Pinnacle Advisors

Blake Rudolph is a financial advisor with Pinnacle Advisors in Mansfield, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western and Southern Life, as well as work outside finance with Door Dash and Evans Landscaping. Pinnacle Advisors is a multi-team SEC-registered wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and a range of institutional partnerships.

Richard Kammer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Pinnacle Advisors with three years of industry experience. His prior roles include positions at Cornerstone Wealth Management, Howard Hanna, and Leviathan Group LLC. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust wealth management, and performance reporting services.

Gregory Spickard is a financial advisor at Pinnacle Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Bullseye Investment Management, LLC. In addition to his advisory role, he is the president and co-owner of Virtus Fiduciary Consulting, a firm that provides consulting services to retirement plan sponsors. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients through comprehensive financial planning, investment advisory, and retirement plan consulting services. The firm combines portfolio management with integrated planning and offers specialized programs and fiduciary services.

Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.

Alex Kulka is a financial advisor with Pinnacle Advisors in Mansfield, Ohio, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, and ESB Investments. He is a passive owner of ESB W&I LLC, an investment-related firm. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with services that include financial planning, investment advisory, trust wealth management, and retirement plan consulting. The firm combines portfolio management with integrated planning through formal Wealth Management Programs and operates a retirement plan consulting division that provides ERISA fiduciary advice and trustee services.

Allen Sykes is a CFP® professional with nine years of industry experience, currently serving at Pinnacle Advisors in Mansfield, OH. He has been with Pinnacle Wealth Planning Services, Inc. since 2011. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and access to a network of affiliated professionals.

Andrew Lerda Plog is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. He is currently with Pinnacle Advisors, where he has worked since 2024. His prior experience includes roles at LPL Financial LLC and Zion Bank. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers integrated financial planning and discretionary portfolio management through formal Wealth Management Programs, alongside retirement plan consulting and trust services.

William Cunningham is a CFP® and ChFC® with 31 years of experience in the financial industry. He currently serves as an advisor at Pinnacle Advisors and has previously worked at firms including Pinnacle Wealth Planning Services and Fidelity Brokerage Services LLC. Outside of his advisory work, Cunningham has been a rowing judge and referee since 1985, officiating competitive rowing events. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm integrates written financial plans with portfolio implementation and offers access to independent managers and trust services through affiliated entities.

Christine Larson Postel is a CFP® professional with 18 years of experience, currently serving at Pinnacle Advisors since 2005. She is based in Mansfield, OH, and has been with Pinnacle Wealth Planning Services, Inc. for over two decades. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and access to independent managers.

David Heichel is a CFP® professional with 31 years of industry experience, currently advising at Pinnacle Advisors since 2019. He previously worked at Professional Investments & Insurance Planning Inc, Creative Financial Designs, Inc., and CFD Investments, Inc. He holds minority passive ownership in a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive financial planning and investment advisory services through formal Wealth Management Programs, integrating portfolio management with financial planning and trust services.

Scott Brihn is a CFP® with three years of industry experience, currently serving as a financial advisor at Pinnacle Advisors. He previously worked at Grubb Wealth Management and PSI/Caliper. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers a range of services including bundled financial planning, investment advisory, trust wealth management, and retirement plan consulting through formal Wealth Management Programs that integrate portfolio management with comprehensive financial planning.

Scott Heichel is a CFP®, CFA®, and Series 63-designated advisor with 10 years of industry experience. He has worked at Pinnacle Wealth Planning Services since 2015 and is a 6% shareholder in the firm. Additionally, he holds a minority ownership interest in Pinnacle CPA Advisory Group, a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and also provides retirement plan consulting and trust services.

Keith Heichel is a CFP® professional with 26 years of experience, currently serving at Pinnacle Advisors in Medina, Ohio. He has been involved with Pinnacle Wealth Planning Services, Inc. since 1998 and Professional Planning Coordination Services, LLC since 2012. Outside of his advisory work, he holds minority ownership positions in a commercial real estate investment company and a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and provides retirement plan consulting, trust services, and an extended network of institutional and affiliated relationships.

Anthony Gigliotti is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Morgan Stanley, and Fifth Third Bank. Outside of finance, he serves as a part-time officiator for USA Hockey. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting, with a focus on non-discretionary advisory delivered through a centralized due-diligence framework.

Verdayne Wendling is a CFP® professional with 22 years of industry experience. He has been with Pinnacle Wealth Planning Services, Inc. since 2007. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients through a range of services including financial planning, investment advisory, trust wealth management, and retirement plan consulting. The firm serves nearly 1,000 clients with integrated portfolio management and formal Wealth Management Programs that combine written financial plans with discretionary portfolio implementation and access to independent managers.