Lee Mulcahy

William Ward is a financial advisor at Pinnacle Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, Ward serves as an enlisted soldier in the U.S. Army National Guard. 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 offers a range of services including financial planning and portfolio management, using both fundamental and technical analysis across various securities.

Meghan Kelly is a financial professional with Vicus Capital, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at Kelly Wealth Services and Kelly Retirement Services, LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies such as fundamental and technical analysis, core–satellite, tactical rotation, and factor-based approaches, and provides specialized services including ERISA fiduciary consulting and fee-based annuity programs.

Mark Lomonaco is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and First Niagara Bank. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm focuses on non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

Michael Restivo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Brighton Securities Corp. He is co-owner of Hicks Restivo LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios across a broad range of securities and insurance products.

Stephen Hicks is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Brighton Securities Corp. for 18 years before joining Commonwealth and RFG Associates in 2025. Hicks is also co-owner of Hicks Restivo LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Jonathan Lomonaco is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he held positions in various businesses including the automotive and food service industries, as well as education. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm emphasizes non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and investment advisory suitability.