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.

Bridget Ball is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Pinnacle Investments since 2011. Bridget serves as a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across roughly 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients with a range of services including financial planning, portfolio management, wrap-fee programs, and advisory consultations.

Eileen Sienkiewicz is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding a Series 63 designation and bringing 40 years of industry experience. She 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 to tailor investment programs.

Robert Cuculich is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He has been with Pinnacle Investments since 2008 and holds Series 63 and Series 65 registrations. Outside of his advisory role, Cuculich serves as a trustee for public transportation in Central New York. 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 and portfolio management through both fundamental and technical analysis, and providing access to third-party managers and an affiliated sub-adviser.

Jonathan Fox is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Invesco Distributors, Inc., Oppenheimer Funds Distributor Inc., and Morgan Stanley DW Inc. 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 with tailored investment programs using fundamental and technical analysis, offering a range of services including portfolio management and third-party manager selection.

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.

Timothy Hardy is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and four years of experience at his current firm. He previously worked for seven years at Cadaret Grant. 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 with tailored investment programs that utilize both fundamental and technical analysis.

Benjamin Quilty is a CFP® professional with 18 years of industry experience, currently serving at Pinnacle Investments, LLC since 2010. He holds the Series 66 designation and is involved as a board member of Pinnacle Holding Co., LLC. Quilty also has experience in compliance and financial oversight through a role as CCO/VP/Treasurer for a mutual fund advisor. 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 access to third-party managers, utilizing both fundamental and technical investment strategies.