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.

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.

David Feltz is a financial advisor at Silver Oak Securities, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, he serves as a firefighter and fire commissioner in Schroon Lake, NY, and is a board member of Fellowship International Mission. Silver Oak Securities, Inc. serves a broad client base including individuals, pension plans, and business entities through over 100 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers various advisory programs with a focus on discretionary, customized investment management tailored to client objectives and risk tolerances.

Brian Hosan is a financial advisor at Silver Oak Securities, Inc. with five years of industry experience. He holds the Series 66 credential and has worked previously at Securities America Advisors and SECURITIES AMERICA, inc. Since 2015, he has also served as Director of Harbor Media Group, a media production services company. Hosan is a board member of the Schroon Lake Chamber of Commerce, participating in efforts to support local businesses. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets, offering a range of advisory programs that emphasize discretionary investment management tailored to client objectives and risk tolerances.

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.

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.

Katherine Horowitz is a financial advisor with LPL Financial in Chestertown, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her career includes prior roles at Morgan Stanley and Glen Falls National Bank & Trust Co. She also serves as a notary and a wealth management business consultant for Arrow Bank National Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and utilizes technology tools for operational and research support while maintaining a diverse platform that includes insurance and banking partnerships.

Olivia Wood is a financial advisor with Raymond James Financial holding a Series 66 designation and three years of industry experience. Her prior experience includes five years at RBC Capital Markets and roles at Adirondack Wellness Group and Aim Services. Outside of finance, she was involved with The Lazy Moose Garden Market for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that incorporate technology and advanced modeling techniques.

Mark Ripley is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial since 2011 and previously worked at UBS Financial Services, Uvest Financial Services Group, Inc., and KeyBanc Capital Markets Inc. Ripley is also associated with Arrow Bank National Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of significant discretionary assets.

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.