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, Incorporated with five years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities since 2021, following roles at Securities America Advisors and SECURITIES AMERICA, inc. Outside of his advisory work, Hosan is the director of Harbor Media Group, a media production services company, and serves as a board member of the Schroon Lake Chamber of Commerce. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis 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 with Private Advisor Group since 2015 and LPL Financial since 2010. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.