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.

Nathan Mumme is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Creekmur, he worked at JP Morgan Chase for one year and has experience in educational roles at Cedarville University and the Christian School at Castle Hills. Creekmur Asset Management is an SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor investment strategies across multiple asset classes.

Anthony Braico is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Raymond James Financial since 2009 and has worked within the broader Raymond James Financial Services, Inc. organization since 2005. Outside of advising, he owns and operates support companies, including serving as CEO of Valley Fin Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing various analytical tools and maintains notable affiliations and specialized advisory programs.

Linda Tarbox is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic support for personalized planning.

Katherine Horowitz is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Glen Falls National Bank & Trust Co. Horowitz also serves as a notary through Arrow Bank National Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment options supported by in-house and third-party research.

John Gable is a Series 66–licensed financial advisor with Edward Jones in Warrensburg, NY, where he has worked since 2018. He has eight years of industry experience, including a three-year sabbatical prior to joining Edward Jones. Outside of finance, he has authored a children’s book and worked as a contracted actor and voice actor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Mark Ripley is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial since 2011. He also holds a position at Arrow Bank National Association, where he has worked since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Bouton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management for affluent individuals, families, foundations, and corporate clients, with a focus on estate planning, liability management, lending, separately managed accounts, alternative investments, and active wealth management. Scott emphasizes a comprehensive and disciplined approach to wealth management that begins with understanding clients’ financial situations and priorities, enabling him to create customized strategies tailored to evolving needs and market conditions. Scott’s expertise includes family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He also serves specialized client segments such as women, sports, and entertainment professionals. Holding a Bachelor’s degree in Economics from Syracuse University and a Master’s degree from the University of Phoenix, Scott maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional role, Scott has been involved in community service as a former board member of a nonprofit women’s shelter. His personal interests include boating, fishing, golfing, hiking, music, reading, running, skiing, surfing, and spending time with his family.

Robert Dazi is Vice President Private Wealth Management Advisor at Fidelity Investments. He currently serves in this role as a Wealth Management Advisor within the Private Wealth Management division. He has extensive experience with Fidelity Investments, holding various positions since 1991. His roles have included Vice President, Branch Leader; Vice President, Senior Branch Office Manager; Vice President, Branch Office Manager; Branch Manager; Assistant Branch Manager; Vice President, Senior Account Executive; and Retirement Consultant. Prior to joining Fidelity, he worked as a Financial Planner at American Express from 1989 to 1991. In his role, Robert and his team focus on supporting clients and their families by understanding their goals and building financial plans tailored to their visions.

Michael Zivica is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously spent 30 years at Cadaret, Grant & Co., Inc. He is also involved with Retirement Investors, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services.