MICHAEL ANIELLO

Michael Aniello joined LPL Financial in March of 2015 as a Wealth Manager. Prior to working at LPL Financial, he was with Northwestern Mutual as a Financial Representative from 1999 – 2015. With a major in finance and a minor in marketing, he graduated From Magna Cum Laude from Adelphi University. He holds three security: Series 6, Series 7 (Uniform Securities Law), and Series 63 through LPL Financial. In total Mike has 17 years of experience in the financial services industry. He currently resides in Nesconset with his wife Marlene and daughter Leah.

BENNETT BERMAN

Ben became a member of LPL Financial in March of 2020 as a Wealth Advisor. He brings many years of experience, previously working at Merrill Lynch, Shearson Lehman Brothers, Smith Barney, Prudential Securities and UBS Financial Services.
He was born in Cambridge Massachusetts and during his childhood he moved to Huntington, NY. He went on to raise a family of 3 children in Dix Hills and currently lives in Holbrook on Long Island.

His lifelong passions are investing and photography. Aside from Long Island, his favorite place in the world is Aruba.
Ben has a Series 7 license, and Life/Health Insurance license both held with LPL Financial. He received his BA from American University.

Linda Borst

Linda became a member of the Pinnacle Financial group in 2020 and has 41 years of financial services industry experience.

Starting at Drexel Burnham in 1982 and affiliated with American Express, LPL Financial as well as Wells Fargo Advisors Prior to Joining Pinnacle Financial Group.

She has a daughter from a previous marriage.

Linda has attended the Security Training School and The American College and earned her ChFC Designation.

Her strengths are in Managing Assets and Advisory Services Retirement Planning and Estate Planning. She works with families and their children when working on estate planning so as to have an informed relationship with clients.

Linda is Series 7 licensed for 43 yeas as well as a Series 66 held by LPL Financial. Linda is also Insurance Licensed and has a ChFC Designation ( Chartered Financial Consultant).

DAWN BRESSINGHAM

Before becoming a member of The Pinnacle Financial Group in 2017, Dawn worked with Plan Member Securities and Life Plan Wealth Management. Dawn had established a successful career working for various large consulting firms such as Mutual of America, Deloitte & Touche, Comprehensive Consulting Group and Associated Pension Consultants. Using the experience she gained, Dawn became the founder and owner of Priority Pension Services, Inc. (AFI) where she successfully implemented tax minimization strategies for business owners through retirement plans and insurance. Dawn offers a strategic and proactive approach to retirement plan compliance. As a retirement plan specialist for over 20 years, her experience has brought unique plan solutions to her clients.

PAUL CARMICHAEL

Paul Carmichael became a member of The Pinnacle Financial Group as a retirement benefits advisor in 2015. Prior to Pinnacle, he worked for both UB Pensions and Dreyfus Retirement Services. With both UB Pensions and Dreyfus Retirement Services, Paul specialized in the marketing of services, as well as administering clients’ plans, designing new clients’ plans, conducting enrollment meetings, and speaking at seminars. Paul has an MBA in Finance and General Management from Dowling College, BA from the state University College at Oneonta, and is a QKA designated member of the American Society of Pension Professionals and Actuaries. He has also obtained the ERPA circular 230 designation which allows him to represent clients as power of attorney on pension issues.

LISA CASPARE

Lisa Caspare became a member of The Pinnacle Financial Group in 2017. She made her change to LPL as an independent advisor to work with clients on their complete financial picture.

Before she joined Pinnacle, Ms. Caspare worked at JP Morgan Securities, Astoria Bank, Metlife, and in public and private accounting. She began her career in the financial services industry in 1998. She holds a Bachelor of Science degree from St John’s University with a concentration in Accounting. After graduating from St. Johns, Ms. Caspare earned her Property and Casualty License, Life and Health Insurance licenses, as well as her Series 7 (General Securities License) and Series 63 (Uniform Securities License), both held at LPL Financial. Outside of work, she enjoys dancing, as well both skiing and bike riding.

Chris Cornett

Christopher joined LPL Financial in September 2024 as a Wealth Manager and is a member of the Pinnacle Financial Group. Prior to working at LPL Financial, he was at Merrill Lynch for over 10 years working as a Senior Financial Advisor at the headquarters in downtown Manhattan. Christopher graduated with a Bachelor’s Degree from Manhattan College in 2006 where he majored in Finance and Management. Christopher is a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC). In Christopher’s free time, he enjoys going to the beach, exercising, and volunteering with various nonprofits such as Habitat for Humanity as well as at his Volunteer Firehouse in Breezy Point.

Chris DeVincentis

Chris has been enthusiastically committed to providing personalized wealth management solutions to his clients for over a decade. Throughout this time, he has had the benefit of seeing firsthand the impact of providing quality advice based on a true understanding of each client’s unique needs. He believes the foundation of all financial success and prosperity begins with having a comprehensive wealth management plan in place; one that covers all aspects of planning and preparing for your significant life events.

He takes both an accounting and investment perspective to help clients develop a holistic financial plan to facilitate their Retirement, Cash Flow, Insurance, College Funding, Elder Care and Estate Planning strategies. Chris has extensive experience addressing corporate needs ranging from; RSUs & ISOs, developing Corporate Retirement Plans, Non-Qualified Deferred Comp Plans, Buy-Sell Agreements and other various planning concerns.

Prior to joining The Pinnacle Financial group at LPL Financial, Chris was with Morgan Stanley & Merrill Lynch for 10 years. Chris was ranked as one of the region’s top producers in his peer group, allowing him to be recognized for multiple awards within the firm. Previously, he worked at Deloitte for 5 years. Where he rose to Manager of the Financial Services Group focusing on asset managers and hedge funds.

Chris holds a Bachelor’s Degree of in accounting. Graduating Cum Ladue from the University at SUNY Albany. He currently resides in Huntington NY with his wife and son and is an avid golfer.

Russell DeBonis

Retirement Consultant

Russ earned his B.S. degree in Business Administration/Marketing at Long Island University C.W. Post in 1986. He has been in the corporate retirement plan market for over 30 years, working with financial advisors of all levels, focusing on small and mid-size businesses. His experience in understanding the retirement needs of a business and its employees has enabled Russ to provide insightful education to financial advisors, plan participants and plan sponsors. He focuses on building strong relationships through integrity, loyalty, and trust. Russ began his career as a Plan Manager/Sales Assistant for New York Life and form the past 25 years has been a Regional Sales Director for The Hartford, New England Financial & MassMutual.

Russ lives in Bay Shore, Long Island with his wife Anastasia and two children Sophia and Maxwell. He enjoys travelling with his family, golfing with his wife, and coaching his kids’ sports teams.

GEORGE FOLIAS

George Folias has 25 years in the Financial Service Industry.Prior to LPL Financial, George worked mostly for fortune 500 companies such as JP Morgan Chase, Merrill Lynch and Prudential. His practice involves private wealth management, developing creative estate planning and small business strategies, comprehensive investment research and experienced financial guidance. George is a graduate from Baruch College with a BBA in Finance & Economics.

CRAIG HASSEL

Craig Hassel is a seasoned financial advisor with over 28 years of experience in the industry. He is an expert in retirement planning, financial planning, and estate planning and is known for his deep understanding of the financial markets and his ability to help clients achieve their financial goals.

Craig began his career in finance in 1993 and has since built a reputation as a trusted advisor, helping families and individuals plan for their financial future. He has a keen eye for detail and is dedicated to providing his clients with customized financial solutions that meet their unique needs and goals.

As an Independent Financial Advisor and Portfolio Manager, Craig has a wealth of knowledge and experience in the financial sector. He has a proven track record of success, having previously worked for Morgan Stanley, where he honed his skills and gained a wealth of knowledge and experience.

In addition to his financial expertise, Craig is also an accomplished life insurance salesman. He understands the importance of protecting his clients’ assets and provides tailored life insurance solutions that meet their specific needs.

Aside from his professional life, Craig is a proud father of two and enjoys spending time with his family. He is an avid boater and fisherman, and he loves to travel and explore new places. Craig’s passion for life and his dedication to his clients are what make him a successful financial advisor and a trusted friend to those he serves.

Michael Hordy

Mike has been in the financial industry for 40 years. In 1985, he spent time on the floor of the New York Stock Exchange and then received his advisory licenses with Josephthal and Company.

Mike spent most of his career with AG Edwards and Sons, a Midwest regional company. He became branch manager in the Huntington location and shortly thereafter, opened a new office in Glen Cove. Within a few years, he merged the offices together in Huntington.

AG Edwards was acquired by Wachovia Securities in 2008, and it was time to move on. He settled at Stifel Nicolaus for the past 14 years, focusing his practice on advising high net worth clients and developing 401k’s for small companies.

Growing up in Canada, Mike’s hockey career brought him to Long Island where he was drafted by the New York Islanders. He played professional hockey for 9 seasons with the Islander and Devils organizations. After retiring from hockey, he settled in Northport with his wife, Maureen, of 43 years and raised their daughter Kristen there. Kristen, her husband and two children reside nearby.

Bringing his practice to LPL Financial/The Pinnacle Financial Group, he will continue to bring his integrity, dedication, and quality financial advice to his clients.

PAUL KLEINBERG

Paul became a member of The Pinnacle Financial Group, and LPL Financial in August of 2017. Prior to joining he spent 15 years as a financial advisor at Raymond James. He started his career at Prudential Securities in 1982 and was employed there for 11 years, he also worked for Painewebber from 2000 to 2002. Paul holds the Series 7, 15 & 63 licenses with LPL Financial, as well the Series 65 license for his advisory practice with The Pinnacle Financial Group. Additionally he obtained a BA in Psychology and Political Science
from George Washington University. An avid racquetball player and skier, he also enjoys the outdoors walking and exercising his Australian shepherd.

RICHARD LAHN

Richard Lahn joined LPL Financial as a Financial Consultant in 2012. Richard graduated from SUNY Farmingdale with a degree in Business. He then received his MBA from Molloy College in Personal Financial Planning. Richard has been in the financial industry since 2004.

Richard serves clients throughout Long Island and specializes in retirement planning. He provides goal-based financial planning, helps clients analyze their financial situation and provides general financial guidance moving forward.

In his spare time, Richard enjoys reading, staying active, trying new things, cooking, and building things with his hands. Richard currently resides in Levittown with his wife and two children, Abigail and Liam. The highest compliment I can receive is a referral from a client!

GARY LEVENTHAL

Gary Leventhal is a Financial Advisor with LPL Financial since 2013 where he is a Retirement Specialist. Prior to joining LPL Gary was a Financial Advisor with Smith Barney and then Merrill Lynch. Gary also serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Gary holds a Bachelor of Science Degree from Worcester Polytechnic Institute and a Masters of Business in Finance from Northeastern University.

Lenny Marzigliano

Lenny became a member of The Pinnacle Financial Group in 2023 and brought with him over two decades of financial services industry experience. Throughout this time, he has had the benefit of seeing firsthand the impact of providing quality advice based on a true understanding of each client’s unique needs. He believes that the foundation of all financial success and prosperity begins with having a comprehensive wealth management plan in place, one that covers all aspects of planning and preparing for significant life events. This includes asset management, retirement planning, estate planning and tax mitigation. He works closely with his clients, as well as their CPAs and attorneys, to prepare a cohesive financial plan that meets their needs. Lenny’s past affiliations have been with AG Edwards & Sons, Wachovia Securities, Wells Fargo Advisors and Stifel Nicolaus prior to joining The Pinnacle Financial Group. Lenny was born and raised in New York and lives in Kings Park with his wife, Lori. They’ve spent over 20 years together and enjoy raising their boys, Gavin and Cole. Lenny is Series 7 licensed, held by LPL Financial, and Series 65 & 66 licensed, held by The Pinnacle Financial Group, as well as insurance licensed in several states.

Mario Molino

Mario Molino Joined LPL in 2011 as a Financial Consultant and is a member of The Pinnacle Financial Group. Prior to joining LPL, Mario worked at Ameriprise financial from 2005-2011 and PHD Capital 2004-2005. He received his Bachelor of Science degree from St. John’s University majoring in Finance and minoring in economics. In total Mario has over 20 years of experience in the financial services industry. Mario currently resides in Dix Hills, NY with his wife Lauren and two daughters, Liliana and Mila.

THOMAS MUSTO

Thomas became a member of The Pinnacle Financial Group in 2017 and has 21 years of financial services industry experience. Thomas’ past affiliations have been with Morgan Stanley, Citi Smith Barney and Wells Fargo Advisors prior to joining The Pinnacle Financial Group. He is married to his wife Diana and has 2 children from a previous marriage. Morgan 27, who recently got his CPA accreditation & Mariah 24, who recently graduated from LIU/ CW Post with a Management Degree. Thomas also has 3 step – children (Christina, Anthony & Diana) and 7 grandchildren with his wife Diana. Tom manages the assets of a select group of families and small business and takes pride in the deep relationships he garners with those clients. Thomas’ strengths are (but not limited to) asset management, insurance planning, retirement planning as well as estate planning as it pertains to client investments. He works in conjunction with clients other trusted advisors such as CPA’s and Attorneys to coordinate a successful plan for clients. He feels his job is much more than asset management and that is evidenced by the intergenerational relationships he has with his clients, their children and extended family. Thomas is Series 7 licensed, held by LPL Financial, and Series 66 licensed, held by The Pinnacle Financial Group, as well as Life Insurance licensed.

ERIC NEUWIRTH

Eric Neuwirth is a registered financial advisor and a member of The Pinnacle Financial Group. His education began at Long Island University where he graduated in 1980. After earning his Bachelor degree from LIU, he attended Adelphi University from which he graduated in 1987. He began his career as a financial advisor at Prudential. After a few years at Prudential, he moved to Smith Barney. From Smith Barney he took a position at A.G. Edwards, followed by a position at Stifel Nicolaus. Upon leaving Stifel Nicolaus, Eric joined LPL financial as part of The Pinnacle Financial Group. Along with his wife Nina, who he married in 1982, Eric loves adventure. Whether it is bike riding or scuba diving, Eric is always seeking activities that get him out to see the world.

ROGER PINTO

Roger Pinto joined The Pinnacle Financial Group in 2017 as a Financial Advisor. Before joining The Pinnacle Financial Group, Mr. Pinto worked at Raymond James Financial Services, from 2005 to 2017, and Paine Webber from July 1998 to 2005. Additionally, he maintains a series 6, 7, & 63, held through LPL Financial, also the series 66 securities registrations through LPL Financial and The Pinnacle Financial Group. Apart from the various securities licenses, he holds both health and life insurance licenses. Mr. Pinto has spent the entirety of his career involved in the financial management industry. His path began in college at American University where he earned his MBA. He furthered his financial education by attending Georgetown University, completing his BSBA degree in both management and financial studies. He completed his educational studies at Long Island University where he studied Financial Planning. Outside of work he is happily married with four children. In his free time, he enjoys playing golf, boating, and fishing.

HARRY RIVENBURGH

Harry Rivenburgh brings over 35 years of experience from venerable financial firms Dean Witter Reynolds, Fidelity Investments, AG Edwards and Sons, and Raymond James. He’s a life-long long islander graduating from Northport HS and Adelphi University, where he also received his CERTIFIED FINANCIAL PLANNER ™ certification.

In his own words, “I’ve become a member of The Pinnacle Financial Group/LPL Financial because they allow me to use all my experience with no proprietary investments. The breadth of investments and choice allow me to put my clients first in any solution we craft.” Harry’s specialties include fixed income securities, income and growth oriented investment strategies, insurance planning and retirement planning. On a personal note, Harry enjoys traveling to some of the iconic locations around the Northeast including Newport RI, Saratoga, NY, and all points in between. Ask him about his motorcycle diaries!

GREGG SHRIRO

Gregg Schriro became a member of LPL Financial in 2013 as a Financial Consultant. Mr. Schriro holds series 6, 63, 65 securities registrations through LPL Financial. He has also earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning. He is a Financial Consultant to the Affluent and Pension Plans throughout NY and NJ. Mr. Schriro helps clients find strategies in order to manage their Financial Investment Goals. He has been in the Securities Industry since 1998 and graduated from SUNY Buffalo in 1993. Mr. Schriro has been written up in the Wall Street Journal and Long Island Business News. He builds everlasting relationships, provides custom investment advice, and refers to other experts when needed. Mr. Schriro currently resides in Seaford with his wife, Carmela, and their two children, Jack and Evan.

HILLARD SCOTT SAVETH

I graduated college at the U of Miami in 1972 with a BBA. I ran my own clothing company for many years and developed the skills to be a planner and an implementer with good forward vision. In 1998 I went to work at Morgan Stanley as a retail broker and in two years achieved the status of Vice President. In the later part of 2001 I was recruited by Prudential Securities. After two years at Prudential I left with a team of Brokers to begin our lives as Independent Financial Advisors with LPL Financial. I specialize in security selection, sector rotation and putting together diversified portfolios custom fitting each of my various types of clients. I am also a licensed Life Insurance Broker. I am married to Nina Saveth and have two boys. One 25 and the other 10 years old. I live in Dix Hills, NY.

RYAN THIEL

Ryan Thiel joined LPL in 2015 as a financial advisor and is a member of The Pinnacle Financial Group. After studying computer science in college, he decided to enter the fitness industry. For eight years, Ryan worked as a trainer and manager at two different fitness facilities on Long Island. He passed both the series 7 and series 63 exams and is registered with LPL Financial as well as the Life, Health, and Variable products tests. Ryan has now been in the finance industry for three years.

James Trudden

Jim has been servicing client accounts for over 35 years. Jim is a Veteran of the United States Air Force. Prior to The Pinnacle Financial Group, he worked at A.G. Edwards until 2008. He then moved to Wells Fargo until 2018 and then joined The Pinnacle Financial Group in July of 2018.

Jim graduated New York Institute of Technology with a Bachelors of Science. He enjoys traveling, fishing, exercise and reading. He resides on Long Island with his wife and two sons.

RON WEXLER

Ron Wexler became a member of The Pinnacle Financial Group in 2017 as a Financial Advisor. Before The Pinnacle Financial Group, Mr. Wexler worked at Oppenheimer & Company from 2010 to 2017, and Citi-Smith Barney from 2002 to 2010. Additionally, he holds series 7, 63, through LPL Financial and the series 66 securities registrations through LPL Financial and The Pinnacle Financial Group. Outside of work he is happily married with three children, 2 boys and 1 girl. In addition to serving the financial needs of his clients, Mr. Wexler enjoys a wide array of hobbies from gardening, which he utilizes to grow his own vegetables, to exercising, specifically partaking in grueling cross fit programs. However, he finds the most joy in his private life when he is able to spend time with his family.

DOMINIC FRANDINA

As a CPA, I pride myself in the one-on-one attention that I give my small business clients. My boutique firm specializes in tracking my clients’ finances in a professional and organized manner. I provide my clients with tax-saving strategies along with guidance on maximizing their deductions. I ensure they are compliant with their tax obligations and are not blindsided with unexpected financial curveballs. This takes the pressure off them so they can focus on growing their enterprise.

John B. Hess, Jr.

Founding Principal
203.655.4700
jhess@nsinvestors.com

John Hess brings over 30 years of experience in portfolio management and private investment counseling to the creative and highly personal approach of North Star Wealth Investors. A Senior Portfolio Manager with JPMorgan for 12 years, he managed relationships and portfolios totaling over $300 million. He was also a Managing Director of the Morse Williams Co. and a Vice President and Senior Portfolio Manager at Fiduciary Trust Co. International. He has a record of integrating diverse investment tools, including alternative investments, to help clients pursue their goals.
John’s experience in investment management is built on a foundation of 10 years in international banking with The Bank of New York/Irving Trust Co. For four years he was the bank’s Representative in Caracas, Venezuela. He was then appointed the Deputy Branch Manager for the bank in Milan, Italy where he served for 2 years. He returned to New York to manage a global unit conducting business with Central Banks and International Agencies. John later managed portfolios for all of The Bank of New York’s Latin American and Greek shipping clients. He speaks Spanish and Italian.
John received his BA in Economics from Bucknell University. He served the US Army as a 1st Lt and Resident Office Commander in Darmstadt, Germany. John lives with his wife in Darien, CT, where he is active in civic organizations: the Exchange Club of New Canaan, the Darien Rotary Club, and the Darien Sail and Power Squadron. Former member of several professional organizations including; the Association for Investment Management and Research (AIMR) and the New York Society of Security Analysts (NYSSA). Cunent member of the Financial Planning Association (FPA).
John is a CERTIFIED FINANCIAL PLANNER™ Professional and holds FINRA series 7 with LPL Financial and his series 66 with both LPL Financial and the Pinnacle Financial Group.

Andrew Hoffman

Managing Director
(646) 808-0342
(203) 655-4700
ahoffman@nsinvestors.com

Andrew Hoffman has managed Equity, Fixed Income and Alternative Assets portfolios for
individuals, Trusts and Foundations for over 35 years.
Andy joined North Star Wealth Investors, LLC in 2019. He was previously with the HSBC
Private Bartle where he was a Senior Portfolio Manager and Senior Vice President from 2007 to
2019 and was a member of the Private Bank Investment Policy Committee. Andy began his
career in 1986 at the JP Morgan Private Bank leaving in 2007 as a Vice President and Portfolio
Manager.
Andy is a graduate of The Hotchkiss School and holds a BA from Connecticut College. He is a
Certified Financial Plaimer™ professional and holds FINRA Series 7 with LPL Financial m1d his
Series 66 with LPL Financial m1d the Pimiacle Financial G1:oup. Andy and his wife divide their
time between New York City and Southport, CT.

NICHOLAS IOCCO

Nicholas Iocco is President of NSI Group Inc. and a Registered Principal with LPL Financial. He became a member of The Pinnacle Financial Group in 2016. He brings a unique perspective to his client relationships. Nick’s mission statement is to help people plan for and live in retirement based on their desired outcomes. He does this by providing specific strategies for each client experience which includes a detailed understanding of the client’s financial needs, determining the clients “Risk Assessment Number,” based on a Nobel Prize methodology, and finally building a Retirement Profile, a flexible “Roadmap” to guide his clients throughout their retirement years. He has also helped and assisted personal clients in estate and elder care planning, investment management, and life and long term care insurance.

For his corporate clients, Nick has created retirement plans and helped facilitate business succession planning for his business owner clients. He has been in the financial services for over 30 years. He graduated with a BA from St. John’s University. He originally began his financial services career with the Guardian Life Insurance Company, and later affiliated himself with the Financial Network, an independent broker/dealer, until 1997 when he joined LPL Financial. He lives with his wife Vicki, in Long Beach, NY and enjoys bicycling and photography.

Falgun Jariwala

Managing Director
203.655.4700
fjariwala@nsinvestors.com
Falgun Jariwala has managed equity and bond portfolios for clients around the world. He began his career as an automotive industry analyst in Mumbai, India then moved to portfolio management at JM Financial, also in Mumbai. He immigrated to the United States in 1985. For over 25 years, he has managed portfolios for high net worth individuals, first at Bank of America (predecessor banks) and later with JPMorgan. His investors span the spectrum of multigenerational wealth to new business owners. Falgun brings special experience in technology and emerging markets to North Star Wealth Investors’ clients.

Falgun earned his BS in Chemistry from the University of Mumbai and holds two Masters Degrees: an MBA from South Gujarat University in India and an MBA from the University of Connecticut.. He lives with his wife and son in Stamford, CT.

Falgun serves on the board of a local not-for-profit and is a member of the Stamford Rotary Club.

He holds FINRA series 7 with LPL Financial and his series 66 with both LPL Financial and the Pinnacle Financial Group. Falgun has passed the Certified Financial Analyst (CFA) Level I exam.

GREG KENNEDY

Greg Kennedy has worked in Huntington as a financial consultant for over 24 years and has become a well-known and valued member of the community during that time. After graduating from St. John’s University, he became an advisor at Metlife and worked there until 1995 when he joined A.G. Edwards on West Carver Street in Huntington Village. In 2008 he decided to pursue his dream of owning his own financial services business where he opened his own firm, Atlantic Financial Group, LLC, on New Street in the village.

Greg is involved with many local organizations, currently serving as Past President of the Ancient Order of Hibernians, Division 4; current First Vice President of the Townwide Fund of Huntington and has been on their board of directors since 2009. In January 2018 he joined the board of the Visiting Nurse Service in Northport. He has ongoing involvement with Troicare and the Food Bank at St. Patrick’s Church, as well as ties to various local charitable organizations.

Family, church, and community are important aspects of Greg’s life. He currently resides in St. James with his wife Cathleen, of 20 years, his 2 children; Sara, 17 and Ryan 14 along with their 2 bulldogs Maggie and Mandy. Most of his time at home is spent coaching his son’s various sports teams or being an adult leader of his Boy Scout troop. He is also his daughter’s biggest fan at her cheerleading competitions.

Arthur and David Langer

JASON MCKENNA

As a CERTIFIED FINANCIAL PLANNER™ professional and President of McKenna Financial Planning, Jason McKenna helps manage assets for individuals, families, trusts, retirement plans, and businesses. As your life circumstances change, so must the investment strategies he uses to keep you on course towards meeting your objectives. This is why he works with you, one on one, and focuses on your specific goals.

Prior to establishing McKenna Financial PIanning in 2013, Jason worked for 16 years with PaineWebber/UBS, Smith Barney and Wells Fargo Advisors. He holds a Bachelor’s degree in Finance from Hofstra University where he also earned All-Conference honors as a second baseman for the baseball team and was named Academic All-American. With an emphasis on continuing education, he earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College of Financial Planning in 2005.

Active in the local community, he participates in many civic and community organizations, including the Hofstra Pride Club, Big Brothers Big Sister of Long Island and the Rockville Links Club. Away from the office Jason enjoys playing golf and softball. He and his wife Ginny reside in Rockville Centre, NY with their three daughters Morgan, Francesca and Ginger.

Our Advisor Partners

At The Pinnacle Financial Group, we work side-by-side with an ever-expanding group of independent advisors, who may have their own brand or may operate under our business name. We provide the support they need to successfully serve their clients without compromising their ideals and principles.