New York Team


Meet The Team
Crossbridge Financial Group has offices in both Rochester and Fairport, New York.

Our Rochester-based group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, and personalized service you need to confidently pursue your financial goals. 

Fixed insurance products and services offered by Crossbridge Financial Group, LLC, are separate and unrelated to Commonwealth.

Lisa Noonan

Lisa Noonan

Financial Advisor | Rochester Location

Luke Stuart

Luke Stuart, CFP®

Financial Advisor | Rochester Location

Julie Thomas

Julie Thomas

Financial Advisor | Rochester Location

Greg Tellex, AIF®

Greg Tellex, AIF®

Financial Advisor | Rochester Location

Robin Bowers

Robin Bowers

Client Service Associate to Aaron Randisi, CFP®, CRC®, AIF® | Rochester Location

Megan Culhane

Megan Culhane, FPQP®

Client Service Associate to John Adamczuk, MS, CFP®, AIF® and Peter Adamczuk CFP®, CPA | Rochester Location

Kristina Karekos

Kristina Karekos

Client Service Associate to Lisa Noonan | Rochester Location

Karen Murray

Karen Murray

Client Relationship Manager for Luke Stuart, CFP® & Julie Thomas | Rochester Location

Kelly O'Hara

Kelly O'Hara

Operations Associate | Rochester Location

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