Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment management teams.

Elliott Friedman is a financial advisor with Lincoln Investment, holding 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1989 and has served as a substitute teacher with the Rome City School District since 1983. He also serves as treasurer for Adas Israel Cemetery. Lincoln Investment Planning, LLC is a large investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and dynamic investment strategies.

Barbara Becker is a financial advisor with Lincoln Investment Planning, Inc. She holds a Series 63 designation and has 20 years of industry experience, including 18 years with Lincoln Investment. Becker is based in Cobleskill, NY. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs various strategies to meet client objectives.

Erik Damers is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 20 years of industry experience, including ten years with Lincoln Financial Advisors Corporation prior to joining Cambridge in 2024. Outside of his advisory role, he works as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management and platform options tailored to client objectives.

Sean Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Leo T. McAllister, Inc. He also serves as a coach in sports and fitness at Cobleskill Richmondville Central School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Ronald Reale is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he provides tax preparation and general accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.