Thomas Pyle is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has held roles at multiple firms, including American National Insurance and The Guardian Life Insurance Co of America, and owns Pyle Agency, Inc., providing insurance products. Outside of finance, he is a minority member of Medallion Jerseys LLC, a dairy farm, and serves as treasurer of the Vermont Jersey Breeders Association. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets with a team of 14 advisors. The firm employs multiple methods of analysis and primarily uses trade signals from Dynamic Portfolio Strategies to guide diversified portfolio management across various asset classes.

Michael Antonacci is a financial advisor at Rialto Wealth Management in Syracuse, NY, with nine years of industry experience. He holds the Series 66 designation and previously worked at Rockbridge Investment Management, LLC and The AYCO Company, L.P./Mercer Allied. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, with custom portfolios guided by modern portfolio theory and options for downside protection.

Kevin Sullivan is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Rialto Wealth Management since 2025 and previously spent nine years at Rockbridge Investment Management, LLC. Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and financial planning primarily through a fee-based asset model. The firm employs a modern portfolio theory approach with broadly diversified, low-cost mutual funds and ETFs, managing approximately $626 million across retail and institutional clients.

Ethan Ciota is a financial advisor at Reagan Companies Asset Management, Inc. in Syracuse, NY, holding a Series 66 designation with one year of industry experience. His prior work experience includes a year at Equitable Advisors, LLC, and several years in education at Miami University and local schools. Reagan Companies Asset Management, Inc. provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as retirement plans and consulting services. The firm employs a multi-strategy investment process documented in client-specific Investment Policy Statements and manages over $1.1 billion in discretionary assets.

John Dobbertin is a financial advisor with IBN Financial Services, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 27 years of industry experience. Since 2009, he has been affiliated with American Portfolios Financial Services, Inc. Outside of his advisory work, Dobbertin serves as a scout for the Portland Trail Blazers, dedicating significant time monthly to this role. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm offers financial planning, asset management, and consulting through a combination of proprietary strategies and third-party managers, employing multiple methods of analysis and diverse investment vehicles tailored to client objectives and risk tolerances.

Jeffrey Watson is a financial advisor at Rialto Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pinnacle Investments, LLC and TIAA-CREF. Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a modern portfolio theory approach with diversified, low-cost funds and custom-managed portfolios tailored to client objectives.

Linda Mcanelly is a financial advisor at Leigh Baldwin & CO., LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin since 1998, with prior experience at Financial Quest, Inc. and Prestige Investing LLC. Outside of advisory work, she has offered long-term care, disability, fixed annuities, life insurance, and Medicare plans through various insurance companies, and was appointed as a FINRA arbitrator, although she is not currently active in that role. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, uses both long- and short-term positions, and may incorporate options strategies, managing about $285 million in discretionary assets through a team of 18 advisors.

Michael Figler is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc., as well as a period of retirement from 2018 to 2025. 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 tailored financial planning and portfolio management services using fundamental and technical analysis, and operates with multiple custodial platforms and access to third-party managers.

Robert Beck is a Certified Financial Planner® with 34 years of industry experience. He has worked at Pinnacle Investments, LLC since 2017, with prior roles at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he owns and manages a rental property in Philadelphia. Pinnacle Investments, LLC is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages over $1.2 billion and offers a range of services including financial planning, portfolio management, third-party manager selection, and advisory consultations.

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.

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.

Nathaniel Gavitt is a financial advisor at Summit Financial, LLC in Syracuse, NY, holding a Series 65 credential with 11 years of industry experience. He previously worked at Everest Consultants, LLC for nine years. In addition to advisory services, he offers insurance products through various companies and receives compensation from these sales. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Jeremy Kidd is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 registrations with 11 years of industry experience. He has been with Pinnacle Investments since 2015. Outside of his advisory role, Kidd serves as Chief Revenue Officer and board member for Pinnacle Holding Company, where he focuses on aligning sales and marketing strategies and client relationship management. 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, discretionary and non-discretionary portfolio management, and access to third-party managers, using multiple custodial platforms and a combination of fundamental and technical investment strategies.

Brandon Kidd is a financial advisor with Pinnacle Investments, LLC, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has been with Pinnacle Investments since 2014. Outside of his advisory work, he is involved in professional auto racing as a driver and coach and refers business to a race car insurance 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, providing financial planning, portfolio management, and advisory consultations using a mix of fundamental and technical analysis.

William Kamery is a financial advisor at Dakota Wealth, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Dakota Wealth in 2021, he worked for seven years at KeyBank National Association. Dakota Wealth, LLC serves a wide range of clients including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm’s investment approach is long-term and customized, utilizing fundamental, technical, and quantitative analysis to build diversified portfolios and actively manages pooled vehicles and private funds, including serving as sub-advisor to a registered ETF.