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 with Silver Oak Securities, Incorporated, holding a Series 63 designation and over 40 years of industry experience. Prior to joining Silver Oak Securities in 2021, he worked at several firms including Securities America Advisors and SSN Advisory, Inc. Outside of his financial career, Feltz serves as a firefighter and fire commissioner for the Schroon Lake Fire Department and is a board member of Fellowship International Mission. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm delivers primarily discretionary investment advice through individualized portfolio management and a unified managed account program, employing both internal and third-party due diligence processes.

Brian Hosan is a financial advisor at Silver Oak Securities, Incorporated with five years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities since 2021, following roles at Securities America Advisors and SECURITIES AMERICA, inc. Outside of his advisory work, Hosan is the director of Harbor Media Group, a media production services company, and serves as a board member of the Schroon Lake Chamber of Commerce. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to client objectives and risk tolerances.

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 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.

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.