| Name | Title | |
| Client Service Team 1 | Christopher Sorce, CFP® | Senior Financial Advisor/Principal |
| David Darwish, CFP® | Financial Advisor | |
| Andrea Mientkiewicz | Advisor Associate | |
| Jason Rundorff, CFP® | Financial Advisor | |
| Quinto Ambrosetti, CFP® | Financial Advisor | |
| Amanda Mahland | Administrative Assistant | |
| Client Service Team 2 | Gregory Sorce, CFP®, MSFS | Senior Financial Advisor/Principal |
| Steven Rinn, CFP® | Financial Advisor | |
| Christopher Zehner, CFP® | Financial Advisor | |
| Matthew Costigan, CFP®, CPA/PFS | Financial Advisor | |
| Irene Buettner | Advisor Associate | |
| Katie McMillan | Advisor Associate | |
| Client Service Team 3 | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Brittany Taylor, CFP® | Financial Advisor | |
| Jessica D. Walters, CRPS®, AIF® | Retirement Plan Supervisor | |
| Chad Tillery , CFP® | Financial Advisor | |
| Kerri Goldsmith | Administrative Assistant | |
| Client Service Team 4 | Richard Morrow, CFP®, CPA | Senior Financial Advisor/Principal |
| Robin Roberts | Advisor Associate | |
| Tom Taranto | Financial Advisor | |
| Jackie Zetts | Administrative Assistant | |
| Maureen Lloyd | Administrative Assistant | |
| Client Service Team 6 | Joseph Kloecker, CPA, MBA | Senior Financial Advisor |
| Christine Kujan |
Advisor Associate | |
| Client Service Team 7 | A. Brent Wauterlek | Senior Financial Advisor |
| Dan Baer, CPA | Senior Financial Advisor/Principal | |
| Brian Mallette | Financial Advisor | |
| Nicole Jackmack | Administrative Assistant | |
| Client Service Team 8 | Stephen Schramm, CFP®, CPA/PFS | Senior Financial Advisor/Principal |
| Rita Stikelether, CPA | Senior Financial Advisor/Principal | |
| Ryan Furtwangler | Financial Advisor | |
| Steven Swindler | Financial Advisor | |
| Graham Stikelether | Financial Advisor | |
| Jenny Laychur | Administrative Assistant | |
| Presque Isle Capital Management | Gary Dyer, CFA | Senior Portfolio Manager |
| David Bonner | Assistant Portfolio Manager | |
| Cherish Langer | Administrative Assistant | |
| Retirement Plan Unit | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Jessica D. Walters, CRPS®, AIF® | Retirement Plan Supervisor | |
| Operations Unit | Scott Cross, CFA | Chief Operating Officer |
| Ryan Celio | Operations Analyst | |
| Compliance Unit | Michael Wassman | Chief Compliance Officer |
| Lynda Lytle | Compliance Supervisor | |
| Asset Management Unit | Gary Dyer, CFA | Senior Portfolio Manager |
| David Bonner | Assistant Portfolio Manager | |
| Jason Alward | Asset Management System Analyst | |
| Cherish Langer | Administrative Assistant | |
| Marketing Unit | Michael Gallagher | Director of Marketing |
| Amanda Fire | Marketing Coordinator | |
| Administrative Unit | Giulia DeLuca | Administrative Assistant |
| Arlene Berchtold | Administrative Assistant | |
| Linda Evans | Director of Human Resources |
©HBK SORCE FINANCIAL LLC All Rights Reserved.
Insurance products offered through HBK Sorce Insurance LLC
Investment Advisory Services offered through HBK Sorce Advisory LLC
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
HBK Sorce Insurance LLC and HBK Sorce Advisory LLC are not affiliated with Purshe Kaplan Sterling Investments.
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