James Eicholzer is a CFP® professional with over 21 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Eicholzer also owns Eicholzer Tax Service, where he prepares personal income tax returns. He is an advisor at Capital Analysts, a firm that serves retail and institutional clients including high-net-worth investors, trusts, and charitable organizations. Capital Analysts offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice, delivered through a nationwide network of independent representatives and an in-house investment management team.

Nicholas Beiter is a financial advisor with Capital Analysts, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Capital Analysts since 2022, Lincoln Investment since 2017, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in media ventures related to the bourbon industry, including co-creating and contributing to Breaking Bourbon, LLC, and founding Angel's Share Media, LLC, which focuses on press releases for bourbon and American whiskey brands. Capital Analysts serves a diverse client base of retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors. The firm combines discretionary management by an internal Investment Management & Research team with advisor-led approaches, utilizing a proprietary mutual fund screening process for portfolio construction and tax-aware options.

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.

Aaron Piquet is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Equitable Advisors, LLC, Lifeplan CCO, and Toomey Residential and Community Services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using both 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 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.

Michael Van Slyke is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 63 designation and has previously worked at Bankers Life and related entities from 2014 to 2025 before joining Belpointe in 2026. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of investment strategies.

Brett Grandjean is a financial advisor with Capital Analysts and holds a Series 66 designation. He has six years of industry experience and has worked with Lincoln Investment since 2019. Additionally, he is a co-owner and CPA at Grandjean, Wagner, Beiter & Co, where he provides accounting, bookkeeping, and tax planning services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

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.