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 March 31, 2020)

  • Anne B. Ruffer, Esq., co-chair, Mackenzie Hughes, LLP
  • Bradford A. Adams, NBT Bank
  • Jack B. Capron, Esq., The Bonadio Group
  • Peter Derrenbacker, CLU®, ChFC®, CFP®, Northwestern Mutual Financial Network
  • Christine Woodcock Dettor, Esq., Bousquet Holstein, PLLC
  • Marion Hancock Fish, Esq., Hancock Estabrook, LLP
  • Raymond V. Grimaldi, CPA®, The Bonadio Group
  • Gary A. Grossman, CPA®, CFA®, Grossman St. Amour CPAs, PLLC
  • Emilee K. Lawson Hatch, Esq., Bousquet Holstein, PLLC
  • Joe Hatfield, AIF®, OneGroup Retirement Advisors
  • Madelyn H. Hornstein, CPA®, Dermody, Burke, & Brown, CPAs, LLC
  • Richard P. Jenkins, CFP®, Focused Financial Solutions
  • John S. King, Esq., JSKing Consulting
  • Susan L. King, Esq., Miller King, LLC
  • Carolyn J. Lawless, CPA at Dermody Burke & Brown, CPAs, LLC
  • Pragya S. Murphy, MBA, Staff Lead, Community Foundation Professional Advisor Council
  • Kevin E. Nass, CPA®, Plowz & Mowz
  • Marie Norkett, CFP®, Wealth Manager, United Income/Capital One
  • Richard L. Neal, CRPC, Merrill Lynch
  • Michael O’Connor, Esq., Costello, Cooney & Fearon, PLLC.
  • Martin A. Schwab, Esq., Bond, Schoeneck & King, PLLC
  • Robert D. Scolaro, Esq., Scolaro Law, PLLC
  • Mark J. Worden, CRPC, UBS Financial Services

Advisor News & Stories

Video: Annual Professional Advisor Continuing Education 2021
Stories October 19, 2021

Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new ...

Stories September 29, 2021

Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

hand holding growing money
Publications September 28, 2021

Using IRA Assets for Lifetime and Legacy Giving

Whether your clients are interested in making an immediate impact or planning to leave lasting ...

Dan Pluff Headshot
Blogs August 5, 2021

‘Popping The Question’ About Charitable Giving: J. Daniel Pluff

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

hand holding growing money
Publications June 15, 2021

4 Charitable Planning Tips to Get Into the Minds of Clients

In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide ...

Publications May 26, 2021

Our Spending Policy & Field-of-Interest Funds

Giving Voice Spring 2021: Granting Matters

Blogs May 14, 2021

‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...

Stories May 12, 2021

Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional ...

Stories April 8, 2021

Kevin Visconti

“I believe in the importance of holistic planning and the impact it has on my ...

Video: Annual Professional Advisor Continuing Education 2021
Stories October 19, 2021

Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new ...

Stories September 29, 2021

Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

hand holding growing money
Publications September 28, 2021

Using IRA Assets for Lifetime and Legacy Giving

Whether your clients are interested in making an immediate impact or planning to leave lasting ...

Dan Pluff Headshot
Blogs August 5, 2021

‘Popping The Question’ About Charitable Giving: J. Daniel Pluff

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

hand holding growing money
Publications June 15, 2021

4 Charitable Planning Tips to Get Into the Minds of Clients

In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide ...

Publications May 26, 2021

Our Spending Policy & Field-of-Interest Funds

Giving Voice Spring 2021: Granting Matters

Blogs May 14, 2021

‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...

Stories May 12, 2021

Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional ...

Stories April 8, 2021

Kevin Visconti

“I believe in the importance of holistic planning and the impact it has on my ...

View More