Andrew Parlin

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.

Thomas Pyle is a financial advisor with IBN Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Prior to joining IBN Financial Services in 2024, he worked at Advisory Group Equity Services Ltd, American National Insurance, Farm Family Insurance, and The Guardian Life Insurance Co of America. Outside of his advisory work, Pyle is involved in dairy farming as a minority member of Medallion Jerseys LLC and serves as treasurer of the Vermont Jersey Breeders Association. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates multiple investment teams and manages client accounts using a combination of fundamental, technical, and cyclical analysis along with algorithmic signals, overseeing approximately $180.5 million in discretionary assets.

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.

Cassandra Fyles Graziano is a financial advisor with Eagle Strategies (NY Life) in Orwell, VT, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2016 and currently operates under the DBA JCOHEN Financial for selling New York Life products and services. Eagle Strategies LLC serves individuals, including high net worth clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisers. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Anthony Braico is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and previously served as CEO of Valley Financial Group, LLC. Outside of advisory work, he owns a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a broad suite of implementation options while maintaining substantial non-discretionary advisory assets.