Professional Advisor Council

Our Professional Advisor Council is a group of local attorneys, certified public accountants and financial professionals who work toward gaining a deeper understanding of the Community Foundation’s services and its role in Western New York, and provide feedback to enhance our ability to be a preeminent resource on charitable giving for the professional advisor field. 

2026 Professional Advisor Council

David R. Burgio (Co-Chair), Custom Wealth Strategies

Carolyn L. DeVaughn, Esq. (Co-Chair), Gross Shuman P.C.

Christina H. Arthurs, Esq., Lippes Mathias LLP

Holly A. Beecher, Esq., Phillips Lytle, LLP

Christine M. Cisco, CFP, CPFA, RBC Wealth Management

Paul K. DiNicolantonio, CFP, Hightower LakeWater

Adam R. Harris, CPA, Paramax Corporation

Elizabeth A. Ingold, Esq., Rupp Pfalzgraf LLC

Cheryl A. Jankowski, CPA, CEPA (Board Liaison), Lumsden McCormick LLP

Jeffrey H. Katz, Esq. (Board Liaison), Katz and Baehre

Brett A. Koeppel, CFP, Eudaimonia Wealth

Rebecca G. M. Krehbiel, Esq., Barclay Damon LLP

Ryan P. O’Connor, CFP, Primary Financial

Daniel J. Schuller, Esq., Pfalzgraf Beinhauer Grear Harris Schuller LLP

Eric R. Soro, CPA, Dopkins & Company, LLP

Brian E. Zdrowak, CPA, CFP, Buckingham Strategic Wealth