<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

湯姆·亞歷山大已加入 Pinnacle 金融集團擔任全國銷售總監，增強了公司的領導力和對顧問及機構提供高水平支持的承諾。亞歷山大擁有來自 Capitas Financial、哈特福德保險和農民保險集團的豐富經驗，以其行業關係和以顧問為先的理念而聞名。他的加入被視為加強 Pinnacle 在各類金融渠道中產品的戰略舉措。首席執行官吉姆·盧德維克強調，亞歷山大的信譽和領導力對於提升組織至關重要

行業領袖湯姆·亞歷山大加入 Pinnacle 集團，負責領導集團向全國證券公司的擴展