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.

Laura Adams is a financial advisor at Vanderbilt Advisory Services with eight years of industry experience. She holds a Series 66 designation. Prior to joining Vanderbilt Advisory Services in 2023, she worked at Vanderbilt Securities, LLC and Cadaret, Grant & Co., Inc. She is also involved with Hansen's Advisory Services as Client Relations Manager. Vanderbilt Advisory Services serves individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, proprietary models, and financial planning. The firm integrates strategic asset allocation with multiple analysis techniques and maintains a unique adviser–TPA/benefits firm relationship, providing pension consulting and plan administration alongside advisory services.

Dario Vacco is a Series 66-registered financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, with 19 years of industry experience. He has been with Pinnacle Investments since 2007. Outside of his advisory role, Vacco serves as Treasurer for the Jamesville Grove Estates Homeowners Association, handling accounting and dues collection. 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 customized financial planning and portfolio management strategies that incorporate both fundamental and technical analysis.

Joshua Leana is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Pinnacle, he worked at Equitable Advisors, LLC and has additional experience in the lighting controls industry. 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 financial planning and portfolio management with strategies that include both fundamental and technical analysis.

Margot Stotler is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. She holds a Series 66 designation and has been with Pinnacle since 2017. Prior to joining Pinnacle, she worked briefly at Savannah Bank and Lane Bryant. Outside of finance, she is a Notary Public. 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, providing financial planning, portfolio management, third-party manager selection, and advisory consultations. Pinnacle employs both fundamental and technical analysis in its investment approach and operates on multiple custodial platforms.

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 11 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2019. His prior experience includes roles at Essex Securities, CITIZENS Bank, Citizens Securities, Inc., and Edward Jones. 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 provides financial planning, portfolio management, wrap-fee programs, and third-party manager selection, employing both fundamental and technical analysis to tailor investment strategies.

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 two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC, Strategic Financial Solutions, and other firms. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion through approximately 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 advisory consultations, using both fundamental and technical analysis to tailor investment programs.

James St. Leger is a financial advisor at Pinnacle Investments, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC, OBG part of Ramboll, the Madison County District Attorney’s Office, and St. Lawrence University. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and other institutional clients. The firm provides a range of services including financial planning, portfolio management, and advisory consultations, combining fundamental and technical analysis tailored to client objectives.

Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at KeyBank NA for 28 years before joining Dakota Wealth in 2021. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse clientele including individuals, trusts, foundations, and business enterprises. The firm utilizes a long-term, customized investment approach that combines fundamental, technical, and quantitative analysis to construct diversified portfolios across various asset classes.

Caleb Humbert is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as a lacrosse referee. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection and offers a range of discretionary and non-discretionary investment solutions.

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 has worked previously at TIAA-CREF, M&T Securities, and Merrill. He also serves as a financial advisor for the 401(k) Plan Benefit provided by Pinnacle Employee Services. 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, using both fundamental and technical analysis to tailor investment programs.

Mark Nardella is a CFP® professional with 29 years of experience in financial advising. He has worked at Pinnacle Investments, LLC since 2019 and previously held roles at Valic Financial Advisors, Merrill, and Banc of America Investment Services. Nardella serves as a board member of Pinnacle Holding Company, LLC. 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 provides financial planning, portfolio management, wrap-fee programs, and advisory consultations, utilizing both fundamental and technical analysis across various investment strategies.

Bailey Wilkinson is a financial advisor at Pinnacle Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cadaret Grant & Co., Inc. before joining Pinnacle Investments in 2022. Wilkinson’s background also includes one year with Rhino Lacrosse and four years at Le Moyne College. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis with diverse permitted strategies.

Brian Hill is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. Outside of his advisory role, Hill serves on the board of directors for ARISE Child and Family Services, a nonprofit organization. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.

Kevin Szozda is a financial advisor at Pinnacle Investments, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Young & Franklin Tactair for nine years. 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 financial planning, portfolio management, wrap-fee programs, and advisory consultations with tailored investment strategies.