Oleg Kryzanovski

Marc Tabah is a financial advisor at SVB Wealth with 33 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. His prior experience includes roles at Forester Capital and Lazard Asset Management. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process and an Investment Committee to oversee manager selection and portfolio management, operating as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

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.

Donald Hubert is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 44 years of industry experience, including 16 years at Cadaret, Grant & Co., Inc., and over four decades with Lion & Panther Financial Group. Hubert operates in Rutland, Vermont. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and both discretionary and non-discretionary management options.

Patrick Abatiell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and was previously with LPL Financial from 2012 to 2018. He formerly owned and operated a bagel bakery and deli business as well as a motel, both now inactive. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremy Carroll is a financial advisor with Edward Jones in Rutland, Vermont, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Carroll serves as Sponsorship Chair for the Alzheimer's Association, Vermont Chapter, and volunteers on the Walk Planning Committee for events in Rutland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Michael Beckett is a financial advisor with Primerica Advisors in Brandon, VT, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and also maintains a thirty-year tenure with IBM. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.