Partners & Sponsors

2024/2025 Partner and Sponsor Information

GOLD PARTNERS

Jackson National
Ross Darvin

www.jackson.com
ross.darvin@jackson.com

518-937-2337

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

Pioneer 
Joseph G. Geis

www.pioneerwealthmgt.com
geisj@pioneerny.com

518-730-3143

Specific Solutions Inc 
Brandon Long

www.specificsolutions.com
blong@specificsolutions.com

716-529-3323

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

Calamos Investments
Paul Giovanniello

www.calamos.com
pgiovanniello@calamos.com

1-800-582-6959

Inspire Network

Laura Mirkovic

www.inspirenetworkllc.com
laura@wefacilitatechange.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

Nuveen
Stephen Porco

www.nuveen.com
Stephen.Porco@nuveen.com

347-937-0354