Vicki Dynarski

Head Of Operations – Western NY

Raymond Pavicich

Financial Planning Specialist

Tera Dileo

Head Of HR & Firm Culture

James Lloyd

Head Of Marketing

Rachel Costanzo

Graphic Designer And Marketing Specialist

Timothy M. Keller

Managing Director

Brady M. Haupt

Financial Services Professional

Ja Smith

Financial Planner

Katherine McLernon

Financial Services Professional

Kyle Mattern

Financial Services Professional

Stephen Blass

Financial Service Professional

Brendan Gawel

Investment Advisor Representative

Jonathan Hoffman

Financial Advisor

Martin Steck

Financial Advisor

Alex Wenke

Financial Advisor