Leo Thomas Mcallister

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 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.

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 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.