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Ben Geist, CFP®

Leo Iacobelli

Leo  Iacobelli

President & COO, ESL Investment Services

Peg Gaston

Peg  Gaston

Wealth Planning and Advice Manager

Erik Schwarz

Erik  Schwarz, CFP®, ChFC®

Senior Business Development Manager

Franke Piacente

Frank  Piacente, FSCP®

Business Development Manager

Joseph A. Cappello

Joseph A.  Cappello, CPFA, CMFC®, FPQP™

Wealth Manager & Retirement Plan Consultant

Paul Winkler

Paul  Winkler, AIF®, CPFA

Wealth Manager & Retirement Plan Consultant

Robert Wright

Robert  Wright, CPFA

Retirement Plans Specialist

Joe Barcellona

Joe  Barcellona, CFP®

Hudson Office and Latta Road Wealth Center
Wealth Manager

Mary Anne Barcellona

Mary Anne  Barcellona, CFP®

Webster Office and Latta Road Wealth Center
Wealth Manager

Sarah Campbell

Sarah  Campbell, ChFC®

Long Pond Office
Wealth Manager

Natalie Estabrooks

Natalie  Estabrooks, ChFC®

Chili Office and Latta Road Wealth Center
Wealth Manager

Collin Hawes

Collin  Hawes

Batavia & Geneseo Offices
Wealth Manager

Mindi Lenzi

Mindi  Lenzi, CFP®, CPFA

Twelve Corners Office and Latta Road Wealth Center
Wealth Manager

Brian Murray

Brian  Murray

Brighton Office
Wealth Manager

Sheldon Walker

Sheldon  Walker, ChFC®

Ridgeway Office and Latta Road Wealth Center
Wealth Manager

Jena Crawford

Jena  Crawford, ChFC®

Brockport Office
Financial Consultant

Paul DeLoria

Paul  DeLoria, CFP®

Cobblestone and Victor Offices
Financial Consultant

Miguel Fernandez

Miguel  Fernandez

Culver Ridge, Hudson, and Irondequoit Offices
Financial Consultant

Serafino Iantorno

Serafino  Iantorno

Ridgeway and Lake Avenue Offices
Financial Consultant

Josh Lambert

Josh  Lambert

Long Pond Office
Financial Consultant

Brian Masker

Brian  Masker

Brighton and Twelve Corners Offices
Financial Consultant

Todd Mazzo

Todd  Mazzo

Fairport, Long Pond, and Merchants Offices
Financial Consultant

Kyle Preston

Kyle  Preston

Penfield Office
Financial Consultant

Shane Riley

Shane  Riley

Webster Office
Financial Consultant

Jessica Robinson

Jessica  Robinson

Mt. Read and Chestnut Street Offices
Financial Consultant

Michael Torregrossa

Michael  Torregrossa

Chili Office
Financial Consultant

Andrew Ward

Andrew  Ward, CFP®

Canandaigua, Newark, and Pittsford Offices
Financial Consultant

Shevonne Wroten

Shevonne  Wroten

Batavia Office
Financial Consultant