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.

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 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.

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 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.

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.

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.

Shane Rohe is a ChFC® with Perigon Wealth Management, LLC in Syracuse, NY. He joined Perigon in 2024 after three years at Blue Water Capital Management and four years at Cornell University. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with client goals and risk tolerance, and it is notable for its service to banking clients and oversight of wrap and sub-advisor programs.

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.

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 22 years of experience with Mutual/United of Omaha and also operates a sports memorabilia business in Liverpool, NY. His prior experience includes various roles in insurance sales across multiple companies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and combines investment advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.