Affiliates & Practices
Holmdel, NJ
19 Overlook Drive
Holmdel, NJ 07733
732-335-5550
Charles Chiarelli
cchiarelli@kfmadvisors.com
Boca Raton, FL
5900 N.E. 7th Avenue
Boca Raton, FL 33487
518-469-8759
Gregg Ragule
gragule@kfmadvisors.com
CHERRY HILL, NJ
1326 Crescent Way, Cherry Hill, NJ 08002
610-800-9595
Mark Vanarnam
markv@kfmadvisors.com
Apalachin, NY
47 Kellam Road
Apalachin, NY 13732
607-658-9213
Andrew Chrysler
achrysler@kfmadvisors.com
Harrisburg, PA
2431 North 2nd Street
Harrisburg, PA 17110
717-234-7607
Raymond Wolfgang, Jr.
rwolfgang@kfmadvisors.com
James Rushworth
jrushworth@kfmadvisors.com
nazareth, PA
112 S. Broad Street
Nazareth, PA 18064
610-530-2112
Eric Nikles
enikles@kfmadvisors.com
Joseph Connell
jconnell@kfmadvisors.com
Mechanicsburg, PA
4909 Louise Drive, Suite 104
Mechanicsburg, PA 17055
717-697-7333
Steven Zeigler
szeigler@kfmavisors.com
Easton, PA
7 Ramblewood Drive East
Easton, PA 18040
610-597-4132
Mouna Elias-Milan
Melias-milan@kfmadvisors.com
Albany, NY
9 Washington Square
Albany, NY 12205
518-452-8853
Gerard Ryan
gryan@kfmadvisors.com
Albany, NY
421 New Karner Road, Suite 9
Albany, NY 12205
518-608-6606
Brian McKee
bmckee@kfmadvisors.com
Affiliated Firms
Across Pennsylvania, New York, Maryland, and beyond, our affiliated practices bring together decades of experience, billions in managed assets, and a shared commitment to doing right by their clients. As a partner, you gain access to this established network—an ecosystem designed to share ideas, foster growth, and open doors to new opportunities.
Pennsylvania Offices
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600 J Eden Road, Suite 5
Lancaster, PA 17601717-560-2157
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R. William Book
bbook@bookandcompany.com
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Richard G. Kress
rkress@kressfinancial.comRichard J. Kress
rjkress@kressfinanical.com
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1605 N. Cedar Crest Blvd., Suite 504
Allentown, PA 18104610-841-3400
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Joseph Brita
jbrita@quantum-fm.com
Ⓛ LinkedInMatthew Funk
mfunk@quantum-fm.com
Ⓛ LinkedInJohn Rimm
jrimm@quantum-fm.com
Ⓛ LinkedInJason Morrow
jmorrow@quantum-fm.com
Ⓛ LinkedIn
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3775 Chestnut St.
Emmaus, PA 18049610-967-4711
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Jon Ernst
jon@stortzwealth.comJennifer VanDenElzen
jennifer@stortzwealth.comJohn Yellets
john@stortzwealth.comLaura Favorito
laura@stortzwealth.com
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Jagruti Panwala
jagruti@emailwps.com
Ⓕ Facebook
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Daniel G. Kress
dkress@kressfinancial.com
Ⓛ LinkedInDaniel R. Kress
drkress@kressfinancial.com
Ⓛ LinkedInPatrick Kress
pkress@kressfinancial.com
Ⓛ LinkedInScott Sonntag
ssonntag@kressfinancial.com
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Jason Lamendola
jlamendola@sswealth.net
Ⓛ LinkedIn
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Michael J. Fischer
mjfischer@c1fin.com
Ⓛ LinkedIn
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Jason Monteagudo
jasonm@cfsplanner.com
Ⓛ LinkedIn
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David Smith
dasmith@mountaintopwm.comAlicia Pittman
apittman@mountaintopwm.com
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Craig Patterson
craig@patterson.financialAlex Patterson
alex@patterson.financial
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1362 Woodland Circle
Denver, PA 17517
717-940-0409 -
Lee Shaffer
lee@shafferadvisors.comDavid Shaffer
david@shafferadvisors.com
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Eric Schenk
eschenk@delvalfinancial.comGretchen Schenk-Szustak
gszustak@delvalfinancial.comJoseph Raspa
jraspa@delvalfinancial.com
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Dale McCandless
dale@nextstepemail.com
Ⓛ LinkedIn
New York Offices
Empire
Financial Partners
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115 S. Litchfield Street
Frankfort, NY 13340315-894-0372
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Victor Costanza
vcostanza@efpny.com
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Steven Goodwin
sgoodwin@thegoodwinagency.com
Ⓛ LinkedInJoseph Porto
jporto@thegoodwinagency.com
Ⓛ LinkedInWilliam Kress
bkress@thegoodwinagency.com
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Kevin Newman
knewman@newmanassociate.com
Ⓛ LinkedInRyan Gregory
rgregory@newmanassociate.com
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John Penna
jpenna@retanalytics.com
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David Nichols
dnichols@signature-advisory.com
Ⓛ LinkedInRyan Collins
rcollins@signature-advisory.com
Ⓛ LinkedIn
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Samantha Thomas
Samantha@pfmny.com
Ⓛ LinkedIn
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Jon LaParl
jlaparl@threesixtywfm.com
Ⓛ LinkedIn
Baltimore Offices
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1954 Greenspring Drive, Suite 515
Timonium, MD 21093410-823-3399
mid-atlanticwealthadvisors.com
Ⓛ LinkedIn
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Steve Pursley
spursley@mid-awa.com
Ⓛ LinkedInNohemi Cecil
ncecil@mid-awa.comRichard DeNardi
rdenardi@mid-awa.comScott Culiner
sculiner@mid-awa.com
Ⓛ LinkedIn
Ⓧ Twitter/X
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Andy Smith
andy@smithhoffman.com
Ⓛ LinkedInTom Hoffman
tom@smithhoffman.com