Brandon Kidd is a financial advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinnacle Investments since 2014. Outside of his advisory role, Kidd is involved in auto racing as a driver and coach and refers business to a professional race car insurance company. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs both fundamental and technical analysis, offering strategies ranging from long-term holdings to short-term trading across various asset classes, with a distinct financial planning process aligned with CFP standards.

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 Bianchini is a financial advisor at Pinnacle Investments, LLC with 39 years of industry experience. He holds a Series 63 designation and has been with Pinnacle Investments since 2001. Outside of his advisory role, he serves as a board member of Pinnacle Holding Co. LLC. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers financial planning and portfolio management services, using both fundamental and technical analysis, and employs various investment vehicles through its AdvisorPro program and third-party managers.

Thomas Thompson is a Series 63 licensed advisor with Pinnacle Investments, LLC, based in East Syracuse, NY. He has 45 years of industry experience and has been with Pinnacle Investments since 2009. Outside of his advisory role, he owns a part-time rental business for his personal second home in Cape Canaveral, Florida. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charities, and institutions. The firm employs a combination of fundamental and technical analysis, offering financial planning, discretionary and non-discretionary portfolio management, and advisory consultations through its AdvisorPro program and third-party managers.

Brett Grandjean is a financial advisor with Capital Analysts, holding a Series 66 designation and six years of industry experience. He has worked at Lincoln Investment since 2019 and is co-owner and CPA at Grandjean, Wagner, Beiter & Co, where he provides accounting, bookkeeping, and tax services. Grandjean also manages a self-rental property through JDE Exclusive Properties LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on model portfolios managed by an in-house investment team, alongside advisor-managed and third-party manager options.

John Miller is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He worked at JPMorgan Securities LLC and AXA Advisors before joining Pinnacle Investments in 2018. Outside of his advisory role, Miller coaches kickboxing through TFS BJJ LLC and is involved in educating participants in 403(b) plans with Confidential Planning Corporation. Pinnacle Investments, LLC provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental and technical analysis, and offers financial planning aligned with CFP standards.

John Serafin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including over two decades with Mutual/United Of Omaha. Outside of his advisory role, he owns and operates John's Sports Memorabilia, a collectibles sales business he has managed since 1994. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with third-party managers and delivers solutions through Envestnet and Pershing, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Carly Kidd is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and six years of industry experience. Her career includes roles at Pinnacle Investments, Effective Spend, CITIGROUP, and Anchorage Capital. Outside of advisory work, she is involved with Bent Ear Technology, referring business to the IT solutions firm. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of services from financial planning to portfolio management, employing both fundamental and technical analysis across various asset classes and investment strategies.

Timothy Carr is a CFP® with 12 years of industry experience, currently serving as an advisor at Pinnacle Investments, LLC since 2013. He holds Series 66 licensure and is based in Auburn, NY. Outside of his advisory role, Carr is involved in nonprofit and community activities, including serving as Vice President of Matthew House Inc., a hospice end-of-life care facility, and as a board member for Access to Homecare Services. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and employing various investment vehicles.

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.

Rosalie Schlaen is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Pinnacle Investments, LLC since 2019. Her prior roles include positions at Raymond James & Associates and Morgan Stanley, where she worked from 2011 to 2019. Outside of her advisory work, she is involved in managing rental property interests. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering a range of financial planning and portfolio management services.

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advisory work, he is involved in ice cream manufacturing through Gabrielle Chocolates and Ice Cream. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and about $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Michele Brisson is a financial advisor at Pinnacle Investments, LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. for ten years before joining Pinnacle Investments. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and access to third-party managers, employing a range of strategies from long-term holdings to option trading across various asset classes.

Janet Zane is a financial advisor at Pinnacle Investments, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Pinnacle since 2011. Outside of her advisory role, she serves on the board of the John F Dougherty Memorial Flight Instructor Scholarship, a nonprofit providing scholarships for aspiring flight instructors, and participates as a finance council member at Sacred Heart Church and St. Anns Mission. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis, with portfolios managed through its AdvisorPro program and third-party managers.

Larry Daigneau is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and serves as president of Money Map Mentors, an S-Corporation established for tax and payroll purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides various program options such as advisor-managed models, third-party manager access, and ERISA plan advisory services.

Michael Monashefsky is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of New York Mellon and Carrabba's Italian Grill. Monashefsky serves as a board member and corporate sponsorship director for the George and Rebecca Barnes Foundation, a philanthropic organization in Syracuse, NY. Pinnacle Investments, LLC provides investment advisory and brokerage services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis across diverse investment strategies and offers financial planning aligned with CFP standards.

Christine Julka is a financial advisor at Pinnacle Investments, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at MML Investors Services Inc and MassMutual Financial Group since 2007. Outside of her advisory role, Julka is managing partner and broker at Advantage Dealer Insurance, LLC, and serves as director of marketing for Tracey Road Equipment, a trucking company. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing a range of investment methods and third-party managers.

James Mcquiggan is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 17 years with Pinnacle Investments. Outside of his advisory role, he is a managing director of JK2 Properties, LLC, which manages residential rental properties in Florida. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes both fundamental and technical analysis across a range of investment strategies and offers financial planning aligned with CFP standards, alongside access to third-party managers and affiliated sub-advisory resources.

Stanley Warner is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role, he held positions at Cetera Wealth Services, LLC and Avantax Insurance Agency, LLC, among others. In addition to advising, he is a licensed CPA and serves on the board of directors for MMI Prep School. Avantax Planning Partners provides portfolio management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, and businesses. The firm utilizes firm-designed style allocation models and offers tax-intelligent strategies with a network largely composed of CPA firms and registered advisor representatives.

Gregory Sabo is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and operates a seasonal tax preparation and planning business serving individuals and small businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening processes.