Our advisors

Darryl Teal

Darryl Teal

Private Wealth Advisor

Learn more about Darryl Teal
Kathryn Peterson

Kathryn Peterson

Financial Advisor

Learn more about Kathryn Peterson
Beverly Luft

Beverly Luft

Financial Advisor

Learn more about Beverly Luft
Keith Cunningham

Keith Cunningham

Financial Advisor

Learn more about Keith Cunningham
Dedra Brust

Dedra Brust

Financial Advisor

Learn more about Dedra Brust
Marc Breuer

Marc Breuer

Financial Advisor

Learn more about Marc Breuer
Megan Kristine Merriam

Megan Kristine Merriam

Financial Advisor

Learn more about Megan Kristine Merriam
Megan Caulfield

Megan Caulfield

Financial Advisor

Learn more about Megan Caulfield Visit Megan Caulfield's website
Steve Lovoy

Steve Lovoy

Financial Advisor

Learn more about Steve Lovoy
Whitney M Streck

Whitney M Streck

Financial Advisor

Learn more about Whitney M Streck
William Wright

William Wright

Financial Advisor

Learn more about William Wright
Tim McLarty

Tim McLarty

Financial Advisor

Learn more about Tim McLarty
Warren Strauss

Warren Strauss

Financial Advisor

Learn more about Warren Strauss
Jeff Conroy

Jeff Conroy

Financial Advisor

Learn more about Jeff Conroy
Jorge Torrens

Jorge Torrens

Financial Advisor

Learn more about Jorge Torrens
Corey D Schaul

Corey D Schaul

Financial Advisor

Learn more about Corey D Schaul
Hill Turner

Hill Turner

Financial Advisor

Learn more about Hill Turner

Keith Drago

Financial Advisor

Learn more about Keith Drago
Kevin Odom

Kevin Odom

Financial Advisor

Learn more about Kevin Odom
Julie Mekhail

Julie Mekhail

Financial Advisor

Learn more about Julie Mekhail
Alicia Ahern

Alicia Ahern

Financial Advisor

Learn more about Alicia Ahern

Our team

Allyse Rolle-Polk

Allyse Rolle-Polk

Marketing Specialist

Alysa Skiles

Alysa Skiles

Office Manager

Chrystal Emmite

Chrystal Emmite

Client Service Specialist

Kate Diaz

Kate Diaz

Administrative Assistant

Lisa Johnson

Lisa Johnson

Administrative Assistant

Marie Saccomanno

Marie Saccomanno

Client Service Specialist

Polly McElrath

Polly McElrath

Client Relationship Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • Bachelor of Arts in Economics, Siena College
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Rebecca Moulton

Rebecca Moulton

Paraplanner,

Chartered Retirement Planning Counselor℠

Qualifications

  • Bachelor of Arts in Communications, Le Moyne College
  • Series 7
  • Series 66
  • NYS Notary

Roles & Responsibilities

  • Marketing and Event Planning Support
  • Visit Preparation and Follow Up
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Tina Straut

Tina Straut

Paraplanner

Trisha Boggs

Administrative Assistant