Our Team

Our Team

Wade A. Sarkis, CFP®, AIF®

Wade A. Sarkis began his financial advisor career in 1987 and became a CERTIFIED FINANCIAL PLANNER practitioner in March 1992, and an Accredited Investment Fiduciary® (AIF®) in 2009. He is a Registered Representative (FINRA Series 7 securities registration); is licensed agent for life, health, and accident insurance; and is an Investment Adviser Representative of Commonwealth Financial Network®. Wade is also a FINRA Registered Securities Principal (FINRA Series 24 securities registration). He is a graduate of Cornell University.

Wade lives in Canandaigua with his wife, Joscelyne, and three sons. He is a member of the Financial Services Institute and serves on several charitable organization boards in his community, including F.F. Thompson Foundation, Inc., and Ontario ARC Foundation, Inc., and the Canandaigua Lake Watershed Association. Wade also finds time to be Canandaigua Academy’s Alpine Ski Coach.  

President’s Club
 

Wade A. Sarkis is proud to have been recognized as a President's Club advisor for 2017—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 

Rusty Barone, CPA, MBA

Rusty Barone graduated with a BS in accounting from the University of Buffalo in 1990. He received his MBA in finance in 1993 and his CPA license in 1997. In 1998, he joined Barone, Siciliano & Co., where he is currently a partner.

In an effort to offer a full array of services to clients of Barone, Siciliano & Co. PC, Rusty became a Registered Representative (FINRA Series 62 & 6 securities registrationS); a licensed agent for life, health, and accident insurance; and an Investment Adviser Representative of Commonwealth Financial Network®.

Rusty lives in Canandaigua with his wife, Laura, and four children. He is a member of the New York State Society of Certified Public Accountants and volunteers his time for various community service projects.

Wendy Copella

Office Manager

Wendy has been working with Wade for over 19 years and handles administrative, client service, and compliance duties for Canandaigua Financial Group.  She is expert on all things Commonwealth and is our go-to problem solver!  She has her associate’s Degree in business administration from FLCC and previously worked in banking and a law office. Wendy lives in Clifton Springs with her husband, Ken.

Melissa Delforte, FPQP™

Financial Paraplanner Qualified Professional™

Melissa has been with Canandaigua Financial Group since 2008. She is licensed for securities training and has her Financial Paraplanner Qualified Professional designation. Melissa manages our client model portfolios, investment due diligence, and financial planning software. She has previously worked as a mutual fund accountant and bank trust officer, and has a BS in finance from Bryant University. Melissa lives in Canandaigua with her husband, Joe, and two sons.