B.B. Graham & Company, Inc.

John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

Damien Morales is a financial advisor with B.B. Graham & Company, Inc. in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at B.B. Graham & Co. since 2020 and concurrently serves as an independent insurance agent with Financial Benefits Insurance, Inc. since 2014. His prior experience includes roles at American Mutual Group and Ameritas Investment Corp. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary accounts and use of third-party asset managers.

Jeffre Reininger is a financial advisor at B.B. Graham & Company, Inc. in Monroe, Oregon, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Capital Financial Services. Outside of his advisory role, he is the owner of Willamette Valley Retirement Services, where he sells fixed insurance products as a licensed life insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring, often managing assets on a non-discretionary basis and utilizing third-party asset managers and wrap programs.

Matt Maberry is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with B.B. Graham since 2015. Maberry is also a 50% owner of Alton Securities & Asset Advisors, LLC, an investment and financial business affiliated with the firm. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a majority of assets managed on a non-discretionary basis.

Leonard Wyss is a financial advisor with B.B. Graham & Company, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Grant Bettingen, Inc. from 2008 to 2016. Outside of his advisory role, he owns and operates A Better Tax Service, an income tax preparation business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often utilizing third-party managers.

Leslie Apseloff is a financial advisor at B.B. Graham & Company, Inc. with a Series 66 designation and no prior industry experience. Leslie has held roles at several firms, including Planning Works, DLC, Reston Equity Group, Anchorage Capital Group, Ernst & Young, and PricewaterhouseCoopers. Leslie is a partner at Planning Works, LTD. LLC, an investment services firm. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary account management with regular reviews and access to third-party managers.

Douglas Callen is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at B.B. Graham & Company, Inc. since 2010. He also provides consulting services to investment-related firms through CONNEXIEN, LLC and serves as an industry arbitrator for FINRA and the NFA. B.B. Graham & Company offers investment advisory and financial planning services to individuals, pension plans, trusts, and businesses, utilizing fundamental, technical, and cyclical analysis with a focus on both discretionary and non-discretionary asset management.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Gordana Schifanelli is a financial advisor at B.B. Graham & Company, Inc. with 26 years of industry experience. She holds a Series 66 designation and has worked at B.B. Graham & Co. since 2011. Schifanelli is also a managing director at Schifanelli & Associates, LLC, Attorneys at Law. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party portfolio managers.

Jaimie Chan is a financial advisor at B.B. Graham & Company, Inc. with one year of industry experience. Prior to joining B.B. Graham, Chan worked at Healthpeak Properties and has been employed as a restaurant server at Marie Callendar's since 2020. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management along with access to third-party portfolio managers.

William Byrd is a CFP® professional with 40 years of industry experience, currently serving at B.B. Graham & Company, Inc. since 2019. He previously worked at Capital Financial Services, Inc. and INVEST Financial Corp. Byrd holds a life insurance license and is involved in the sales and service of life and fixed insurance products. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account reviews and access to third-party asset managers.

Eduardo Larios is a financial advisor at B.B. Graham & Company, Inc. in Orange, CA, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at UnionBanc Investment Services, Farmers Financial Solutions, LLC, and Real Estate EBroker. In addition to his advisory role, he maintains a California real estate broker-associate license and is involved in real estate transactions. B.B. Graham & Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and small businesses. The firm utilizes fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary portfolios.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at L.M. Kohn & Company and Crown Capital Securities, Lp. Outside of her advisory role, she owns and manages a financial planning firm, Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account reviews and often manages assets on a non-discretionary basis, utilizing third-party asset managers and offering a range of financial planning and consulting services.

Steven Carlson is a financial advisor at B.B. Graham & Company, Inc. with 34 years of industry experience. He previously worked at Carlson Financial and Crown Capital Securities. Outside of financial advising, he is also a licensed real estate agent involved in real estate sales. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often utilizing third-party asset managers.