Lee Martin Masquelier

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.

Thomas Pyle is a financial advisor with IBN Advisory Services, Inc. He holds Series 63 and 66 licenses and has 39 years of industry experience. His prior work includes roles at Advisory Group Equity Services Ltd, American National Insurance, Farm Family Insurance, and The Guardian Life Insurance Co of America. Outside of finance, he is involved in dairy farming through Medallion Jerseys LLC and serves as treasurer of the Vermont Jersey Breeders Association. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, utilizing multiple internal teams and third-party managers based on individualized investment policy statements.

David Feltz is a financial advisor at Silver Oak Securities, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, he serves as a firefighter and fire commissioner in Schroon Lake, NY, and is a board member of Fellowship International Mission. Silver Oak Securities, Inc. serves a broad client base including individuals, pension plans, and business entities through over 100 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers various advisory programs with a focus on discretionary, customized investment management tailored to client objectives and risk tolerances.

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.

Cassandra Fyles Graziano is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 registrations and nine years of industry experience. She has worked at New York Life Insurance Co. since 2016 and operates under the DBA name JCOHEN FINANCIAL for selling New York Life products and services. Previously, she worked at Castleton University from 2013 to 2017. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.