Stephanie Day is a financial advisor at Pinnacle Investments, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following prior roles at VALIC Financial Advisors, INC. from 2014 to 2019. 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, trusts, charitable organizations, and institutional clients. The firm provides financial planning and portfolio management services using a range of investment methods and third-party managers, with accounts custodied at Charles Schwab or First Clearing.

Joshua Kimber is a CFP® certified financial advisor with 10 years of industry experience. He is currently with Pinnacle Investments, LLC, where he has worked since 2021. His prior experience includes roles at Cambridge Investment Research and Cetera. Outside of his advisory work, Kimber owns Kimber Tax Services LLC, a tax return preparation business, and serves on the finance committee of CNY Arts. Pinnacle Investments, LLC provides investment advisory and brokerage services to a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis and offers a range of investment strategies and financial planning services.

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

Thomas Bird is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and 34 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over 20 years with Legend Advisory and Legend Equities Corporation. In addition to his advisory role, Bird is a self-employed tax preparer during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, using an in-house investment research team and proprietary screening tools, and supports various client engagement models including custom portfolios and third-party manager access.

Joseph Saya is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at The Sedgwick Group since 2010. Outside of his advisory role, he serves as chairman of the City of Syracuse Board of Assessment Review, overseeing property assessment hearings. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, and institutional clients, offering financial planning and portfolio management through a range of investment strategies and third-party managers.

James Eicholzer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Capital Analysts. He has worked at Lincoln Investment since 2017 and previously held positions with Legend Advisory Corporation and Legend Equities Corporation. Eicholzer is also the owner of Eicholzer Tax Service, where he provides personal income tax preparation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Nicholas Beiter is a financial advisor at Capital Analysts with 20 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in media ventures focused on the bourbon industry, including co-creating and contributing to a bourbon-related website and founding a media company that produces press releases for whiskey brands. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening methods, and it supports a wide range of advisory and business arrangements through its network of advisors.

Carol Darby is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, with 23 years of industry experience. She has been with Pinnacle Investments since 2009 and holds Series 63 and Series 65 licenses. 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 institutional clients. The firm offers a range of services such as financial planning and portfolio management, utilizing both fundamental and technical analysis across various asset classes.

John Buss is a financial advisor at Pinnacle Investments, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Pruco Securities, LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Pinnacle Investments, LLC offers investment advisory and brokerage services to a range of clients including individuals, pension plans, trusts, and corporations. The firm employs both fundamental and technical analysis and provides services such as financial planning, discretionary and non-discretionary portfolio management, and access to third-party managers.

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 an investment advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Pinnacle Investments since 2015. Outside of his advisory role, Kidd serves as Chief Revenue Officer and a board member for Pinnacle Holding Company, where he focuses on aligning sales and marketing strategies and company direction. Pinnacle Investments, LLC provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs both fundamental and technical analysis across a variety of asset classes and investment strategies, offering financial planning and portfolio management services, including access to third-party managers through affiliated sub-advisors.

Sam Vercillo is a Series 66 credentialed financial advisor at Gateway Wealth Partners, LLC with five years of industry experience. Prior to joining Gateway Wealth Partners in 2026, he was with Equitable Advisors from 2021 to 2026. His earlier work includes positions at Mike's TV, Appliances, and Power Equipment and the University of Rochester. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, managing assets through diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

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.

Quentin Pinner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Purshe Kaplan Sterling Investments and Ally Invest Advisors among other firms. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients and offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

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.

Milton Hill is a financial advisor at Kovack Advisors, Inc. with 54 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes long tenures at Guardian Life and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as treasurer for the Longhouse Council Scouts BSA and is a trustee on the finance committee of 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and state and municipal government clients, utilizing model-based and advisor-managed portfolio solutions supported by an Envestnet workflow.

Leo Vassallo is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial. He also owns a private label financial business, L R Vassallo & Associates, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs to implement strategies.