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. 

2024 Professional Advisor Council

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

Christina H. Arthurs, Esq., Lippes Mathias LLP

Ashley E. Bauer, CPA, Tronconi Segarra & Associates LLP

Andrew Borowski, CPA, The Bonadio Group

David R. Burgio, Custom Wealth Strategies

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

Linda Stravalaci Grear, Esq., Pfalzgraf Beinhauer Grear Harris Schuller LLP

Kenneth A. Grossberg, Esq., Phillips Lytle, LLP

Adam R. Harris, CPA, Paramax Corporation

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

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

Patrick T. McGuire, CPFA, JD, RBC Wealth Management 

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

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