Joanna C. Feldman
Maker, Fragale & Di Costanzo, LLP

Esq.

Law Group
Partner

350 Theodore Fremd Avenue
Rye, NY 10580

914-925-1010
E-mail

Anthony L. Garbuio
Goldstein Lieberman & Company, LLC

CPA

Accountancy Group
Managing Director

100 Summit Lake Drive
Suite 120
Valhalla, NY 10595

(914) 747-9000
E-mail

John P. Genn, III
Tompkins Bank & Trust

CTFA, AEP, MBA

Financial Planning Professional Group
Senior Trust Officer

1281 Route 9
Wappingers Falls, NY 12590

845-654-0211
E-mail

Stephanie Giroux
Northern Trust Wealth Management

CFA

Financial Planning Professional Group
Senior Portfolio Advisor

165 Mason Street
Greenwich, CT 06830

203-863-1412
E-mail

Ana Maria Gomez
RBC Trust Company (Delaware) Limited

Financial Planning Professional Group
Vice President Special Needs Trust

400 Park Avenue
2nd Floor
New York, NY 10022

(212) 277-1355
E-mail

Caitlin M. Griffin
Falcon Rappaport & Berkman LLP

Law Group
Counsel

55 Smith Avenue
Suite 50
Mt. Kisco, NY 10549

(212) 203-3255
E-mail

Bharti Gupta
Censullo, Gupta & Associates, CPA, LLP

CA, CPA

Accountancy Group
Partner

80 Business Park Dr, STE 208
Armonk, NY 10504

9142942500
E-mail

Patti Iengo
Citrin Cooperman

CPA

Accountancy Group
Partner

709 Westchester Ave Ste 200
White Plains, NY 10604

914.949.2990 ext 3340
E-mail

Sanjiv K. Jaswal
Prudential Advisors

CFP, RICP, ChFC, CLU, WMCP

Financial Planning Professional Group
Financial Planner

500 Mamaroneck Avenue, Suite 320
Harrison, NY 10528

(914) 272-3893
E-mail

Franklin H. Julie
Julie Kessler LLP

Law Group

60 East 42nd Street
46 Floor
New York, NY 10165

(212) 687-1466
E-mail