Patrick Dunn

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.

Oleg Kryzanovski is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach is centered on model portfolios developed by its Research Department and third-party strategists, offering clients access to various managed account programs and financial planning services.

Donald Hubert is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 16 years and has been associated with Lion & Panther Financial Group since 1978. Outside of his advisory role, he is involved with Lion & Panther Financial Group as a business separate from his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Patrick Abatiell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and was previously with LPL Financial from 2012 to 2018. He formerly owned and operated a bagel bakery and deli business as well as a motel, both now inactive. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremy Carroll is a financial advisor with Edward Jones in Rutland, Vermont, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Carroll serves as Sponsorship Chair for the Alzheimer's Association, Vermont Chapter, and volunteers on the Walk Planning Committee for events in Rutland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Michael Beckett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and has a concurrent career at IBM since 1996. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio implementation and oversight with an emphasis on a variety of investment models.