Patrick Joseph Dunn

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.

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.

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.

Donald Hubert is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 16 years and has been associated with Lion & Panther Financial Group since 1978. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.

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.