Meet our Advisors
Dominic Pellicano
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
716-710-4757
Dominic began his career with the Principal Financial Group® in 1992 and has become distinguished as a top financial professional within my company and the industry alike. I have received numerous awards including becoming a Lifetime member of the Million Dollar Round Table (MDRT)* and a 2017 inductee into the Principal Hall of Fame.
He has always maintained a client first focus in his practice. As a result, he has learned that during most clients' lifetimes, they are typically most concerned with three areas: accumulating wealth, preservation of wealth and finally distribution of wealth. Using his knowledge of investment and insurance products, Dominic designs and implements creative strategies to help his clients manage many aspects of their financial planning. Dom specializes in providing personalized financial planning services tailored to help meet his client's specific financial goals and objectives.
While service and integrity are at the top of his priority list, he also knows that he cannot perform at such a high level simply on his own. Dom employs a staff of four and partners with multiple professionals to provide his clients with the financial experience they expect and deserve.
Dominic graduated from Niagara University with a BS in Commerce. While at Niagara he had a specific focus on Economics which ultimately led him into the financial arena.
Jonathan A. Donatelli, CLU®, CFP®, AIF®
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
716-710-4578
Donatelli.Jonathan@principal.com
I started with Principal® in 2003 and have built a team of specialized associates with a focus on excellent customer service. My mentor, Dominic Pellicano and I work closely with business owners and key executives of local companies in the areas of business protection, investment management strategies and retirement planning. We specialize in a needs based method of gathering information and learning about our clients goals in order to create a customized strategy to help them reach for their financial objectives.
I graduated from the State University of New York at Geneseo in 2002 with a Bachelor of Arts degree in Economics. Continuing my education at the American College, I earned my Chartered Life Underwriter (CLU®) professional designation in 2013. In 2016, I earned my CERTIFIED FINANCIAL PLANNER™ certification*.
My qualifications includes Series 7, Series 66 securities registrations & Life and Health Insurance licenses.
Melissa K. Bertrand
Financial Representative, Principal Securities Registered Representative, Financial Advisor
716-710-4750 
Bertrand.Melissa@principal.com
Melissa has been in the financial services industry with Principal since 2015. Focusing on simplifying and helping clients better understand the complexities of financial products with an emphasis on individual retirement planning, as well as group benefits and 401k plans.
Melissa volunteers and is a board member of her family charity, The Richard Knights – Sue Kaderli Memorial Fund. In her spare time, she enjoys reading, writing, cooking, entertaining, decorating, gardening and spending time with her Golden Retriever, Sadie. She is a proud mom to John, Julia and Ashley.
Melissa attended SUNY College at Oswego – B.A. English and then continued her eduation at Canisius College - M.S. Education. She has a Series 6 License, Series 63 License, Life, Accident & Health Insurance License, and is a member of the Million Dollar Round Table*.
*Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and payment of annual dues. Qualification should not be perceived as a recommendation, or an endorsement of services Applicants must continue to submit proof of production by a certifying letter until achieving 10 years membership. https://www.mdrt.org/join/member-requirements/.