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Advisor Directory

ADK Wealth Management Group
phone518-432-5170
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Timothy DiStefano, CFP®
First Vice President - Financial Advisor
Portfolio Director Group
phone518-432-5084
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The LOSAP Group
phone518-432-5087
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James Watkinson, AIF®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone518-432-5077
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Jennifer Ludwig, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone518-432-5086
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Peter Gregory
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone518-432-5172
Visit websitelaunchVisit The LOSAP GrouplaunchVisit ADK Wealth Management Grouplaunch
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Sean Kelly
Financial Advisor
phone518-432-5186
Visit Kelly Legacy Wealth Advisorslaunch
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Nikki Haskins, CPFA®
Associate Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone518-432-5087
Visit The LOSAP Grouplaunch
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David Rogers
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone518-432-5083
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Kelly Legacy Wealth Advisors
phone518-432-5178
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Kevin Kelly
Senior Vice President - Financial Advisor
Portfolio Director Group
phone518-432-5178
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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