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Our Team

Advisors

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

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

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
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
Director of Marketing & Communication
Amelia Chaapel
Digital Marketing & Creative Services Manager

Office Cleaning & Maintenance Services

Paul Peck
Facilities Manager
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
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
Dan Obrist, CFA®
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 Associate
Victoria Vega, MBA
Tax Preparer
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Business Hours

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

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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

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