Rosalie Schlaen is a CFP® with 40 years of experience in the financial services industry. She is currently with Pinnacle Investments, LLC, where she has worked since 2019. Her previous experience includes positions at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and advisory consultations with tailored investment programs that utilize both fundamental and technical analysis.

Michele Brisson is a financial advisor at Pinnacle Investments, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked for ten years at Cadaret, Grant & Co., Inc. before joining Pinnacle Investments in 2024. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion through approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and other institutional clients with services including financial planning, discretionary and non-discretionary portfolio management, and advisory consultations.

Roland Ouimet Jr. is a financial advisor with Pinnacle Investments, LLC, holding the ChFC® designation and Series 63 license, and has 49 years of industry experience. His prior work includes roles at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments, LLC is a multi-team advisory firm with 57 advisors managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides customized investment solutions using both fundamental and technical analysis and operates across multiple custodial platforms.

Janet Zane is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Pinnacle Investments since 2011 and previously worked at Morgan Stanley for one year. Outside of her advisory role, Janet serves as a board member for the John F Dougherty Memorial Flight Instructor Scholarship and provides financial counsel to Sacred Heart Church and St. Anns Mission. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and access to third-party managers, with investment strategies utilizing both fundamental and technical analysis.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Investments since 2019, with prior experience at Essex Securities LLC and Global Investment Advisors, LLC. In addition to his advisory work, he has taught at Malden High School for over two decades. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and operating on multiple custodial platforms.

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Essex Securities LLC, Global Investment Advisors, LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of finance, he manages and works as a bartender and cook at Stanley’s Bar & Grille in Ford City, PA. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with a range of permitted investment strategies.

Michael Monashefsky is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Investments since 2021. Prior to that, he was employed at Bank of New York Mellon and held roles outside the financial sector. He serves on the Board of Directors for the George and Rebecca Barnes Foundation, focusing on corporate sponsorships. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides a range of services including financial planning, portfolio management, and advisory consultations, using both fundamental and technical analysis to tailor investment strategies.

Christine Julka is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 credential and possessing 21 years of industry experience. She has worked at MML Investors Services Inc and MassMutual Financial Group since 2007. Outside of advising, she is a managing partner and broker at Advantage Dealer Insurance, LLC, and serves as director of marketing for Tracey Road Equipment, a trucking company. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion with approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and access to third-party managers through multiple custodial platforms.

James Mcquiggan is a financial advisor at Pinnacle Investments, LLC with 28 years of industry experience. He has been with Pinnacle Investments since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing property repairs and operations for a small limited liability company owning rental properties in Florida. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and access to third-party managers with investment programs tailored using fundamental and technical analysis.

Bridget Ball is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Pinnacle Investments since 2011. Bridget serves as a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across roughly 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients with a range of services including financial planning, portfolio management, wrap-fee programs, and advisory consultations.

Eileen Sienkiewicz is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Pinnacle Investments since 2009. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis to tailor investment programs.

Robert Cuculich is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He has been with Pinnacle Investments since 2008 and holds Series 63 and Series 65 registrations. Outside of his advisory role, Cuculich serves as a trustee for public transportation in Central New York. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion with approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning and portfolio management through both fundamental and technical analysis, and providing access to third-party managers and an affiliated sub-adviser.

Jonathan Fox is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Invesco Distributors, Inc., Oppenheimer Funds Distributor Inc., and Morgan Stanley DW Inc. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients with tailored investment programs using fundamental and technical analysis, offering a range of services including portfolio management and third-party manager selection.

Paul Dipietro is a CFP® professional with 25 years of experience in the financial industry. He is currently with Pinnacle Investments, LLC, where he has worked since 2019, and previously held roles at Dawson James Asset Management and Dawson James Securities Inc. Outside of his advisory work, he manages a non-investment related LLC for property expense management. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients through customized investment programs utilizing both fundamental and technical analysis, and operates as both a registered investment adviser and broker-dealer.

Timothy Hardy is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and four years of experience at his current firm. He previously worked for seven years at Cadaret Grant. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients with tailored investment programs that utilize both fundamental and technical analysis.

Benjamin Quilty is a CFP® professional with 18 years of industry experience, currently serving at Pinnacle Investments, LLC since 2010. He holds the Series 66 designation and is involved as a board member of Pinnacle Holding Co., LLC. Quilty also has experience in compliance and financial oversight through a role as CCO/VP/Treasurer for a mutual fund advisor. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and access to third-party managers, utilizing both fundamental and technical investment strategies.

Raymond Beck is a financial advisor at Pinnacle Investments, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses with 56 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis in tailored investment programs.

Dario Vacco is a Series 66-registered financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, with 19 years of industry experience. He has been with Pinnacle Investments since 2007. Outside of his advisory role, Vacco serves as Treasurer for the Jamesville Grove Estates Homeowners Association, handling accounting and dues collection. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering customized financial planning and portfolio management strategies that incorporate both fundamental and technical analysis.

Joshua Leana is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Pinnacle, he worked at Equitable Advisors, LLC and has additional experience in the lighting controls industry. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion through approximately 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning and portfolio management with strategies that include both fundamental and technical analysis.

Robert Nicholas is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Essex Securities LLC since 2005 and joined Pinnacle Investments in 2019. Outside of advising, he owns and operates Robert L. Nicholas Insurance Agency, specializing in property, casualty, and bond insurance. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and third-party manager selection, employing both fundamental and technical analysis to tailor investment programs.