Daniel Posniak is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He 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 with a range of permitted investment strategies.

Daniel Mody is a CFP® with 32 years of industry experience and has been with Pinnacle Investments, LLC since 2001. He holds Series 63 and Series 65 licenses and serves as CEO of Confidential Planning while also sitting on the board of Pinnacle Holding Company, LLC. 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, discretionary and non-discretionary portfolio management, and offers access to third-party managers and affiliated sub-advisers.

Stephanie Day is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, with eight years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following four years at Valic Financial Advisors. 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 a range of services including financial planning, portfolio management, and advisory consultations with tailored investment strategies.

Joshua Kimber is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2021. He previously worked at Cambridge Investment Research and Cetera, among other firms. Outside of his advisory role, Kimber owns Kimbers Tax Services LLC and serves as a finance committee member for CNY Arts, reviewing the organization’s financial statements and grants. Pinnacle Investments, LLC is a multi-team advisory firm with approximately 57 advisors managing over $1.2 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning and portfolio management through a combination of fundamental and technical investment strategies.

Joseph Saya is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at The Sedgwick Group since 2010. Outside of his advisory work, he serves as chairman of the City of Syracuse Board of Assessment Review, overseeing annual property assessment hearings. 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 offers a range of services including financial planning, portfolio management, and third-party manager selection, employing both fundamental and technical analysis in its investment approach.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.

Carol Darby is a financial advisor at Pinnacle Investments, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pinnacle Investments since 2009, following a year at Morgan Stanley & Co. LLC. 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, portfolio management, and access to third-party managers using both fundamental and technical investment strategies.

John Buss is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Pruco Securities, LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. 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 tailored investment programs that incorporate both fundamental and technical analysis.

Jeremy Kidd is a financial advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pinnacle since 2015. Outside of his advisory role, Kidd serves as Chief Revenue Officer and board member for Pinnacle Holding Company, where he works on aligning sales and marketing strategies and company decision-making. 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 offers a range of services including financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis within diverse investment strategies.

Brandon Kidd is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Pinnacle Investments since 2014. Outside of his advisory role, Kidd is involved in auto racing as a driver and coach, and he refers business to a professional race car insurance company. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory services with investment strategies that include both fundamental and technical analysis, operating through multiple custodial platforms and offering access to third-party managers.

John Bianchini is a financial advisor at Pinnacle Investments, LLC with 39 years of industry experience. He has been with Pinnacle Investments since 2001. Bianchini holds a Series 63 designation and serves as a board member of Pinnacle Holding Co. LLC. 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 by offering financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis across a variety of investment strategies.

Thomas Thompson is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Pinnacle Investments since 2009. Outside of his advisory work, he owns a part-time rental business for a personal second home in Cape Canaveral, FL. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients, offering a range of financial planning and portfolio management services with tailored investment programs that include both fundamental and technical analysis.

Milton Hill is a financial advisor at Kovack Advisors, Inc. with 54 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Cadaret, Grant & Co., Inc. and Guardian Life. Outside of his advisory work, he serves as treasurer for the Longhouse Council Scouts BSA and is a trustee on the finance committee at Immaculate Conception Parish. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using both proprietary models and third-party managers.

John Miller is a financial advisor at Pinnacle Investments, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, JPMorgan Securities LLC, and AXA Advisors. Outside of his advisory role, Miller coaches kickboxing through a non-investment related business, TFS BJJ LLC. 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, discretionary and non-discretionary portfolio management, and access to third-party managers, employing both fundamental and technical analysis in tailored investment strategies.

Carly Kidd is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Anchorage Capital, CITIGROUP, Effective Spend, and Pinnacle Investments. Outside of her advisory role, she refers business to an IT solutions company, Bent Ear Technology. Pinnacle Investments, LLC is a multi-team firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and other institutional clients. The firm provides financial planning, portfolio management, and advisory consultations using both fundamental and technical analysis across multiple custodial platforms.

Timothy Carr is a CFP® certificant and Series 66 license holder with 13 years of experience in financial advising. He has been with Pinnacle Investments, LLC since 2013. Outside of his advisory role, he serves as Vice President of Matthew House Inc., a hospice end-of-life care facility, and holds board positions with Access to Homecare Services and Pinnacle Holding Co, LLC. 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 a range of investment strategies and custodial platforms.

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.

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.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, Bailey operates his own income tax preparation and financial services LLC and works as a licensed New York State armed guard and retired police officer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors managing over $1.3 billion in assets. The firm offers a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.