Partners & Sponsors

2026/2027 Partner and Sponsor Contact Information

The financial support of our Partners enables our Chapter to bring in expert speakers who, sometimes, command a sizeable speaking fee. We ask our Members to support our Partners as they support our Chapter!

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
First Trust Portfolios
Brad Smelstor
www.ftportfolios.com
BSmelstor@ftportfolios.com
518-319-7260

 

SILVER PARTNER

Alpine Saxon Woods
Patrick Coyne
www.alpinesaxonwoods.com
pcoyne@alpinesaxonwoods.com
914-417-6415
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 (AIB)
Bob Vandy
www.advisorsib.com
bvandy@advisorsib.com
518-688-8105
Allianz Life Insurance Company
Danielle (Anderson) Strandemo, CRPC®
www.allianzlife.com
Danielle.Anderson@allianzlife.com
508-769-1925
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
Inland Securities Corporation
John Cardillo, CIMA
www.inland-investments.com
JCardillo@inland-securities.com
716-523-9699
Inspire Network
Mark Keeling
www.inspirenetworkllc.com
mark@wefacilitatechange.com
518-459-5500
Invesco
Neev Crane
www.invesco.com
neev.crane@invesco.com
917-971-9794
Jackson National
Ross Darvin
www.jackson.com
ross.darvin@jackson.com
518-937-2337
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