Eric Mcclain is a CFP® with 16 years of industry experience, currently serving at Approach Retirement Advisors, LLC since 2013. Prior to that, he worked at Wesban Financial Consultants, P.C. from 2010 to 2013. He is a minority member of Kairos Properties, LLC, a real estate investment and development entity, though he holds no operational role. Approach Retirement Advisors, LLC is a fee-only registered investment adviser managing approximately $227 million for about 140 clients, including individuals, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies and is notable for its use of derivatives and option-based overlay strategies through third-party sub-advisers.

Phillip Walker is a CFP® and holds a Series 65 license, with 15 years of experience in the financial industry. He has worked at Approach Retirement Advisors, LLC since 2021 and previously spent a decade at Walker Wealth Advisors, LLC. Approach Retirement Advisors, LLC is a fee-only registered investment adviser managing approximately $227 million for about 140 clients, including individuals, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies and is noted for its use of derivatives and option-based overlay strategies through third-party sub-advisers.