Rebecca Kauffman is a CFP® professional with 18 years of industry experience. She is currently affiliated with Commonwealth Financial Network and previously worked at Lincoln Financial Advisors Corp for 16 years. Outside of her advisory role, she is an owner of Sapphire Wealth Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Stuart Farb is a financial advisor with Commonwealth Financial Network in Maitland, FL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. He previously spent 49 years at Lincoln Financial Advisors Corporation before joining Commonwealth Financial Network and Aegis Consulting in 2023. Farb is also a co-owner of The Farb Financial Group, LLC, and Farb & Schilling, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.