Elliott I Friedman

Johnathon Perog is a financial advisor at Bull Harbor Capital LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities, Guardian Life Insurance, Green Capital Advantage, and Hannaford Co. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $355 million for over 400 clients through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, primarily long-term investment strategies.

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment management teams.

Barbara Becker is a financial advisor with Lincoln Investment Planning, Inc. She holds a Series 63 designation and has 20 years of industry experience, including 18 years with Lincoln Investment. Becker is based in Cobleskill, NY. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs various strategies to meet client objectives.

Erik Damers is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 20 years of industry experience, including ten years with Lincoln Financial Advisors Corporation prior to joining Cambridge in 2024. Outside of his advisory role, he works as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Sean Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Leo T. McAllister, Inc. He also serves as a coach in sports and fitness at Cobleskill Richmondville Central School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.