John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

John Bettfreund is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He has been with B.B. Graham since 2014. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party asset managers and sponsored wrap programs.

Damien Morales is a financial advisor with B.B. Graham & Company, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at B.B. Graham & Co. since 2020 and concurrently serves as an independent insurance agent with Financial Benefits Insurance, Inc. since 2014. His prior experience includes roles at American Mutual Group and Ameritas Investment Corp. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts and use of third-party asset managers.

Jeffre Reininger is a financial advisor at B.B. Graham & Company, Inc. in Monroe, Oregon, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Capital Financial Services. Outside of his advisory role, he is the owner of Willamette Valley Retirement Services, where he sells fixed insurance products as a licensed life insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring, often managing assets on a non-discretionary basis and utilizing third-party asset managers and wrap programs.

Kimberly Vaughn is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding a Series 66 designation with 25 years of industry experience. Her prior roles include positions at RBC Capital Markets Corporation and Leonard Investment Advisors, Inc. She is also a licensed public notary in Oklahoma. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis to manage assets both directly and through third-party managers, serving several hundred clients with a range of discretionary and non-discretionary accounts.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Leonard Wyss is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with B.B. Graham & Company since 2016. Outside of advisory work, he owns and operates A Better Tax Service, providing income tax preparation. B.B. Graham & Company offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and employs both fundamental and technical analysis to implement diverse investment strategies across equities, fixed income, and ETFs.

Leslie Apseloff is a financial advisor at B.B. Graham & Company, Inc. with a Series 66 designation and no prior industry experience. Leslie has held roles at several firms, including Planning Works, DLC, Reston Equity Group, Anchorage Capital Group, Ernst & Young, and PricewaterhouseCoopers. Leslie is a partner at Planning Works, LTD. LLC, an investment services firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary account management with regular reviews and access to third-party managers.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

James Pearson is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at B.B. Graham & Company, Inc. since 2026 and previously held positions at Leonard Investment Advisors, Inc., BancWest Investment Services, and BOK Financial Securities, Inc., among others. Outside of his advisory work, he is a passive investor and 17% owner of a medical marijuana growing facility. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million across a range of strategies, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Gordana Schifanelli is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She holds a Series 66 designation and has worked at B.B. Graham & Co. since 2011. Schifanelli is also a managing director at Schifanelli & Associates, LLC, Attorneys at Law. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party portfolio managers.

Jaimie Chan is a financial advisor at B.B. Graham & Company, Inc. with one year of industry experience. Prior to joining B.B. Graham, Chan worked at Healthpeak Properties and has concurrently held a part-time role as a restaurant server. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.

William Byrd is a CFP® professional with over 41 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2019 and previously worked at Capital Financial Services, Inc. from 2016 to 2019. Byrd also holds a life insurance license and provides sales and service of life and fixed insurance products. B.B. Graham & Company, Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm combines fundamental and technical analysis in managing approximately $322 million in assets, providing both discretionary and non-discretionary account management.

Eduardo Larios is a financial advisor with B.B. Graham & Company, Inc. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. His prior firms include Farmers Financial Solutions, Unionbanc Investment Services, and Chase Investment Services Corp. Outside of advisory work, he maintains a California real estate broker-associate license and is involved in real estate transactions. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million in client assets and offers both discretionary and non-discretionary asset management alongside financial planning and retirement plan consulting.

Robert Savage is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials with 50 years of industry experience. He has worked at B.B. Graham & Co since 2014 and has extensive prior experience with Leonard Investment Advisors, Inc. and Leonard Agency, Inc. Outside of advisory roles, he is involved in managing family oil and gas assets and serves as a director and managing member in several related businesses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of asset management approaches, combining fundamental and technical analysis with both discretionary and non-discretionary account management.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 43 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crown Capital Securities, Lp and L.M. Kohn & Company. Outside of her advisory role, she owns and operates Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.

Frank Zito is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms including Merrill, Bank of America, and Coker & Palmer, Inc. In addition to his advisory role, Zito is an independent insurance agent, spending a small portion of his time on insurance sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a mix of fundamental and technical investment strategies across various asset classes, delivering both discretionary and non-discretionary account management.

Steven Carlson is a financial advisor at B.B. Graham & Company, Inc. with 34 years of industry experience. He previously worked at Carlson Financial and Crown Capital Securities. Outside of financial advising, he is also a licensed real estate agent involved in real estate sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Irwin Scheineson is a financial advisor with B.B. Graham & Company, Inc. in Sarasota, FL, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including 27 years at L.M. Kohn & Company and ownership of Planning Works, Ltd., an insurance sales business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

David Ramos is a financial advisor at B.B. Graham & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial for 12 years. Ramos is also involved with Revolution Advisors LLC, where he manages advisory accounts and identifies insurance needs. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with client strategies often implemented through third-party managers.

John Pribyl V is an advisor at B.B. Graham & Company, Inc. in Orange, CA, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Leonard Investment Advisors, Inc., JWP Investments LLC, and Prudential Equity Group, LLC. Outside his advisory role, he is a shareholder in Facilities Performance Group. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million in assets and offers a range of services including asset management, financial planning, and retirement plan consulting.

Marie Godinez is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 licenses. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.

Robert North is a financial advisor with B.B. Graham & Company, Inc. in Portland, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with B.B. Graham since 2016. Outside of his advisory work, North serves as president of the Oregon Water Polo Officials Association, overseeing operational and training activities. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis with regular account reviews and may implement client strategies through third-party asset managers, offering both discretionary and non-discretionary asset management options.

Jonathan Rick is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with B.B. Graham & Company, Inc. since 2007. Rick is also president and sole owner of Grace Wealth Management, LLC, an investment and financial business affiliated with his firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm utilizes fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often working with third-party managers.

David Aboud is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with B.B. Graham & Co. since 2014 and has longstanding roles with Leonard Investment Advisors Inc. and Leonard Agency, Inc. Outside of his advisory work, he serves as chairman and insurance agent at Leonard Agency Inc. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies across equities, fixed income, and ETFs.

Scott Everhart is a financial advisor at B.B. Graham & Company, Inc. with 39 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and RBC Capital Markets. Outside of his advisory role, he serves as a board member for the Crossroads Plaza Condo Association. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and client reviews.

John Hampton is a financial advisor at B.B. Graham & Company, Inc. in Orlando, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 15 years at L.M. Kohn & Company. Outside of advising, he is also an insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and reviews.

Darren King is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at firms including Morgan Stanley and Leonard Investment Advisors Inc., where he also maintains an active role. Outside of his advisory work, King serves as president of C&D Consulting Inc., a family investment entity. B.B. Graham & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and businesses. The firm employs a combination of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management across multiple asset classes.

Steven Anderson is a financial advisor at B.B. Graham & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consolidated Brokerage Services and Crown Capital Securities, LP for 17 years. Anderson also maintains a California Life Agent license as part of his work in the securities and insurance business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Sheri Strain is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior work includes roles at Farmers Financial Solutions, National Planning Corporation, Financial West Group, and First Command Brokerage Services. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis to manage assets both directly and through third-party managers, offering both discretionary and non-discretionary account options.

William Ramires is a financial advisor with B.B. Graham & Company, Inc., holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and spent five years at Crown Capital Securities, LP. Outside of finance, he owns Teach Yourself Soccer, a business focused on soccer education. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million, employs a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary asset management along with access to third-party portfolio and wrap programs.

Thomas Eveslage is a financial advisor with B.B. Graham & Company, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with B.B. Graham & Co. since 2008. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, comprehensive financial planning, retirement plan consulting, and access to third-party portfolio programs.