Schedule A Meeting

Schedule A Meeting

Our Team

Advisors

John Ullman
Chief Executive Officer, Founder, Chairman of the Board
JGUA EmailLinkedIn Page
Jason Nickerson, CFP®, EA
President, Chief Operating Officer
JGUA EmailLinkedIn PageJGUA Bio
Karen Meriwether, CFP®
Senior Vice President
JGUA Email
Tom Snow
Senior Vice President
JGUA Email
Darren Wilcox, CFP®, J.D.
Senior Vice President, Corporate Secretary & General Counsel
JGUA EmailLinkedIn PageJGUA Bio
Pete Winnett, CFP®
Senior Vice President
JGUA EmailLinkedIn PageJGUA Bio
Todd Brost, CFP®
Senior Advisor
JGUA EmailLinkedInJGUA Bio
Kate Gerwig, CFP®
Senior Advisor
JGUA EmailLinkedIn PageJGUA Bio
Amanda Herrick Smith, CFP®
Senior Advisor
JGUA EmailLinkedIn PageJGUA Bio
Mason Jones, CFP®
Senior Advisor
JGUA EmailLinkedIn PageJGUA Bio
Judith Palumbo, CFP®, J.D.
Senior Advisor
JGUA EmailJGUA Bio
Susan Ford, CPA, MST
Senior Advisor
JGUA Email
Andrew Baron, CFP®, EA
Advisor & Rhinebeck Branch Manager
JGUA EmailLinkedIn PageJGUA Bio
Lynda Lander, CFP®
Advisor
JGUA EmailLinkedIn PageLynda Lander JGUA Bio
Mark Bloxsom, Ph.D.
Senior Financial Planner
Jakob Brost, CFP®, MS
Advisor & Charlotte Branch Manager
JGUA EmailLinkedIn PageJGUA Bio
Sarah E. J. Collier, J.D.
Senior Associate Advisor
JGUA EmailLinkedIn PageJGUA Bio
Shawn Twigg, CFP®
Senior Associate Advisor
Alex Chacho
Associate Advisor
JGUA EmailLinkedIn PageAlex Chacho JGUA Bio
Derek Doyle
Associate Advisor
JGUA EmailLinkedIn PageDerek Doyle JGUA Bio
Lyndsey Payne, MBA
Associate Advisor
JGUA emailLinkedIn PageLyndsey Payne JGUA Bio
Scott Townsend, CFP®
Associate Advisor
JGUA EmailLinkedIn PageScott Townsend JGUA Bio
Leyah Dauber
Associate Advisor
JGUA EmailLinkedIn PageLeyah Dauber JGUA Bio
Nathan VanBrunt, MBA
Associate Advisor
Alex Boychuck
Associate Advisor
Andrew Dolan
Associate Advisor

Financial Paraplanners

Rebecca Ashley, Financial Paraplanner Qualified Professional™
Financial Paraplanner
Peta Bartles, Financial Paraplanner Qualified Professional™
Financial Paraplanner
Paula Graham, Financial Paraplanner Qualified Professional™
Financial Paraplanner, Executive Assistant to the President
Heather Hayes, Financial Paraplanner Qualified Professional™
Financial Paraplanner
Melissa Johnson, Financial Paraplanner Qualified Professional™
Financial Paraplanner

Client Services / Administrative Team

Tonya Andrysick
Administrative Assistant II
Laura White
Administrative Assistant

Administrative Team

Maryalice Condon
Executive Assistant to the CEO & Chairman of the Board
Amy Stark
Administrative Assistant III
Teresa Philip
Administrative Assistant
Nancy Curren
Administrative Assistant
Aria Brown
Administrative Team & Marketing Assistant

Compliance

Jennifer Krasnansky
Vice President, Chief Compliance Officer, and Assistant Controller

Corporate Accounting

Connie Malone
Vice President & Controller
Michelle Reilly
Senior Corporate Accounting Associate
Debra Ribble
Junior Accountant
Lori Enderle
Corporate Accounting Associate

Human Resources

Scott Schoonover
Director, Human Resources
Patti Creaton
Senior Human Resources Generalist & Benefits Administrator
Stephany Achterberg
Recruiter, Human Resources Generalist

Information Services

Jennifer Bement-Coon
Director of Information Services and Manager of Equity Trading
Autumn Cannioto
Senior Information Services Specialist
Heather Morgan
Supervisor, Information Services
Julie Owen
Senior Account Coordinator
Kim Puffer
Lead Information Services Specialist
Joseph Ashton
Information Services Specialist

Information Technology

Wilby Jackson
Director of Information Technology
Joey Hoffman
IT Manager
Bryan Hitchings
IT Help Desk Technician / Back-Up Specialist

Marketing & Communication

Ryan Sargent
Marketing & Communication Manager
Amelia Chaapel
Marketing & Communication Associate II

Office Cleaning & Maintenance Services

Paul Peck
Facilities Manager
Sharon Peck
Supervisor, Office Cleaning & Maintenance Services
Dawson Peck
Maintenance Assistant
Kathleen Teeter
Cleaning Assistant
Shawn Teeter
Cleaning Assistant

Operations

Steve Kauffman
Vice President & Director of Operations, Client & User Experience

Relationship Development

Jase Merrill
Regional Manager, Relationship Development
Dylan Marshall
Regional Manager, Relationship Development
Leeann Sowers
Regional Manager, Relationship Development
Lisa Fusco
Regional Manager, Relationship Development
Adam Oreiby, LLM
Regional Manager, Relationship Development

Securities Research

Brett Winnefeld, CFA®
Senior Equity Analyst & Project Manager
Mark Abdalla, CFA®, MBA
Securities Research Analyst

Security Trading

David Labato
Director, Security Trading Department
Meghan Gilbert
Trading Assistant

Tax Services

Don Huff, CPA
Vice President & Director of Client Tax Services
Heidi Grimins, EA
Senior Tax Manager
Carl Masler, CPA
Senior Tax Manager
Christian Perkins, CPA, MBA
Tax Manager
Chiaki Benway, CPA
Tax Preparer
Margaret Vogel, EA
Tax Specialist
Mary McElligott, EA
Tax Specialist
Tracey Albert
Tax Specialist
Victoria Vega, MBA
Tax Preparer
Schedule A Meeting

Navigation

Disclosure Statement

Form CRS ADV3

Privacy Policy

Website Disclosures

Business Hours

  • Monday - Friday
  • 7:30 a.m. to 5:30 p.m.

Follow us

Facebook Youtube Instagram Linkedin

Locations

  • JGUA Headquarters
  • 343 Daniel Zenker Drive Horseheads, NY 14845
  • 800-936-3785
  • 607-936-8361
  • Rhinebeck, NY Branch Office
  • 20 East Market Street, Rhinebeck, NY 12572
  • 866-819-5046
  • Charlotte, NC Branch Office
  • 5955 Carnegie Blvd., Suite 100 Charlotte, NC 28209
  • 800-936-3785
  • Corning, NY Office
  • 51 E. Market St. Corning, NY 14830
  • 607-936-3785

© 2024 John G. Ullman & Associates, Inc. | All Rights Reserved