Derek Budd is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Commonwealth since 2016. Outside of his advisory role, he is co-owner of Eagle Crest Financial Services Inc. and owns an S-Corp for personal tax purposes. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Kieffner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2016. He is co-owner of Eagle Crest Financial Services Inc. and owner of Kieffner Advising, LLC, entities involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.