William Kamery is a financial advisor with Dakota Wealth, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Dakota Wealth in 2021, he worked at KeyBank National Association for seven years. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations across multiple asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

John King is a financial advisor at Dakota Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Key Private Bank from 2009 to 2021. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using various investment vehicles and emphasizes active oversight, including managing private funds and acting as sub-adviser to a registered ETF.

Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 13 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Dakota Wealth in 2021, she spent 28 years at KeyBank NA. Dakota Wealth, LLC provides wealth management, investment management, financial planning, and retirement advisory services to individuals, trusts, foundations, charitable organizations, and business enterprises. The firm specializes in customized, primarily long-term portfolios utilizing mutual funds, ETFs, equities, fixed income, structured products, REITs, and options, along with independent manager allocations when appropriate.