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 with IBN Advisory Services, Inc. He holds Series 63 and 66 licenses and has 39 years of industry experience. His prior work includes roles at Advisory Group Equity Services Ltd, American National Insurance, Farm Family Insurance, and The Guardian Life Insurance Co of America. Outside of finance, he is involved in dairy farming through 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 plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, utilizing multiple internal teams and third-party managers based on individualized investment policy statements.

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.

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.

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.

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.

Richard Rodrigue is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley and Heritage Family Credit Union, where he has also served as a notary. Rodrigue’s career spans both brokerage and credit union environments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining large-scale non-advisory financial activities with its broad advisory platform.