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
  • 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

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 ...

hand holding growing money
Publications March 31, 2021

The Best-Laid Plans Needn’t Go Awry

If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also ...

Madelyn Hornstein
Stories March 4, 2021

Madelyn Hornstein

In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable ...

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

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 ...

hand holding growing money
Publications March 31, 2021

The Best-Laid Plans Needn’t Go Awry

If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also ...

Madelyn Hornstein
Stories March 4, 2021

Madelyn Hornstein

In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable ...

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

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