Brian Hosan

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 Series 65-licensed advisor at Creekmur Asset Management, LLC with one year of industry experience. He previously worked at JP Morgan Chase and has a background that includes roles at Cedarville University and Christian School at Castle Hills. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and access to independent managers, utilizing a variety of investment vehicles tailored to client needs.

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.