Broker Check

(716) 837-3335

Meet Our Team

Client Centered

Client Centered

We have over 50 financial advisors throughout Western New York available to help you on your financial journey. Whether you are looking to save for retirement, plan for college, or just get more organized with your finances, our advisors can help.

Learn more about them below and contact us today to set up a no-obligation consultation. 

Find a Financial Advisor

  • Angela Albanese
  • Austin Willison
  • Chris Elias
  • Christopher Moribella
  • Corey Malstrom, CFP®
  • David Chua
  • David Constantino
  • Donald Tiburzi, CRC®
  • Duane Pusch
  • Erin Walsh
  • Frank Pelosi
  • George Harris, CFP®
  • Gerald Lewandowski, CFP®
  • Gwendolyn Bork
  • Jake Denz, CFP®
  • James Cecchini II,CFP®, CRC®
  • James Miller, CFP®
  • Jeffrey Ott
  • Jeffrey D. Kney, CRC®
  • Jeffrey M. Kney, CFP®, CRC®
  • Jennifer Grisanti
  • Jessica Bluff
  • John Parkes
  • John Scioli, CRC®
  • Joseph Degnan
  • Joshua Denz
  • Kamala Manchigiah, CRC®
  • Lee Kroening, CFP®
  • Marc Panaro
  • Mark Conomos, CFP®
  • Mary MacLefko
  • Matt Mullin, CFP®
  • Matthew Hausmann
  • Melissa Myers
  • Michael Nelligan
  • Michael Mehltretter
  • Michael Constantino, Sr.
  • Michael DiLullo, MS, CFP®
  • Michael E. Constantino
  • Molly Hanavan
  • Nicholas Constantino
  • Olivia Lyons
  • Randall Buettner
  • Richard Telfair
  • Richelle Todaro
  • Ryan A. Kuhn
  • Steven Witter, CFP®
  • Tabatha Dash
  • Thomas Dugan, CRC®
  • Timothy McKillen, CRPC ®
  • Tom Pontrello, CFP®
  • William Tepas

Buffalo Office

Gwendolyn Bork

Gwendolyn Bork

Financial Advisor

(716) 837-3335

James Cecchini II

James Cecchini II,CFP®, CRC®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

David Chua

David Chua

Financial Advisor

(716) 837-3335

Mark Conomos

Mark Conomos, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

David Constantino

David Constantino

Financial Advisor

716-837-3335

Michael E. Constantino

Michael E. Constantino

Financial Advisor

716-837-3335

Michael Constantino

Michael Constantino, Sr.

Financial Advisor

(716) 837-3335

Nicholas Constantino

Nicholas Constantino

Financial Advisor

(716) 837-3335

Joseph Degnan

Joseph Degnan

Financial Advisor

716-837-3335

Jake Denz, CFP®

Jake Denz, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

716-837-3335 ext. 2206

716-837-3099

Michael DiLullo

Michael DiLullo, MS, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

800-735-9395

Thomas Dugan

Thomas Dugan, CRC®

Certified Retirement Counselor®

(716) 837-3335

George Harris

George Harris, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Jeffrey M. Kney

Jeffrey M. Kney, CFP®, CRC®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Jeffrey D. Kney

Jeffrey D. Kney, CRC®

Certified Retirement Counselor®

(716) 837-3335

Lee Kroening, CFP®

Lee Kroening, CFP®

Managing Partner

(716) 837-3335

(716) 837-3099

Ryan A. Kuhn

Ryan A. Kuhn

Financial Advisor

(716) 293-2208

Gerald Lewandowski

Gerald Lewandowski, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Mary MacLefko

Mary MacLefko

Financial Advisor

716.565.3784

Corey Malstrom

Corey Malstrom, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Kamala Manchigiah

Kamala Manchigiah, CRC®

Certified Retirement Counselor

(716) 837-3335

Timothy McKillen

Timothy McKillen, CRPC ®

CHARTERED RETIREMENT PLANNING COUNSELOR(SM)

(716) 837-3335

(716) 837-3099

Michael Mehltretter

Michael Mehltretter

Financial Advisor

(716) 837-3335

James Miller

James Miller, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(716) 837-3335

Christopher Moribella

Christopher Moribella

Financial Advisor

(716) 837-3335

Matt Mullin

Matt Mullin, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Jeffrey Ott

Jeffrey Ott

Financial Advisor

Marc Panaro

Marc Panaro

Financial Advisor

John Parkes

John Parkes

Financial Advisor

(716) 837-3335

Frank Pelosi

Frank Pelosi

Financial Advisor

(716) 837-3335

Tom Pontrello

Tom Pontrello, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Duane Pusch

Duane Pusch

Financial Advisor

(716) 837-3335

John Scioli

John Scioli, CRC®

Certified Retirement Counselor®

(716) 837-3335

Richard Telfair

Richard Telfair

Financial Advisor

(716) 837-3335

William Tepas

William Tepas

Financial Advisor

(716) 837-3335

Donald Tiburzi

Donald Tiburzi, CRC®

Certified Retirement Counselor®

800.735.9395

716.837.3099

Steven Witter

Steven Witter, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Austin Willison

Austin Willison

Financial Advisor

(716) 837-3335

Erie Office

Randall Buettner

Randall Buettner

Financial Advisor

(814) 833-8580

(814) 833-5767

Matthew Hausmann

Matthew Hausmann

Financial Advisor

(814) 833-8580

(814) 833-5767

Michael Nelligan

Michael Nelligan

Financial Advisor

(814) 833-8580

(814) 833-5767

Donald Tiburzi

Donald Tiburzi, CRC®

Certified Retirement Counselor®

800.735.9395

716.837.3099

Office Staff

Angela Albanese

Angela Albanese

Administrative Assistant

(716) 837-3335

(716) 837-3309

Jessica Bluff

Jessica Bluff

Administrative Assistant

716-837-3335

716-837-3309

Jennifer Grisanti

Jennifer Grisanti

New Business Administrator

(716) 837-3335

(716) 837-3099

Molly Hanavan

Molly Hanavan

Director of Operations

(716) 837-3335

Timothy McKillen

Timothy McKillen, CRPC ®

CHARTERED RETIREMENT PLANNING COUNSELOR(SM)

(716) 837-3335

(716) 837-3099

Erin Walsh

Erin Walsh

Executive Assistant to Lee Kroening & Marketing Coordinator

(716) 837-3335 ext. 2124

(716) 837-3099

Joshua Denz

Joshua Denz

Administrative Assistant

(716) 837-3335 ext. 2141

(716) 837-3099

Melissa Myers

Melissa Myers

Receptionist

Olivia Lyons

Olivia Lyons

Sales Assistant

(716) 837-3335 ext. 2126

Richelle Todaro

Richelle Todaro

Administrative Assistant

(716) 837-3335

(716) 837-3099

Tabatha Dash

Tabatha Dash

Administrative Assistant

(716) 837-3335 ext. 2109

(716) 837-3099

New Jersey Office

Chris Elias

Chris Elias

Financial Advisor

(800) 735-9395