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 April 1, 2024)

  • 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
  • Joe Hatfield, AIF®, OneGroup Retirement Advisors
  • Scott Heyman, CPA, CFAP®, Grossman St. Amour CPAs, PLLC
  • Richard P. Jenkins, CFP®, Focused Financial Solutions
  • 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
  • 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

Advisor News & Stories

Woman standing in office
Stories March 19, 2024

Giving Seamlessly: Leyla Morgillo

Giving has always been intrinsic to Leyla Morgillo's being whether it be through her time ...

hand holding growing money
Publications March 5, 2024

FAQS: A Snapshot of Clients’ Tax-Time Charitable Giving Questions

With the year is in full swing, now is a good time for advisors to ...

Pamela Monaco sitting with her dog
Publications March 5, 2024

Planning Never Stops

Giving Voice Winter 2024: Giving Matters

hand holding growing money
Publications December 20, 2023

Financial Psychology Can Unlock Your Charitable Giving Intentions

Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on ...

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

hand holding growing money
Publications June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

hand holding growing money
Stories March 7, 2023

SECURE 2.0 Introduces Legacy IRA and a Boost for QCDs

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists ...

hand holding growing money
Publications December 6, 2022

Charitable Giving Using the New York Statutory Power of Attorney By Bill Davies

William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power ...

Woman standing in office
Stories March 19, 2024

Giving Seamlessly: Leyla Morgillo

Giving has always been intrinsic to Leyla Morgillo's being whether it be through her time ...

hand holding growing money
Publications March 5, 2024

FAQS: A Snapshot of Clients’ Tax-Time Charitable Giving Questions

With the year is in full swing, now is a good time for advisors to ...

Pamela Monaco sitting with her dog
Publications March 5, 2024

Planning Never Stops

Giving Voice Winter 2024: Giving Matters

hand holding growing money
Publications December 20, 2023

Financial Psychology Can Unlock Your Charitable Giving Intentions

Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on ...

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

hand holding growing money
Publications June 9, 2023

Giving Back is Good Business

Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients ...

Woman standing in doorway
Publications May 10, 2023

Planning a Benevolent Exit

Giving Voice Spring 2023: Giving Matters

hand holding growing money
Stories March 7, 2023

SECURE 2.0 Introduces Legacy IRA and a Boost for QCDs

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists ...

hand holding growing money
Publications December 6, 2022

Charitable Giving Using the New York Statutory Power of Attorney By Bill Davies

William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power ...

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