Luma Professionals

Your team is experienced, knowledgeable, and credentialed, including CPAs, CFP® professionals and CFA charterholders. As part of a larger organization, we, and the many advisors at Fairport Wealth, have been serving women and their families with the same programs and resources as we do now, starting over 50 years ago and remain dedicated to helping you grow your wealth to achieve your goals.

We take our commitment to helping empower women very seriously, and believe in giving back, both as a team and individually, with many of our professionals deeply involved in community and women-focused organizations.

If you are an experienced advisor who would like to learn more about joining the Luma Wealth Advisors team, please send your resume and cover letter to We are always looking for talent.

Brant D. Appel, J.D.
Chief Operating Officer

Tracie J. Becka
Client Service Manager

David J. Bosak, CFP®
Wealth Advisor

Tyler M. Colton, CPA
Wealth Advisor

Andrew R. Connors, CFP®, CEPA®
Managing Director, Chief Growth Officer

Pamela S. Dagostino
Client Service Manager

Richard P. D’Amico, CFA
Manager of Investments

Tia M. D’Aveta, FPQP™
Client Service Manager

Emily A. Drake, CFP®, AEP®
Managing Director, Chief Experience Officer

Jessica A. Gross

Dana G. Hastings, CFP®, ChFC®, RICP®, CEPA
Director of Wealth Management, Cleveland

Mike J. Kalinoski
Senior Portfolio Administrator and Trader

Beth M. Korth
Wealth Advisor

Noemi Lopez
Client Service Manager

Kristen T. Lucas
Managing Director, Chief Marketing Officer

Jocelyn A. Maldonado
Operations Analyst

Sara L. Miller
Manager of Human Resources and Executive Administration

Aaron S. Nuti, CFA, CFP®, CAIA
Director of Technology and Client Service, Wealth Advisor

Tom A. Seifert, CPA/PFS
Tax Practice Strategist, Wealth Advisor

Emily N. Shacklett, CPA/PFS
Director, Practice Group Leader, Wealth Advisor

John M. Silvis, CFA
Director, Chief Investment Officer

Annika Traner
Digital Marketing Manager

Joyce A. Zak, CRPC®, FPQP™
Director of Training Strategy, Wealth Advisor

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