Scott Bouton

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.

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.

Linda Tarbox is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic support for personalized planning.

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.