Philip Allen IV is a financial advisor at Advisors Capital Management, LLC with one year at the firm and over seven years of industry experience. He holds the Series 66 designation. His prior work includes roles at Atria Wealth Solutions and Cadaret, Grant & Co., Inc. Outside of financial advising, he was involved with Lemoyne College, Syracuse Nets, and Carrier Dome Concessions. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, managing over $8 billion in assets with a combination of top-down macro and bottom-up security analysis.

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.

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.

Caleb Humbert is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. He has worked with firms including Cadaret, Grant & Co., Inc. and The Ayco Company, L.P. Outside of his advisory role, Caleb is a lacrosse referee. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, managing discretionary separately managed accounts and offering fiduciary retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection through a team-based, strategy-specific approach.

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.

Mark Nardella is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2019. He previously worked at Valic Financial Advisors for nine years. Nardella is also a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis through its AdvisorPro program and third-party managers.

Bailey Wilkinson is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Investments since 2022, following roles at Cadaret Grant & Co., Inc. and Carthage Savings. He also spent time with Rhino Lacrosse and Le Moyne College earlier in his career. 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 across various investment vehicles.

Brian Hill is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at Cadaret, Grant & Co., Inc. and Independence Enterprises, where he currently serves as president. Hill is also on the board of directors for Arise Child and Family Services, a nonprofit organization. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported process to manage portfolios with a combination of internally created models and third-party managers, offering both model-based and advisor-managed solutions.

Kevin Szozda is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Young & Franklin Tactair for nine years. Outside of his advisory role, he is a member of MKT132 LLC, a real estate venture in Auburn, NY. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving 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, utilizing both fundamental and technical analysis across various investment products.

Colin Nardella is a financial advisor at Pinnacle Investments, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Financial Distributors, Inc. Outside of his advisory role, he serves as an assistant coach for the Manlius Pebble Hill Boys' Tennis Team. 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 with a range of investment strategies, offering services such as financial planning, portfolio management, and access to third-party managers.

Brian Schultz is a financial advisor at Pinnacle Investments, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Treasurer for the board of directors at Bishop Grimes Jr/Sr High School in East Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving 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 combination of fundamental and technical analysis, with portfolios managed through its AdvisorPro program and third-party managers.

Lisa Chasse is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2022. Outside of her advisory role, she is involved with the Institute for Sexuality Education & Enlightenment. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.

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 42 years of industry experience. His prior roles include positions at Edward Jones and SunTrust Advisory Services. Outside of finance, he works part-time at a liquor and wine store in Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered firm 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 using both fundamental and technical analysis across a range of investment products.

Kathleen Hierholzer is a financial advisor at Pinnacle Investments, LLC with 24 years of industry experience. She has been with Pinnacle Investments since 2009 and holds a Series 63 designation. Outside of her advisory work, she serves as a Notary Public in New York State. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of services including financial planning and portfolio management, employing both fundamental and technical analysis across various investment products.

Eric Krouse is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Pinnacle Investments since 2005. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. 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 financial planning, portfolio management, and advisory consultations.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation with 41 years of industry experience. He has been with Pinnacle Investments since 1995. 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, utilizing a combination of fundamental and technical analysis across various investment vehicles.