Margot Stotler is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. She holds a Series 66 designation and has been with Pinnacle since 2017. Prior to joining Pinnacle, she worked briefly at Savannah Bank and Lane Bryant. Outside of finance, she is a Notary Public. 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, providing financial planning, portfolio management, third-party manager selection, and advisory consultations. Pinnacle employs both fundamental and technical analysis in its investment approach and operates on multiple custodial platforms.

William Patrick is a financial advisor at Pinnacle Investments, LLC in Albany, NY, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Amazon, Procter & Gamble, and Budweiser. 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 financial planning and various portfolio management services with a range of investment strategies and custodial platforms.

Brendan Gallagher is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2019. His prior experience includes roles at Essex Securities, CITIZENS Bank, Citizens Securities, Inc., and Edward Jones. 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, wrap-fee programs, and third-party manager selection, employing both fundamental and technical analysis to tailor investment strategies.

Dana Greene III is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC and Strategic Financial Solutions. Prior to his financial services career, Greene held roles with Metropolis/Comic Connect Corp. and Siggy's Good Food. 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, wrap-fee programs, and advisory consultations, employing both fundamental and technical analysis to tailor investment programs.

James St. Leger is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC, OBG part of Ramboll, the Madison County District Attorney’s Office, and St. Lawrence University. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and other institutional clients. The firm provides a range of services including financial planning, portfolio management, and advisory consultations, combining fundamental and technical analysis tailored to client objectives.

Joseph Silino is a financial advisor at Pinnacle Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TIAA-CREF, M&T Securities, and Merrill. He also serves as a financial advisor for the 401(k) Plan Benefit provided by Pinnacle Employee Services. 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, using both fundamental and technical analysis to tailor investment programs.

Mark Nardella is a CFP® professional with 29 years of experience in financial advising. He has worked at Pinnacle Investments, LLC since 2019 and previously held roles at Valic Financial Advisors, Merrill, and Banc of America Investment Services. Nardella serves as a board member of Pinnacle Holding Company, LLC. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, wrap-fee programs, and advisory consultations, utilizing both fundamental and technical analysis across various investment strategies.

Bailey Wilkinson is a financial advisor at Pinnacle Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cadaret Grant & Co., Inc. before joining Pinnacle Investments in 2022. Wilkinson’s background also includes one year with Rhino Lacrosse and four years at Le Moyne College. Pinnacle Investments 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 advisory consultations, employing both fundamental and technical analysis with diverse permitted strategies.

Kevin Szozda is a financial advisor at Pinnacle Investments, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Young & Franklin Tactair for nine years. 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, portfolio management, wrap-fee programs, and advisory consultations with tailored investment strategies.

Colin Nardella is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Pinnacle Investments since 2023 and previously held roles at Lincoln Financial Distributors, Inc. Nardella serves as an assistant coach for the Manlius Pebble Hill Boys' Tennis Team. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion in assets for individuals, retirement plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to tailor investment programs and offers a range of services including financial planning, portfolio management, and third-party manager selection.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Global Investment Advisors, LLC, Essex Securities LLC, and Investors Capital Corp. Outside his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering at Mickey G's Clam Shack. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis with diverse investment strategies and operates across multiple custodial platforms.

Brian Schultz is a financial advisor at Pinnacle Investments, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Private Advisor Group, LLC and LPL Financial. Schultz serves as treasurer on the board of Bishop Grimes Jr/Sr High School, a secondary education institution. 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 financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across various investment strategies.

Joseph O'Connor is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Edward Jones, SunTrust Advisory Services, PNC Wealth Management, and RBC Capital Markets. Outside of finance, he works part-time at a local liquor and wine store. 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 a range of services including financial planning, portfolio management, and advisory consultations with investment strategies that include fundamental and technical analysis.

Kathleen Hierholzer is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. She has been with Pinnacle Investments since 2009 and holds a Series 63 designation. Outside of her advisory work, she is also a commissioned Notary Public in New York State. 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 access to third-party managers, using a blend of fundamental and technical analysis to tailor investment programs.

Steven Georgopoulos is a financial advisor with Pinnacle Investments, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Pinnacle Investments since 2019, following prior roles at Dawson James Securities and Woodstock Financial Group. He is also president of GEORGOPOULOS INC, a separate business entity established in 2011. 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 financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis and a range of investment strategies.

Eric Krouse is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He has been with Pinnacle Investments since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. Pinnacle Investments 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 using a range of financial planning and portfolio management strategies across multiple custodial platforms.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He has been with Pinnacle Investments, Inc. since 1995. He holds a Series 63 designation. 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, offering a range of services including financial planning, portfolio management, and advisory consultations.

Katherine Dooley is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at Cadaret Grant/Atria, Visions Federal Credit Union, and Citizens Bank. 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 advisory consultations, utilizing both fundamental and technical analysis across various investment strategies.