Our Agents

We work together to serve you, no matter where you are on your financial journey. Our financial professionals are dedicated to an environment of trust and cooperation among one another and with our clients.

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Yevette M. Angel

Financial Services Professional

(716) 650-6660

Julieann Angie

Financial Services Professional

(585) 419-5890

Devin Attili

Financial Services Professional

(585) 750-1562

Pamela Baker, RICP®

Financial Services Professional

585.241.5296

Dennis Behr

Finanical Services Professional

(585) 399-8337

Stephen Blass

Financial Services Representative

(716) 650-2255

Bruce W. Bowman

Financial Adviser

Nick Caccamise

Financial Services Professional

Samuel Chavarria, CLU, ChFC, AIF®

Financial Planner

(315) 350-2123

Jamar Clarke

Financial Services Professional

(315) 350-2177

Doug Closinski

Financial Services Professional

(518) 376-6328

Brian Conboy

Financial Advisor

(315) 569-5615

Richard E. Cote, Jr., CLU, ChFC

Financial Services Professional

(315) 263-5250

Andrew Coughlin, MBA

Financial Services Professional

(315) 671-4322

John Curvin

Financial Advisor, Financial Planner

(716) 650-6683

William Czebatol

Financial Services Professional

(585)-746-4522

Cameron DiFranco

Financial Services Professional

(716) 276-1107

Cory Eberwein

Financial Services Professional

(716) 276-1178

Juan Pablo Figueroa

Financial Services Professional

(617) 682-5747

Adam Follmer

Financial Advisor

(585) 242-5994

Kyle Froggatt

Financial Services Professional

Brendan Gawel

Financial Services Professional

Jacob Glofka

Financial Advisor | Investment Advisor Representative

(716) 650-6442

Timothy C. Gonyo, LUTCF, RICP

Financial Advisor

(518) 561-7213

Steven M. Grzelka, CFP®

Financial Advisor

315-671-4326

Brady M. Haupt

Financial Advisor

(716) 831-8033 x4

Karl Heath, CFBS

Financial Advisor

(585) 241-5237

Gerald Hickson

Financial Services Professional

(716) 622-9299

Matthew Jarrell

Financial Services Professional

(585) 242-5903

Kevin Jewett

Financial Services Professional

(716) 276-1180

Gabriel Jewula

Financial Services Professional

Coralis Joyner

Financial Services Professional

(585) 500-2326

Mark Kellogg, CASL®, RICP®

Financial Services Professional

(716) 650-6474

Jordan Kessel FSCP, RICP

Financial Services Professional

(716) 276-1115

Donald LoFaso

Financial Services Professional

(716) 310-7993

Noah J. Luciano

Financial Services Professional

Bridgette Lustyk

Financial Services Professional

(585) 662-9470

Sean Malley

Financial Services Professional

Martin D. Steck

Financial Advisor

Kyle Mattern

Financial Services Professional

(716) 276-1191

Jacob McEwen

Financial Services Professional

Tony Murray

Financial Advisor

(585) 242-5993

William Oliver

Financial Advisor

(716) 276-1135

Christopher Panza

Financial Advisor | Investment Advisor Representative

Priscilla Parker

Financial Services Professional

(585) 214-8651

Eric Rogers, CLU®

Financial Planner & Wealth Management Advisor

585-399-8380

Daniel Rohnke

Financial Advisor | Investment Advisor Representative

(315) 350-2138

Kenneth E. Sendlak

Financial Advisor

(716) 650-6682

Anthony Sgroi

Financial Services Professional

Roy Simmons IV

Financial Services Professional

(315) 350-2131

Ja Smith

Financial Planner

(716) 650-2244

Timothy A. Stalker, LUTCF

Financial Advisor

(716) 650-6653

Jack Stevens

Financial Advisor

315.671.4390

Jason G. Swartley, LUTCF

Financial Planner

(315) 325-4793

Ian Sylves

Financial Planner

(716) 817-6671

Victoria Terrazzino

Paraplanner

(716) 929-3389

Edward Tunmore

Investment Advisor Representative

716.929.3362

Nathan Way, CLTC®, ChFC®, AIF®

Investment Advisor Representative | Financial Advisor | Financial Planner

(716) 929-1544, ext. 3

Sanford G. Wolffe, CLU

Financial Services Professional