Michael Monashefsky is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Investments since 2021. Prior to that, he was employed at Bank of New York Mellon and held roles outside the financial sector. He serves on the Board of Directors for the George and Rebecca Barnes Foundation, focusing on corporate sponsorships. 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 a range of services including financial planning, portfolio management, and advisory consultations, using both fundamental and technical analysis to tailor investment strategies.

Christine Julka is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 credential and possessing 21 years of industry experience. She has worked at MML Investors Services Inc and MassMutual Financial Group since 2007. Outside of advising, she is a managing partner and broker at Advantage Dealer Insurance, LLC, and serves as director of marketing for Tracey Road Equipment, a trucking 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, offering financial planning, portfolio management, and access to third-party managers through multiple custodial platforms.

James Mcquiggan is a financial advisor at Pinnacle Investments, LLC with 28 years of industry experience. He has been with Pinnacle Investments since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing property repairs and operations for a small limited liability company owning rental properties in Florida. Pinnacle Investments 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 access to third-party managers with investment programs tailored using fundamental and technical analysis.

Bridget Ball is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Pinnacle Investments since 2011. Bridget serves as a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across roughly 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients with a range of services including financial planning, portfolio management, wrap-fee programs, and advisory consultations.

Eileen Sienkiewicz is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation and bringing 40 years of industry experience. She 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 to tailor investment programs.

Robert Cuculich is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He has been with Pinnacle Investments since 2008 and holds Series 63 and Series 65 registrations. Outside of his advisory role, Cuculich serves as a trustee for public transportation in Central New York. 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 and portfolio management through both fundamental and technical analysis, and providing access to third-party managers and an affiliated sub-adviser.

Jonathan Fox is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Invesco Distributors, Inc., Oppenheimer Funds Distributor Inc., and Morgan Stanley DW Inc. 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 with tailored investment programs using fundamental and technical analysis, offering a range of services including portfolio management and third-party manager selection.

Timothy Hardy is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and four years of experience at his current firm. He previously worked for seven years at Cadaret Grant. Pinnacle Investments 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 with tailored investment programs that utilize both fundamental and technical analysis.

Benjamin Quilty is a CFP® professional with 18 years of industry experience, currently serving at Pinnacle Investments, LLC since 2010. He holds the Series 66 designation and is involved as a board member of Pinnacle Holding Co., LLC. Quilty also has experience in compliance and financial oversight through a role as CCO/VP/Treasurer for a mutual fund advisor. 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 access to third-party managers, utilizing both fundamental and technical investment strategies.

Laura Adams is a financial advisor at Vanderbilt Advisory Services with eight years of industry experience. She holds a Series 66 designation. Prior to joining Vanderbilt Advisory Services in 2023, she worked at Vanderbilt Securities, LLC and Cadaret, Grant & Co., Inc. She is also involved with Hansen's Advisory Services as Client Relations Manager. Vanderbilt Advisory Services serves individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, proprietary models, and financial planning. The firm integrates strategic asset allocation with multiple analysis techniques and maintains a unique adviser–TPA/benefits firm relationship, providing pension consulting and plan administration alongside advisory services.

Dario Vacco is a Series 66-registered financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, with 19 years of industry experience. He has been with Pinnacle Investments since 2007. Outside of his advisory role, Vacco serves as Treasurer for the Jamesville Grove Estates Homeowners Association, handling accounting and dues collection. 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 customized financial planning and portfolio management strategies that incorporate both fundamental and technical analysis.

Joshua Leana is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Pinnacle, he worked at Equitable Advisors, LLC and has additional experience in the lighting controls industry. 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 and portfolio management with strategies that include both fundamental and technical analysis.

Jared Houseman is a CFP® with 14 years of industry experience, currently serving at Creative Financial Designs, Inc. He previously worked at Cadaret, Grant & Co., Inc. and Chandler & Edem Financial Consultants. In addition to his advisory role, he is a board member of New Life Christian School, contributing to its mission and strategic direction. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and comprehensive financial planning. The firm employs an asset-class model allocation approach informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

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.

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.