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Advisor Directory

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J Daniel Pluff
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone315-423-1434
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Philip Dean, CRPC®
First Vice President - Financial Advisor
Consulting Group
phone315-423-1402
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Christopher Lobo
Financial Advisor - ABD
phone315-423-1403
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Grady Buchan, MBA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone315-423-1425
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Wes Johnson, AAMS®, CPFA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone315-423-1428
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Robert A. Will, AWM
Managing Director - Financial Advisor
Senior Consulting Group
phone315-423-1431
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Scott Harlander
Senior Vice President – Financial Advisor
phone315-423-1408
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Julie Garcia, AAMS®
First Vice President - Financial Advisor
Consulting Group
phone315-423-1409
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Brian Demonte
First Vice President - Financial Advisor
phone315-423-1432
Wes Johnson & Marcia Irvin Wealth Solutions Team
phone315-423-1428
Michael Carroll, CRPC®
Senior Vice President - Financial Advisor
Consulting Group
phone315-423-1407
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Marcia Irvin, AAMS®, CFP®, CPFA®
Associate Vice President - Financial Advisor
phone315-949-4970
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Frank P Arkinson, CFP®
Senior Vice President - Financial Advisor
Consulting Group
phone315-423-1406
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Lisa McKenney
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone315-423-1421