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Your best life begins with financial independence that fits your lifestyle. Discover new financial and investment management advice from one of our advisors.

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adam desimone, financial advisor, prime wealth group

Adam DeSimone

Financial Advisor | Prime Wealth Group

adam gartside, financial advisor, prime wealth group

Adam Gartside

Financial Advisor | Prime Wealth Group

Amanda Reeves

Client Service Associate

Bailey Wilkinson, Client Service Associate

Bailey Wilkinson

Financial Advisor &
Client Service Associate

Ben Quilty, CEO

Benjamin R. Quilty, MBA, CFP®

Chief Executive Officer, Financial Advisor

Brandon Kidd, financial advisor

Brandon Kidd

Financial Advisor

Brendan Gallagher, CFP®

Financial Advisor

Brian Schultz

Registered Representative

Bridget Ball Shaw

Vice President
Financial Advisor

Carly Kidd

Financial Advisor

Carol Darby

Registered Client Service Associate

Charles Stewart, Financial Advisor

Charles Stewart III

Financial Advisor

Colin Nardella

Financial Advisor

Dan Mody, CFP

Dan Mody, CFP®

Financial Advisor, Chief Executive Officer of Pinnacle Solutions

Daniel F. Raite

Co-Founder
Financial Advisor

Daniel M. Posniak

Financial Advisor

Dario J. Vacco

Financial Advisor | Eagle Group

andrea coladarci, financial advisor, prime wealth group

Drea Coladarci, CEP®

Financial Advisor | Prime Wealth Group

Eileen L. Sienkiewicz

Financial Advisor | Empire Advisory Group

Eric Krouse, COO

Eric D. Krouse

Chief Operating Officer
Financial Advisor

Gregg Kidd, Co-Founder

Gregg Kidd

Financial Advisor

Jacqueline McCaffery

Investment Advisor

James D. McQuiggan, CIS, CRPS®

Financial Advisor

janet zane - financial advisor

Janet Zane, MBA

Financial Advisor

Jeremy Kidd, Financial Advisor

Jeremy Kidd

Financial Advisor | Eagle Group

John Miller

Financial Advisor

John Buss, financial advisor

John P. Buss

Financial Advisor | Empire Advisory Group

John Bianchini, Financial Advisor

John V. Bianchini

Financial Advisor | Eagle Group

Joseph J. Saya | Owner/Managing Partner The Sedgwick Group

Joseph J. Saya

Owner / Managing Partner
The Sedgwick Group

Joseph O’Connor

Senior Vice President - Investments

Joseph Silino, Financial Advisor

Joseph Silino

Financial Advisor

Josh Kimber, financial advisor

Joshua Kimber, CFP®

Financial Advisor | Eagle Group

Kathi Black, Client Service Associate

Kathi Black

Client Service Associate | Empire Advisory Group

Kathleen Hierholzer

Financial Advisor, Group Administrator | Eagle Group

Kevin Szozda, financial advisor

Kevin Szozda

Financial Advisor

Lynne Coville

Registered Client Service Associate

Margot Stotler Auburn, NY

Margot Stotler

Sales Assistant

Mark Nardella, President

Mark T. Nardella, MBA, CFP®

President
Financial Advisor

Michael Borgia

Senior Vice President - Investments

Mike Monashefsky, client service associate

Mike Monashefsky

Financial Advisor | Empire Advisory Group

Paul DiPietro, CFP®

Branch Manager
Financial Advisor

Raymond Beck

Senior Vice President | Beck Investment Group

Richard J. Green

Financial Advisor | Empire Advisory Group

Bob Cuculich, financial advisor

Robert Cuculich

Financial Advisor
Municipal Bond Principal

Robert S. Beck, AAMS®, CFP®

First Vice President, Financial Advisor | Beck Investment Group

Rosalie Schlaen, CFP®, CIMA®, CRPC®

First Vice President–Investments, International Client Advisor

Silas Shaw

Client Service Associate

Stephanie Day, client service associate

Stephanie Day

Financial Advisor

Stephen Y. L. Chow

Senior Vice President
Senior Portfolio Manager

Tom Thompson, financial advisor

Thomas J. Thompson

Financial Advisor

Tim Carr financial advisor auburn, ny

Timothy Carr, CFP®

Financial Advisor

Tim Hardy, CSA

Timothy Hardy

Client Service Associate

William F Callahan IV financial advisor

William F. Callahan IV

Financial Advisor
Senior Vice President

William Ward, client service associate

William Ward

Registered Client Service Associate

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