Partners & Sponsors

2024/2025 Partner and Sponsor Information

GOLD PARTNERS

MFS
Phil Martin

www.mfs.com
pmartin@mfs.com

315-877-2450

The College Advisor of New York
Dr. Dean Skarlis

www.collegeadvisorny.com
dean@collegeadvisorny.com

518-512-3021

SILVER PARTNER

First Trust Portfolios
Brad Smelstor

www.ftportfolios.com
BSmelstor@ftportfolios.com

518-319-7260

Specific Solutions Inc 
AJ Long

www.specificsolutions.com
along@specificsolutions.com

716-867-2890

BRONZE PARTNERS

Adirondack Funds
Matt Reiner

www.adirondackfunds.com
mreiner@adirondackfunds.com

518-690-0470

Advisors Insurance Brokers-New York LTC Brokers, Ltd. 
Bob Vandy

www.advisorsib.com
bvandy@advisorsib.com

518-688-8105

American Funds
Dave Keib

americanfunds.com
dave.keib@capgroup.com

518-269-6368

Bitwise Investments
Howie Levine

bitwiseinvestments.com
howie@bitwiseinvestments.com

774-994-0741

Calamos Investments
Paul Giovanniello

www.calamos.com
pgiovanniello@calamos.com

1-800-582-6959

Eaton Vance
Steven Pietricola

www.eatonvance.com

SPietricola@eatonvance.com

315-415-2188

Fortina Senior Solutions

Allyson Nathan

www.fortinasenior.com
allyson@fortinasenior.com

518-545-6136

Inspire Confidence Group

Sasa Mirkovic

www.ameripriseadvisors.com/team/inspire-confidence-group
sasa.x.mirkovic@ampf.com

518-459-5500

J. Mullen & Associates, LLC
Joseph Mullen

www.jmullenassociates.com
jmullen.srhealth@icloud.com

888-801-1112

KAFL
Lorrie Gibbons

www.kafl.com
lorrie@kafl.com

585-271-6400 ext. 151

BRONZE LITE 

Natixis Investment Managers
Vic Howell, CAIA®

www.natixisimsolutions.com/
Victor.Howell@natixis.com

617-697-7304

2024 SYMPOSIUM SPONSORS

Eddy SeniorCare
Mike Dickinson

www.sphp.com
Mike.Dickinson@sphp.com

518-788-7630

Invesco
Neev Crane

www.invesco.com
Neev.Crane@invesco.com

917-971-9794