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

Advisor News & Stories

hand holding growing money
Publications September 13, 2022

5FORCNY REVISITED: With the Great Wealth Transfer Comes Great Opportunity

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next ...

Caragh Fahy and her two sons stand in from of a playground
Stories August 29, 2022

Caragh Fahy: Giving for Generations

Caragh believes that building a financial plan is like putting together a puzzle and charitable ...

Headshot of Marie Norkett
Blogs August 8, 2022

‘Popping The Question’ About Charitable Giving: Marie Norkett, CFP®

Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the ...

hand holding growing money
Publications June 23, 2022

SPOTLIGHT ON: CHRISTOPHER HOYT, JD 

In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from ...

Publications May 19, 2022

Aligning Charitable Investments with Values

Giving Voice Spring 2022: Giving Matters

Bill Davies
Blogs May 18, 2022

‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...

Mercy Works volunteers loading boxes for COVID relief
Publications March 28, 2022

Connecting & Responding to Local Needs

A century ago, Cleveland banker Frederick Goff had a vision: pool the charitable resources of ...

hand holding growing money
Publications March 11, 2022

Aligning Investment with Values

Our SRI investment pool seeks to support, promote and advance the values and impact areas ...

Headshot of Pragya Murphy
Blogs February 14, 2022

Professional Advisors: Connectors of Charitable Giving by Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and ...

hand holding growing money
Publications September 13, 2022

5FORCNY REVISITED: With the Great Wealth Transfer Comes Great Opportunity

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next ...

Caragh Fahy and her two sons stand in from of a playground
Stories August 29, 2022

Caragh Fahy: Giving for Generations

Caragh believes that building a financial plan is like putting together a puzzle and charitable ...

Headshot of Marie Norkett
Blogs August 8, 2022

‘Popping The Question’ About Charitable Giving: Marie Norkett, CFP®

Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the ...

hand holding growing money
Publications June 23, 2022

SPOTLIGHT ON: CHRISTOPHER HOYT, JD 

In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from ...

Publications May 19, 2022

Aligning Charitable Investments with Values

Giving Voice Spring 2022: Giving Matters

Bill Davies
Blogs May 18, 2022

‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...

Mercy Works volunteers loading boxes for COVID relief
Publications March 28, 2022

Connecting & Responding to Local Needs

A century ago, Cleveland banker Frederick Goff had a vision: pool the charitable resources of ...

hand holding growing money
Publications March 11, 2022

Aligning Investment with Values

Our SRI investment pool seeks to support, promote and advance the values and impact areas ...

Headshot of Pragya Murphy
Blogs February 14, 2022

Professional Advisors: Connectors of Charitable Giving by Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and ...

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