Robert Beck is a Certified Financial Planner® with 34 years of industry experience. He has worked at Pinnacle Investments, LLC since 2017, with prior roles at Morgan Stanley and UBS Financial Services. Outside of his advisory work, he owns and manages a rental property in Philadelphia. Pinnacle Investments, LLC is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, and institutional clients. The firm manages over $1.2 billion and offers a range of services including financial planning, portfolio management, third-party manager selection, and advisory consultations.

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.

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. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he is a self-employed tax preparer during tax season. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisor representatives and employs a proprietary mutual-fund screening process to develop tax-aware, model portfolios.

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.

James Eicholzer is a CFP® with 21 years of experience in the financial industry. He is currently with Capital Analysts and has previous experience at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Eicholzer is also the owner of Eicholzer Tax Service, which prepares personal income tax returns for individuals. Capital Analysts serves both retail and institutional clients, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm’s investment management includes discretionary and non-discretionary approaches supported by an in-house research team and proprietary mutual-fund screening tools.

Nicholas Beiter is a financial advisor at Capital Analysts with 20 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 his advisory role, he is involved in media ventures focused on bourbon-related content and serves as a managing member in multiple businesses including accounting and payroll 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, utilizing both discretionary in-house investment management and non-discretionary advisory services.

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 at Pinnacle Investments, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pinnacle since 2015. Outside of his advisory role, Kidd serves as Chief Revenue Officer and board member for Pinnacle Holding Company, where he works on aligning sales and marketing strategies and company decision-making. 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 offers a range of services including financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis within diverse 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 in East Syracuse, NY, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Pinnacle Investments since 2014. Outside of his advisory role, Kidd is involved in auto racing as a driver and coach, and he refers business to a professional race car insurance company. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory services with investment strategies that include both fundamental and technical analysis, operating through multiple custodial platforms and offering access to third-party managers.

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 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.