Broker Check
 

Our Team

Our people are our greatest asset.


LEADERSHIP

  
        
  • ROBERT J. FASHANO, CLU, CHFC, MSFS

    CHAIRMAN & CEO
    [email protected]

    Bob is chairman CEO of Alliance Advisory Group, Inc. He has been a general agent for Guardian since 1979. He is a graduate of the University at Buffalo and received his Master’s in Financial Services from the American College in...

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    JAMES R. FASHANO

    PRESIDENT
    [email protected]

    Jim is the president of Alliance Advisory Group, Inc. (AAG) and the associate general agent for Guardian in upstate New York. Jim is a 1990 graduate of Gannon University and holds his bachelor's degree in finance and economics. He...

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    BARBARA A. O'NEILL

    BARBARA A. O'NEILL, CLU

    CHIEF FINANCIAL AND OPERATIONS OFFICER
    [email protected]

    Barbara A. O'Neill CLU®, has been with Alliance Advisory Group since 1984. Based in the Buffalo office, Barb manages all financial operations for the firm. Barb has more than 25 years of experience in the financial services industry...

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    STEPHEN T. CONSTANTINE

    MANAGING DIRECTOR
    [email protected]

    Steve serves as the managing director for Alliance Advisory Group, and is responsible for leading and coordinating all trainings related to the company's proprietary sales platform, the Living Balance Sheet®, along with providing...

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    KEVIN C. WINDER

    KEVIN C. WINDER, CLU, CASL

    SENIOR FRONTLINE LEADER
    [email protected]

    Kevin joined Alliance Advisory Group in 1997 as sales manager, and currently serves as vice president of sales. A 1976 graduate of Chabot College, Kevin holds his bachelor's degree in business and finance, and has received numerous...

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    MATT VAHUE, CLF

    REGIONAL DIRECTOR
    [email protected]

    Matt Vahue, CLF ® is the regional director of Alliance Advisory Group, guiding the firm's growth in the Greater Rochester and Finger Lakes Regions. Prior to joining Alliance Advisory Group, Matt spent over six years...

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BROKERAGE TEAM

  

  

BUFFALO

  
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    ALISSA LABUD

    NEW BUSINESS COORDINATOR
    [email protected]

     

    AMY CAMMARATA

    NEW BUSINESS COORDINATOR
    [email protected]

     

    ANGELA P. SZAFRAN

    FINANCIAL REPRESENTATIVE
    [email protected]

    Angela Szafran is a Financial Specialist who is committed to helping others gain clarity and confidence in their financial lives to empower them to achieve financial freedom. After working in the financial services industry for 6...

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    KARA HYMAN

    ASSISTANT DIRECTOR OF GROWTH & MARKETING 
    [email protected]

     

    BRUCE D. HYMAN

    FINANCIAL REPRESENTATIVE
    [email protected]

    Bruce D. Hyman joined the Buffalo Office as a Financial Representative in September 1994. He is a Charitable Planning Specialist. Bruce has an Associates Degree in Business. A highly successful representative, Bruce is a past member of...

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    CHUCK PRIVITERA

    CHARLES PRIVITERA

    SPECIAL AGENT
    [email protected]

    Charles (Chuck) Privitera has been an insurance specialist since 1966. He has received numerous certifications including, tax and business insurance, estate analysis, advanced business, advanced estate analysis and the chartered life...

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    DANIEL SCHLEIN, MBA

    Business Development Associate
    [email protected]

    Dan joined Alliance Advisory Group in 2017 as a Business Development Associate. Driven by a passion to help the community, Dan thrives to be a resource for individuals to achieve financial success. In his spare time, Dan chooses to...

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    DWIGHT C. MOLDENHAUER

    DWIGHT C. MOLDENHAUER, CLU, CHFC

    FINANCIAL ADVISOR, DWIGHT MOLDENHAUER INC.
    [email protected]

    Dwight is a principal of Dwight Moldenhauer, Inc. which specializes in tailored executive benefit strategies for business owners and executives of public corporations as well as closely held private companies. With over 25 years of...

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    DEREK MALIS

    DEREK MALIS

    FINANCIAL REPRESENTATIVE
    [email protected]

    Derek Joined Alliance Advisory in January 2013. His goal is to help create value for his clients by giving them the information they need to make the best decisions for themselves and those they care about. He is committed to educating...

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    DUSTIN HUMMEL

    NEW BUSINESS COORDINATOR
    [email protected]

     

    DUSTIN FURNESS

    FINANCIAL REPRESENTATIVE
    [email protected]

    Dustin grew up in a very small town outside the Rochester area called Kendall. In 2014, he attended Niagara University to pursue a degree in business and management. After a year, he decided that he wanted to focus his studies in the finance....

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    GRACE BOLTON

    FINANCIAL REPRESENTATIVE
    [email protected]

    Grace joined Alliance Advisory Group in 2018 as a Business Development Associate.  She was inspired to be a Financial Representative because during the 2008 recession she had to quit doing the thing she loved most, which was competitive gymnastics...

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    GREGORY A. AHRENS, CFP, ChFC, CExP

    FINANCIAL ADVISOR
    [email protected]

    Gregory Ahrens is the investment specialist with Alliance Advisory Group. Greg is located in the Buffalo office and serves as a financial specialist with Guardian Life Insurance Company, along with being a registered representative and...

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    JOELLE WARD

    NEW BUSINESS COORDINATOR
    [email protected]

     
    JOHN CAMMARANO

    JOHN CAMMARANO

    FINANCIAL REPRESENTATIVE
    [email protected]

    John A. Cammarano started his career with AAG as a registered representative in 1994 and has been successfully serving clients for the past two decades. He attended the University at Buffalo, where he majored in accounting and business...

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    KRISTIN AMODIO

    DIRECTOR OF OPERATIONS
    [email protected]

     
    MOIRA MOLDENHAUER

    MOIRA MOLDENHAUER

    PRESIDENT, DWIGHT MOLDENHAUER, INC.
    [email protected]ghtmoldenhauer.com

    Moira has served as president of Dwight Moldenhauer Inc. (DMI), a tailored executive benefits firm since 1996. The firm was founded in 1982 by Dwight Moldenhauer, and carried the banner of Moldenhauer Advisory Services until it was...

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    MARK MAJEWSKI

    MARK MAJEWSKI, CLU

    FINANCIAL REPRESENTATIVE
    [email protected]

    Mark Majewski, CLU® is a 25-year insurance veteran, Majewski has spent his career with Alliance Advisory Group as a financial representative in the firm's Buffalo office. He has received numerous awards for his excellence in client...

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    NICOLE GEORGE

    RECEPTIONIST/POLICY SERVICE ADMINISTRATOR
    [email protected]

     

    PAUL J. LAROU, CLU

    FINANCIAL SPECIALIST
    [email protected]

    Paul is a Financial Specialist in Alliance's Buffalo office. For over 36 years, Paul has been a valuable resource to businesses and individuals, in all aspects of their financial lives. He values the opportunity to work on a team with...

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    PETER T. GODIOS

    FINANCIAL ADVISOR
    peter.godio[email protected]

    Peter has more than 20 years' experience with insurance and investment products. Peter obtained his bachelor's degree in hospitality from Florida International University. As the leader of the Business Resource Department, Peter...

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    ROBERT FICK

    ROBERT FICK, CLU, CHFC

    FINANCIAL REPRESENTATIVE
    [email protected]

    Robert G Fick, CLU, ChFC is a Registered Representative and Financial Advisor with Alliance’s Buffalo office. Born and raised in Western New York, Bob has spent most of his life on Grand Island, where he is a current resident. Bob earned his Bachelor of Arts degree from SUNY at Buffalo...

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    ROBERT POWALSKI, III

    ROBERT POWALSKI, III, CFP

    FINANCIAL SPECIALIST
    [email protected]

    Robert began his career with Alliance Advisory Group as a financial specialist in 2010. Through his unique macro-economic approach, Bob enables his clients to gain a clear, holistic view of their entire financial landscape. Bob...

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    STELLA FEY

    STELLA FEY

    FINANCIAL REPRESENTATIVE
    [email protected]

    Stella graduated with a BA degree in political science from California State University. She joined Alliance in April 2005, and has her Life, Accident and Health, Series 6 and 63 licenses. Stella has been a successful representative,...

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    THOMAS YOUNGMAN

    THOMAS YOUNGMAN

    FINANCIAL REPRESENTATIVE
    [email protected]

    Thomas S. Youngman joined Alliance as a Financial Representative in March 2006 after graduating from Hilbert College with a Bachelor's degree in Business Administration. He received Alliance's Rising Star Award in 2007. He has his Series 6...

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    SUZANNE NOVELLI

    FINANCIAL REPRESENTATIVE
    [email protected]

    Suzanne M. Novelli is a Financial Representative with the Buffalo Office. Her 24 year career is centered on the concerns of business owners, professionals, and the people who depend on them. Suzanne works with some of the largest and...

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JAMESTOWN

  
        
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    ERIC HARVEY

    ERIC HARVEY

    FINANCIAL REPRESENTATIVE
    [email protected]

    Eric is a 2005 graduate of Jamestown High School. He went onto Wyoming Technical Institute where he received his degree in automotive collision repair and service management. He worked 10 years as a collision repair technician before...

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    G. CRAIG MILLER

    FINANCIAL REPRESENTATIVE
    [email protected]

    Craig joined the Jamestown office of Alliance Advisory Group as a Financial Representative in January 1991. A graduate of Falconer High School and the University at Buffalo School of Management, Gerald is a member of the Chautauqua Life...

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    MARK NELSON, LUTCF

    FINANCIAL ADVISOR, JAMESTOWN
    [email protected]

    Mark R. Nelson, LUTCF is the agency supervisor for the Jamestown office and has been a financial representative with the Guardian Life Insurance Company of America and a registered representative with Park Avenue Securities since 1995....

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    ROBERT S. JOHNSON

    ROBERT S. JOHNSON, CLU, CHFC

    FINANCIAL ADVISOR
    [email protected]

    Robert S. Johnson, CLU®, ChFC®, has been a Financial Representative with Alliance's Jamestown office since April 1973. He is a member and past president of the Chautauqua Region Association of Insurance and Financial Advisors, past...

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    THOMAS L. WADE

    THOMAS L. WADE, CLU, CHFC

    FINANCIAL ADVISOR
    [email protected]

    Thomas is a registered representative with the Jamestown office of Alliance Advisory Group. He attended Hartwick College and went on to receive his Chartered Life Underwriter (CLU®) designation in 1979, and his Chartered Financial...

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ROCHESTER

  
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    ASHER FLINT, MBA, CLU

    FINANCIAL ADVISOR
    [email protected]

    Asher has been with Alliance Advisory Group since 1998. He is a graduate of the University of Rochester with an undergraduate degree in Economics and a Masters degree in Finance. Asher is excellent at listening to clients and helping them build a strong financial plan. He enjoys assisting people with financial strategies that help them to realize their hopes and dreams. The end result of Asher's work is that clients have greater confidence and clarity about their financial future.

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    BARB CLARK

    NEW BUSINESS COORDINATOR
    [email protected]

     
    BRAD SMITH

    BRAD SMITH

    FINANCIAL REPRESENTATIVE
    [email protected]

    Brad Smith joined the Alliance Advisory Group in the autumn of 2015 after spending several years at Northwestern Mutual and MassMutual. Brad was quickly recognized for his early achievement with the Alliance Advisory Group and Guardian Life...

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    CARL LUTZ

    CARL LUTZ, CLTC

    FINANCIAL ADVISOR
    [email protected]

    Since 1999, Carl has served more than 400 families and business owners in the area of building and protecting wealth. Having owned a family business with his father for 16 years and employing more than 20 people, Carl has the ability...

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    DAN DEVEAU, CLU, CHFC

    FINANCIAL REPRESENTATIVE
    [email protected]

    Daniel W. Deveau, CLU®, ChFC®, is a financial representative with the Rochester office of Alliance Advisory Group. He has been associated with the firm since June of 1989. Daniel received his associate's degree from Broward Community...

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    DOUGLAS MILLER

    DOUGLAS MILLER, CLU

    SPECIAL AGENT
    [email protected]

    Douglas is a financial representative with AAG, and joined the firm's Rochester office in 1992. Doug graduated from the University of Cincinnati with his Bachelor of Science degree in business administration in 1974, and attained his...

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    JAMES MILLIS

    JIMMY MILLIS

    Financial Representative
    [email protected]

    Jimmy joined Alliance Advisory Group in August of 2018. His previous two years were spent at Centra Financial Group. Jimmy specializes in working with young families, professionals and business owners...

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    JOE D'AMICO

    FINANCIAL ADVISOR
    joseph.d'[email protected]

    Joe’s first experience in financial services was as a college intern with Alliance Advisory Group, and he returned home to AAG full time in the Fall of 2017 after several years at New York Life. Joe was attracted to this...

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    JOHN BRENNAN

    JOHN BRENNAN

    FINANCIAL PROFESSIONAL
    [email protected]

    John is a registered Financial Professional in the Rochester Office at Alliance Advisory Group. John gained his Bachelors of Science degree from Brockport State University in 1970 in Health and Physical Education. He also did an...

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    JONATHAN D. SHELDON, RICP

    BROKERAGE MANAGER
    [email protected]

    Jon joined Alliance Advisory Group (AAG) in September 2017 as Brokerage Manager in our Rochester office. He first entered the financial services field as an intern for Northwestern Mutual his junior year of college, earning himself...

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    JOSEPH BIANCHI

    FINANCIAL REPRESENTATIVE
    [email protected]

    The success of any good financial services professional is measured by the ability of the advisor to relate to the client with humility. Demonstrating authenticity and an understanding of the value of the relationship is key...

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    LINDSAY CAMPBELL-GELLER

    SUPPORT SPECIALIST
    [email protected]

     

    MARY JO HOLLINGSHEAD

    OPERATIONS ASSOCIATE, LUTZ & ASSOCIATES WEALTH STRATEGISTS
    [email protected]

     

    MATT VAHUE, CLF

    REGIONAL DIRECTOR
    [email protected]

    Matt Vahue is the regional director of Alliance Advisory Group, guiding the firm's growth in the Greater Rochester and Finger Lakes Regions.

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    MIKE FANTO, CLU

    FINANCIAL ADVISOR
    [email protected]

    For thirty years, Mike has guided each client individually to achieve their specific goals and objectives, ensuring financial organization and security. Professionals and business owners have chosen to work with Mike to design their...

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    ROCKY MARTINI

    FINANCIAL REPRESENTATIVE
    [email protected]

    ocky Martini joined Alliance Advisory Group as a financial representative in June 2014. Previously, he had the opportunity to support the daily operations and customer needs of his family's business as the lead store manager for...

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ITHACA

  
  

SYRACUSE

  
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    BENJAMIN HUSSONG, JD

    MANAGING ASSOCIATE & FINANCIAL ADVISOR
    [email protected]

    Benjamin Hussong, JD joined Alliance Advisory Group in 2017 as a Financial Advisor and Managing Associate of AAG’s Syracuse office. Prior to joining AAG, Ben spent four years with AXA Advisors, where he attained Divisional...

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