Barbara Becker

Johnathon Perog is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Bull Harbor Capital LLC, where he has worked since 2023. His previous roles include positions at Park Avenue Securities, Guardian Life Insurance, Green Capital Advantage, and Hannaford Co. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and manages portfolios that may include mutual funds, ETFs, public and private equity, fixed income, and covered options.

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, trust companies, and other institutional clients. The firm combines an in-house Investment Management & Research team that constructs model portfolios with advisor-level consulting and custom portfolio solutions, managing approximately $8.9 billion in advisory assets as of the end of 2024.

Erik Damers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years before joining Cambridge in 2024. Outside of advising, he is an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent professionals using multiple account platforms and third-party strategists.

Sean Mcallister is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., and Leo T. McAllister, Inc. In addition to his advisory work, he serves as a coach for sports and fitness at Cobleskill Richmondville Central School District. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Leo Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 51 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 36 years and has operated Leo T. Mcallister Inc. since 1997. Outside of advisory work, he is also licensed as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.