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About
About Us
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Documents
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Events
Events Calendar
Past Events
Meeting Handouts
Directory
Membership Directory
Leadership
Executive Committee
Past Presidents
Membership
Membership Benefits - Local
Member Benefits - National
Application
Membership Renewal
News
Videos - Members Only
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2023 Sponsors
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Contact
MEMBER LOGIN
Members
236 members
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First Name
Last Name
Designation
Company
City
Zip Code
Search results
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
CPA
EFPR Group LLP
Mark E. Kluge
CLU®,CAP®, AEP®, BFA™
BlueMark Advisors
Sandra L. Kobel
CFP, CLU, ChFC
Kobel Financial Planning
JK
John L. Kramer
CFP
Ameriprise Financial Services
Kenneth R. Kraus
Esq.
Evans & Fox, LLP
Richard A. Kroll
Esq.
Kroll Law Firm, LLP
CK
Christopher T. Krutell
Esq.
Monroe County Surrogate's Court
JL
Jerry W. Lack
Lorisa D. LaRocca
Esq., JD
Woods Oviatt Gilman LLP
ML
Margaret Lavery
Esq.
Monroe County Surrogate's Court
Anthony T. Lee
Esq.
Harter Secrest & Emery LLP
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
CFP®, AIF®
OakWood Financial Services
James F. Lieb
CTFA
Canandaigua National Bank & Trust Company
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.
Esq.
Woods, Oviatt, Gilman LLP
EM
Elizabeth W. Marks
Thorley Wealth Management, Inc.
NM
Nicole Marro
Esq.
Torres Law Office, P.C.
AM
Anthony J. Mastrodonato
Esq.
Kaman, Berlove, Marafioti, Jacobstein & Goldman, LLP
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
Esq.
Lacy Katzen LLP
Michael R. McNaughton
CFP®, CPWA®, CLU®, CLTC, AIF®
OakWood Financial Services
Karen Meerdink
CPA
Ashford Advisors, LLC
RM
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
DN
Dale Nower
CES, CFP(R), MS, APMA(R)
Ameriprise Financial Services
KN
Kim Nugent
CFP(R), AIF(R)
Sage Rutty & Company, Inc.
RN
Rachelle Nuhfer
Esq.
Barclay Damon LLP
CN
CLE Board NY Courts
William O'Donnell
CFP
AVH Invest
KO
Kelly L. Odorisi
Esq.
Kelly L. Olczak
CFP
LynnLeigh & Company, LLC
Donald J. Onimus
CPA
LPWolch, CPAs, P.C.
FO
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
AP
Andrew Parisian
CFP
Canandaigua National Bank & Trust
Theresa S. Parker Duane
The Rivers Organization
Send email
DP
Douglas E. Parker, III
CFP
Sage Rutty & Company
Francis Payne
CLU, ChFC
Mass Mutual
AP
Audrey P. Peartree
Esq.
Harris Beach, PLLC
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
KP
Kay Pfleghardt
CFP
Family Wealth & Legacy
EP
Elana Phillips
CLU
Anderson & Associates Wealth Management
LP
Lisa Powers
Esq, JD
Harris Beach PLLC
Thomas Queri
ChFC
RDG Wealth Management, LLC
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
Esq.
Attorney at Law
Megan Rinaudo
CFP®
Thorley Wealth Management
Jacqueline Riorden
CTFA, AEP, CEPS, RP
ESL Trust Services
YR
Yolanda Rios
Richard C. Rivers
CAE
The Rivers Organization
JR
JoAnn Roberts
CTFA
Canandaigua National Bank & Trust Company
Michael P. Robinson
JD
Law Office of Michael Robinson, P.C.
Lou Rossetti
CTFA
Canandaigua National Bank & Trust
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
CFP®, CLTC, AIF®
OakWood Financial Services
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
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
WS
William T. Sirianni
CPA
Fredericksen & Sirianni, LLP
SS
Steven J Solimano
CPA
Viele, Solimano, Swagler & Chapman, CPA PC
JS
Jonathan J. Spacher
CLU, ChFC
New York Life
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