Pinnacle Investments, LLC

Michael Figler is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc., with a seven-year retirement period before joining Pinnacle in 2025. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and around 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning, portfolio management, and advisory consultations through a variety of investment approaches.

Robert Beck is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2017. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved in managing a rental property in Philadelphia. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through a combination of proprietary and third-party investment strategies.

William Callahan is a financial advisor with Pinnacle Investments, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 10 years before joining Pinnacle Investments in 2021. Outside of his advisory role, he serves as a foster child mentor with Place of Hope Ministry and is the author of a memoir and a book on Christian faith. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and around 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through its AdvisorPro program and third-party managers.

Adam De Simone is a financial advisor at Pinnacle Investments, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Valic Financial Advisors, Allstate Insurance Company, Terranova Capital Equities, and Nav Capital Partners. He serves as a board member for the Great Meadows Regional School District. 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 provides financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis across various investment vehicles.

Daniel Posniak is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Pinnacle Investments since 2009. 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 provides financial planning and portfolio management using fundamental and technical analysis, with accounts custodied at Charles Schwab or First Clearing.

Jean Furgiuele is a financial advisor at Pinnacle Investments, LLC with 35 years of industry experience. He has held positions at Global Investment Advisors and Essex Securities prior to joining Pinnacle Investments in 2019. Outside of his advisory role, he operates as an artist and designer under the name JMF Designer. 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 institutional clients. The firm provides financial planning and portfolio management services using fundamental and technical analysis, with accounts custodied at Charles Schwab or First Clearing.

Daniel Mody is a CFP® with 31 years of industry experience, currently serving as an advisor at Pinnacle Investments, LLC since 2001. He also holds leadership roles outside the firm as CEO of Confidential Planning and as a board member of Pinnacle Holding Company, both providing financial services. Pinnacle Investments is a multi-team SEC-registered 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 services including financial planning and portfolio management, utilizing both fundamental and technical analysis across various asset classes.

Stephanie Day is a financial advisor at Pinnacle Investments, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following prior roles at VALIC Financial Advisors, INC. from 2014 to 2019. 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, trusts, charitable organizations, and institutional clients. The firm provides financial planning and portfolio management services using a range of investment methods and third-party managers, with accounts custodied at Charles Schwab or First Clearing.

Joshua Kimber is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2021. His prior roles include positions at Cambridge Investment Research Inc. and Cetera Investment Advisers LLC. Outside of his advisory work, Kimber owns and operates Kimbers Tax Services LLC and serves on the finance committee of CNY Arts, where he reviews the organization’s financial statements. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through a combination of internal and third-party resources.

Andrea Coladarci is a financial advisor at Pinnacle Investments, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Valic Financial Advisors, Inc. for 11 years before joining Pinnacle Investments in 2022. 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, trusts, charitable organizations, and institutions. The firm provides financial planning and portfolio management services using a combination of fundamental and technical analysis and employs both internal and third-party managers.

Joseph Saya is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at The Sedgwick Group since 2010. Outside of his advisory role, he serves as chairman of the City of Syracuse Board of Assessment Review, overseeing property assessment hearings. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, and institutional clients, offering financial planning and portfolio management through a range of investment strategies and third-party managers.

Stephen Chow is a financial advisor at Pinnacle Investments, LLC in Estero, FL, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Pinnacle Investments since 2013. Outside of his advisory role, he serves on the Board of Directors for the Update Medical University Foundation in Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions, offering financial planning and portfolio management through a blend of fundamental and technical investment methods.

Carol Darby is a financial advisor at Pinnacle Investments, LLC in East Syracuse, NY, with 23 years of industry experience. She has been with Pinnacle Investments since 2009 and holds Series 63 and Series 65 licenses. 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 institutional clients. The firm offers a range of services such as financial planning and portfolio management, utilizing both fundamental and technical analysis across various asset classes.

John Buss is a financial advisor at Pinnacle Investments, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Pruco Securities, LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. 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, trusts, charitable organizations, and institutions. The firm provides financial planning and portfolio management services using a combination of fundamental and technical analysis and employs both proprietary and third-party management platforms.

Jeremy Kidd is a financial advisor with Pinnacle Investments, LLC, holding a Series 63 designation and 10 years of industry experience. He has been with Pinnacle since 2015. Outside of his advisory role, he serves as Chief Revenue Officer at Pinnacle Holding Company, focusing on aligning sales and marketing efforts and client growth, and is also a board member for the company. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and around 50 advisors. The firm serves nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through a combination of proprietary and third-party approaches.