Sean Mcallister

Johnathon Perog is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Bull Harbor Capital LLC, where he has worked since 2023. His previous roles include positions at Park Avenue Securities, Guardian Life Insurance, Green Capital Advantage, and Hannaford Co. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and manages portfolios that may include mutual funds, ETFs, public and private equity, fixed income, and covered options.

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.

Erik Damers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years before joining Cambridge in 2024. Outside of advising, he is an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent professionals using multiple account platforms and third-party strategists.

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.