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, holding a Series 66 designation and six years of industry experience. He has worked at Lincoln Investment since 2019 and is co-owner and CPA at Grandjean, Wagner, Beiter & Co, where he provides accounting, bookkeeping, and tax services. Grandjean also manages a self-rental property through JDE Exclusive Properties LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on model portfolios managed by an in-house investment team, alongside advisor-managed and third-party manager options.

Milton Hill is a financial advisor at Kovack Advisors, Inc. with 54 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes long tenures at Guardian Life and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as treasurer for the Longhouse Council Scouts BSA and is a trustee on the finance committee of 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and state and municipal government clients, utilizing model-based and advisor-managed portfolio solutions supported by an Envestnet workflow.

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.

Timothy Carr is a CFP® with 12 years of industry experience, currently serving as an advisor at Pinnacle Investments, LLC since 2013. He holds Series 66 licensure and is based in Auburn, NY. Outside of his advisory role, Carr is involved in nonprofit and community activities, including serving as Vice President of Matthew House Inc., a hospice end-of-life care facility, and as a board member for Access to Homecare Services. 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 institutions. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and employing various investment vehicles.

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®-certified financial advisor with 40 years of industry experience, currently serving at Pinnacle Investments, LLC since 2019. Her prior roles include positions at Raymond James & Associates and Morgan Stanley, where she worked from 2011 to 2019. Outside of her advisory work, she is involved in managing rental property interests. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering a range of financial planning and portfolio management services.

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advisory work, he is involved in ice cream manufacturing through Gabrielle Chocolates and Ice Cream. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and about $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Michele Brisson is a financial advisor at Pinnacle Investments, LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. for ten years before joining Pinnacle Investments. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and access to third-party managers, employing a range of strategies from long-term holdings to option trading across various asset classes.

Janet Zane is a financial advisor at Pinnacle Investments, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Pinnacle since 2011. Outside of her advisory role, she serves on the board of the John F Dougherty Memorial Flight Instructor Scholarship, a nonprofit providing scholarships for aspiring flight instructors, and participates as a finance council member at Sacred Heart Church and St. Anns Mission. 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, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis, with portfolios managed through its AdvisorPro program and third-party managers.

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 at Aegis Capital Corp. in Syracuse, NY, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Princor Financial Services Corp for 14 years before joining Aegis in 2021. Outside of his advisory role, he is a co-owner of Columbia Hall Inc., an S-corporation involved in rehabbing a commercial building. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory, brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.