Advisor Directory
James Watkinson, AIF®
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone
518-432-5077
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Email
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David Rogers
Senior Vice President - Financial Advisor
phone
518-432-5083
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Email
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Timothy DiStefano, CFP®
First Vice President - Financial Advisor
Portfolio Director
phone
518-432-5084
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Email
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Kelly Legacy Wealth Advisors
phone
518-432-5178
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Email
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Thomas Brockley, AIF®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone
518-432-1455
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Email
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Jennifer Ludwig, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone
518-432-5086
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Email
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The LOSAP Group
phone
518-432-5087
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Email
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Peter Gregory
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone
518-432-5172
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Visit The LOSAP Group
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Visit ADK Wealth Management Group
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Email
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Kevin Kelly
Senior Vice President - Financial Advisor
Portfolio Director
phone
518-432-5178
Email
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ADK Wealth Management Group
phone
518-432-5172
Visit website
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Email
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Brittney Fields-Morrison, CFP®
First Vice President - Branch Director
Senior Portfolio Director
phone
518-432-5175
Visit The LOSAP Group
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Visit ADK Wealth Management Group
launch
Email
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Sean Kelly
Financial Advisor
phone
518-432-5186
Visit Kelly Legacy Wealth Advisors
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Email
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Nikki Haskins, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone
518-432-5087
Visit The LOSAP Group
launch
Email
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