Nathan Mumme

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 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.

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.

Mark Ripley is a CFP® professional with 28 years of experience in the financial services industry. He has been with LPL Financial since 2011 and also holds a role at Arrow Bank National Association. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team, providing various model portfolios and investment solutions tailored to client needs.

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.