List of Professional Advisor Partners

Accounting/CPA's

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Law

  Victoria L. D'Angelo, Esq.
  Gross Shuman, P.C.
  Hodgson Russ LLP

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Brokerage

  Sebastian Fasanello and Timothy Kane, Merrill Lynch

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Financial Planning

  Peter A. Biltekoff, CRPC®
  David H. Desmon, CFP®
  Donald M. Kohnstamm, CLU, ChFC, CASL, CLTC, AIP
  Peter D. Spira, CFP®
  James J. Tyrpak, MSFS, CLU, ChFC, AEP

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Professional Associations

  Association for Fundraising Professionals, WNY Chapter
  Western New York Planned Giving Consortium, Inc.

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Wealth Management

  Therese M. Vita, JD, CFP®, CRPC®

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Consultants

  Robert W. Constantine, JD, MBA
  Anthony N. Diina, Metro-Insight, Inc.

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