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, holding a Series 66 designation and six years of industry experience. He has worked at Lincoln Investment since 2019 and has owned an accounting and tax service firm, Grandjean, Wagner, Beiter & Co, since 2010, where he provides tax preparation, planning, and bookkeeping services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, combining discretionary investment management by an in-house team with access to third-party managers.

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 at Pinnacle Investments, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, JPMorgan Securities LLC, and AXA Advisors. Outside of his advisory role, Miller coaches kickboxing through a non-investment related business, TFS BJJ 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 access to third-party managers, employing both fundamental and technical analysis in tailored investment strategies.

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 22 years of experience with Mutual/United of Omaha and also operates a sports memorabilia business in Liverpool, NY. His prior experience includes various roles in insurance sales across multiple companies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and combines investment advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

Carly Kidd is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Anchorage Capital, CITIGROUP, Effective Spend, and Pinnacle Investments. Outside of her advisory role, she refers business to an IT solutions company, Bent Ear Technology. Pinnacle Investments, LLC is a multi-team firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and other institutional clients. The firm provides financial planning, portfolio management, and advisory consultations using both fundamental and technical analysis across multiple custodial platforms.

Timothy Carr is a CFP® certificant and Series 66 license holder with 13 years of experience in financial advising. He has been with Pinnacle Investments, LLC since 2013. Outside of his advisory role, he serves as Vice President of Matthew House Inc., a hospice end-of-life care facility, and holds board positions with Access to Homecare Services and Pinnacle Holding Co, LLC. 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 financial planning, portfolio management, and access to third-party managers through a range of investment strategies and custodial platforms.

John King is a financial advisor at Dakota Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Key Private Bank from 2009 to 2021. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using various investment vehicles and emphasizes active oversight, including managing private funds and acting as sub-adviser to a registered ETF.

Rosalie Schlaen is a CFP® with 40 years of experience in the financial services industry. She is currently with Pinnacle Investments, LLC, where she has worked since 2019. Her previous experience includes positions at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. 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 advisory consultations with tailored investment programs that utilize both fundamental and technical analysis.

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Good Life Advisors since 2018 and previously was with Independent Financial Partners and LPL Financial. Outside of his advisory work, he is involved in Gabrielle Chocolates and Ice Cream, a small ice cream manufacturing business. Good Life Advisors is a multi-team registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and financial planning services, emphasizing tailored investment strategies through a combination of direct management, model portfolios, and sponsored advisory platforms.

Michele Brisson is a financial advisor at Pinnacle Investments, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked for ten years at Cadaret, Grant & Co., Inc. before joining Pinnacle Investments in 2024. 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 with services including financial planning, discretionary and non-discretionary portfolio management, and advisory consultations.

Janet Zane is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Pinnacle Investments since 2011 and previously worked at Morgan Stanley for one year. Outside of her advisory role, Janet serves as a board member for the John F Dougherty Memorial Flight Instructor Scholarship and provides financial counsel to Sacred Heart Church and St. Anns Mission. Pinnacle Investments 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, discretionary and non-discretionary portfolio management, and access to third-party managers, with investment strategies utilizing both fundamental and technical analysis.

Thomas Bailey is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services, JMA Wireless, and the U.S. Department of Health & Human Services. Outside of advising, Bailey operates his own income tax preparation and financial services LLC and works as a licensed New York State armed guard and retired police officer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors managing over $1.3 billion in assets. The firm offers a range of investment solutions, including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

James Brennan is a financial advisor with Aegis Capital Corp. in Syracuse, NY, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He previously worked at Princor Financial Services Corp, Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Outside of his advisory role, he is a co-owner of Columbia Hall Inc., an S-Corp involved in the rehabilitation of a commercial building. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer and is noted for its significant non-discretionary asset management and active broker-dealer operations.

Larry Daigneau is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, he owns and serves as president of Money Map Mentors, a company established for payroll and tax purposes. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house discretionary management and third-party advisors, supported by proprietary investment screening tools and institutional partnerships.

Michael Monashefsky is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Pinnacle Investments since 2021. Prior to that, he was employed at Bank of New York Mellon and held roles outside the financial sector. He serves on the Board of Directors for the George and Rebecca Barnes Foundation, focusing on corporate sponsorships. 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 a range of services including financial planning, portfolio management, and advisory consultations, using both fundamental and technical analysis to tailor investment strategies.

Christine Julka is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 credential and possessing 21 years of industry experience. She has worked at MML Investors Services Inc and MassMutual Financial Group since 2007. Outside of advising, she is a managing partner and broker at Advantage Dealer Insurance, LLC, and serves as director of marketing for Tracey Road Equipment, a trucking company. 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 financial planning, portfolio management, and access to third-party managers through multiple custodial platforms.

James Mcquiggan is a financial advisor at Pinnacle Investments, LLC with 28 years of industry experience. He has been with Pinnacle Investments since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing property repairs and operations for a small limited liability company owning rental properties in Florida. 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, offering financial planning, portfolio management, and access to third-party managers with investment programs tailored using fundamental and technical analysis.

Gregory Sabo is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and 17 years of industry experience. He has held prior roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advising, he owns and operates a seasonal tax preparation and planning service for individuals and small businesses. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with non-discretionary advisory services and access to third-party managers.