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.

Heather R. Ettinger
Founder & CEO

P. Jason Adams, CFA
Portfolio Manager

Brant D. Appel
Director of Finance and Business Management

Tracie J. Becka
Client Service Manager

Aaron Blasinsky
Portfolio Administrator

Olivia Caruso

Tricia L. Cindric
Client Service Manager

Pamela S. Dagostino
Client Service Manager

Richard P. D’Amico, CFA
Manager of Investments

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

Mike J. Kalinoski
Senior Portfolio Administrator and Trader

Matthew R. Logar, CFP®, CPA/PFS
Director of Client Strategy

Noemi Lopez
Client Service Manager

Kristen T. Lucas
Chief Marketing Officer

Jocelyn Maldonado
Operations Analyst

Sara L. Miller
Executive Assistant

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

John M. Silvis, CFA
Chief Investment Officer

Annika Traner
Marketing Coordinator

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

Keep up to date with our


Join the Luma Wealth


View upcoming