Mark Ripley

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.

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.

Alfonso Cioffi Jr. is a financial advisor with LPL Financial in Chestertown, NY, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Glens Falls National Bank and LPL Financial since 2012. Outside of his advisory work, he has served as a ski instructor at Killington Ski Resort. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Katherine Horowitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Morgan Stanley and Glen Falls National Bank & Trust Co. She also serves as a notary through Arrow Bank National Association. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

John Gable is a Series 66–licensed financial advisor with Edward Jones in Warrensburg, NY, where he has worked since 2018. He has eight years of industry experience, including a three-year sabbatical prior to joining Edward Jones. Outside of finance, he has authored a children’s book and worked as a contracted actor and voice actor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of over 23,000 financial advisors.

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.