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.

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.