Our Team

Our people are our greatest asset.

LEADERSHIP

	ROBERT J. FASHANO, CLU, CHFC, MSFS CHAIRMAN robert_j_fashano@glic.com Bob 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... Click to read more...

	JAMES R. FASHANO PRESIDENT & CEO james.fashano@allianceadvisorygroup.com Jim 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... Click to read more...

	BARBARA A. O'NEILL, CLU CHIEF FINANCIAL AND OPERATIONS OFFICER Barbara_A_Oneill@glic.com 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... Click to read more...

	MATT VAHUE, CLF REGIONAL DIRECTOR & WEALTH MANAGEMENT ADVISOR matthew.vahue@allianceadvisorygroup.com Matt Vahue, CLF® is the Regional Director of the Alliance Advisory Group, Inc. (AAG), guiding the firm’s growth throughout Upstate New York. He leads the firm’s Rochester branch office... Click to read more...

	STEPHEN T. CONSTANTINE MANAGING DIRECTOR stephen.constantine@allianceadvisorygroup.com 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... Click to read more...

	KRISTIN AMODIO AGENCY CONTROL OFFICER & DIRECTOR OF OPERATIONS kristin_amodio@glic.com

	GENEVIEVE PAEGLOW DIRECTOR OF TALENT ACQUISITION genevieve.paeglow@allianceadvisorygroup.com Genevieve serves as the Director of Talent Acquisition at Alliance Advisory Group focusing on recruiting new talent and managing the intern program. ... Click to read more...

BROKERAGE TEAM


	JONATHAN D. SHELDON, RICP BROKERAGE MANAGER jonathan.sheldon@allianceadvisorygroup.com 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... Click to read more...



	JOE D'AMICO BROKERAGE ASSISTANT & DISABILITY INSURANCE SALES COORDINATOR joseph.d'amico@allianceadvisorygroup.com 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... Click to read more...

BUFFALO

	AMY CAMMARATA NEW BUSINESS ADMINISTRATOR amy.cammarata@allianceadvisorygroup.com

	AMY TRAUTMAN SUPPORT SPECIALIST amy.trautman@allianceadvisorygroup.com

	BRUCE D. HYMAN FINANCIAL REPRESENTATIVE bruce_d_hyman@glic.com 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... Click to read more...

	CHARLES PRIVITERA SPECIAL AGENT cprivitera@glic.com 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... Click to read more...

	DANIEL SCHLEIN, MBA, RICP® FINANCIAL REPRESENTATIVE daniel.schlein@allianceadvisorygroup.com 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... Click to read more...

	DENISE DREWS DIRECTOR OF FIRST IMPRESSIONS & POLICY SERVICE ADMINISTRATOR denise.drews@allianceadvisorygroup.com

	DEREK MALIS FINANCIAL REPRESENTATIVE derek.malis@allianceadvisorygroup.com 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... Click to read more...

	DUSTIN HUMMEL INFORMATION SECURITY LEAD dustin.hummel2@allianceadvisorygroup.com

	DWIGHT C. MOLDENHAUER, CLU, CHFC FINANCIAL ADVISOR, DWIGHT MOLDENHAUER INC. dmoldenhauer@dwightmoldenhauer.com 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... Click to read more...

	EGON MOLDENHAUER FINANCIAL REPRESENTATIVE EMOLDENHAUER@DWIGHTMOLDENHAUER.COM Egon Moldenhauer joined Alliance Advisory Group in December of 2016, after beginning his career in financial services at MassMutual Buffalo. Click to read more...

	EMILY CERTO FINANCIAL REPRESENTATIVE emily.certo@allianceadvisorygroup.com Emily 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... Click to read more...

	EMILY WILLIS BUSINESS DEVELOPMENT ASSOCIATE emily.willis@allianceadvisorygroup.com Emily Willis joined Alliance Advisory Group in September 2020. She attended Alfred University and earned her bachelor's degree in Business Administration. Emily is originally from Horseheads, NY but has moved to Buffalo, NY to further pursue her career.... Click to read more...

	GREGORY A. AHRENS, CFP, ChFC, CExP WEALTH MANAGEMENT ADVISOR greg_ahrens@glic.com 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... Click to read more...

	KATE SMITH NEW BUSINESS DESK - LIFE INSURANCE

	JOHN CAMMARANO FINANCIAL REPRESENTATIVE john.cammarano@allianceadvisorygroup.com 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... Click to read more...

	JONATHAN "JAY" BERUBE CIMA® Director of Wealth Management jonathan.berube@allianceadvisorygroup.com Jonathan "Jay" Berube CIMA® is a Director of Wealth Management for the Berube Group at Alliance Advisory Group. Jay is a recognized leader in the industry with 30 years of experience. Prior to joining Alliance Advisory Group... Click to read more...

	JOSEPH AHMED FINANCIAL REPRESENTATIVE joseph.ahmed@allianceadvisorygroup.com My purpose is to serve by sharing with clients the truth about how money works, empowering them to overcome uncertainty and make decisions that position them to deserve... Click to read more...

	KRISTIN AMODIO AGENCY CONTROL OFFICER & DIRECTOR OF OPERATIONS kristin_amodio@glic.com

	MOIRA MOLDENHAUER PRESIDENT, DWIGHT MOLDENHAUER, INC. mmoldenhauer@dwightmoldenhauer.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... Click to read more...

	MARK MAJEWSKI, CLU FINANCIAL REPRESENTATIVE mark_f_majewski@glic.com 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... Click to read more...

	PAUL J. LAROU, CLU FINANCIAL SPECIALIST plarou@allianceadvisorygroup.com 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... Click to read more...

	PETER T. GODIOS FINANCIAL ADVISOR peter.godios@allianceadvisorygroup.com 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... Click to read more...

	ROBERT FICK, CLU, CHFC FINANCIAL REPRESENTATIVE robert.fick@allianceadvisorygroup.com 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... Click to read more...

	ROBERT POWALSKI, III, CFP FINANCIAL SPECIALIST robert.powalski@allianceadvisorygroup.com 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... Click to read more...

	STELLA FEY FINANCIAL REPRESENTATIVE stella.fey@allianceadvisorygroup.com Nearly 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... Click to read more...

	STEPHEN T. CONSTANTINE MANAGING DIRECTOR stephen.constantine@allianceadvisorygroup.com 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... Click to read more...

	SUZANNE NOVELLI FINANCIAL REPRESENTATIVE suzanne_m_novelli@glic.com 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... Click to read more.

	THOMAS YOUNGMAN FINANCIAL REPRESENTATIVE thomas.youngman@allianceadvisorygroup.com 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... Click to read more...

JAMESTOWN


	ERIC HARVEY FINANCIAL REPRESENTATIVE eric_harvey@allianceadvisorygroup.com 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... Click to read more...

	JEREMY WOLTZ FINANCIAL REPRESENTATIVE jeremiah.x.woltz@allianceadvisorygroup.com Jeremy 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... Click to read more...

	MARK NELSON, LUTCF FINANCIAL ADVISOR, JAMESTOWN mark_nelson@glic.com 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.... Click to read more...


	ROBERT S. JOHNSON, CLU, CHFC FINANCIAL ADVISOR robert_s_johnson@glic.com 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... Click to read more...


	THOMAS L. WADE, CLU, CHFC FINANCIAL ADVISOR thomas_wade@glic.com 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... Click to read more...

ROCHESTER

	ANGELA P. VAHUE WEALTH MANAGEMENT ADVISOR & FINANCIAL SPECIALIST angela.vahue@allianceadvisorygroup.com Angela Vahue is a Wealth Management Advisor & Financial Specialist with the Alliance Advisory Group, Inc. (AAG). She joined the firm in 2011 after eight successful years... Click to read more...

	ASHER FLINT, MBA, CLU FINANCIAL ADVISOR asher.flint@allianceadvisorygroup.com 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. Click to read more...

	Ashley Anchor FINANCIAL REPRESENTATIVE ashley.anchor@allianceadvisorygroup.com Ashley joined Alliance Advisory Group in February 2020. She is a graduate of SUNY Potsdam with a B.S. in Business Administration. She feels very strongly that growing up in an entrepreneurial household has shaped her into the person... Click to read more...

	CARL LUTZ, ChFC®, RICP®, CExP™ FINANCIAL ADVISOR carl_lutz@glic.com 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... Click to read more...

	CHARLES BEARCE DIRECTOR OF CLIENT RELATIONS, MANAGING ASSOCIATE AND FINANCIAL ADVISOR charles.bearce@allianceadvisorygroup.com Charlie Bearce is the Director of Client Relations, Managing Associate and Financial Advisor for Alliance Advisory Group, Inc. (AAG). For 15 years Charlie Bearce has been delivering great value to clients as a financial advisor... Click to read more...

	DAN DEVEAU, CLU, CHFC FINANCIAL REPRESENTATIVE ddeveau@allianceadvisorygroup.com 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... Click to read more...

	DOUGLAS MILLER, CLU SPECIAL AGENT douglas.miller@allianceadvisorygroup.com 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... Click to read more...

	FRANK RANDALL FINANCIAL REPRESENTATIVE frank.randall@allianceadvisorygroup.com Frank Randall joined Alliance Advisory Group in 2020, he holds a Masters Degree in Public Administration in Non Profit Management from SUNY Brockport. He comes to AAG with a professional background... Click to read more...

	GENEVIEVE PAEGLOW DIRECTOR OF TALENT ACQUISITION genevieve.paeglow@allianceadvisorygroup.com Genevieve serves as the Director of Talent Acquisition at Alliance Advisory Group focusing on recruiting new talent and managing the intern program... Click to read more...

	Jeffrey Santillo BUSINESS DEVELOPMENT ASSOCIATE jeffrey.santillo@allianceadvisorygroup.com Jeff joined Alliance Advisory Group in December 2020 after graduating from The University of Tampa. He holds a Bachelor's degree in sport management and spent time interning... Click to read more...

	JOHN BRENNAN FINANCIAL PROFESSIONAL john_brennan@glic.com 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... Click to read more...

	JONATHAN D. SHELDON, RICP BROKERAGE MANAGER jonathan.sheldon@allianceadvisorygroup.com 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... Click to read more...

	JULIEANN ANGIE FINANCIAL REPRESENTATIVE JULIEANN.ANGIE@ALLIANCEADVISORYGROUP.COM Julieann 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. Click to read more...

	LINDSAY CAMPBELL-GELLER NEW BUSINESS DESK - INVESTMENTS lindsay.campbell-gellar@allianceadvisorygroup.com

	MARISSA OLSEN DIRECTOR OF FIRST IMPRESSIONS AND MARKETING COORDINATOR marissa.olsen@allianceadvisorygroup.com

	MATT VAHUE, CLF REGIONAL DIRECTOR & WEALTH MANAGEMENT ADVISOR matthew.vahue@allianceadvisorygroup.com Matt Vahue, CLF® is the Regional Director of the Alliance Advisory Group, Inc. (AAG), guiding the firm’s growth throughout Upstate New York. He leads the firm’s Rochester branch office... Click to read more...

	MATTHEW COLLINS FINANCIAL ADVISOR matthew.collins@allianceadvisorygroup.com Since 2018, Matt has been helping young professionals build a strong financial foundation for their future. In January 2020, he joined Carl Lutz's team to continue his work with young professionals and assist Click to read more...

	MIKE FANTO, CLU FINANCIAL ADVISOR mike.fanto@allianceadvisorygroup.com 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... Click to read more...

	ROCKY MARTINI, RICP® FINANCIAL ADVISOR rocky.martini@allianceadvisorygroup.com Rocky Martini has been serving individuals, families, and small business owners since 2014 after attending St. John Fisher College and working in his family's grocery business for three years. After having a disappointing experience... Click to read more..

	ROSS FELDMAN, CFP, CLU, CHFC, AEP, RICP, CASL, CLTC FINANCIAL ADVISOR rfeldman@allianceadvisorygroup.com Ross 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... Click to read more...

Office:	716.817.7109
Toll-Free:	800.777.3411
Fax:	716.817.7117

Our Team

KATE SMITH