| Name | Title | |
| Client Service Team 1 | Christopher Sorce, CFP® | Senior Financial Advisor/Principal |
| David Darwish, CFP® | Financial Advisor | |
| Vicki Baum | Advisor Associate | |
| Andrea Mientkiewicz | Advisor Associate | |
| Jason Rundorff | Financial Advisor | |
| Quinto Ambrosetti | 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 | |
| Irene Buettner | Advisor Associate | |
| Alisha Aaron | Advisor Associate | |
| Matthew Costigan, CPA | Financial Advisor | |
| Client Service Team 3 | R. Dean Piccirillo, CFP®, CRPS®, AIFA® | Senior Financial Advisor/Principal |
| Brittany Taylor | Financial Advisor | |
| Jessica D. Walters, CRPS®, AIF® | Retirement Plan Supervisor | |
| Kerri Goldsmith | Administrative Assistant | |
| Client Service Team 4 | Richard Morrow, CFP®, CPA | Senior Financial Advisor/Principal |
| Robin Roberts | Advisor Associate | |
| Chad Knapp | Advisor Associate | |
| Jackie Zetts | Administrative Associate | |
| Client Service Team 6 | Joseph Kloecker, CPA, MBA | Senior Financial Advisor |
| Christine Kujan |
Advisor Associate | |
| Client Service Team 7 | A. Brent Wauterlek | Investment Advisor Representative |
| Dan Baer, CPA | Investment Advisor Representative | |
| Brian Mallette | Advisor Associate | |
| April Staples | 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 Specialist | |
| Compliance Unit | Scott Cross, CFA | 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 Specialist | |
| Cherish Langer | Administrative Assistant | |
| Marketing Unit | Michael Gallagher | Director of Marketing |
| Amanda Fire | Marketing Coordinator | |
| Administrative Unit | Jeanne Richter | Administrative Supervisor |
| Giulia DeLuca | Administrative Assistant | |
| Arlene Berchtold | Administrative Assistant |
©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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