Bridget Ball is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pinnacle Investments since 2011. Bridget serves as a board member of Pinnacle Holding Company, 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 provides financial planning, portfolio management, and advisory consultations, employing fundamental and technical analysis with a range of investment products.

Eileen Sienkiewicz is a financial advisor at Pinnacle Investments, LLC with 39 years of industry experience. She holds a Series 63 designation and has been with Pinnacle Investments since 2009. Outside of her advisory role, she is involved in managing rental properties. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and around 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through a combination of proprietary and third-party strategies.

Robert Cuculich is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Pinnacle Investments since 2008. Outside of his advisory role, he serves as a trustee for public transportation in central New York. Pinnacle Investments, LLC provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of strategies including fundamental and technical analysis, with portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Thomas Brown is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY. He holds the Series 66 designation and has seven years of industry experience, including eight years with Blue Water Capital Management, LLC prior to his current role. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction aligned with each client’s goals, time horizon, and risk tolerance, and uniquely services banking and thrift institutions while overseeing wrap-fee programs and sub-advisor relationships.

Anita Lombardi is a financial advisor at Summit Financial, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Everest Consultants, LLC for two decades. Outside of her advisory role, she is the owner and managing member of A.P. Lombardi Group, LLC, an entity involved in investment-related financial activities, including commission-based insurance product sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Nicholas Barnes is a CFP® professional with 13 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His prior experience includes roles at Cetera Wealth Services, D'Arcangelo & Co. LLP, and Prudential Securities. Barnes also serves as a city councilor in Fulton, NY, where he participates in local governance and community resource allocation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing assets with tax-intelligent strategies and discretionary portfolio management.

Timothy Hardy is a financial advisor at Pinnacle Investments, LLC, holding a Series 66 designation with four years of industry experience. He previously worked at Cadaret Grant for seven years before joining Pinnacle Investments in 2022. 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 individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering a range of financial planning and portfolio management services.

Benjamin Quilty is a CFP® professional with 18 years of industry experience, currently serving at Pinnacle Investments, LLC since 2010. He holds roles including Chief Compliance Officer, Vice President, and Treasurer for Pinnacle Advisors/NYSA Liquidating Trust, overseeing compliance and financial operations for the mutual fund. Quilty is also a board member of Pinnacle Holding Co., LLC. Pinnacle Investments is a multi-team SEC-registered 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 provides financial planning and portfolio management services using a range of investment strategies and custodians, and operates with affiliated broker-dealer and mutual fund entities.

Dario Vacco is a Series 66-licensed financial advisor with 19 years of industry experience, currently serving at Pinnacle Investments, LLC since 2007. He holds a treasurer position with the Jamesville Grove Estates Homeowners Association, where he manages accounting and member dues. Additionally, he is a board member of Pinnacle Holding Company, LLC. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis in portfolios that may include a wide range of asset classes and offers financial planning aligned with CFP standards.

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 held roles in the lighting industry and contracting. Pinnacle Investments, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs both fundamental and technical analysis across a range of investment strategies and provides financial planning aligned with CFP standards.

J Kenneth Mcinerney Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 35 years of industry experience. He previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, Mcinerney owns a tax preparation service and serves as treasurer and board member of the New York State Certified Swimming Officials Association. Capital Analysts serves a diverse client base including individuals, trusts, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management with offerings such as advisor-managed model portfolios, third-party manager access, and ERISA retirement plan advisory services.

Margot Stotler is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Pinnacle Investments since 2017. Prior to this, she had brief roles at Savannah Bank and Lane Bryant. Outside of advisory work, she is a licensed Notary Public. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies supported by both fundamental and technical analysis and offers financial planning aligned with CFP standards.

Matthew Bird is a financial advisor at Capital Analysts with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including roles at Lincoln Investment and in the automotive industry. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides a range of advisory services including custom portfolios and access to third-party managers.

Brendan Gallagher is a CFP® with 10 years of industry experience, currently serving as an advisor at Pinnacle Investments, LLC since 2019. His prior work includes roles at Essex Securities, LLC and CITIZENS Bank, as well as Citizens Securities, Inc. He is also involved with Pinnacle Capital Management in an advisory capacity. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers comprehensive financial planning and portfolio management services, utilizing both fundamental and technical analysis across various investment vehicles.

Reginald Grandjean is a financial advisor at Capital Analysts with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory work, Grandjean is a 40% owner and Vice President of Choice Pay Inc, a payroll services company. 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, supported by an in-house Investment Management & Research team that uses proprietary screening and model portfolios.

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 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 advisory career, he held roles in companies such as Metropolis/Comic Connect Corp. and Siggy's Good Food. Pinnacle Investments, LLC offers investment advisory and brokerage services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis across a range of investment strategies and treats financial planning as a distinct process aligned with CFP standards.

James St. Leger is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, OBG part of Ramboll, and the Madison County District Attorney’s Office. Pinnacle Investments, LLC provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as various institutional entities. The firm employs a range of investment strategies combining fundamental and technical analysis, offering financial planning and portfolio management services through multiple platforms and sub-advisory arrangements.

Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 13 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at KeyBank NA for 28 years. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of wealth management and advisory services, focusing on customized, primarily long-term portfolios that incorporate mutual funds, ETFs, individual equities, and other investment vehicles.

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 previously worked at TIAA-CREF from 2015 to 2023. Silino also serves as a financial advisor for a 401(k) plan benefit through Pinnacle Employee Services. 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, and institutions. The firm offers financial planning and portfolio management services using a combination of fundamental and technical analysis, with accounts custodied at Charles Schwab or First Clearing.