Leadership Team
Managing Partners
James R. Fashano
Principal Owner I CEO
Jim is the CEO of Alliance Advisory Group, Inc. (AAG) and the General Agent for Guardian in upstate New York. He began his career with AAG as a financial representative in 1995....
Barbara A. O'Neill, CLU
Principal Owner-President I CFO
Barbara A. O'Neill CLU®, has been with Alliance Advisory Group since 1984. Based in the Buffalo office, Barb manages all financial operations for the firm. Barb has more than 25 years of experience in the financial services industry...
Executive Leadership Team
Stephen T. Constantine
Executive Vice President
Steve serves as the managing director for Alliance Advisory Group, and is responsible for leading and coordinating all trainings related to the company's proprietary sales platform, the Living Balance Sheet®, along with providing...
Kristin Amodio
Chief Operations Officer I Firm Control Officer
Registered Principal of Park Avenue Securities LLC (PAS).
Robert J. Fashano, CLU, CHFC, MSFS
Chairman Emeritus
Bob is chairman of Alliance Advisory Group, Inc. He is a graduate of the University at Buffalo and received his master’s in financial services from the American College in 1994. In the industry, he has taught Chartered Life...
Managers and Directors
Amy Trautman
Director of Career Development
Amy is the Director of Career Development at Alliance Advisory Group, where she specializes in talent acquisition, retention, and professional growth.....
Briegette Bullock
Managing Director I Director of Talent Acquisition
Briegette is the Director of Talent Acquisition of Alliance Advisory Group.She is a 2018 graduate of Niagara University with a bachelor's degree in Theatre Performance. It may not be a usual background for someone in the financial...
Eric Harvey
Managing Director I Financial Representative
Eric is a 2005 graduate of Jamestown High School. He went onto Wyoming Technical Institute where he received his degree in automotive collision repair and service management. He worked 10 years as a collision repair technician before...
Frank Randall
Director of Training and Development | Financial Planner
Frank Randall joined Alliance Advisory Group in 2020, he holds a Masters Degree in Public Administration and Non Profit Management from SUNY Brockport. He comes to AAG with a professional background in both banking and organizational...
Jonathan "Jay" Berube
Director of Wealth Management
Jonathan "Jay" Berube CIMA® is a Director of Wealth Management for the Berube Group at Alliance Advisory Group. Jay is a recognized leader in the industry with 30 years of experience. Prior to joining Alliance Advisory Group...
Katrina Hall
Marketing Director
Katrina is dedicated to driving growth through thoughtful marketing strategies, streamlined processes, and a people-first approach. Her background in public service has shaped her ability to connect, collaborate, and...
Sean Scott
Brokerage Manager
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Advisory Group, Inc is not an affiliate or subsidiary of Guardian. Alliance Advisory Group, Inc is not registered in any...