Tim Forman
VP
Financial Consultant
Delmar (Delaware Ave)
518-903-8408
Angela Carlson
CFP®, ChFC®, AIF®, MBA
Financial Consultant
Bradenton, FL
941-487-1764
Eric Brunet
VP, CWS, AIF®
Financial Consultant
Ogdensburg (Ford St)
315-541-1176
Joe Butler
AIF®
Financial Consultant
Watertown (Washington St)
315-661-2892
Dan Drappo
VP, CFP®
Financial Consultant, Regional Sales Coordinator
Watertown (Washington St)
315-661-2892
Justin Hooper
AIF®
Financial Consultant
Plattsburgh (State Route 3)
518-563-5377
Rick Little
AIF®, LUTCF
Financial Consultant
Jermyn (Washington Street)
570-803-6569
Stephen McFadden
AIF®
Financial Consultant
Plattsburgh (State Route 3)
518-561-7583
Chadwick Murray
CFP®
Financial Consultant
Lakewood (West Fairmount Avenue)
716-763-2140
David O’Neil
VP, AIF®
Financial Consultant
Gouverneur (East Main Street)
315-287-0569
Brent Patry
CFP®
Financial Consultant
Oneonta (Main Street)
607-441-5580