Meet Our Team

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
- AJ Kiefer
- Angela Albanese
- Austin Willison
- Brianna Russell
- Christopher Moribella
- Clark Tatum
- Corey Malstrom, CFP®
- David Chua
- David Constantino
- David Lefebre
- Diane Hartz
- Donald Tiburzi, CRC®
- Duane Pusch
- Erin Miller
- Frank Pelosi
- Frank Zoltanski
- George Harris, CFP®
- Gerald Lewandowski, CFP®
- Gwendolyn Bork
- Jake Denz
- James Cecchini II,CFP®, CRC®
- James Miller, CFP®
- Jeffrey Ott
- Jeffrey D. Kney, CRC®
- Jeffrey M. Kney, CFP®, CRC®
- Jennifer Grisanti
- Jessica Czarnecki
- Jessica Dadswell
- John Parkes
- John Scioli, CRC®
- John Skowron
- Joseph Degnan
- Kamala Manchigiah, CRC®
- Lee Kroening
- Louis Deppas, CRC®
- Marc Panaro
- Mark Conomos, CFP®
- Mary MacLefko
- Matt Mullin
- Matthew Hausmann
- Michael Nelligan
- Michael Bordonaro
- Michael Mehltretter
- Michael Constantino, Sr.
- Michael DiLullo, MS, CFP®
- Michael E. Constantino
- Molly Hanavan
- Nathan Slate
- Nicholas Constantino
- Patricia Jansen
- Patrick O'keefe
- Patty Timmons
- Randall Buettner
- Rene Parkes
- Richard Telfair
- Steven Witter, CFP®
- Thomas Dugan, CRC®
- Thomas Pope
- Timothy McKillen, CRPC ®
- Tom Pontrello, CFP®
- William Tepas
Buffalo Office



Michael DiLullo, MS, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
michaeldilullo@legendequities.com



Gerald Lewandowski, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
geraldlewandowski@legendequities.com

Corey Malstrom, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner




Tom Pontrello, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner


Steven Witter, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner
Erie Office
Office Staff

