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.

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.

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.

John Paganelli is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He previously worked at Blue Water Capital Management, LLC from 2007 to 2024, which now operates as a DBA under Perigon Wealth Management. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular account reviews.

Dana Greene III is a financial advisor at Pinnacle Investments, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC, Strategic Financial Solutions, and other firms. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion through approximately 57 advisors, 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 advisory consultations, using 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.

Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at KeyBank NA for 28 years before joining Dakota Wealth in 2021. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse clientele including individuals, trusts, foundations, and business enterprises. The firm utilizes a long-term, customized investment approach that combines fundamental, technical, and quantitative analysis to construct diversified portfolios across various asset classes.

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.

Kevin Szozda is a financial advisor at Pinnacle Investments, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Young & Franklin Tactair for nine years. 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, portfolio management, wrap-fee programs, and advisory consultations with tailored investment strategies.

Colin Nardella is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Pinnacle Investments since 2023 and previously held roles at Lincoln Financial Distributors, Inc. Nardella serves as an assistant coach for the Manlius Pebble Hill Boys' Tennis Team. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion in assets for individuals, retirement plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to tailor investment programs and offers a range of services including financial planning, portfolio management, and third-party manager selection.

Stephen Swift is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY, holding the ChFC® and Series 63 designations and bringing 15 years of industry experience. He has worked with Perigon and its predecessor entities since 2007. Additionally, he has been active in insurance sales through his sole proprietorship and an affiliated insurance agency since 1988. 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 focuses on individualized portfolio construction with regular reviews and serves as both sponsor and oversight manager of wrap-fee programs and sub-advisor relationships.

Joseph O'Connor is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Edward Jones, SunTrust Advisory Services, PNC Wealth Management, and RBC Capital Markets. Outside of finance, he works part-time at a local liquor and wine store. 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 a range of services including financial planning, portfolio management, and advisory consultations with investment strategies that include fundamental and technical analysis.

Kathleen Hierholzer is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. She has been with Pinnacle Investments since 2009 and holds a Series 63 designation. Outside of her advisory work, she is also a commissioned Notary Public in New York State. 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, portfolio management, and access to third-party managers, using a blend of fundamental and technical analysis to tailor investment programs.

Eric Krouse is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He has been with Pinnacle Investments since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. Pinnacle Investments 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 using a range of financial planning and portfolio management strategies across multiple custodial platforms.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He has been with Pinnacle Investments, Inc. since 1995. He holds a Series 63 designation. 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 other institutional clients, offering a range of services including financial planning, portfolio management, and advisory consultations.