Broker Check

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. 

Buffalo Office

Mark Conomos

Mark Conomos, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Michael E. Constantino

Michael E. Constantino

Registered Representative

716-837-3335

Lee Kroening

Lee Kroening

Regional Vice President

(716) 837-3335

(716) 837-3099

Timothy McKillen

Timothy McKillen, CRPC ®

CHARTERED RETIREMENT PLANNING COUNSELOR ®

(716) 837-3335

(716) 837-3099

James  Miller

James Miller, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(716) 837-3335

Tom  Pontrello

Tom Pontrello, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(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

Office Staff

Angela  Albanese

Angela Albanese

Administrative Assistant

(716) 837-3335

(716) 837-3309

Jessica Czarnecki

Jessica Czarnecki

Administrative Assistant

716-837-3335

716-837-3309

Jake Denz

Jake Denz

Administrative Assistant

716-837-3335

716-837-3099

Jennifer Grisanti

Jennifer Grisanti

Administrative Assistant

(716) 837-3335

(716) 837-3099

Timothy McKillen

Timothy McKillen, CRPC ®

CHARTERED RETIREMENT PLANNING COUNSELOR ®

(716) 837-3335

(716) 837-3099

Erin Miller

Erin Miller

Administrative/Marketing Assistant

(716) 837-3335

(716) 837-3099

Brianna Russell

Brianna Russell

Administrative Assistant

(716) 837-3335

(716) 837-3099

Patty Timmons

Patty Timmons

Administrative Assistant

(716) 837-3335

(716) 837-3099