Inc.
Nancy A. McKinley
Esq.
Lacy Katzen LLP
Michael R. McNaughton
CFP®, CLU®, CLTC, AIF®
OakWood Financial Services
Annie McQuilken
MS, CFP
Forever Financial Advisors, LLC
Richard J. Mengel
CPA
Mengel, Metzger, Barr & Co., LLP
Mark Mercer
CPA
Davie Kaplan, CPA, P.C.
Douglas K. Miller
CLU
Alliance Advisory Group Inc.
David B. Mirsky
CPA/PFS, CFP, CMA
Mirsky Financial Management Corporation
Elaine Moran
BTO
US Trust Bank of American
Stewart R. Moscov
CLU, ChFC
Heritage Financial Services, LLC
Timothy Muck
Esq.
Barclay Damon
Rita Nischal
Trust Officer, Esq.
Canandaigua National Bank & Trust
Catherine Noble
CTFA, AEP®
Canandaigua National Bank & Trust Company
Nannette Nocon
CFP, ChFC, CIMA, CLTC
Nocon and Associates
Dale Nower
CES, CFP(R), MS, APMA(R)
Ameriprise Financial Services
Kim Nugent
CFP(R)
Sage Rutty & Company, Inc.
Rachelle Nuhfer
Esq.
Barclay Damon LLP
William O'Donnell
CFP
AVH Invest
Kelly L. Odorisi
Esq.
Kenney Shelton Liptak Nowak LLP
Kelly L. Olczak
CFP
LynnLeigh & Company, LLC
Donald J. Onimus
CPA
LPWolch, CPAs, P.C.
Francis L. Ostrom, III
CFP
DKCB Financial Advisors, LLC
Bliss Owen
CPA
Gray Locey CPA, P.C.
Michael W. Palumbos
CBEC, ChFC
Family Wealth and Legacy
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
Kay Pfleghardt
CFP
Family Wealth & Legacy
Lisa Powers
Esq, JD
Harris Beach PLLC
Michael F. Pragel
CPA
Kasperski Dinan & Rink CPAs, LLC
Thomas Queri
ChFC
Financial Partners of Upstate NY
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
Jacqueline Riorden
CTFA, AEP, CEPS, RP
ESL Trust Services
Richard C. Rivers
CAE
The Rivers Organization
JoAnn Roberts
CTFA
Canandaigua National Bank & Trust Company
Michael P. Robinson
JD
Law Office of Michael Robinson, P.C.
Lou Rossetti
BTO
Canandaigua National Bank & Trust
Stephen A. Rossi
MBA, CFA, CFP
Canandaigua National Bank
Joy Ryen Plotnik
Esq.
Genesee Valley Trust Company
Bernard L. Salamone
Esq., CPA
Fischette & Salamone
Anthony G. Sandonato
CPA., Esq.
Mengel, Metzger, Barr & Co., LLP
Karen  Schaefer
Esq.
Lacy Katzen LLP
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
William T. Sirianni
CPA
Fredericksen & Sirianni, LLP
Steven Solimano
CPA
Viele, Solimano & Swagler, CPA PC
Jonathan J. Spacher
CLU, ChFC
New York Life
David Stein
CLU
National Life Group
Nadja C. Steve
Esq.
JP Morgan Private Wealth Management
Luke Stuart
CFP
Centra Financial Group
Norton Suda
CFP, ChFC
ESL Investment Services
Carol Sutter
CFP, ChFC
Ameriprise Financial Services

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