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.

Thomas Pyle is a financial advisor at IBN Advisory Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Advisory Group Equity Services Ltd and American National Insurance. Outside of his advisory work, he is involved in dairy farming as a minority member of Medallion Jerseys LLC and serves as treasurer of the Vermont Jersey Breeders Association. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses both discretionary and non-discretionary portfolio management, employing internal teams and third-party managers guided by individualized investment policy statements.

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.

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.

Michael Mccormick is an International Wealth Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients’ long-term goals, leveraging the investment insights of Merrill alongside the banking and lending services of Bank of America. His client focus areas include family wealth management strategies, institutional investment consulting, international wealth management, liquidity management, portfolio management services, and small business strategies. Michael holds a Bachelor's Degree from Ohio Wesleyan University and is a Personal Investment Advisor (PIA). He is fluent in English, Spanish, and Portuguese, which supports his practice in international wealth management. In addition to his professional work, Michael participates in community volunteer efforts, embracing Merrill’s tradition of community involvement.

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 at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2017. Additionally, he has been employed at IBM since 1996. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services via a large network of advisors.

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.

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.

Richard Rodrigue is a Series 66-licensed advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Heritage Family Credit Union, CUNA Brokerage Services, Inc., and Morgan Stanley DW Inc. Outside of advisory roles, he serves as a notary and holds a financial institution duty role at Heritage Family Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

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.