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. 

2025 Professional Advisor Council

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

Dan Byles-Smith, CPA, CFP® (Co-Chair), Waterford Advisors, LLC

Christina H. Arthurs, Esq., Lippes Mathias LLP

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

Andrew Borowski, CPA, The Bonadio Group

Carolyn L. DeVaughn, Esq., Gross Shuman P.C.

Adam R. Harris, CPA, Paramax Corporation

Elizabeth Ingold, Esq., Rupp Pfalzgraf LLC

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

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

Ryan O’Connor, CFP, Primary Financial

Mario Riccadonna, CFP, Note Advisors, LLC

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

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

Mark Stebbins, CPA, CGMA Freed Maxick CPAs, P.C.

Brian Zdrowak, CPA, CFP, Buckingham Strategic Wealth