Team Contact Information

Our professional advisors include CPAs, CFP® certificants and CFA® charterholders who have experience in helping executives, business owners and other affluent individuals reach their life goals, with individual offerings for women and those in transition. Fairport has the capability to interface with other professionals on the client’s behalf to deliver an integrated, focused experience.

Buffalo Team

Director of Wealth Management, Buffalo

Brian M. Geary, CFP®, CIMA®, CPA

Wealth Advisor

Connor J. Rosenecker, CFP®

Client Service Manager

Laurie A. Warner

Cherry Hill Team

Director of Wealth Management, Cherry Hill

Andrew J. Barnett, CLU, ChFC

Director of Wealth Management, Cherry Hill

Eric M. Feder

Senior Portfolio Administrator and Trader

Andrew Johnston

Wealth Advisor

Michael Vinci

Client Service Manager

Eric 'Rick' Teodoro

Chicago Team

DIRECTOR OF WEALTH MANAGEMENT, CHICAGO

Deborah B. Feldman, CFP®

CLIENT SERVICE MANAGER

Patricia Gonzalez, FPQP®

SENIOR CLIENT SERVICE MANAGER

Deborah A. Javurek, FPQP®

WEALTH ADVISOR

Melissa A. Lazar, FPQP®, CFS®

FOUNDER, LEONETTI & ASSOCIATES

Michael E. Leonetti, CFP®, CFS®, AIF®

WEALTH ADVISOR

Sherwin M. Lesk, CFP®, J.D., LL.M.

CLIENT SERVICE REPRESENTATIVE

Gail M. Smoy

WEALTH ADVISOR

Robin L. Stone, CFP®, MBA

Cleveland Team

MANAGING DIRECTOR, CHIEF OPERATING OFFICER

Brant D. Appel, J.D.

CLIENT SERVICE MANAGER

Tracie J. Becka

DIRECTOR OF CLIENT SERVICE, WEALTH ADVISOR

David J. Bosak, CFP®

MANAGING DIRECTOR, CHIEF GROWTH OFFICER

Andrew R. Connors, CFP®, CEPA

WEALTH ADVISOR

Callie H. Cornett, CFP®

CLIENT SERVICE MANAGER

Pamela S. Dagostino

MANAGER OF INVESTMENTS

Richard P. D’Amico, CFA

CLIENT SERVICE MANAGER

Tia M. D’Aveta, FPQP®

WEALTH ADVISOR

Peter P. DeVito, CPA, CFP®

WEALTH ADVISOR

Ryan M. Dobroka, CFP®, CPWA®, CIMA®

MANAGING DIRECTOR, CHIEF EXPERIENCE OFFICER

Emily A. Drake, CFP®, AEP®

CLIENT SERVICE MANAGER

Brandy Draper

Managing Partner, Head of Leadership Committee

Michael R. Drennen

CLIENT SERVICE REPRESENTATIVE

Jessica A. Gross

MANAGER OF OPERATIONS AND COMPLIANCE

Julie A. Harrington

DIRECTOR OF WEALTH MANAGEMENT, CLEVELAND

Dana G. Hastings, CFP®, ChFC®, RICP®, CEPA

WEALTH ADVISOR

Chris R. Isabella, CPA/PFS, CGMA

INVESTMENT ANALYST

Mike J. Kalinoski

WEALTH ADVISOR

Beth M. Korth, CPA/PFS, CFP®

CLIENT SERVICE MANAGER

Noemi Lopez

MANAGING DIRECTOR, CHIEF MARKETING OFFICER

Kristen T. Lucas

SENIOR OPERATIONS ANALYST

Jocelyn A. Maldonado

WEALTH ADVISOR

Rachel A. Margulis, CPA/PFS

MANAGER OF HUMAN RESOURCES AND EXECUTIVE ADMINISTRATION

Sara L. Miller

PORTFOLIO ADMINISTRATOR & TRADER

Michael Morgan

PORTFOLIO MANAGER

Christopher "Mac" Muirhead, CFA

WEALTH ADVISOR

Aaron S. Nuti, CFA, CFP®, CAIA, FDP®

Senior Operations Analyst

Amy L. Novak

Client Service Manager

Phylicia M. Prince

TAX PRACTICE STRATEGIST, WEALTH ADVISOR

Tom A. Seifert, CPA/PFS

DIRECTOR, PRACTICE GROUP LEADER, WEALTH ADVISOR

Emily N. Shacklett, CPA

DIRECTOR, CHIEF INVESTMENT OFFICER

John M. Silvis, CFA

DIGITAL MARKETING MANAGER

Annika Traner

DIRECTOR OF TRAINING, WEALTH ADVISOR

Joyce A. Zak, CRPC®, FPQPTM

Harrisburg Team

WEALTH ADVISOR

Bridget Q. Casher, AIF®, PPC®

CLIENT SERVICE MANAGER

Shaunice A. Chism

SENIOR CLIENT SERVICE MANAGER

Diana K. Funk

DIRECTOR OF WEALTH MANAGEMENT, HARRISBURG

John J. Klobusicky, MBA, CFA®, CAIA®

WEALTH ADVISOR

David Yi Luo, MBA, CFA®

Princeton Team

DIRECTOR OF WEALTH MANAGEMENT, PRINCETON

Yu Oen

CLIENT SERVICE MANAGER

Tracie J. Becka

Fairport - Logo - White

CLEVELAND

1350 Euclid Avenue, Suite 400
Cleveland, OH 44115-1833

Call us at: 216.431.3000 or 800.222.7459

CHICAGO

1130 W Lake Cook Rd, Suite 300
Buffalo Grove, IL 60089

Call us at: 847.520.0999 or 800.454.0999

HARRISBURG

4507 North Front Street, Suite 201
Harrisburg, PA 17110

Call us at: 717.232.8850

PRINCETON

P.O. Box 887
Princeton Junction, NJ 08550

Call us at: 609.799.3040

BUFFALO

4455 Genesee St, Suite 121
Buffalo, NY 14225

Call us at: 716.631.6771

CHERRY HILL

200 Lake Drive East, Suite 204
Cherry Hill, NJ 08002

Call us at: 856.795.7911

Legal & Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

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