Christopher Mc Cauley is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and previously worked at Cambridge Investment Research Advisors, Langdon Shaw Associates, and Redwood Investment Advisors. Outside of his advisory role, he owns Strategic Tax Professionals, LLC, a tax preparation business. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a variety of managed-account programs and third-party asset management solutions, serving both individual and institutional clients.

John Wood Jr. is a financial advisor at Commonwealth Financial Network with over 41 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Cambridge Investment Research Advisors, Inc. He is also president and owner of Strategic Planning Group, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting, and provides support in operations, trading, technology, compliance, and practice management.