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.

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.

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.

Gopal Acharya is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials. He has held roles at PFS Investments Inc., Primerica Financial Services, Howard Center, and Aris Solutions, and previously worked for ten years at Synopsys Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports account custody through Pershing.

Malcolm Mead is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cambridge Investment Research Advisors since 2021, following previous roles at Cambridge Investment Research, Inc. and Fcg Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management options, including proprietary models and third-party strategies, tailored to client objectives through a network of independent Financial Professionals.

Patrick Dunn is a financial advisor with Primerica Advisors in Salisbury, VT, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of advising, he has been involved in local community roles including service with the Town of Salisbury and Middlebury Union High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Scott Scribner is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors and Securities America. Outside of his advisory work, he is involved in several community and cultural organizations in Vermont, including serving as Vice President and New Member Chairperson of the Vermont Covered Bridge Society and chairperson of the Brandon Republican Town Committee. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs a multi-platform approach, utilizing asset-allocation tools, risk assessments, and portfolio management strategies that include a range of investment options and third-party solutions.