Angela Izzo | Senior Accountant

D'ARCANGELO & COMPANY LLP | WWW.DARCANGELO.COM
AIZZO@DARCANGELO-CNY.COM | (315) 735-5216

About: Angela Izzo joined the D’Arcangelo & Company tax team in 2015. As a Senior Accountant, Angela works with a multitude of clients ranging from individuals to large corporations. She is responsible for many different projects and client relations, working in such areas as corporate taxation, individual taxation, and business consulting.

Angela is driven by her dedication to give her clients the best tax advice for their specific situations. She is able to do this by analyzing and reviewing each client’s needs and then creating a customized plan of action for them. Her honesty and commitment are what sets her apart from others in her field.

Angela is an honors graduate from Hartwick College with a Bachelor of Science in Business and Accounting. She is a member of the National Dean’s List and the international Honor Society for Business Administration and Accounting. She is working towards earning her Certified Public Accountant credentials.

Specialties: Angela specializes in multi-state corporate and individual tax returns, estates and trusts, payroll taxes, sales taxes, and specialty taxes. Angela enjoys her role in tax planning and income tax projections for her clients to help mitigate their tax liabilities that will impact their futures.

Quote: “The ones who are crazy enough to think they can change the world, are the ones that do.” - Anonymous

Connect: 
Contact Angela at aizzo@darcangelo-cny.com or at (315) 735-5216 , or visit her website below!

member since may 2018

Rhianna Arcuri | Registered Assistant

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About: Rhianna is a member of the Investment Committee at Paradigm Consulting, Inc. She discovered early on the satisfaction of working with individuals to achieve their goals and needs. With prior management experience in the retail industry, she has developed the framework for a helpful customer service mindset to exceed client expectations. Rhianna earned a Bachelor of Arts in Mathematics, with a minor in Risk Management and Insurance, from Utica College of Syracuse University. She holds

FINRA Series 7 and 66 securities licenses.

Specialties: Rhianna focuses on individual retirement and investment needs by incorporating the unique circumstances of each client during all stages of life. She also works with a client's CPAs, attorneys and other professionals to provide a holistic client experience.

Quote: "Nothing will work unless you do." - Maya Angelou

Connect: Contact Rhianna at rarcuri@paradigmci.com or at (315) 797-8400 , or visit her website below!

member since march 2018


*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client of prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Leader’s Council is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

Kristyn Bucciero Beckwith | Director of Development and Marketing

UNITED WAY OF THE VALLEY AND GREATER UTICA AREA
WWW.UNITEDWAYVGU.ORG
KRISTYNB@UNITEDWAYVGU.ORG | (315) 733-4691

About: Kristyn was born and raised in Utica, NY area. In 2009, Kristyn graduated with her B.S. in Business, concentration in Marketing in S.U.N.Y Oswego. She started her professional career in fundraising and marketing for federal and state political campaigns. She then grew her experience in policy as the Minority Analyst for the Oneida County Board of Legislators. It didn't take long for her to feel as though something was missing in her professions. In 2012, Kristyn began her career at United Way of the Valley and Greater Utica Area, where she was able to fulfill the desire to better her community and help her enable other community members to do the same. Kristyn's favorite part about working at United Way, is that at the end of the day she and multiple volunteers and donors have helped 1 in 4 people in her community.

Specialties: If someone is looking to give back and make a difference in the lives of their community members, Kristyn can help!

Quote: "Standing on a hill in my mountain of dreams." - Led Zeppelin

Connect: Contact Kristyn at kristynb@unitedwayvgu.org or at (315) 733-4691, or visit her website below!

member since june 2018

Samantha Harrington | Public Relations Specialist

NYCM INSURANCE | WWW.NYCM.COM
SKHARRIN@NYCM.COM | (607) 437-3645

About: Samantha graduated from Utica College in May of 2017 with a bachelor’s degree in Public Relations. Samantha held an internship at the Kentucky Distiller’s Association in Frankfort, Kentucky where she assisted with promoting member distilleries and the Kentucky Bourbon Trail, and helped to expand general knowledge of bourbon history and tourism. She also assisted with the even coordination of the 2016 Bourbon Festival in Bardstown, Kentucky.

Samantha also interned and was a part-time employee at NYCM Insurance in their Marketing Department throughout college. In 2017 she began working at NYCM full-time as a PR Specialist in Brand Management. NYCM Insurance is a family-oriented place to work that genuinely cares about the well-being of their employees and are constantly pushing them to strive to be their best self emotionally, physically, mentally and intellectually.

Insurance is something that each and every individual will have to deal with at some point in their life and Samantha enjoys trying to make others appreciate the insurance industry and what it can offer them and their families. Each day, she gets to work with multiple organizations and charities, and truly enjoy meeting and getting to know so many great people. Samantha’s job is different every day with a new and exciting project which is another reason why she enjoys NYCM Insurance and the PR industry in general.

Specialties: At NYCM Insurance, Samantha’s specific role is the planning and execution of branding and promotional events. These are events where new products are introduced, expanding client base/targeting market, or teaching a certain public about a new or existing coverage. Samantha also works with the NYCM social media coordinator to promote these types of events on their social and blogging platforms. Samantha works on media connections and writing press releases about events, products, fundraising, etc. These press releases are then used to distribute to local media, independent agents, and on social and blogging platforms.

Quote: “Pick the day. Enjoy it - to the hilt. The day as it comes. People as they come… The past, I think, has helped me appreciated the present - and I don’t want to spoil any of it by fretting about the future.” - Audrey Hepburn

Connect: 
Contact Samantha at skharrin@nycm.com or at (607) 437-3645 , or visit her website below!

member since may 2018

Lauren Ludlow | Strategic Risk Advisor

GILROY, KERNAN & GILROY | GKGRISK.COM
LAURENL@GKGRISK.COM | (315) 624-7806

About: Lauren Ludllow CLCS, CWCS Strategic Risk Advisor (SRA), joined the Gilroy Kernan & Gilroy team in 2011. As an SRA, Lauren works with small businesses to help them identify and manage their overall exposure to risk and address it through innovative approaches to insurance. Prior to joining the production team for GKG, Lauren worked as an Account Manager for the Small Commercial department and interned in the Client Advocate department while attending college.

Lauren is a graduate of Utica College where she earned a Bachelors of Science degree in Business Managament, with a concentration in Risk Management and Insurance. She holds a New York State license in Property Casualty, Life/Accident and Health, as well as the Commercial Lines Coverage Specialist (CLCS) designation and Certified WorkComp Specialist designation (CWCS). She is currently working toward the Certified Insurance Consultant (CIC) designation. Lauren is also a 2013 graduate of Leadership Mohawk Valley in Central New York.

Specialties: What Lauren enjoys most about her role is the ability to help small businesses think strategically and be part of a team that has a direct impact on their success. Additionally, her energy comes from finding new relationships within her local community.

Quote: "If you're too comfortable, it's time to move on. Terrified of what's next? You're on the right track." - Susan Fales-Hill

Connect: Contact Lauren at LaurenL@gkgrisk.com or at (315) 624-7806 , or visit her website below!

member since may 2018

Morgan Mielnicki | Community Investment Coordinator

THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTIES, inc.
FOUNDATIONHOC.ORG | MMIELNICKI@FOUNDATIONHOC.ORG
(315) 731-3732

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About: Morgan was born and raised in Sauquoit, NY. In 2013, Morgan graduated from Herkimer College with an Associate’s Degree in Travel and Events Management. From there she went on to complete her Bachelor’s Degree in Business Marketing at Siena College. Morgan started at the Community Foundation of Herkimer and Oneida Counties as an Operations Coordinator in 2015. A year later, Morgan moved into the Community Investment Coordinator role where she assists local nonprofit organizations to find financial solutions for

the projects necessary for their organization to be successful. To do so, Morgan provides guidance to nonprofits organizations as needed, reviews proposals and grant applications, works with the Board of Trustees and committees as needed to approve recommendations, communicates results of decisions and monitors the reporting process.

Morgan enjoys being involved in the community by attending local events including the opportunity to meet new people.

Specialties: Morgan specializes in assisting organizations that are looking for funding focused on education, economic development and youth. By building and maintaining partnerships with local organizations, she is able to expand resources, educate the community about the work of the foundation and assist nonprofits, federal agencies and other community organizations to continue to develop in the community.

Quote: “Behind every successful women is herself.”

Connect: Contact Morgan at mmielnicki@foundationhoc.org or at (315) 731-3732, or visit her website below!

MEMBER SINCE JUNE 2018

Sarah Militano | Retirement Plan Coordinator

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About: Sarah is a member of the Investment Committee and Group Retirement Consulting Team at Paradigm Consulting, Inc. She experienced early-on in her career that those faced with the intricacies of retirement plans could benefit from the guidance of a specialized, trusted fiduciary advisor. Wishing to continue her professionals education and expand her knowledge base to better serve her clients, Sarah worked to acquire the Accredited Investment Fiduciary (AIF®) designation. Sarah is a

graduate of Hamilton College, where she earned a Bachelor of Arts degree in Economics. She holds a FINRA Series 7 and 66 securities licenses and has her New York Life, Accident & Health Insurance license.

Specialties: Sarah focuses on optimizing qualified retirement plans while education investors on retirement savings in coordination with assistance through the transition to retirement.

Quote: "She believe she could, so she did." - R.S. Grey

Connect: Contact Sarah at  smilitano@paradigmci.com or at (315) 797-8403 , or visit her website below!

member since march 2018


*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client of prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Leader’s Council is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

Carli Sterling | Campaign Coordinator

UNITED WAY OF THE VALLEY & GREATER UTICA AREA
WWW.UNITEDWAYVGU.ORG
CARLIS@UNITEDWAYVGU.ORG | (315) 941-3434

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About: Carli considers herself a true Utican. Born and raised in Utica, NY. Carli graduated from Mohawk Valley Community College with an Associates in Applied Science in Human Services. Her passion has always been helping others, she begun her career journey doing case management with pregnant adolescents. After volunteering with United Way of the Valley and Greater Utica Area, she knew this was the agency she wanted to be part of. An agency that looks at our community's most

pressing needs and finds solutions to those problems. Roughly two years after her first volunteer event with United Way VGU, Carli was brought on as a staff person in the fundraising department.

Specialties: Carli now works with small businesses, major corporations, nonprofit organizations, really any business of any size in Oneida and Herkimer counties to assist in creating a workplace culture that promotes philanthropy, volunteerism and community pride. Carli can assist in getting your workplaces involved with United Way through a workplace campaign, a corporate sponsorship, engaging employees in one of the many volunteer opportunities we have or planning a volunteer activity customized to your workplace. United Way VGU also has several boards that are a great way to get involved, such as our Women United and Emerging Leaders United infinity groups.

Quote: "When women support each other, incredible things happen.”

Connect: 
Contact Carli at CarliS@unitedwayvgu.org or at (315) 941-3434, or visit her website below!

MEMBER SINCE JUNE 2018