Financial Advisors

Andrew Heitzler

605-595-5749

Andrew Heitzler is an Investment Advisor Representative at OneGroup Wealth Partners with over a decade of experience in financial services industry. His depth of knowledge in the implementation and servicing of employer-sponsored retirement plans gives him the opportunity to provide targeted and easily understandable advice to his diverse clientele.

Andrew sets himself apart with his dedication to client care and responsiveness, ensuring he is always available to address their needs. This commitment to personalized service is a reflection of his background as an Infantryman in the United States Marine Corps, where he developed the drive, focus, and authenticity that define his professional approach.

Andrew graduated with a Bachelor’s of Science in Business Administration and Financial Analysis from Creighton University, where he earned Cum Laude honors.

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Todd Mathison CFP®

Investment Advisor Representative
952-896-2005

Todd brings over a decade of experience within the financial services industry to his role at OneGroup Wealth Partners. With a strong background in servicing corporate 401(k) plans, he specializes in retirement accumulation and distribution planning, as well as asset allocation and investment selection/monitoring. 

In collaboration with a client’s team of tax and legal professionals, Todd provides robust yet understandable strategies for clients to achieve their desired financial objectives. 

Specializing in: 

Investment Management I Asset Allocation Strategies I Retirement Distribution Planning I Corporate Retirement Plans 

Education: 

BA in Mathematics with a Concentration in Statistics, St. Olaf College, 2009

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Team

Joseph D. Polsinelli

Investment Advisor Representative
518-384-1779

Joseph D. Polsinelli is an experienced advisor and the founder of Empire State Asset Management, LLC, established in 2001.  With a career spanning over 32 years, Joseph specializes in providing comprehensive financial planning, personalized investment management, and retirement planning services.  His experience extends to assisting individuals, families, and small to mid-sized businesses in establishing defined contribution – 401(k) plans and defined benefit retirement plans.

Joseph is known for his direct, client-focused approach, characterized by meticulous attention to detail, active listening, and deep empathy.  Through one-on-one interactions, he has helped numerous clients achieve their financial goals and milestones.  His commitment to clients extends beyond the typical financial advisor role, as he actively educates employees on the value of plan participation, conducts face-to-face meetings to tailor investment strategies, and establishes goal-driven approaches to retirement planning.

Joseph is not only an Investment advisor but also a dedicated community member.  He conducts workshops and seminars for local businesses, explaining the benefits of optimized retirement plan design for both employers and employees.

Joseph holds a Bachelor of Science degree from Nazareth College of Rochester, Rochester, NY, and a Certificate in Financial Planning from the College of Saint Rose, Albany, NY.  Outside of his professional life, Joseph is a proud parent and is actively involved in not-for-profit development and community participation.  He has a passion for the outdoors, with interests in biking, hiking, kayaking off the coast of Maine, and exploring the Adirondacks.  His love for food adds another dimension to his vibrant life, whether in its preparation or shared dining experiences with clients.  In his leisure time, Joseph enjoys traveling and cherishes quality time spent with family and friends. 

ADV Part 2B 

Paul A. Restante CLU®, ChFC®

OneGroup Wealth President
941-487-1763

Paul A. Restante is CEO, Community Bank Wealth Management and President, Community Investment Services, Inc. (CISI), a subsidiary of holding company Community Bank System, Inc. Mr. Restante is responsible for oversight of the Wealth Management Group, which delivers services for the trust (Community Bank Trust Services), brokerage (CISI), retirement plans and investment fiduciary advice, (OneGroup Retirement Advisors), investment management (Nottingham Advisors) and Financial Planning and Executive Benefits (Carta Group), Family Wealth Office (OneGroup Wealth Partners) units of Community Bank System Inc., serving the general marketplace and the branch network in New York and Pennsylvania, Vermont and Florida. He maintains oversight of the brokerage operations of CISI, doing business with LPL Financial as their broker dealer.

Paul is the former President of the Syracuse NAIFA Chapter; a recipient of the SAIFA Distinguished Leader Award and was named as the number one nationally ranked Program Manager in 2015 by Bank Investment Consultant magazine, among several other industry awards and achievements. He has been a featured speaker at industry events; and serves on various community and industry boards. Paul is a graduate of Clarkson University with a major in Marketing and Finance and also holds the Chartered Life Underwriter, Chartered Financial Consultant and Certified Long Term Care designations.

ADV Part 2B