Our Team
Our people are our greatest asset.
LEADERSHIP
ROBERT J. FASHANO, CLU, CHFC, MSFS
CHAIRMAN
robert_j_fashano@glic.comBob is chairman 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 & CEO
james.fashano@allianceadvisorygroup.comJim is the CEO & president of Alliance Advisory Group, Inc. (AAG) and the 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, CLU
CHIEF FINANCIAL AND OPERATIONS OFFICER
Barbara_A_Oneill@glic.comBarbara 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
stephen.constantine@allianceadvisorygroup.comSteve 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, CLU, CASL
SENIOR FRONTLINE LEADER
kevin.winder@allianceadvisorygroup.comKevin 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
matthew.vahue@allianceadvisorygroup.comMatt 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
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JONATHAN D. SHELDON, RICP
BROKERAGE MANAGER
jonathan.sheldon@allianceadvisorygroup.comJon 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...
Click to read more...KEVIN C. WINDER, CLU, CASL
SENIOR FRONTLINE LEADER
kevin.winder@allianceadvisorygroup.comKevin 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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JOE D'AMICO
BROKERAGE ASSISTANT & DISABILITY INSURANCE SALES COORDINATOR
joseph.d'amico@allianceadvisorygroup.comJoe’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...
BUFFALO
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ALISSA LABUD
NEW BUSINESS ADMINISTRATOR
alissa.labud@allianceadvisorygroup.com
AMY CAMMARATA
NEW BUSINESS ADMINISTRATOR
amy.cammarata@allianceadvisorygroup.com
BRUCE D. HYMAN
FINANCIAL REPRESENTATIVE
bruce_d_hyman@glic.comBruce 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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CHARLES PRIVITERA
SPECIAL AGENT
cprivitera@glic.comCharles (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
FINANCIAL REPRESENTATIVE
daniel.schlein@allianceadvisorygroup.comDan 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, CLU, CHFC
FINANCIAL ADVISOR, DWIGHT MOLDENHAUER INC.
dmoldenhauer@dwightmoldenhauer.comDwight 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
FINANCIAL REPRESENTATIVE
derek.malis@allianceadvisorygroup.comDerek 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
dustin.hummel2@allianceadvisorygroup.com
DUSTIN FURNESS
FINANCIAL REPRESENTATIVE
dustin.furness@allianceadvisorygroup.comDustin 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....
EMILY CERTO
FINANCIAL REPRESENTATIVE
emily.certo@allianceadvisorygroup.comEmily was born and raised in Lewiston, NY. She attended St. Bonaventure University and earned her bachelor's in Accounting. She then attended Niagara University and earned her masters in Professional Accountancy. Emily decided to...
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EGON MOLDENHAUER
FINANCIAL REPRESENTATIVE
EMOLDENHAUER@DWIGHTMOLDENHAUER.COMEgon Moldenhauer joined Alliance Advisory Group in December of 2016, after beginning his career in financial services at MassMutual Buffalo.
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GRACE BOLTON
FINANCIAL REPRESENTATIVE
grace.bolton@allianceadvisorygroup.comGrace 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...
GREGORY A. AHRENS, CFP, ChFC, CExP
WEALTH MANAGEMENT ADVISOR
greg_ahrens@glic.comGregory 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 MANAGER
joelle.ward@allianceadvisorygroup.com
JOHN CAMMARANO
FINANCIAL REPRESENTATIVE
john.cammarano@allianceadvisorygroup.comJohn 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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KARA HYMAN
ASSISTANT DIRECTOR OF GROWTH & MARKETING
kara.hyman@allianceadvisorygroup.com
KRISTIN AMODIO
DIRECTOR OF OPERATIONS
kristin_amodio@glic.com
MOIRA MOLDENHAUER
PRESIDENT, DWIGHT MOLDENHAUER, INC.
mmoldenhauer@dwightmoldenhauer.comMoira 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, CLU
FINANCIAL REPRESENTATIVE
mark_f_majewski@glic.comMark 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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PAUL J. LAROU, CLU
FINANCIAL SPECIALIST
plarou@allianceadvisorygroup.comPaul 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.godios@allianceadvisorygroup.comPeter 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, CLU, CHFC
FINANCIAL REPRESENTATIVE
robert.fick@allianceadvisorygroup.comRobert 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, CFP
FINANCIAL SPECIALIST
robert.powalski@allianceadvisorygroup.comRobert 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
FINANCIAL REPRESENTATIVE
stella.fey@allianceadvisorygroup.comNearly my entire day, personally and professionally, is focused on others – my existing clients, my future clients, my team and my family – so talking about or writing about myself does not come easily. However, I value authenticity...
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THOMAS YOUNGMAN
FINANCIAL REPRESENTATIVE
thomas.youngman@allianceadvisorygroup.comThomas 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
suzanne_m_novelli@glic.comSuzanne 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
FINANCIAL REPRESENTATIVE
eric_harvey@allianceadvisorygroup.comEric 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
gcmiller@millerhallfinancial.comCraig 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
mark_nelson@glic.comMark 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, CLU, CHFC
FINANCIAL ADVISOR
robert_s_johnson@glic.comRobert 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, CLU, CHFC
FINANCIAL ADVISOR
thomas_wade@glic.comThomas 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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KRISTIE PEPPY
FINANCIAL REPRESENTATIVE
kristie.peppy@allianceadvisorygroup.comKristie Peppy is a Registered Representative and Financial Advisor for Alliance Advisory Group, LLC.. Kristie is a Pittsburgh native and a graduate of Allegheny College in Meadville, PA receiving a Bachelor of Arts...
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JEREMY WOLTZ
FINANCIAL REPRESENTATIVE
jeremiah.x.woltz@allianceadvisorygroup.comJeremy was born in Alaska on an Air Force base. He came back to the Jamestown area with his family and attended Maple Grove Jr/Sr High School and then JCC where he earned his associate's degree. From there he decided to expand his...
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ROCHESTER
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ASHER FLINT, MBA, CLU
FINANCIAL ADVISOR
asher.flint@allianceadvisorygroup.comAsher 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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ANGELA P. VAHUE
FINANCIAL REPRESENTATIVE
angela.vahue@allianceadvisorygroup.comAngela Vahue 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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CARL LUTZ, CLTC, ChFC®, RICP®, CExP™
FINANCIAL ADVISOR
carl_lutz@glic.comSince 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
ddeveau@allianceadvisorygroup.comDaniel 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, CLU
SPECIAL AGENT
douglas.miller@allianceadvisorygroup.comDouglas 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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JIMMY MILLIS
Financial Representative
james.millis@allianceadvisorygroup.comJimmy 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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JOHN BRENNAN
FINANCIAL PROFESSIONAL
john_brennan@glic.comJohn 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...
Click to read more...JONATHAN D. SHELDON, RICP
BROKERAGE MANAGER
jonathan.sheldon@allianceadvisorygroup.comJon 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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JULIEANN ANGIE
FINANCIAL REPRESENTATIVE
JULIEANN.ANGIE@ALLIANCEADVISORYGROUP.COMJulieann Angie is native to Rochester. She studied English at Alfred University- a degree she believes gives her an edge in communication and conveying complex strategies in uncommon ways.
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LINDSAY CAMPBELL-GELLER
SUPPORT SPECIALIST
lindsay.campbell-gellar@allianceadvisorygroup.com
MATT VAHUE, CLF
REGIONAL DIRECTOR
matthew.vahue@allianceadvisorygroup.comMatt 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
mike.fanto@allianceadvisorygroup.comFor 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,RICP®
FINANCIAL REPRESENTATIVE
rocky.martini@allianceadvisorygroup.comocky 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
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ROSS FELDMAN, CFP, CLU, CHFC, AEP, RICP, CASL, CLTC
FINANCIAL ADVISOR
rfeldman@allianceadvisorygroup.comRoss is a personal financial strategist who has been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997. With my Protection First philosophy (which includes a thorough evaluation of...
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