David Florent Feltz

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.

Nathan Mumme is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Creekmur, he worked at JP Morgan Chase for one year and has experience in educational roles at Cedarville University and the Christian School at Castle Hills. Creekmur Asset Management is an SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor investment strategies across multiple asset classes.

Brian Hosan is a financial advisor at Silver Oak Securities, Inc. with five years of industry experience. He holds the Series 66 credential and has worked previously at Securities America Advisors and SECURITIES AMERICA, inc. Since 2015, he has also served as Director of Harbor Media Group, a media production services company. Hosan is a board member of the Schroon Lake Chamber of Commerce, participating in efforts to support local businesses. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering a range of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances.

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.

Olivia Wood is a financial advisor with Raymond James Financial holding a Series 66 designation and three years of industry experience. Her prior experience includes five years at RBC Capital Markets and roles at Adirondack Wellness Group and Aim Services. Outside of finance, she was involved with The Lazy Moose Garden Market for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that incorporate technology and advanced modeling techniques.