Richard Rodrigue

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.

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.

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

Shawn Hadwen is a financial advisor with Edward Jones in Fair Haven, VT, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Rohail Sarwar is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and over five years of experience in the financial services industry. His prior roles include positions at Cetera Investment Services, Etico Partners, Prudential Insurance, Albany Financial Group, and New York Life. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, model-driven recommendation reports developed by a centralized consulting team in collaboration with client advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.