Erik Damers

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 40 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role supported by an in-house investment management and research team.

Elliott Friedman is a financial advisor with Lincoln Investment, holding 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1989 and also has a longstanding role as a substitute teacher in the Rome City School District since 1983. Additionally, he serves as treasurer for Adas Israel Cemetery. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both in-house and third-party strategies overseen by its Investment Management & Research team.

Barbara Becker is a financial advisor at Lincoln Investment in Cobleskill, NY, holding a Series 63 designation with 19 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2008. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and tactical investment approaches.

Sean Mcallister is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. and his own firm, Leo T. McAllister Inc. Outside of financial advising, he coaches sports and fitness at Cobleskill Richmondville Central School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and advanced portfolio management technologies.

Leo Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and over 50 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 36 years and has run his own firm, Leo T. Mcallister Inc., since 1997. Outside of his advisory role, he is licensed as a non-variable insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Reale is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he provides tax preparation and general accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.