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, 2022)

  • Bradford A. Adams, NBT Bank
  • 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
  • Gary A. Grossman, CPA®, CFA®, Grossman St. Amour CPAs, PLLC
  • Emilee K. Lawson Hatch, Esq., Bousquet Holstein, PLLC
  • Joe Hatfield, AIF®, OneGroup Retirement Advisors
  • 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
  • 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

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

Like some of your clients with their own personal investments, community foundations around the nation ...

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 December 15, 2021

New York State of Mind: Charitable Giving Implications for Out-of-state Residents and Snowbirds

For tax planning purposes, changes in residency status for snowbirds or those with dual residences ...

Blogs November 18, 2021

‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...

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

Like some of your clients with their own personal investments, community foundations around the nation ...

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 December 15, 2021

New York State of Mind: Charitable Giving Implications for Out-of-state Residents and Snowbirds

For tax planning purposes, changes in residency status for snowbirds or those with dual residences ...

Blogs November 18, 2021

‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...

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