Pinnacle Investments

10/13/2026

The future of AI is changing the way we live, work, and invest. Join Pinnacle Investments on October 22 for our Investing in AI Speaker Panel!

Hear from industry professionals representing VanEck, Micron, and Invesco as they share insights on the evolving world of artificial intelligence. Enjoy an evening of networking, conversation, and the opportunity to connect with local innovators.

📍 Drumlins Banquet & Event Space
📅 October 22, 2026 | 5:00 PM

Registration is required! All attendees must RSVP to receive a confirmation code for entry.

🔗 RSVP here: https://investinginaispeakerpanel.rsvpify.com

10/02/2026

A great weekend of connection, conversation and collaboration at the 2026 Pinnacle Advisor Summit!

Our team gathered at Turning Stone Resort & Casino for a weekend focused on learning, sharing perspectives, and strengthening the relationships that make Pinnacle Investments what it is.

Thank you to everyone who joined us and helped make this year’s Summit unforgettable.

We’re already looking forward to the next one!

09/30/2026

Please join us in welcoming Allison Thomas to Pinnacle Investments as our new Director of Compliance!

Allison brings more than a decade of financial services experience to Pinnacle, with a strong background in regulatory compliance. She began her career in New York City before relocating to the Rochester area, where she continued building her compliance expertise.

Holding FINRA Series 7, 63, and 24 licenses, Allison brings extensive industry knowledge and a collaborative approach to supporting our team and the clients we serve.

We’re excited to welcome Allison to Pinnacle Investments!

Securities offered through Pinnacle Investments, LLC. Member FINRA/SIPC.

09/23/2026

We’re excited to welcome Josh Leana to Pinnacle Investments as a Financial Advisor!

Before entering financial services, Josh spent seven years as an engineer, giving him a firsthand understanding of the careers and financial considerations of engineering and construction professionals. Today, he brings that same analytical mindset to helping clients with retirement planning, investment strategy and long-term wealth building.

Based in the Syracuse area, Josh is also an avid golfer and loyal Penn State football fan.

Welcome to Pinnacle Investments, Josh!

Securities offered through Pinnacle Investments, LLC. Member FINRA/SIPC.

09/17/2026

09/10/2026

Estate planning is not only about the assets you leave behind. It can also provide direction for how your financial and personal affairs should be handled during your lifetime and after your death.

According to research cited by Caring.com, many Americans do not currently have an estate plan. Regardless of where you are in the planning process, reviewing your wishes, beneficiaries and important documents can help you identify potential gaps.

A financial professional can help coordinate the financial aspects of your plan alongside your attorney and tax professional. Start the conversation with Pinnacle Investments.

Source: Caring.com.

Third-party data is believed to be reliable but is not guaranteed. This material is for informational purposes only and is not intended as legal or tax advice.

08/27/2026

Major life events can affect more than your day-to-day routine. They may also change your income, expenses, insurance needs, investment objectives and long-term priorities.

Starting a business, getting married, purchasing a home, growing your family, changing careers or becoming a caregiver may all be good reasons to revisit your financial plan.

A financial review can help you evaluate whether your current strategy continues to reflect your needs, goals and circumstances.

Connect with Pinnacle Investments to schedule a review. Investing involves risk, including the possible loss of principal.

This material is for general informational purposes and does not constitute individualized investment, tax or legal advice.

08/19/2026

Planning for the future includes preparing for circumstances you may not expect.

A power of attorney can allow someone you designate to manage certain financial matters on your behalf if you become unable to do so. Because these documents and the authority they provide can vary, it is important to work with a qualified attorney when determining what may be appropriate for your situation.

Your financial professional can also help you consider how these decisions fit within your broader financial plan.

Contact Pinnacle Investments to begin the conversation.

This material is for general informational purposes only and is not intended as legal advice. Please consult a qualified legal professional regarding your individual circumstances.

08/14/2026

⛳Financial Advisor Brandon Kidd represented Team Pinnacle at the Impel Golf Tournament on Wednesday at Drumlins!

It was a great day of golf, networking, and supporting our local business community.

Thank you to Impel for having us; we’re always glad to get out and support the organizations making an impact in Central New York!

Securities and advisory services offered through Pinnacle Investments, LLC, member FINRA/SIPC.

08/10/2026

Introducing Atlas Wealth Advisors.

Pinnacle Investments is pleased to announce the formation of Atlas Wealth Advisors, a new wealth management team led by Partner & Senior Financial Advisor Thomas J. Thompson and Financial Advisor Joseph Silino.

Together, Tom and Joseph bring decades of experience to the team, working with individuals, families, and businesses across a range of financial needs, including investment services, financial planning, insurance and annuity strategies, and workplace retirement solutions.

Atlas Wealth Advisors reflects a shared commitment to personalized guidance, ongoing communication, and helping clients make informed financial decisions based on their individual goals and circumstances.

Learn more about Atlas Wealth Advisors: https://pinnacleinvestments.com/blog/pinnacle-investments-announces-formation-of-atlas-wealth-advisors/

Securities and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC.