Professional Advisor Council

The Professional Advisor Council is a collection of expert Central New York professional advisors who are partnering with us to provide insight and advice on advisor engagement. The Council’s volunteer members work throughout the year to disseminate information that will assist their peers in effectively identifying and carrying out their clients’ charitable planning needs.

Professional Advisor Council Membership

(as of September 1, 2022)

• Bradford A. Adams, NBT Bank
• Cameron Bernard, Bousquet Holstein, PLLC
• William Davies, Attorney at Davies Law Firm, P.C.
• Peter Derrenbacker, CLU®, ChFC®, CFP®, Northwestern Mutual Financial Network
• Ryan Emery, Esq., Partner at MacKenzie Hughes, LLP
• Raymond V. Grimaldi, CPA®, The Bonadio Group
• Joe Hatfield, AIF®, OneGroup Retirement Advisors
• Scott Heyman, CPA, CFAP®, Grossman St. Amour CPAs, PLLC
• Richard P. Jenkins, CFP®, Focused Financial Solutions
• John S. King, Esq., JSKing Consulting (Council Chair)
• Susan L. King, Esq., Miller King, LLC
• Carolyn J. Lawless, CPA at Dermody Burke & Brown, CPAs, LLC
• Sonnet Loftus, CFP, Partner, Michael Roberts & Associates, Inc.
• Pragya S. Murphy, MBA, Staff Lead, Community Foundation Professional Advisor Council
• Kevin E. Nass, CPA®, Plowz & Mowz
• R.J. Nicolli, Wealth Advisor, Vice President, Wilmington & Trust
• Marie Norkett, CFP®, Wealth Manager, United Income/Capital One
• Robert D. Scolaro, Esq., Scolaro Law, PLLC
• Kevin Visconti, CFP, Diversified Capital Management, LLC
• Gregory Wilt, CPA, CFP, Gregory F Wilt, CPA PC
• Mark J. Worden, CRPC, UBS Financial Services