Cassandra Dianne Fyles Graziano

Kenneth Parlin is a CFP® professional with 20 years of industry experience. He is the sole advisor at Parlin Advisors LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at JP Morgan Chase and its affiliated entities from 2011 to 2018. Parlin Advisors provides discretionary portfolio management and financial planning to individuals, trusts, and related entities such as family limited partnerships, private foundations, and business entities. The firm follows a long-term investment approach grounded in modern portfolio theory, primarily using index-tracking mutual funds and ETFs, and integrates a tax-aware indexing strategy through a third-party manager.

Andrew Parlin is the sole advisor at Washington Peak Investment Advisors LLC, holding a Series 65 credential with 12 years of industry experience. He has operated his independent advisory firm since 2016 and has been self-employed in financial services since 1999. Washington Peak Investment Advisors provides discretionary and non-discretionary portfolio management and separate-account advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach emphasizes tailored equity allocations, including concentrated equity positions, ETFs, derivatives, and global exposures, informed by Parlin’s prior experience as a portfolio manager and global macro strategist at a hedge fund.

Marc Tabah is a financial advisor at SVB Wealth with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Forester Capital and Lazard Asset Management. SVB Wealth serves a range of clients including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs due diligence and investment committee oversight for manager selection and allocates investment strategies across discretionary and non-discretionary accounts.

Lee Masquelier is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets and Citicorp Investment Services before joining Private Advisor Group in 2015. He also provides investment advisory services through an associated business entity related to his work at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Oleg Kryzanovski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also operated a self-employed business for 17 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and the firm offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Michael Beckett is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2017. Additionally, he has been employed at IBM since 1996. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services via a large network of advisors.