Adam Waitkevich is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Coppertree, LLC. He is also the principal owner of Divorce Financial Solutions, LLC, providing financial forecasting reports for divorcing couples. Additionally, he serves as a board member of the nonprofit Kevin Youkilis Hits for Kids. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers tailored financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, alternatives, and structured products.

Edward Zywien is a financial advisor with Concord Wealth Partners in Worcester, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Concord Wealth Partners in 2021, he worked at Coppertree, LLC and Triad Advisors LLC. He is also involved in insurance sales for approximately three hours per week. Concord Wealth Partners is a team-based registered investment adviser managing about $1.07 billion for over 1,200 clients, including individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, with an investment approach that emphasizes tailored asset allocation, cash management, and the use of various strategies including mutual funds, ETFs, alternatives, and complex instruments.