Thomas Colgate Pyle

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.

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

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.

Elizabeth Despart is a financial advisor at Equity Services, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at National Life Group. Outside of her advisory role, she is a general partner in Hang Time Drones, an aerial imagery company, and serves as president of DES Ventures, a consulting and real estate management business she operates with her husband. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Shawn Hadwen is a financial advisor with Edward Jones in Fair Haven, Vermont, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Edward Jones throughout his career, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.