Erik Damers

Barbara Becker is a financial advisor with Lincoln Investment in Fultonham, NY, holding a Series 63 license and 19 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2008. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers and trust companies, offering a range of services including financial planning, advisor-managed portfolios, and third-party manager access.

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, trust companies, and other institutional clients. The firm combines an in-house Investment Management & Research team that constructs model portfolios with advisor-level consulting and custom portfolio solutions, managing approximately $8.9 billion in advisory assets as of the end of 2024.

Sean Mcallister is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., and Leo T. McAllister, Inc. In addition to his advisory work, he serves as a coach for sports and fitness at Cobleskill Richmondville Central School District. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Leo Mcallister is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 51 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 36 years and has operated Leo T. Mcallister Inc. since 1997. Outside of advisory work, he is also licensed as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

Ronald Reale is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he provides tax preparation and general accounting services. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary services with a broad institutional platform, supporting both individual and institutional clients.