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, 2022)

  • Anne B. Ruffer, Esq., co-chair, Mackenzie Hughes, LLP
  • Bradford A. Adams, NBT Bank
  • Jack B. Capron, Esq., The Bonadio Group
  • William Davies, Attorney at Davies Law Firm, P.C.
  • Peter Derrenbacker, CLU®, ChFC®, CFP®, Northwestern Mutual Financial Network
  • Christine Woodcock Dettor, Esq., Bousquet Holstein, PLLC
  • Ryan Emery, Esq., Partner at MacKenzie Hughes, LLP
  • 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
  • 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
  • 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
  • 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 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 ...

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 ...

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 ...

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 ...

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