<div id="readability-page-1"><div>Industry Leader Tom Alexander Joins The Pinnacle Group to Lead Expansion Into National Wirehouses The Pinnacle Group announced today that Tom Alexander has joined the firm as National Director of Sales, marking a significant addition to its leadership team and continued investment in delivering high-level planning, support, and growth solutions to advisors and institutions nationwide. Tom is widely respected for his leadership, strong industry relationships, and ability to help advisors navigate complexity and uncover opportunity. Tom joins Pinnacle after an incredible chapter with Capitas Financial, where he led private wealth initiatives and worked closely with advisors, wholesalers, and institutions. His broader career includes roles with The Hartford and Farmers Insurance Group. Known for his high standards, deep industry knowledge, and advisor-first approach, Tom was drawn to Pinnacle by the strength of its people, the depth of its support model, and the way the firm brings together planning, execution, and support across wirehouse, independent broker-dealer, and RIA channels without friction. “After 39 years in this business, I know how important it is to have the right platform behind you,” said Tom Alexander, National Director of Sales at The Pinnacle Group. “What stood out to me about Pinnacle was the collaboration, the cross-functional support, and the ability to deliver practical solutions in a way that is both strategic and high-touch. This move gives me the opportunity to do what I do best with greater support and a team I truly believe in.” Tom’s move reflects more than a new title. It signals strategic momentum. “Tom is a tremendous addition to our team,” said Jim Ludwick, CEO. “He brings the kind of experience, credibility, and leadership that immediately elevates an organization. More importantly, he shares our belief that advisors deserve real partnership, thoughtful solutions, and a team that knows how to execute.” About The Pinnacle Group The Pinnacle Group is a planning, protection, and growth partner for financial advisors, offering integrated support across advanced planning, insurance, and annuity solutions, as well as business-building strategies. As part of Pinnacle Innovative Financial Services, The Pinnacle Group is complemented by affiliated companies spanning full-service marketing, lead generation, and solutions for breakaway advisors, RIAs, and institutions. <img src="https://imageproxy.pbkrs.com/https://cts.businesswire.com/ct/CT/query-ZGlzdHJvPW54JmlkPWJ3bmV3cyZsYW5nPWVuJnNpZD1tc3RyMyZzdHk9MjAyNjA1MDU1MTI5MjVyMQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://cts.businesswire.com/ct/CT/query-ZGlzdHJvPW54JmlkPWJ3bmV3cyZsYW5nPWVuJnNpZD1tc3RyMyZzdHk9MjAyNjA1MDU1MTI5MjVyMQ"/> Media Contact: Kelli Matonak Digital Marketing and Copywriting Specialist Kmatonak@Finspirecreative.com 904-309-9532 View source version on businesswire.com: https://www.businesswire.com/news/home/20260505512925/en/</div></div>

Pinnacle金融

汤姆·亚历山大已加入 Pinnacle 金融集团担任全国销售总监，增强了公司的领导力和对顾问及机构提供高水平支持的承诺。亚历山大拥有来自 Capitas Financial、哈特福德保险和农民保险集团的丰富经验，以其行业关系和以顾问为先的理念而闻名。他的加入被视为加强 Pinnacle 在各类金融渠道中产品的战略举措。首席执行官吉姆·卢德维克强调，亚历山大的信誉和领导力对于提升组织至关重要

行业领袖汤姆·亚历山大加入 Pinnacle 集团，负责领导集团向全国证券公司的扩展