Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 13 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Dakota Wealth in 2021, she spent 28 years at KeyBank NA. Dakota Wealth, LLC provides wealth management, investment management, financial planning, and retirement advisory services to individuals, trusts, foundations, charitable organizations, and business enterprises. The firm specializes in customized, primarily long-term portfolios utilizing mutual funds, ETFs, equities, fixed income, structured products, REITs, and options, along with independent manager allocations when appropriate.

Caleb Humbert is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms, including Cadaret, Grant & Co., Inc. and The Ayco Company, L.P. Outside of his advisory role, he serves as a lacrosse referee. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm also offers retirement plan services and customized wealth management 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.

Colin Nardella is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Pinnacle Investments since 2023 and previously held roles at Lincoln Financial Distributors, Inc. Nardella serves as an assistant coach for the Manlius Pebble Hill Boys' Tennis Team. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion in assets for individuals, retirement plans, trusts, estates, and institutional clients. The firm employs both fundamental and technical analysis to tailor investment programs and offers a range of services including financial planning, portfolio management, and third-party manager selection.

Brian Schultz is a financial advisor at Pinnacle Investments, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Private Advisor Group, LLC and LPL Financial. Schultz serves as treasurer on the board of Bishop Grimes Jr/Sr High School, a secondary education institution. 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 offers financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across various investment strategies.

Kevin Markert is a financial advisor at Kovack Advisors, Inc. He holds the Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2026. His prior work experience includes roles at Encoura, ESP Enterprises, and the University of Delaware. Kovack Advisors, Inc. is a multi-team registered investment adviser with over 240 advisors and more than $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 and financial planning through a combination of internal models 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 43 years of industry experience. His prior roles include positions at Edward Jones, SunTrust Advisory Services, PNC Wealth Management, and RBC Capital Markets. Outside of finance, he works part-time at a local liquor and wine store. 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 a range of services including financial planning, portfolio management, and advisory consultations with investment strategies that include fundamental and technical analysis.

Kathleen Hierholzer is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. She has been with Pinnacle Investments since 2009 and holds a Series 63 designation. Outside of her advisory work, she is also a commissioned Notary Public in New York State. 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 offers a range of services including financial planning, portfolio management, and access to third-party managers, using a blend of fundamental and technical analysis to tailor investment programs.

Eric Krouse is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He has been with Pinnacle Investments since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as COO of Pinnacle Holding Company, LLC, a financial services business. Pinnacle Investments 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 using a range of financial planning and portfolio management strategies across multiple custodial platforms.

Daniel Raite is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He has been with Pinnacle Investments, Inc. since 1995. He holds a Series 63 designation. 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, offering a range of services including financial planning, portfolio management, and advisory consultations.

Daniel Jeffery is a CFP® with 30 years of industry experience, currently affiliated with The AmeriFlex Group. His prior roles include positions at Lincoln Financial Advisors, Commonwealth Financial Network, and Best Times Financial Planning. Outside of his advisory work, he serves as treasurer for the Labrador Mountain Ski Patrol and is a board member of the Cavalry Club. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Patrick Mahardy is a CFP® with 20 years of experience in the financial services industry. He is currently with Independent Financial Partners and has previously worked at Commonwealth Financial Network for 11 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Akira Gatewood is a Series 66-licensed financial advisor with Valic Financial Advisors in Syracuse, NY, and has four years of industry experience. Prior to joining Valic, Akira worked at Equitable Advisors and has held various roles including agent selling non-securities insurance products at Agia. Outside of financial services, Akira is a musician who writes, records, and performs original music. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Gary Croniser is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in East Syracuse, NY. He has 26 years of industry experience and has been associated with both Commonwealth Financial Network and Diversified Wealth Strategies, LLC since 2008. He is also the owner and president of GRC Wealth Management, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.